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