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 sl ...