Strong Automotive Sales in First Quarter Mask Growing Affordability Concerns as Tariffs Threaten Entry-Priced Inventory, According to Cars Commerce's Industry Insights Q1 Report
Cars Commerce (NYSE: CARS) has released its Industry Insights Q1 2025 Report, revealing significant shifts in the automotive market. New-vehicle sales increased 4.8% year over year in Q1, with March recording the sixth-highest sales in 50 years. However, affordability concerns are growing as vehicles under $30,000 now represent only 14% of new-vehicle inventory, down from 38% during 2019-21.
Key findings include:
- New-car supply is up 9% year over year
- Average vehicle time on dealer lots is 78 days
- Average new-car prices remain steady at $49,000, 30% higher than Q1 2019
- Nearly 90% of sub-$30K vehicles are assembled outside the US
- Auto-loan APRs increased 19 basis points year over year despite Federal Reserve rate cuts
The report highlights concerns about potential price increases due to upcoming tariffs, particularly affecting entry-level vehicles. Only three sub-$30K models - Honda Civic, Toyota Corolla, and Chevrolet Malibu (to be discontinued in 2026) - are built domestically.
Cars Commerce (NYSE: CARS) ha pubblicato il suo Industry Insights Report per il primo trimestre 2025, rivelando cambiamenti significativi nel mercato automobilistico. Le vendite di veicoli nuovi sono aumentate del 4,8% su base annua nel primo trimestre, con marzo che ha registrato il sesto miglior risultato in 50 anni. Tuttavia, le preoccupazioni sull'accessibilità economica crescono, poiché i veicoli sotto i 30.000 dollari rappresentano ora solo il 14% dell'inventario di nuovi veicoli, in calo rispetto al 38% registrato tra il 2019 e il 2021.
I punti salienti includono:
- L'offerta di auto nuove è aumentata del 9% su base annua
- Il tempo medio di permanenza dei veicoli nelle concessionarie è di 78 giorni
- I prezzi medi delle auto nuove restano stabili a 49.000 dollari, il 30% in più rispetto al primo trimestre 2019
- Quasi il 90% dei veicoli sotto i 30.000 dollari è assemblato fuori dagli Stati Uniti
- I tassi APR sui prestiti auto sono saliti di 19 punti base su base annua nonostante i tagli dei tassi da parte della Federal Reserve
Il report evidenzia preoccupazioni riguardo possibili aumenti dei prezzi dovuti a tariffe imminenti, che colpirebbero soprattutto i veicoli di fascia bassa. Solo tre modelli sotto i 30.000 dollari - Honda Civic, Toyota Corolla e Chevrolet Malibu (che sarà dismesso nel 2026) - sono prodotti sul territorio nazionale.
Cars Commerce (NYSE: CARS) ha publicado su Informe de Perspectivas de la Industria para el primer trimestre de 2025, revelando cambios significativos en el mercado automotriz. Las ventas de vehículos nuevos aumentaron un 4,8% interanual en el primer trimestre, con marzo registrando la sexta cifra de ventas más alta en 50 años. Sin embargo, las preocupaciones sobre la asequibilidad están creciendo, ya que los vehículos por debajo de 30,000 dólares representan ahora solo el 14% del inventario de vehículos nuevos, frente al 38% durante 2019-21.
Los hallazgos clave incluyen:
- El suministro de autos nuevos aumentó un 9% interanual
- El tiempo promedio de permanencia de los vehículos en los concesionarios es de 78 días
- Los precios promedio de autos nuevos se mantienen estables en 49,000 dólares, un 30% más que en el primer trimestre de 2019
- Casi el 90% de los vehículos por debajo de 30,000 dólares se ensamblan fuera de EE. UU.
- Las tasas APR de los préstamos para autos aumentaron 19 puntos básicos interanuales a pesar de los recortes de tasas de la Reserva Federal
El informe destaca preocupaciones sobre posibles aumentos de precios debido a aranceles próximos, que afectarían principalmente a los vehículos de entrada. Solo tres modelos por debajo de 30,000 dólares — Honda Civic, Toyota Corolla y Chevrolet Malibu (que se descontinuará en 2026) — se fabrican en el país.
Cars Commerce (NYSE: CARS)는 2025년 1분기 산업 인사이트 보고서를 발표하며 자동차 시장의 중요한 변화를 공개했습니다. 신차 판매는 전년 동기 대비 4.8% 증가했으며, 3월은 지난 50년간 여섯 번째로 높은 판매 실적을 기록했습니다. 하지만 3만 달러 이하 차량이 신차 재고의 14%에 불과해 2019~2021년의 38%에서 크게 감소하면서 차량 구매 부담에 대한 우려가 커지고 있습니다.
주요 내용은 다음과 같습니다:
- 신차 공급이 전년 대비 9% 증가
- 딜러 매장에 차량이 머무는 평균 기간은 78일
- 신차 평균 가격은 4만 9천 달러로 2019년 1분기보다 30% 상승해 안정세 유지
- 3만 달러 이하 차량의 거의 90%가 미국 외 지역에서 조립됨
- 연방준비제도(Fed)의 금리 인하에도 불구하고 자동차 대출 연이율(APR)은 전년 대비 19bp 상승
보고서는 특히 입문형 차량에 영향을 미칠 예정인 관세 도입으로 인한 가격 인상 우려를 강조합니다. 3만 달러 이하 모델 중 국내에서 생산되는 차량은 혼다 시빅, 토요타 코롤라, 그리고 2026년에 단종 예정인 쉐보레 말리부 단 세 가지뿐입니다.
