Haig Stoddard

Industry Analyst,
U.S. Sales Soar to 10-Year High SAAR in September  2
October U.S. sales likely are set for a payback following three straight month-to-month increases in the SAAR and the drain on older model-year inventory.
Sky-High U.S. Demand in August Pares Inventory for September 
The combination of total LV inventory 3% above year-ago, and stocks of the strongest growing segment group increasing month-to-month, points to a fifth straight 17 million-plus SAAR in September.
August U.S. Sales Surge to 10-Year High SAAR 
Import volume for CUVs increased 34%, spurring total import penetration to a 3-year high.
July U.S. Inventory Points to More Robust Sales in August 
CUVs are poised for continued record market penetration in August, while share for most large trucks could waver.
Globalization Concentrating More Output on Top Platforms
Even with globalization, the number of vehicle platforms in use over the next seven years will decline by only 11, from 388 to 377, in 2022.
North America Sales to Average 20 Million-Plus; Production to Top 18 Million 2
An irony of the 1.5 million units in new production capacity being added in North America in the next four years is that sales penetration of domestically made vehicles won’t rise significantly.
July U.S. Sales Soar to 17.5 Million SAAR  1
Sales of large trucks rebounded from a June decline that ended 15 straight increases, but were uneven across segments and possibly aided by some spot incentives.
Mitsubishi Shutdown to Further Streamline Production Utilization 
Closure of Mitsubishi’s U.S. plant means a 62,000-unit cut to forecasted North American output in 2016.
U.S. LV Sales Heading to 17 Million Units
Cars could be the catalyst that propels sales well above 17 million if automakers turn to incentives or fleet deliveries to stop their decline.
Imports Push June U.S. Inventory Above Year-Ago Levels 
Imports Push June U.S. Inventory Above Year-Ago Levels
June’s 17.1 Million U.S. SAAR Caps 10-Year High First-Half 
June’s car penetration fell to 44.9%, as all segment groups posted year-over-year declines in the same month for the first time since September 2009.
North America-Built LV Sales Will Lag Capacity Increases 
As Mexico lures more manufacturing, its market also is opening up to more overseas-built vehicles with import offerings doubling since 2001.
CUV U.S. Sales Hurtling to 5 Million Units in 2015 
Boosted by stubbornly low fuel prices, demand for CUVs is a major reason for near record-low car penetration, which is likely to get worse.
May U.S. Inventory Points to Another Sales Boom in June 
The odds are June will be the second straight month with a 17 million-plus SAAR, which would be the first time that has occurred since 2004.
U.S. Sales Zoom to Near 10-Year High in May 
Higher fuel prices in May did not keep truck penetration from rising above year-ago for the 28th straight month, but large trucks posted their first year-over-year market-share decline since October.


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