Last week brought critical updates on the Fed’s dual mandate with November’s jobs report and CPI data. Both reports point toward a labor market under pressure while inflation looks to be cooling, although many economists are taking the report with a grain of salt. Additionally, the Economic and Industry Insights team hosted a webinar exploring key … Continued
A replay of the Cox Automotive Q4 2025 Industry Insights and 2026 Forecast Call held on Wednesday, Dec. 17, is available. The Cox Automotive Economic and Industry Insights team delivered a final update on the U.S. automotive market, focusing on the new, used and electric vehicle markets for 2025. This call also provided the team with an … Continued
Cox Automotive provides forecasts on the new and used vehicle markets, leasing, fleet and CPO sales, and the Manheim Used Vehicle Value Index. Updates to the full-year 2026 forecasts were announced during the Industry Insights and 2026 Forecast Call on Dec. 17. The Economic and Industry Insights team reviews the full-year forecasts quarterly and updates … Continued
The Cox Automotive Q4 2025 Industry Insights and 2026 Forecast Call will be held today, Dec. 17, at 11 a.m. EST. The presentation is available for download. The Economic and Industry Insights team will deliver a final update on the U.S. automotive market, focusing on the new, used and electric vehicle markets for 2025. This … Continued
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
In November, the electric vehicle (EV) market’s downturn deepened, with the expiration of the federal tax credit continuing to weigh on demand. Market share reached multi-year lows as sales declined. Weak demand fueled a surge in inventory, with days’ supply reaching elevated levels. Pricing eased across the market, underscoring an industry struggling to find balance … Continued
The second full week of December was quiet except for the Federal Reserve’s last meeting of the year – and it delivered some drama. Last week, our team provided updates on credit availability and new- and used-vehicle inventory levels. This week, we will receive new information on jobs and unemployment early in the week, before … Continued
According to an analysis of Cox Automotive’s vAuto Live Market View data estimates, retail used-vehicle sales in November1 increased month over month compared to September. A total of 1.39 million used vehicles were sold at retail – from both franchised and independent dealers – during November, up 1.9% year over year and 2.3% month over month. Days’ supply … Continued
Used-vehicle inventory levels rose for the fourth consecutive month at the start of December, surpassing the previous 2025 high set in November, according to Cox Automotive’s analysis of vAuto Live Market View data. 2.31M Total Inventoryas of Dec. 1, 2025 50 Days’ Supply $25,730 Average Listing Price Nationwide, dealers – both franchised and independent – had a … Continued
Now that we are in December and government data is flowing again, we have additional data points for the automotive market and new (but dated) reports on the economy. This week provided updates on new-vehicle sales and pricing, consumer sentiment, and spending and income, although those reports cover September. We will not receive much data … Continued
