The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Shoot us a Text.Episode #1219: Carvana adds another CDJR store as its retail expansion heats up. Mexico hits Chinese auto imports with a crushing 50% tariff. And Tesla tests its first fully driverless vehicle on the streets of Austin — no humans required.Carvana's push into franchised retail continues as it acquires South Atlanta CDJR‑Fiat, marking its fourth traditional dealership buy of 2025. Once known for vending machines and used cars, Carvana is rapidly becoming a notable player in new‑car retail.The store, now Carvana CDJR of South Atlanta, sits in Union City, GA, just outside Atlanta.It was acquired from Houston‑based ZT Corporate, a group ranked 132nd among U.S. dealership organizations.The aggressive expansion comes on the heels of a Q3 record: $5.6B in revenue, up 55%, and 155,941 used units sold—a 44% increase YoY.Carvana has said it's “always experimenting” and views select dealership acquisitions as tests to learn how to “provide great customer experiences” in a franchise setting.Mexico is drawing a bold line in the sand, approving sweeping new tariffs with some aimed squarely at imported Chinese cars.Chinese vehicles will now face a 50% import tariff, the highest among 1,400 affected products.The policy is seen as a direct defense against a surge of low-cost Chinese EVs and ICE vehicles entering Latin America.Mexico's auto industry has voiced support, fearing China's growing presence could erode market share and local jobs.Beijing slammed the move as “protectionist” and warned of possible retaliation.The future Elon Musk promised is officially rolling through Austin — driverless, empty, and already controversial. Tesla has begun testing its Robotaxi platform without a human behind the wheel or even a safety monitor in the car, marking its most aggressive autonomy move yet.The sighting appears to involve a Model Y testbed rigged for Tesla's upcoming Robotaxi platform.Elon Musk confirmed: “Testing is underway with no occupant in the car.”This marks the first known on-road test without a safety driver or passenger.According to NHTSA filings, Tesla's Robotaxi tests in Austin have already logged a crash every ~62,000 miles — with safety monitors still inside.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1218: Kyle Mountsier and Chris Reeves jump into the middle of December to talk about the all-team in-person meeting that More Than Cars had this past week.Then they talk about a simple act of giving back. Carla Cosenzi, President of TommyCar Auto Group showed up to local first responders with cookies. As she said, its "a small gesture compared to the huge impact they make every day."Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1217: Ionna ramps up charging despite slumping EV demand, VW rethinks its electric strategy with range extenders, and a Waymo ride turns into a delivery room as a newborn arrives before first responders.Show Notes with links:Ionna—the eight-automaker EV charging company—keeps speeding up its nationwide charging ambitions even as EV demand cools. With reliability still a major pain point for buyers, the group is betting big that better infrastructure will unlock future EV sales and stabilize the retail market.The JV plans 30,000 charging bays by 2030, aiming to rival Tesla's Supercharger network in quality and convenience.49 stations are already open, with 1,200 bays open or under construction and 4,000 sites under contract.Tesla still dominates fast charging and is projected to grow to 69,000 plugs by 2030, but analysts expect Ionna to secure the No. 2 spot.Automakers view the investment as essential, especially as federal incentives shrink and consumer hesitancy grows around public charging reliability.“If we're successful, we think this will unlock the market in terms of folks wanting to buy an EV, because now they have a network that goes with it,” said CEO Seth Cutler.After early promises with the ID.4, demand for VW EVs has softened, models are being pulled, and prices are heading in the wrong direction. Now VW is eyeing gas-assisted EVs as a potential lifeline.The ID.7 has been scrapped for North America, and the ID. Buzz has underperformed, pushing some models from big markups to nearly $20,000 discounts.VW says consumer demand will dictate where and when range-extended models appear, noting the concept is already reserved for future platforms.As Ford CEO Jim Farley put it, range extenders deliver EV driving “without range anxiety… and comparable to an ICE vehicle in terms of cost.”A routine autonomous ride turned into a delivery room when a pregnant passenger in San Francisco gave birth in the back of a Waymo. The car still made it to the hospital — just a little more “occupied” than when it started.Waymo detected “unusual activity” and called to check in, then alerted 911 once it realized a birth was underway.The vehicle reached UCSF Hospital before first responders could catch up, marking at least the second baby ever born in a Waymo.