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Q4 2025 Cox Automotive Dealer Sentiment Index: Dealer Caution Deepens as Market Sentiment Falls; EV Outlook and Profits Weaken While New-Vehicle Inventory Grows

ATLANTA, Dec. 3, 2025 – The Q4 Cox Automotive Dealer Sentiment Index (CADSI) reveals a significant decline in dealer confidence as economic and market challenges persist. Market sentiment for both current and future conditions fell below the positive threshold in the fourth quarter, signaling caution as dealers face rising costs, higher prices and economic uncertainty, … Continued

Join Us: Cox Automotive Industry Insights and 2026 Forecast Call

The Cox Automotive Industry Insights and 2026 Forecast Call will be hosted on Wednesday, Dec. 17, at 11 a.m. EST, shortly before the auto industry closes the book on the fourth quarter. Join us for a 60-minute session in which the Economic and Industry Insights team will deliver a final update on the U.S. automotive market, … Continued

Auto Market Weekly Summary

More updates on economic metrics are being received, leading up to Thanksgiving. Last week focused on updates about job creation and unemployment, while this week brings the September update for producer prices. The next release for the consumer price index data will come on Dec. 18, which is notable as the Federal Reserve will be making … Continued

EV Market Monitor – October 2025

October marked a sharp reversal for the electric vehicle (EV) market as the expiration of the federal EV tax credit cooled demand after three months of accelerated sales. Buyers rushed to secure incentives before the deadline, but once it passed, momentum slowed. Inventories climbed quickly, and pricing shifted upward for both new and used EVs, … Continued

Auto Market Weekly Summary

Editor’s note: Jeremy Robb, interim chief economist at Cox Automotive, will keep the Auto Market Weekly Summary rolling as Jonathan Smoke transitions to his new role as chief strategy officer. Last week saw the end of the longest government shutdown in history come to a stop on Wednesday evening after a record 43 days. Over … Continued

Used-Vehicle Retail Sales Up 3.4% in October, Outpacing New Market

According to an analysis of Cox Automotive’s vAuto Live Market View data estimates, retail used-vehicle sales in October1 increased month over month compared to September. A total of 1.40 million used vehicles were sold at retail – from both franchised and independent dealers – during October, up 3.4% month over month and up 1.5% year over year. Days’ … Continued

Used-Vehicle Inventory Climbs in November as Sales, Prices Edge Higher

Used-vehicle inventory levels rose again at the start of November, surpassing the previous 2025 high set in October, according to Cox Automotive’s analysis of vAuto Live Market View data. 2.26M Total Inventoryas of Nov. 3, 2025 48 Days’ Supply $25,945 Average Listing Price Nationwide, dealers – both franchised and independent – had a total supply of 2.26 … Continued

Cox Automotive Auto Market Report: November 11

For more than 175 installments, Cox Automotive’s Auto Market Report video has delivered a comprehensive analysis of the current automotive market. Chief Economist Jonathan Smoke is signing off with this last video and moving on to be Cox Automotive’s chief strategy officer. Report Summary – Nov. 11, 2025 Key Highlights Consumer Spending Growth Slowed in … Continued

Auto Market Weekly Summary

Key Highlights With the Federal government shutdown into its sixth week, new labor market data wasn’t available last week. However, we did receive initial data on consumer sentiment in November as well as preliminary data on October new- and used-vehicle sales. New-Vehicle Sales Slowed in October With Lower Incentives Official new-vehicle sales numbers are reported by … Continued

Auto Market Weekly Summary

Key Highlights The Federal government shutdown is now into week five, and routine reports and data have not been released, including updates on GDP, jobless claims, or personal income and spending. However, we did receive data on pending home sales and consumer confidence.   Pending Home Sales: Unchanged In September  Pending home sales were unchanged in … Continued