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Strikes don’t impact deliveries, which are benefiting from rebounding inventory.
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Projections for month put SAAR flat despite strikes.
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September registrations make 14 straight months of gains as electrified models take greater share.
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September deliveries continue year-long wave of new-vehicle increases.
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September results continue year’s streak; NADA expects more of the same.
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Latent demand, particularly from fleets, overcomes other market constraints.
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Improved inventory buoys the former while the new-vehicle market shows balance.
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Cox forecast based on first six months’ sales bump on the momentum of improved inventory, return of incentives.
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Higher incentives, inventory drive demand as average price stays below MSRP.
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Robust demand and increased vehicle availability drive significant growth.
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