“We're proud to be a trusted ride for moments big and small… serving riders from just seconds old to many years young,” Waymo said.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/0:00 Intro with Paul J Daly and Kyle Mountsier0:50 Recapping the week at More Than Cars3:10 Upcoming Episodes of Auto Collabs3:38 Ionna Aiming For Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1216: Today we dig into the tightening-but-shifting new-car inventory landscape, explore Nissan's bold attempt to rediscover its “North Star”, and watch Target leapfrog competitors by baking full-on AI shopping directly into ChatGPT.Show Notes with links:November brought a slight dip in overall new-vehicle inventory, but the real headline for dealers is how quickly anything under $25K is evaporating from lots—and how quickly EV days' supply is rising. Here's the breakdown:U.S. new-vehicle inventory fell 1.6% to 3.09M units, but days' supply ticked up from 70 to 73.Sub-$25K vehicles are practically mythical—spending 1.5 days on lots.EV supply ballooned from 107 to 126 daysHybrids sit at a 60-day supply, ICE vehicles at 75 days; minivans remain leanest at 58 days.Toyota continues to run the tightest ship in the industry with 31 days of supply.Christian Meunier isn't pulling punches—Nissan has been drifting for years, and he says the U.S. turnaround now depends on sharper execution, stronger product, and yes…better dealer performance.Meunier says Nissan had “no North star, no vision and no direction,” prompting him to bring headquarters staff back in-office four days a week to accelerate decisions and rebuild momentum.U.S. sales have fallen 40% in a decade, market share is down to 6.4%, and heavy discounting has trained shoppers to view Nissan as “the cheap one.”Nissan needs at least 7–8% retail share to support its 1,067 U.S. stores, and if the brand can't lift demand, fewer dealers may be necessary.“Christian is the right man for the job. It's just a hard job,” said dealer council lead Mike Rezi.Target is jumping headfirst into AI commerce by embedding its shopping experience directly into ChatGPT, building on OpenAI's growing presence in e-commerce with Shopify and Etsy integrations.Users can search, add to cart, and check out via ChatGPT using their Target account.The integration supports drive-thru and pickup orders within the chat interface.This move mirrors Walmart's AI ambitions, but Target is first to market with a confirmed rollout.“Target is a great example of what that shift looks like when it's done with ambition and speed,” said Fidji Simo, OpenAI CEO of Applications.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1215: Today we break down why monthly payments keep climbing despite improving fundamentals, VinFast's shrinking U.S. footprint as it pivots overseas, and VaynerMedia's Anti-Trend Report showing why trend-chasing is officially dead in 2026.Show Notes with links:New-vehicle payments hit a November record at $760, but underneath the headline, several affordability pressures are actually starting to ease. Softer interest rates and strong used-vehicle values are helping cushion buyers as the market normalizes into year-end.Rates dipped to 6.1% and robust used values are keeping trade-in equity near historic highs.Dealer profits stayed steady at $2,161 per vehicle, showing margin stability.However, negative equity rose to 27% of all trades and lease expirations are down 15% YoY and 50% vs. 2023“How aggressively manufacturers choose to adjust discounting and promotional activity during December will be critical in shaping the close of 2025.” said J.D. Power's Thomas King.VinFast's retreat from the U.S. market is accelerating as its retail network falls below two dozen active stores. Falling sales, stalled product plans, and shifting global priorities are prompting dealers to exit while the brand refocuses on markets where demand is stronger.Holman's North Carolina store — VinFast's first U.S. franchise — ends sales Dec. 31, marking the third dealer exit in six months.U.S. registrations fell 57% through October, even as overall EV sales grew 11% in the same period.Several listed stores show no inventory or are “coming soon,” and many active rooftops have 15 or fewer vehicles in stock.