According to the latest Cox Automotive forecast, the December seasonally adjusted annual rate of sales (SAAR) is expected to finish near 15.9M, down from last year’s 16.8M pace but up from November’s 15.6M level. Sales volume in December is expected to fall 3.5% from last December but rise by 12.7% from November. The market winner in 2025 is expected to be General Motors. The market leader is forecast to end the fourth quarter with over 685,000 vehicles sold, and finish the year above 2.8 million, a year-over-year increase of more than 5%. Publicly traded companies in the space include Ford (F), General Motors (GM), Honda (HMC), Lucid Group (LCID), Mercedes-Benz (MBGYY), Nissan (NSANY), Rivian (RIVN), Stellantis (STLA), Tesla (TSLA), Toyota (TM) and Volkswagen (VWAGY).
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