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U.S. Auto Market Slams on the Brakes as Inventory Surges to $150 Billion

From beemarkets.com

The American automotive market, once defined by scarcity during the 2020–2023 semiconductor crisis, is now witnessing the opposite: a historic glut. As of late 2025, there are approximately 3.15 million unsold new vehicles stored across 13,000 dealerships in the United States an average of 260 unsold units per dealer. With an average sticker price of $48,978 per vehicle, this translates into over $12 million in inventory per location, not counting the additional financial burdens of insurance, maintenance, depreciation, and property taxes. This inventory surplus valued at around $150 billion is the highest since 2024 ... (full story)

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  • Category: Fundamental Analysis