Gross sales Abstract
Based on preliminary estimates, US Mild Automobile (LV) gross sales grew by 7.3% YoY in July, to 1.39 million items. July 2025 had one extra promoting day as in comparison with July 2024, that means that gross sales have been up by 4.1% YoY on a promoting day-adjusted foundation.
The every day promoting price was measured at 53.6k items/day in July, up from 52.7k items/day in June. The annualized promoting price was estimated at 16.6 million items/yr in July, up from 15.2 million items/yr in June. Retail gross sales have been estimated at 1.19 million items, up by 10.8% YoY, whereas fleet gross sales have been thought to complete 206k items, down by 4.5% YoY.
OEM Evaluation
GM was as soon as once more the bestselling OEM out there, with complete gross sales of 237k items, and a market share of 17.0%. Regardless of a seemingly spectacular month-to-month quantity, GM’s market share has now declined for 3 straight months. Toyota Group ranked second in July gross sales, on 218k items, for a 15.6% share, with the group’s gross sales leaping by 19.9% YoY. Ford Group was in third place, on 182k items, however after a stellar Q2, the OEM’s share fell again to a modest 13.1% in July. At a model degree, Toyota outsold Ford, by 187k items to 176k items. Whereas it has been typical in current occasions for Toyota to promote greater volumes than Ford, the reverse had been the case in June. Chevrolet was third, on 153k items.
Mannequin Evaluation
Regardless of a barely quiet month for Ford general, the F-150 was the nation’s bestselling mannequin as soon as once more in July, on 44.2k items – the F-150 has now held the highest spot for 4 consecutive months. The Toyota RAV4 was in second on 39.8k items, whereas the Chevrolet Silverado got here in third on 35.4k items. The rating of the highest three fashions was unchanged from June. The Chevrolet Equinox bought 31.8k items in July, its highest quantity since March.
Phase Evaluation
Based on preliminary estimates, Compact Non-Premium SUV’s market share was 21.5% in July, the section’s highest share since March. To some extent, nonetheless, this efficiency was upstaged by Midsize Non-Premium SUV, which achieved a market share of 17.2%, up by 2.0 pp on June’s outcome, and the very best for the section since Could 2022. The section was boosted by strong volumes from fashions such because the Toyota 4Runner and Hyundai Palisade. After two stronger months in Could and June, the Giant Pickup section noticed its market share ease again to 13.8% in July.
David Oakley, Supervisor, Americas Gross sales Forecasts, GlobalData, mentioned: “There was little signal of tariffs negatively impacting the market in July. Automakers have made a degree of absorbing the upper prices they’re seeing, and a few have even prolonged affords that have been beforehand as a result of expire at first of the July. Due to this fact, from the buyer’s point-of-view, there was maybe little to dissuade consumers from making purchases as regular. At the moment, OEMs are nonetheless vying for market share, reasonably than being overly involved with defending stock. We must also keep in mind that for almost all of the month of July, the panorama relating to tariff charges within the longer-term was extremely unclear. Automakers have subsequently largely tried to keep up a business-as-usual method, whereas largely avoiding knee-jerk reactions within the face of uncertainty. The announcement that the tax credit obtainable for Electrical Autos (EVs) shall be discontinued from September 30th appeared to notably increase gross sales of some EVs in July, an impact that we might count on to proceed as we transfer by means of the subsequent two months and the deadline looms bigger”.
