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EV Market Monitor – December 2025
In December, the electric vehicle (EV) market ended the year an up note, with sales rising for both new and used models. New EV supply remained elevated, and used EV days’ supply increased, though still below ICE levels. Pricing held largely flat across both segments, with heavy new‑vehicle incentives in place to counter softer retail …
New-Vehicle Inventory Contracts as Industry Enters Pivotal 2026
The automotive industry begins 2026 with tighter inventory conditions following a strong December, with sales up nearly 12% month over month. The latest data suggests accelerated sales velocity through the end of the year resulted in a shrinking buffer of stock, a dynamic that carries both opportunity and risk as manufacturers navigate model-year transitions and …
Headlines Say Demand for New EVs is Cooling. At Manheim, We’re Ready for the Surge Still to Come
By Grace Huang, President, Cox Automotive Inventory Solutions If you read recent media headlines, you may think the EV market is slipping into decline. Stories about softening demand, disappearing government-backed incentives and price volatility have fueled the perception that electric vehicles are losing momentum. But as our team showcased during the Manheim Used Vehicle Value Index call …
Wage Gains Offset Higher Prices as New-Vehicle Affordability Holds Steady in December
New-vehicle affordability was essentially unchanged in December, according to the latest Cox Automotive/Moody’s Analytics Vehicle Affordability Index. Strong wage growth offset higher interest rates and higher transaction prices. The estimated average auto loan rate was down 31 basis points year over year but increased 11 basis points for the month to 9.62%1. The average new-vehicle …
Workflow Transformation with Agentic AI: Shaping the Future of Automotive at CES 2026
At CES 2026, Cox Automotive’s Chief Product Officer, Marianne Johnson, shared a bold vision for the future of work in automotive: one powered by agentic systems, data-driven decision making, and responsible AI. Her message was clear: the time to act is now. This transformation isn’t just about us. It’s about giving your dealership access to AI capabilities that weren’t possible even 18 months ago with the quality, speed and innovation in …
Cox Automotive Car Buyer Journey Study Finds Efficiency, Digital Tools and AI Drive Record Satisfaction
ATLANTA, Jan. 13, 2026 – The 16th annual Car Buyer Journey (CBJ) Study, released today by Cox Automotive, the world’s largest automotive services provider, reveals that new technology and a seamless omnichannel retail approach adopted by many dealers are improving vehicle-buying satisfaction in the U.S., despite concerns about vehicle affordability. Higher scores are being fueled …
Despite Q4 Collapse, 2025 EV Sales Decline Only 2% Versus 2024; Policy Shifts, New Product Set Stage for Next Chapter
As widely forecast, sales of new electric vehicles (EVs) in the U.S. fell sharply in the fourth quarter, following record-breaking results in Q3. With government-backed sales incentives revoked at the start of October, total EV sales in Q4 plunged to 234,000 units, down 46% compared to Q3 and 36% lower year over year. Sales in …
Kelley Blue Book Report: As America Spends a Record $15 Billion on Full-Size Pickup Trucks in December, New-Vehicle Prices Hit New High
The average transaction price (ATP) for a new vehicle hit an all-time high in December, according to estimates released today by Kelley Blue Book, a Cox Automotive brand. A strong mix of midsize SUVs and full-size pickup trucks pushed the average higher, as both segments outperformed in the final month of 2025. New-vehicle prices typically …
Auto Credit Access Hits Two-Year High in December; Dealertrack Index Posts 3.6% Gain for 2025
In December, the Dealertrack Credit Availability Index reached its highest point of 2025, climbing to 99.6 and marking the best level since October 2022 as credit access continued to improve. The All-Loans Index rose 90 basis points (bps) from November’s 98.7 and is up 4% from December 2024. While individual metrics showed mixed movement, this …
Auto Market Weekly Summary
The first week of 2026 brought several important data releases: December jobs and unemployment figures, consumer credit trends, consumer sentiment readings and a final look at 2025 auto sales performance. With the new year underway, economic and automotive reports are flowing fast and furious, and we’ll continue tracking these developments in the weeks ahead. New-Vehicle …