“Given the tariff situation and the instability in the EV market, we just need to see how that settles before we push hard in the U.S.,” said VinFast chairwoman Thuy Thu Le.VaynerMedia's new Anti-Trend Report argues that social trends are collapsing faster than ever, making 2026 the year brands stop chasing virality and start pursuing genuine relevance. With algorithms fragmenting attention, emotional connection becomes the new competitive advantage.The report says trend fatigue is accelerating — trends now fade 14x faster than they used to, and 1/3 of consumers think brands “jumping on viral trends” is embarrassing.Platforms are blurring: TikTok layouts show up on Instagram, Facebook-style text posts appear everywhere — meaning content format matters more than platform identity.Audiences expect authenticity, not broadcasts; brands must create two-way social conversations, not passive content streams.“In 2026, the brands that win won't be those who shout the loudest, but those who show up the most real.” — Allan Blair, SVP & Head of Strategy, VaynerMediaThank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1214: Asbury sets the stage for its next leadership chapter, Ford teams with Renault to regain momentum in Europe, and the President's kei-car wish sparks a reality check on what it would take to bring microcars to U.S. dealerships.Show Notes with links:Asbury Automotive is gearing up for a major leadership handoff this May as longtime CEO David Hult moves into the Executive Chairman role and COO Dan Clara steps into the top seat. The move caps a disciplined succession plan following years of rapid growth.Hult, 60, says the transition comes at “the right time” as Asbury continues strong momentum from record acquisitions and profit expansion.Under Hult, Asbury tripled earnings and shareholder value while nearly tripling annual new-vehicle volume.Clara joined Asbury as a client adviser at a BMW store in 2002 and rose through the ranks, most recently becoming COO in February.Leadership praised Clara's operational chops, strategic mindset, and success integrating large-scale acquisitions.“His drive, strategic mindset, and strong dedication to our values make him the logical choice to serve as Asbury's next CEO,” Hult said.Ford is teaming up with Renault to develop small EVs tailored for Europe as competition from Chinese automakers accelerates. The partnership gives Ford a more cost-competitive path forward after years of shrinking share and restructuring in the region.Renault will build two Ford-designed small EVs in France, with the first arriving in 2028.Ford's U.S. “skunk works” EV platform is too large and expensive for Europe's compact segments.Ford's European share has fallen to 3.3%, down from 7.2% in 2015, despite multiple restructuring rounds and job cuts.““We know we're in a fight for our lives in our industry, and no better example than here in Europe,” CEO Jim Farley told reporters.After the President floated the idea of bringing Japan's tiny kei cars to the U.S. to address vehicle affordability, experts quickly noted the steep sales and production hurdles. While automakers say they're always exploring lower-cost options, kei cars would require a level of demand the U.S. has never shown.In a Truth Social post, Trump said he had "just approved TINY CARS to be built in America," calling them "inexpensive, safe, fuel efficient and, quite simply, AMAZING!!!"  and urged manufacturers, "START BUILDING THEM NOW!"Microcars peaked at just 114,000 U.S. sales in 2014—far below the volume needed to make kei-car production viable today.Analysts say an automaker would need around 200,000 annual sales to justify investment, even under ideal conditions.“When we had a chance to buy smaller cars in the past, most of us chose not to purchase them,” said Stephanie Brinley of S&P Global Mobility.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage anJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1213: Today we're talking Scout's aggressive service-first launch strategy, Carvana's stunning rise past Detroit's giants as it joins the S&P 500, and Waymo's shift from polite AV to confidently assertive city driver.Show Notes with links:Scout Motors is doubling down on a factory-run service network as it preps for a 2027 U.S. launch, betting that premium, reliable service will become a differentiator in the direct-to-consumer EV space.Scout will open 25 brand-owned rooftops at launch, both “Studios,” where customers shop and interact with a sales adviser, and “Workshops,” where service is performed. 