Haig Stoddard

Industry Analyst,
U.S. Inventory Prepped for Year-End Sales Boom 
Market incentives, including any significant response to Ford’s outlays, could determine whether the year ends closer to 17.4 million or 17.5 million.
October U.S. Sales Edge Industry Closer to Possible Record Year 
Several automakers continued the incentive creep started in Q3 by aggressively raising discounts in October, usually a good time to cut back on spiffs.
North American Automakers to Reach 100% 12-Month Utilization in 2016 
There still will be some significant plant shutdowns for retooling during the next nine months, including factories at General Motors and FCA US.
September U.S. Inventory Sets Up Strong Q4 for Trucks 
Trucks could top 60% of U.S. light-vehicle sales in Q4, with half coming from continued record penetration of CUVs and gains by pickups, SUVs and vans.
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.

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