Notas del episodio
New EVs are sitting on lots even with more than $7,000 in average incentive money on the hood, while used EVs are moving because buyers still want the technology at a price they can justify.
Today’s episode breaks down new EV share falling to 5.4%, 81-day EV inventory, average new EV prices above $56,000, used EV sales jumping more than 20%, Volkswagen potentially cutting its lineup in half, and AI agents becoming the new dealership follow-up system.
Today's Key Headlines
~New EV sales fall more than 15% and drop to 5.4% of total vehicle sales
~New EV inventory swells to an 81-day supply
~EV incentives reach 13% of average transaction price, or about $7,290 per vehicle
~Used EV sales jump more than 20% year over year with average prices around $38,342
~Dealerships lose about 20% of CRM leads due to slow follow-up
00:07 Imagine walking onto a dealership lot
01:47 Automakers slam the brakes on long-term EV goals
04:49 Volkswagen may cut its global model lineup in half
06:39 Consumers reject expensive new EVs
09:34 Dealerships turn to AI to fix leaky sales pipelines
15:41 Big takeaway: affordability dictates innovation
18:18 Outro: the invisible AI agent may sell your next car
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