U.S. total new-vehicle sales are forecast at 1.183M units in February (-3.8% YoY) with retail sales -4.6% YoY, indicating weaker annual demand despite seasonal improvement.

• Total sales SAAR is 15.6M (vs 16.2M in February 2025) and retail sales SAAR is 12.6M (vs 13.2M), showing softer annualized sales momentum.

• EV share is 6.6% (-1.8 ppts YoY) while ICE rises to 78.7% (+2.6 ppts) and HEV 13.5% (+0.1 ppt), reflecting a shift away from EVs.

• Average retail transaction price is $46,303 (+2.7% YoY); non-EV prices $46,097 (+3.0%) and EV prices $46,528 (+2.6%), indicating continued price pressures.

• Average monthly payment is $811 (+$32 YoY) while loan rates fell to 6.72% (-31 bps YoY) and 84-month loans rose to 12.7% (+1.8 ppts), suggesting affordability strain despite easing rates.

• Incentive spending averages $3,293 (+$63 YoY); EV discounts $10,356 (-$1,664 YoY) and non-EV discounts $3,085 (+$346 YoY), showing incentives shifting toward non-EV vehicles.

• Inventory stands at 2.19M units (+1.4% YoY) with 65 days supply and retailer profit per unit $2,524 (+$83 YoY), while total consumer spending is $41.3B (-2.4% YoY), indicating higher per-unit profitability but lower aggregate sales value.

• Used vehicle prices average $29,488 (+$448 YoY) and trade-in equity is $7,013 (roughly flat YoY), suggesting continued strength in the used market supporting trade-ins.

• Share of buyers with negative equity is 31.5% (+3.4 ppts YoY), indicating more households carrying loan balances into new purchases.

• Fleet sales total 251,681 units (-0.4% YoY) and represent 21.3% of sales (+0.7 ppts), showing a slightly larger fleet share within overall volumes.

U.S. new-vehicle sales are forecast at 1.12M units in January 2026 (-2.7% YoY), reflecting a modestly softer start to the year.

• Total new-vehicle sales (retail + non-retail) are projected at 1,118,700 units (-2.7% YoY), though on an unadjusted selling-day basis sales are +1.2% vs January 2025 due to one extra selling day (26 vs 25).

• Total SAAR is expected at 15.0M units, down from 15.5M in January 2025 and down from 16.1M in December 2025, indicating weaker annualized momentum entering 2026.

• Retail new-vehicle sales are projected at 908,500 units (-3.7% YoY), with retail SAAR at 12.7M (vs 13.2M in January 2025 and 13.5M in December 2025).

• EVs are expected to account for 6.6% of retail sales (-2.9 ppts YoY), while ICE vehicles rise to 77.7% (+2.7 ppts YoY) and HEVs increase to 14.7% (+1.4 ppts YoY), showing a mix shift toward ICE/hybrids.

• Average retail transaction prices are expected at $45,880 (+1.1% YoY), with non-EV prices at $45,510 (+0.9% YoY) and EV prices at $51,981 (+18.1% YoY), highlighting a sharp relative increase for EV pricing.

• Average monthly finance payments are projected at $760 (+$24 YoY), while the average new-vehicle loan rate is 6.29% (-48 bps YoY); 84-month loans are expected to rise to 11.7% of financed sales (vs 9.9% a year ago), underscoring affordability strain.

• Incentive spending averages $3,192 per vehicle (+$25 YoY), with EV discounts at $11,212 (-$1,820 YoY) versus non-EV discounts at $3,004 (+$403 YoY), reflecting lower EV discounting alongside stronger incentives on ICE vehicles.

• Retail inventory is estimated at 2.12M units (-1.4% YoY), equal to 59 days of supply (+2 days YoY), while dealer profit per unit is projected at $2,148 (-$62 YoY; +$224 vs December) and total retailer profit at $1.9B (-2.6% YoY).

U.S. new-vehicle sales are forecast at 1.45M units in December 2025 (-7.5% YoY), reflecting a year-end slowdown after a volatile sales pattern.

• Total new-vehicle sales, including retail and non-retail, are projected at 1,454,000 units (-7.5% YoY), or -3.8% YoY on an unadjusted selling-day basis, pointing to softer year-end volumes despite an extra selling day versus last year.

• Total SAAR is expected at 15.9M units, down 1.1M from December 2024, while retail SAAR rises to 13.6M from 12.7M in November, indicating some sequential improvement but weaker YoY momentum.

