Cox Automotive Raises Full-Year New-Vehicle Sales Forecast; September Sales Expected to Increase 6.5% Year Over Year, as Asian Brands Gain Share
Why now
Thesis: Resilient but decelerating US auto demand
Catalyst to watch: September sales results and Q4 incentives
Main risk: Slowing pace undermines the raised forecast
Why it matters
Cox raises full-year sales forecast but September pace slows to 16.3M, showing resilient yet decelerating auto demand.
Details
September's new-vehicle sales pace is expected to finish near 16.3 million, down from last year's 16.6 million level and from August's 16.8 million pace. Q3 sales volume is expected to reach 4.12 million, down from Q2 and a year ago. However, Cox Automotive is adjusting its full-year...
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- prnewswire · 2026-09-24 17:00 UTC