57 rooftops are planned in Year 2.The brand plans 15% more annual service labor capacity than projected need to stay ahead of demand and reduce wait times.Scout aims to staff 1,400 service bays with roughly 900 technicians within five years, backed by VW Group resources but operating independently.“The way we describe our retail operations is a digital-first experience built on a service-first infrastructure.” — Cody Thacker, VP Commercial Operations, ScoutCarvana's comeback is officially Wall Street-certified as the online used-car disruptor joins the S&P 500, marking a stunning rebound from near-bankruptcy to an $87B valuation that now eclipses Ford and GM.Shares have surged more than 8,000% since 2022 and nearly doubled in 2025 as demand rebounded and cost discipline kicked in.Carvana now trades at 57× forward earnings, massively outpacing Detroit's single-digit multiples.The company sold a record 155,941 units in Q3, driving 55% revenue growth and fueling analyst confidence in potential volume leadership over CarMax by 2026.Index inclusion on Dec. 22 is expected to trigger significant buying from funds tracking the S&P.Waymo's once overly-courteous robotaxis are getting a software personality shift in San Francisco—assertive, human-like driving that's raising eyebrows, improving flow, and occasionally bending rules.Riders report more aggressive lane changes, quicker merges, and tighter gaps—closer to how real-world urban drivers operate.The shift follows complaints that overly passive AVs caused congestion, got stuck behind obstacles, and struggled downtown.Recent incidents include an illegal U-turn, a lane-change with no signal, and even a tragic neighborhood cat strike—fueling debate over “too human” behavior.Waymo says more assertiveness is required to scale in busy cities, with updates teaching AVs to make “common-sense decisions” when laws conflict.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1212: Today we welcome our good friend Ed Roberts onto the show, to catch up on his new role and how he's approaching the challenges of 2026.Show Notes with links:A major leadership shift is underway at Bozard Ford Lincoln, designed to fuel its future growth and operational alignment.Ed Roberts steps into the expanded role of COO and General Manager.Jeff King transitions to CEO after 15 years as GM, focusing on strategic growth.Ed has 13 years of leadership experience at Bozard, including a tenure as Fixed Ops Director.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1211: Today we break down fading dealer confidence heading into 2026, hear how Mazda's retail-led strategy is boosting margins despite tariff headwinds, and look at why holiday shoppers are leaning on real human reviews over influencers.Show Notes with links:Dealer confidence slid hard to close out 2025 as rising costs, shaky consumer confidence, and slowing demand pushed the Cox Automotive Dealer Sentiment Index well below the positive threshold.Current market sentiment fell to 38 (down from 43 in Q3), with franchised dealers holding slightly stronger at 47, and independent dealers lower at 35. Future outlook declined from 46 to 42Customer traffic hit record lows, especially for franchised dealers, with both in-person and digital traffic declining.“Compared to the rest of the year, the current market feels like it's running out of gas,” said Mark Strand, Deputy Chief Economist at Cox Automotive.In a recent interview with Automotive News, Mazda CEO Masahiro Moro breaks down how the brand quietly climbed upmarket—growing dealer throughput, elevating brand value, and pushing margins higher—even as tariffs briefly knocked profitability off course.U.S. market share climbed from 1.7% to 2.6% since 2017, with ATPs jumping from $24K to $33K and dealer throughput nearly doubling at Retail Evolution stores.Tariff pressures led to a temporary loss, but Mazda expects a return to profitability in the back half of the year as CX-30 production adjusts and large-vehicle margins hold strong.On rotary's return, Moro teased: “2027 marks the 50th anniversary of our rotary engine… What do you want to see?”Turns out the real power shoppers this year aren't influencers—they're everyday consumers dropping reviews at record pace. Trustpilot reports a massive surge in review activity as buyers lean heavily on peer feedback before spending.Consumer reviews spiked 76% YoY, with nearly 4 million visitors participating in National Write a Review Week.86% of shoppers checked reviews before buying, and 40% waited specifically for others to post first.Top complaints? Delivery delays, tech issues, and weak customer service.