Cars Commerce (NYSE : CARS) a publié son rapport Industry Insights pour le premier trimestre 2025, révélant des changements importants sur le marché automobile. Les ventes de véhicules neufs ont augmenté de 4,8 % d'une année sur l'autre au premier trimestre, avec un mois de mars enregistrant la sixième meilleure performance en 50 ans. Cependant, les préoccupations concernant l'accessibilité financière augmentent, les véhicules à moins de 30 000 $ ne représentant désormais que 14 % des stocks de véhicules neufs, contre 38 % entre 2019 et 2021.
Les points clés sont les suivants :
- L'offre de voitures neuves a augmenté de 9 % en glissement annuel
- Le temps moyen de présence des véhicules chez les concessionnaires est de 78 jours
- Le prix moyen des voitures neuves reste stable à 49 000 $, soit 30 % de plus qu'au premier trimestre 2019
- Près de 90 % des véhicules à moins de 30 000 $ sont assemblés hors des États-Unis
- Les taux annuels effectifs globaux (TAEG) des prêts automobiles ont augmenté de 19 points de base en glissement annuel malgré les baisses de taux de la Réserve fédérale
Le rapport souligne les inquiétudes concernant de potentielles augmentations de prix dues aux tarifs douaniers à venir, affectant particulièrement les véhicules d'entrée de gamme. Seuls trois modèles à moins de 30 000 $ – Honda Civic, Toyota Corolla et Chevrolet Malibu (qui sera arrêté en 2026) – sont fabriqués sur le territoire national.
Cars Commerce (NYSE: CARS) hat seinen Industry Insights Bericht für das erste Quartal 2025 veröffentlicht und dabei bedeutende Veränderungen auf dem Automobilmarkt aufgezeigt. Der Verkauf von Neufahrzeugen stieg im Jahresvergleich im ersten Quartal um 4,8 %, wobei der März den sechsthöchsten Verkaufswert in 50 Jahren erreichte. Allerdings wachsen die Sorgen um die Erschwinglichkeit, da Fahrzeuge unter 30.000 US-Dollar nun nur noch 14 % des Neufahrzeugbestands ausmachen, gegenüber 38 % in den Jahren 2019 bis 2021.
Wichtige Erkenntnisse sind:
- Das Angebot an Neuwagen ist im Jahresvergleich um 9 % gestiegen
- Die durchschnittliche Verweildauer von Fahrzeugen auf Händlerplätzen beträgt 78 Tage
- Die durchschnittlichen Neuwagenpreise bleiben stabil bei 49.000 US-Dollar, 30 % höher als im ersten Quartal 2019
- Fast 90 % der Fahrzeuge unter 30.000 US-Dollar werden außerhalb der USA montiert
- Die effektiven Jahreszinsen (APR) für Autokredite stiegen trotz Zinssenkungen der Federal Reserve um 19 Basispunkte im Jahresvergleich
Der Bericht hebt Bedenken hinsichtlich möglicher Preiserhöhungen durch kommende Zölle hervor, die insbesondere Einstiegsfahrzeuge betreffen. Nur drei Modelle unter 30.000 US-Dollar – Honda Civic, Toyota Corolla und Chevrolet Malibu (dessen Produktion 2026 eingestellt wird) – werden in den USA hergestellt.
- None.
- None.
Despite soft start, March auto sales soar to sixth-highest in 50 years1 as looming tariffs fuel early demand
The auto industry had a strong start to 2025, with first-quarter new-vehicle sales up
"For many Americans, a car isn't a luxury — it's an essential part of daily life. The entry-priced vehicle category still hasn't recovered from the chip shortages caused by the pandemic, and these new tariffs could stall further progress. If these vehicles become out of reach for everyday buyers, it could have meaningful implications across the industry and the broader economy," says David Greene, an industry analyst at Cars Commerce. "The vast majority — nearly
Strong Q1 Sales Underscore Urgency
Despite these headwinds, the first quarter of 2025 saw strong new-vehicle demand. March sales were particularly robust, the sixth-highest March in nearly 50 years — largely driven by pre-tariff buying activity, seasonal tax refunds and automaker incentive spending1.
Inventory levels have rebounded from the chip shortage, with new-car supply up
Financing Conditions Remain Challenging
While the Federal Reserve cut interest rates by 100 basis points between September 2024 and December 2024, auto-loan APRs climbed 19 basis points year over year in the first quarter as lenders tightened credit terms amid market uncertainty. This disconnect between federal policy and consumer lending adds to the affordability strain facing many buyers.
"Even with more vehicles on lots, the path to ownership is becoming more difficult — especially for first-time buyers and those with tighter budgets," says
To download the full report, visit www.CarsCommerce.inc.
1 US. Bureau of Economic Analysis
*Cars Commerce internal data
ABOUT CARS COMMERCE
Cars Commerce is an audience-driven technology company empowering the automotive industry. The Company simplifies everything about car buying and selling with powerful products, solutions and AI-driven technologies that span pretail, retail and post-sale activities – enabling more efficient and profitable retail operations. The Cars Commerce platform is organized around four industry-leading brands: the flagship automotive marketplace and dealer reputation site Cars.com®, award-winning technology and digital retail technology and marketing services from Dealer Inspire, essential trade-in and appraisal technology from AccuTrade, and exclusive in-market media solutions from the Cars Commerce Media Network. Learn more at www.carscommerce.inc.
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SOURCE Cars Commerce
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