Sales results for the second quarter and first half of the year are rolling in, and we’ll likely have some more tomorrow. Has anything you’ve read here or elsewhere surprised you so far?
To me, the numbers seem good despite super-high average transaction prices, the possible effects of tariffs, and more. But I also think that it could be a mirage. And if the numbers are truly good despite some major challenges to the market, there may be some explanations here. For one, the automakers are only going to tout positives — you have to read between the lines or dig deeper into the numbers to find the negatives, for the most part. You have to look for what wasn’t mentioned.
It’s also likely too early for tariffs to have much of an effect, and since the tariff situation seems to change daily, that’s still going to be hard to monitor for a bit. I do wonder what will happen should the “Big, Beautiful Bill” pass — but there, too, the effects likely won’t be felt for a while.
So, what do you think? Anything jump out at you?
Sound off below.
[Image: Honda]
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