“When people share their experiences, everyone shops smarter,” said Alicia Skubick, Trustpilot's chief customer officer.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1210: President Trump moves to unwind fuel-economy rules, hybrids surge while EV sales stumble across major brands, and OpenAI hits “code red” as the AI race heats up.Show Notes with links:The Trump administration is preparing to undo Biden-era fuel economy rules, arguing the standards have inflated new-car prices and forced unwanted EV adoption.Proposed rules expected to significantly soften the Biden-era 2031 target of ~50 mpg.Detroit automaker execs, including Stellantis CEO Antonio Filosa, will attend Wednesday's announcement.Trump frames the rollback as necessary to reduce vehicle prices, despite economists noting price drops wouldn't be immediate.Trump said he's “bringing back the automobile business,” predicting the industry will be “bigger than we've ever been.”He noted he likes EVs and believes hybrids “are working really well,” but defended ending what he called the “insane electric vehicle mandate” to ensure buyers “have a choice.”November delivered a clear message from American shoppers: hybrids are in, EVs… not so much. Across Toyota, Ford, Honda, Hyundai and Kia, strong hybrid gains couldn't offset steep EV drop-offs after the loss of federal tax credits—shaking up sales trends as dealers prep for year-end pushes.Toyota sales rose 2.7%, powered by light trucks, but EV volume cratered; electrified sales (mostly hybrids) still made up 44% of all deliveries.Ford deliveries dipped 0.7% as F-150 Lightning sales fell 72% and Mustang Mach-E dropped 49%, while hybrids climbed 14%.Honda sales slid 15% on semiconductor shortages; EVs collapsed—Prologue down 87% and ZDX down 98%.Hyundai-Kia stayed mixed: Hyundai down 2.3% as EV demand tanked again, Kia up 2.7% on strong hybrids and core crossovers.“With more tariffed products replacing existing nontariffed inventory, prices are drifting higher, leading to slower sales… and this may last through the remainder of the year and into next year,” said Cox Automotive's Charlie Chesbrough.OpenAI is hitting the panic button—literally—declaring a “code red” to overhaul ChatGPT's quality as Google's Gemini surge and Anthropic's business traction close the gap. With massive data-center spending, user expectations rising, and now early signs of ads coming to ChatGPT, the pressure is officially on.Sam Altman told staff OpenAI is pausing other projects to focus entirely on ChatGPT's speed, reliability, personalization, and question-handling, including starting a daily call for those responsible for improving ChatGPT.Competitor pressure is mounting: Google's latest Gemini model beat OpenAI onJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1209: Today, we remember and honor Tim Kintz for the massive impact he's had on the automotive industry. Plus, we welcome in John Bozella, President and CEO for the Alliance for Automotive Innovation as we get set to cover the The Merge 2025 live from the National Press Club in Washington DC.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1208: Today we're joined by guest host Todd Caputo and break down why car buyers are finally pushing back on pricing and how BMW and Audi are muscling into the booming off-road segment.Show Notes with links:American car buyers are finally tapping the brakes. After years of paying whatever it took to get into a new car, stretched consumers are hitting affordability ceilings and forcing both dealers and OEMs to rethink what demand really looks like heading into 2025.Shoppers are shifting downmarket—buying used, taking longer loans, delaying purchases, and gravitating toward lower-priced models like the Chevy Trax.Industry projections for 2025–26 have softened as tariffs, inflation, and tighter labor markets cool big-ticket spending.Rising days' supply is prompting deeper discounting while lower-income borrowers fall behind on payments and overall vehicle spending drops YoY.Retailers report weaker new-vehicle margins, though service traffic is climbing as more owners try to stretch aging vehicles.