Kevin Tynan, Director of Research at the Presidio Group, discusses the auto industry's shift from chasing market share to maintaining pricing power and margin integrity. This new discipline among manufacturers creates a healthier market environment with controlled production levels and stronger profitability despite lower sales volumes.
• June sales volume was not impressive but pricing power and margin integrity remain strong
• Industry has moved away from chasing market share and overproducing inventory
• Production discipline learned during pandemic shortages is creating a more stable market
• EV sales may surge temporarily as $7,500 federal tax credits face potential elimination
• This surge should not be misinterpreted as genuine demand but rather consumers chasing deals
• The true organic EV market will finally become visible in late 2025/early 2026 without subsidies
• North America rushed to match China's EV pace despite not controlling the mineral supply chain
• American manufacturers excel at producing profitable trucks and SUVs for the domestic market
• Dealerships represent an "undiscovered opportunity" with four diverse revenue streams
• Auto parts retailers provide strong investment returns through their counter-cyclical business model
• Vehicle affordability challenges will persist as domestic brands maintain higher price positioning
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