🚗 Are EV Sales Really Crashing?

TOGETHER WITH

Shout-out to Event Motoring owner Eric Tims, who just launched a student internship program, giving local teens hands-on experience in running a dealership.

By day, he’s bringing in luxury vehicles; after school, he’s handing out opportunity. These internships teach entrepreneurship, business operations, and professional work habits in real time.

“They see what this looks like, and for some, it changes their path in school or college.”

Investing in the community, knowing that some day those investments will return passionate dealership professionals!

Sometimes, auto is a lot more like a garden than a puzzle.

Keep Pushing Back,
-Paul, Kyle, Chris & Kristi

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What do falling Volvo sales, Ford and Hyundai’s EV drag, an 86% crash in Honda Prologue volume, Nissan reworking its U.S. supply chain, and a gloomy Cox dealer sentiment report actually mean on the ground?

If you’ve been searching things like “Are EV sales crashing?”, “Why are dealer profits falling?”, or “How will tariffs affect car prices in the U.S.?” — you’re not alone.

Instead of opening five tabs, here’s the full dealer-centered breakdown — fast, factual, and fully stand-alone.

Volvo’s November global sales fell 10% to 60,244 units, with year-to-date volume down 8%. Fully electric sales were up 4% and now make up 24% of their mix, but electrified (BEV+PHEV) share slipped to 50% as demand — especially in a post-tax-credit U.S. — stayed soft.

Ford’s EV sales (Mach-E + F-150 Lightning) plunged 61% to 4,247 units in November. Overall, Ford U.S. sales only dipped ~1% to 164,925.

Hyundai’s Ioniq 5 and 6 each fell 55%+ in November EV sales, while total sales were down 2%. Hybrids? Up 42%.

Once a top-selling EV, the Prologue fell 86% in November — from 6,800+ units a year ago to just 903. Across the brand, Honda sold over 102,000 vehicles in the U.S. last month… and only 925 were fully electric (<1%). Honda’s still dangling nearly $17,000 off some Prologue trims to keep it moving.

This is not “EV apocalypse.” It’s more post–tax credit hangover plus some bad pricing and positioning. Hybrids and “electrified” are where the gravity is right now.

Nissan’s CFO told CNBC they’re leaning hard into dual sourcing and localized U.S. production to blunt tariff impact. Extra capacity at U.S. plants + more domestic content = more ways to keep pricing somewhat sane even as trade rules shift.

Long term, this is good for U.S. inventory stability. The game is moving from “Can we get product?” to “Can we move the mix we’re getting?”

Cox’s Q4 2025 Dealer Sentiment Index is…not cheerful.

More new-vehicle inventory, weaker traffic, squeezed profits, and almost no one feeling bullish on EVs.

Are you tired of switching screens? Digging for data across all your tools? Never knowing where to look for accurate answers? It’s time to move to Reynolds.

Rey, your new AI assistant, provides clear answers, real-time insights, and support exactly when you need it across the entire Reynolds Retail Management System. It’s intelligence like you’ve never seen before.

Be sure to see Rey in action at NADA. Plus, you don’t want to miss Relo, the autonomous parts delivery robot, and the new Spark AI-powered features in FOCUS. You’ll see connected, accurate intelligence in action — all built to drive smarter decisions and increase efficiency across your dealership.

Check out this conversation with the President and CEO at Alliance For Automotive Innovation, John Bozzella, at The Merge 2025 in DC.

Thanks for reading, Friend!