“People are asking, ‘How can I afford this?'” said dealer Robert Peltier. “There are people who are in debt and living paycheck to paycheck.”The all-terrain SUV segment is heating up fast as BMW and Audi prepare to challenge icons like Wrangler, Bronco, G-Wagen, and Defender—tapping into a growing niche that's suddenly not niche at all.The off-road segment is booming: nine core models totaled 371,495 sales through Q3 2025, on pace for a post-pandemic record. Wrangler and Bronco remain the kings.Audi will build its first true off-roader on the upcoming Scout Terra/Traveler platform in South Carolina, offering both full EV and range-extender options.BMW's G74 aims straight at the G-Wagen and Defender, built on the X5 platform in Greer, SC, with U.S. production helping dodge tariff pressure.Analysts say styling—not specs—will make or break these newcomers; anything too close to G-Wagen territory risks immediate backlash.“Adding a true off-road-capable SUV will attract buyers… but whether that investment pays off is the challenge,” said S&P Global Mobility's Sam Fiorani Bernard.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1207: Paul and Chris come to you on this Black Friday to talk about our favorite part of this season, how dealers are giving back.West Herr stepped up big this week, donating 1,400 turkeys and bags of Thanksgiving essentials to Rochester partner organizations as part of their 2025 Turkey Drive.The food was collected throughout the month by West Herr employees and customers.Six community partner organizations received the donations during an event outside the Rochester Auditorium Theatre.The effort marks nearly 15 years of West Herr serving the Rochester community.CEO Scott Bieler: “We are trying to do as much as we possibly can to take those blessings and have others benefit from it.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1206: Happy Thanksgiving from the More Than Cars Crew! Today, we're talking about our Thanksgiving plans and what we're thankful for this year.Most of all, we're thankful for you, everyone who is living out the More Than Cars mindset on a daily basis. You are an inspiration to the rest of the industry!Let us know what you're thankful for by sending us an email at crew@asotu.comJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1205: We break down how automakers are strengthening supply chains, why Stellantis is pushing out in-car ads, and what's driving up the overall cost of Thanksgiving this year.Show Notes with links:After five years of nonstop crises—from pandemics to tariffs to literal factory fires—automakers and suppliers are rethinking supply chain strategy with a focus on resilience, transparency, and deeper collaboration.GM, Stellantis, and suppliers say “resilience” now means shorter, simpler, more visible supply chains to avoid single-point failures.GM is using AI and machine-learning tools to map multilevel suppliers, but trust and data protection remain barriers.Stellantis' command center is rapidly shifting materials—like swapping aluminum for steel after a supplier fire—to avoid shutdowns.GM's senior vice president of manufacturing and product engineering, research and development Josh Tavel: “When we share data, align on standards and innovate together…we can all elevate our game.”Stellantis is catching heat after Jeep, Ram, and Chrysler owners reported marketing pop-ups showing up on their infotainment screens. It's not the first time, but this round is louder, wider, and way more frustrating for drivers.Jeep owners across social media shared identical “marketing notifications,” sparking backlash and déjà vu from February's warranty-ad pop-ups.Auto writer Zerin Dube posted the now-viral screenshot—then ironically used the $1,500 loyalty offer to buy a new Wrangler Rubicon X.Stellantis said the messages appear only at startup, disappear when driving, and can be permanently opted out via their customer care line.Stellantis spokesperson: “Our goal is to deliver the best vehicle experience… As a result of these efforts, we have seen our customers take advantage of this offer.”Thanksgiving shoppers are feeling the squeeze this year as bird flu, tariffs, and weather combine to push up the cost of the holiday meal—even as grocers scramble to keep turkey prices in check.The U.S. turkey flock hit a 40-year low after disease outbreaks, tightening supply and raising wholesale turkey prices more than 40%.Retailers are discounting turkeys, but staples like canned goods, sides, and produce are up—raising total meal costs between 2% and 5% depending on whose estimate you trust.Tariffs on imported steel and aluminum are making canned items pricier, including cranberry sauce, which surged 38% in one survey.