Here we go
The days’ supply of new vehicles – calculated by an estimated daily retail sales rate – dropped from 91 days at the beginning of March to 70 days this month, according to Cox Automotive. Used vehicle days’ supply, which had already been low, declined by four days to 39 days, the company said.
No discussion of politics or policy speculation, just impact - TYIA
Imported car prices go brrrrrrr
If we could remain apolitical we could have had a proper price and automaker policy tracking thread / wiki.
First of all, dont believe that statement from CNBC that consumers flock to stores ahead … Definitely not happening … Majority is more concerned about the future of their jobs and other every day needs rather than big ticket items.
*ALL. not imported.
Car of Theseus, if the domestically made car is 60% imported, is it imported? /s
I don’t, I’m looking at the Cox Auto data they cited.
The CNBC article is clickbait. I’m one person and I do over a dozen brands. ALL of my dealers, with no exception, have already commented that after the March month-end rush (which is what the CNBC article captured), most of april has been completely dead for them. This is every single brand. It’s not anecdotal, as I have more than one dealer for pretty much every brand I do. This is across-the-board. Agree with @mani_is_kool - people are absolutely more concerned with all of the chaos around them than making big ticket purchases.
We aren’t discounting anything in stock. Doesn’t matter if it is a 911, Macan, or Taycan. Everything is MSRP since any new inventory will be at least 10%-15% more expensive, and we will probably be sold out before getting that inventory.
And what is their inventory level compared to 30/60/90 days prior? Are they floor planning more cars or fewer?
Most took extra cars throughout March/Early april, so they are all showing more than at the start of the year. Lone exception is my nissan store, since we lit their inventory on fire last month, but fortunately, i have 2 others that are in-line price-wise with a ton of metal on the ground.
The days’ supply of new vehicles – calculated by an estimated daily retail sales rate – dropped from 91 days at the beginning of March to 70 days this month, according to Cox Automotive.
I believe this From March 1st - April 1st date. April has been dead at all levels. I have been watching CNBC 7 hrs a business day for the last 14 years and I have found out that what is reported on live is different from what some of their articles pose to get clicks.
I dont think there will be any shortage this month or next month even with brands such as JLR who have paused deliveries.
do you know what is happening with customer’s orders yet? in terms of pricing
Audi is on a 2 month supply, maybe they can stretch that out if sales slow down? Their MO is sell until we’re out and figure WTH we are doing.
To be honest, None of the brand dealers know how to deal with this situation right now. I was working on a demo BMW deal. Received an email 10 days ago that pricing has been changed (went up by $3k) and then I got a follow up email 2 days ago pricing been changed AGAIN( went back down $3k) lol.
Metal isnt moving as dealers had expected based on the tariff news.
Some will be price-protected. We don’t know what is happening after that.
I think all reputable dealers have passed on the 2025 price locks from manufacturer over to client. But im sure there will be few, that would repeat 2022 and screw booked clients over at last minute.
I’m seeing strong used vehicles (clean trucks & suvs), which usually MMR in the $5K to $10K range, now selling for double MMR at auctions over the past week or so. Expecting to see the Manheim Used Vehicle Value Index start to climb in April, despite being flat in March. There won’t be any safe haven in used cars…
I applaud you for your transparency here… many others still denying pricing is changing.
Trump just rescued the auto industry with a simple tariff. Back to covid era selling.
Yup. As predicted
“Simple tariff” 
