by Calculated Danger on 5/20/2025 03:52:00 PM
From WardsAuto: U.S. Mild-Car Gross sales Cooling Off in Could; Stock Nonetheless Falling (pay content material). Transient excerpt:
With stock set to proceed declining month-to-month, and the fee to automakers of the tariffs extra strongly kicking in by July, gross sales are prone to proceed sequential weak spot into the summer season – except automakers resolve to eat a lot of the elevated value. Primarily based on the North America manufacturing outlook for the subsequent a number of months, most are usually not planning to eat quite a lot of the fee.
emphasis added
Click on on graph for bigger picture.
This graph reveals precise gross sales from the BEA (Blue), and Wards forecast for Could (Pink).
On a seasonally adjusted annual price foundation, the Wards forecast of 15.9 million SAAR, can be down 7.9% from final month, and up 0.5% from a yr in the past.
Automotive consumers rushed to purchase over the last few months to beat the tariffs. There shall be additional payback in coming months.
