DGactual
DGActual Market Brief — Week of August 31, 2026
The delinquency number we've been waiting on all summer finally posted, and it was mild. Hyundai and Kia strikes stood down. Honda pulled the plug on a $15B EV plant. Plus an eighth straight week of used price contraction and a mileage-matched acquisition board where one signal flipped both ways.
DGActual Market Brief — Week of August 24, 2026
The industry's ratio says used EVs turn in 46 days. The actual cars tell a longer story. We stay bullish anyway, unit by unit: year, battery, hardware version. Plus hawkish Fed minutes, Hyundai's first full strike in a decade, and a mileage-corrected private-seller board.
DGActual Market Brief — Week of August 17, 2026
Everything points at Wednesday: the Canada tariff takes effect, Honda's shutdown window closes, and Romania's plants come back. Plus a record lending quarter, our model finally moved, five weeks of used price contraction, and a half-million-vehicle Toyota recall.
Three Auto Groups Became Banks. The Fed Just Told Us How That Bet Is Going.
Lithia, AutoNation, and Carvana each run their own lending arm. Same market, same Fed data, three completely different bets. How big each one really is, and who has it right.
DGActual Market Brief — Week of August 10, 2026
A default record that stood since 2010 just broke. July sales slowed while payments set a July record. Honda doubled profit with two plants dark. And used retail prices logged a fourth straight week of contraction.
DGActual Market Brief — Week of August 3, 2026
Q2 earnings are complete. Service is carrying the industry. Used vehicle reconditioning generated 22x more profit growth where it was managed. Three weeks of demand contraction. Toyota factories halted. And 5,718 dealer ratings decoded.
Flash Intel: What the Dealer Earnings Actually Say, the Toyota Halt, and the July SAAR Math
Five publics reported. Lithia's used car operation saved the quarter. Group 1 missed by 12%. Toyota halted three Japan plants with no restart timeline. July SAAR is 16.9M, partially borrowed.
The signal,
before it
trends.
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