- ASOTU Daily Pushback
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- 🚗 Adjustments All Around
🚗 Adjustments All Around
🚙 Brady & Hertz, BYD Slips, and One Truck
TOGETHER WITH
The More Than Cars mindset isn’t some abstract ideal we can never truly reach.
It’s every time we serve the “me to we” movement that makes retail auto worth fighting to get into. We see you living it, and we love it!
How can we serve you today, as you serve your team, customers, and community?
Keep Pushing Back
-Paul, Kyle, Chris & Kristi
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From the Automotive State of the Union
Either Tom Brady is slinging cars for Hertz, or OpenAI’s new video tool has tricked everybody (again).
Check out yesterday’s podcast for more on automaker moves in the post EV credit era, Mr. Brady and Hertz, and the new AI video platform that made Paul look like a character from The Matrix.
From The News w/ ASOTU
Click to read the full digest.
Adjustments All Around
Rivian cut its 2025 delivery forecast midpoint to ~42k even after Q3 deliveries jumped 32%.
Why? The federal $7,500 EV lease credit expired, and tariffs are hiking costs. Lease math is swinging trim by trim, some down $100/month, others up just as much. Confusion = opportunity if explained well.
Tesla, meanwhile, smashed expectations with nearly 497k Q3 deliveries as shoppers rushed the deadline. But production lagged, tightening inventory. Think “sugar high,” not steady trend. Expect ripple effects in used EV trade-ins and price recalibrations.
BYD slips: First monthly sales drop in 19 months (–6%), while Chinese upstarts like Xpeng and Xiaomi hit new records.
Stellantis/Volvo: Q3 U.S. growth despite tariff fears; Stellantis may sell Free2move to refocus.
Toyota: EV sales cratered in Sept, but refreshed 2026 bZ models with longer range and NACS charging are on deck. Bonus: next-gen GR86/MX-5 co-development teased.
Read the full digest and check out today’s articles here.
TOGETHER WITH UBER FOR BUSINESS
The Loyalty Strategy That Keeps Customers Coming Back
The lifetime value of a returning customer often tops $150,000. But only if they keep coming back.
That doesn’t happen in the factory or at the pump; it happens on your lot, in your service lane, and in your waiting room (or maybe not in the waiting room at all).
In partnership with Uber for Business, we’ll show you how elevating transportation convenience transforms CSI scores, builds loyalty, and makes service a true profit driver.
EVERYTHING ELSE
Quick Hits
🤖 AI: AI isn’t here to replace great people—it’s here to give them superpowers. From smarter acquisitions to 30-hour agents, the same tools that built disruptors are now dealer-ready.
🛒 Retail: Amazon is getting into everything, including store-brand groceries.
👽 Weird: Remember when a TV was the most expensive thing you could watch ads on? Samsung’s new fridge just took that spot.
AROUND THE ASOTU-VERSE
One Truck, One Million New Opportunities
In Louisville, dealership work was more than sales last week. Army veteran Theron Bell, who served in Afghanistan and faced homelessness when he returned, was gifted a brand-new Nissan Frontier from the Jeff Wyler Automotive Family. The surprise, held Friday in partnership with Kentucky Wounded Heroes, highlighted both Bell’s resilience and the dealership’s commitment to community impact. “There’s truly not a better way to give back than to a veteran,” said David Wyler, noting the group’s legacy of service since 1973. Bell’s Frontier even came with a camper—ready for new roads ahead.
Today in History
1849 - American author Edgar Allan Poe is found delirious in a gutter in Baltimore, Maryland, under mysterious circumstances; it is the last time he is seen in public before his death 🪶
1863 – The last Thursday in November is declared as Thanksgiving Day by U.S. President Abraham Lincoln. 🦃
1973 – Rotary-powered mid-engine Corvette debuts 🏎️
Week’s almost over, Friend. Remember…
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