• Retail sales are forecast at 1,222,800 units (-7.4% YoY), with Q4 retail volumes down -4.8% YoY, contrasting with full-year 2025 retail sales projected up +4.0% YoY on a selling-day-adjusted basis.

• EVs are expected to account for 6.6% of retail sales, down 4.6 ppts YoY, while ICE vehicles rise to 78.1% (+4.6 ppts YoY), showing a pronounced shift away from EV purchases late in the year.

• Average new-vehicle transaction prices are projected at $47,104 (+1.5% YoY), while average monthly finance payments rise to $776 (+$21 YoY), underscoring continued affordability pressures.

• Incentive spending averages $3,433 per vehicle (+$77 YoY), with EV discounts at $11,414 (-$57 YoY) and non-EV incentives at $3,219 (+$425 YoY), reflecting diverging pricing dynamics by powertrain.

• Retail inventory stands at 2.39M units (+11.7% YoY), equal to 70 days of supply, while retailer profit per unit declines to $1,974 (-$112 YoY), indicating improved availability alongside margin compression.

U.S. new-vehicle sales are forecast at 1.26M units in November 2025 (-5.2% YoY), with retail sales at 1.06M units (-4.8% YoY), reflecting continued payback from September’s EV pull-ahead ahead of expiring tax credits.

• Total SAAR is expected at 15.4M units (Nov 2024: 16.6M), while retail SAAR is projected at 12.5M (Nov 2024: 13.4M), showing a slower underlying sales pace.

• EV retail share is forecast at 6.0% (Sep: 12.9%; Nov 2024: 9.6%), while ICE share rises 2.3 ppt YoY to 77.5%, indicating a significant shift back toward conventional vehicles.

• Average transaction prices are expected at $46,029 (+1.6% YoY), and average monthly finance payments at $760 (+$19 YoY), highlighting ongoing affordability pressures.

• Incentive spending averages $3,211 (-$125 YoY), with EV discounts at $11,869 (+$260 YoY) and non-EV discounts at $2,960 (+$161 YoY), showing diverging pricing strategies.

• Fleet sales are projected at 197,358 units (-7.5% YoY), representing 15.7% of total sales (-0.4 ppt YoY).

• Retail inventory rises to 2.29M units (+11.7% YoY), equal to 64 days of supply (+5 days YoY), signaling gradually improving availability.

• Used-vehicle prices average $29,696 (+$725 YoY), while average trade-in equity dips to $7,822 (-$111 YoY), with negative equity rising to 26.9% (+3.3 ppt YoY).

• Retail buyers are expected to spend $46.8B on new vehicles (-6.4% YoY), while retailer profit per unit edges up to $2,161 (+$6 YoY).

U.S. new-vehicle sales are forecast at 1.25M units in October 2025 (-6.9% YoY), with retail sales at 1.05M units (-5.9% YoY), reflecting a sharp pullback following last month’s EV-driven surge from pre-expiration tax credit purchases.

• The total SAAR is expected at 15.1M units (Sep: 16.3M; Oct 2024: 16.2M), while retail SAAR is 12.7M (Sep: 14.1M; Oct 2024: 13.5M).

• EVs are projected to account for just 5.2% of retail sales, down -7.7 ppt MoM and -3.4 ppt YoY, reversing September’s pre-credit pull-forward; ICE share rose to 79.2% (+2.4 ppt YoY).

• Fleet sales are forecast at 198K units (-12.1% YoY), representing 15.9% of total sales (-0.9 ppt YoY).

• Average retail transaction price rose +2.2% YoY to $46,057, while incentive spending fell -$444 YoY to $2,674 (5.3% of MSRP, -1 ppt YoY).

• EV discounts averaged $13,161 (+$2,211 YoY), partially offsetting the loss of the federal credit; non-EV incentives fell to $2,423 (-$282 YoY).

• Average monthly finance payments reached $758 (+$21 YoY), while average loan rates eased slightly to 6.56% (-14 bps YoY).

• Retail inventory rose +11.5% YoY to 2.27M units, equal to 61 days of supply (up from 59 days).

• Used-vehicle prices averaged $29,446 (+$473 YoY), and average trade-in equity rose to $8,378 (+$386 YoY), though 26.6% of trade-ins carried negative equity (+2.2 ppt YoY).

• Total consumer spending on new vehicles is expected at $46.1B (-4.2% YoY), while total retailer profit per unit rose to $2,295 (+$97 YoY).