🚗 What Dealers Are Feeling as Affordability Splits the Market
🚙 Payments are still rising even when sticker prices aren’t—so shift the focus to used/CPO, ownership-cost coaching, and service retention as the funnel tightens.
🚙 Dealers are still “favorable,” but Q4 confidence dipped—value clarity, residual strength, and easier credit are the levers that protect retention and profit.
🚙 Used demand is back, production is still choppy, and OEM strategy is shifting toward subscriptions, storage, and Level 3—here’s what to message this week.
🚙 Toyota leans into “value over price,” lending gets easier (with longer terms and negative equity still high), and Lexus shows how discipline protects margin in a splitting market.
🚙 Retail prices are sliding, wholesale is staying firm, and Genesis dealers are leaning into awareness. Plus quick hits and what’s next for Google’s agentic shopping.
