DGactual
Variable Is Compressing. Service Is Compounding. Public Dealers Just Confirmed It.
Fixed ops generated 45-50% of gross profit at every major public dealer group in Q1 2026. New vehicle gross fell at every one. The sales floor is not a place. It is wherever your customer is standing when they trust you.
Week in Signals: May 4-9, 2026
The Fed went 8-4. OEMs beat and braced. Service drove the profit at every public dealer group. Here's every number that moved last week and what's coming at you this week.
Week in Signals: April 21-27, 2026; Your 3 minute Intel Brief
Consumer confidence hit a 74-year low. Price pressures re-accelerated. Delinquency got more nuanced. And wholesale crept slightly positive anyway. Here is what actually happened, translated for the lot.
$10.4 Billion. And the Fraud Your Lender Never Saw Coming.
Auto lending fraud just crossed $10.4 billion. The three schemes growing fastest are ones most dealers have never heard of. A fake dealership applied for funding last month. It did not exist.
Recalls: A Perfect Storm
Record recall volume, a confidence recession, and rising trade equity are colliding at your service drive right now. Here is how service and loyalty teams should respond.
CarMax Just Told You Everything You Need to Know About the Used Car Market.
The largest used vehicle retailer in America deliberately cut retail prices, watched gross profit per unit fall $207, posted a $141 million goodwill impairment, and paused share buybacks. That is not a bad quarter. That is a signal.
Week in Signals: April 14-19, 2026 — What Moved and What to Watch
CPI shock, consumer confidence at a record low, wholesale splitting by segment, and a heavy data week ahead including FOMC, Retail Sales, and the Michigan final. Five signals recapped, four to watch.
The signal,
before it
trends.
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