“I don't know of anything that's down in price since last year except for eggs,” said consultant Paul NadeauJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1204: Scout Motors accelerates toward 2027 as test mules and plant prep hit major milestones. Amazon's push into vehicle retail gains real traction with new brands and first-time buyers. And Target rolls out a strict “10-4” greeting rule as retailers fight for customer connection.Show Notes with links:Scout Motors put the Traveler and Terra prototypes on display at the LA Auto Show while accelerating development back home as they aim for a 2026 launch. The test mules are advancing fast, and the South Carolina plant is nearly ready for early builds.Scout will begin building bodies and early vehicles in its Blythewood, S.C. plant by late 2026 as equipment installation continues.Executives are now driving early mules, noting strong dynamics and rapid software integration tied to the Rivian–VW electrical architecture JV.Final production designs closely mirror the LA Auto Show prototypes, with only manufacturability tweaks such as new lighting inserts.VP of Strategy & Brand Ryan Decker: “I drove my first mule a few weeks ago… Super special moment. It's dynamic for a vehicle that has our capability.”Amazon's experiment with car retail is turning into something real, as early buyers and dealers say the platform is already driving fresh traffic and confidence into the process, with Ford, Hyundai and Hertz now listing vehicles on the platform.Dealers say the visibility is unmatched: “Amazon gets a tremendous amount of eyeballs… We expect it to be a powerful tool,” said Brady Schmidt of Puente Hills Ford.Hyundai reports that nearly all Amazon browsers were new to the brand, and 40% became more likely to consider Hyundai after seeing vehicles on the site.Early buyer Steve Picciotti bought an $8 USB cable, a $90 beard trimmer and a $45,000 Hyundai Santa Fe SUV. “I'm a pretty religious Amazon shopper. I knew if it was coming directly from Amazon it would be legit. I said to my wife: ‘Let's just try it.'”Target is launching a new “10-4” customer-interaction rule—mandating smiles, greetings, and waves—to boost guest satisfaction as the retailer battles declining traffic.Employees must smile, wave, or acknowledge any shopper within 10 feet, and give a verbal, friendly greeting within 4 feet.Others see it as normal retail hospitality: a simple “Need anything?” or “How's it going?” depending on the guest's cues.“We know when our guests are greeted, feel welcomed and get the help they need that translates to guest love and loyalty,” said EVP Adrienne Costanzo.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1203: Autonomy expands its EV subscription fleet with new brands, Foxconn doubles down on becoming a global EV battery powerhouse, and the U.S. labor market enters a “Great Freeze” that's keeping both hiring and firing on ice. Show Notes with links:EV subscription company Autonomy has secured $25 million to add more than 1,200 vehicles and broaden its lineup beyond Tesla.Autonomy operates a subscription-based model where customers choose an EV in the app, pay by credit card, and receive delivery through dealer partners.New funding brings in Polestar and Volvo models, plus updated Tesla Model 3 and Model Y variants.Recent model-year and off-lease CPO EVs are being added to offer more price points for subscribers.Dealer partners handle delivery—Galpin Motors will lead the Polestar rollout in L.A. using a Deloitte-built digital experience.“Our goal is to make getting a car as easy as streaming a movie… on the customer's terms,” said founder & CEO Scott Painter.Foxconn—the same company that builds your iPhone—is rapidly reinventing itself again, this time as a global battery supplier capable of powering future cars, buses, and data centers.A new $193M battery plant in Kaohsiung is ramping from 0.5 GWh to 1.2 GWh next year, supplying commercial vehicles now and passenger EVs in 2025.Foxconn says it can replicate its full, automated, 85% in-house battery supply chain anywhere in the world, creating local supply for OEM partners.Its EV lineup is expanding (Model C, B, D, E, A), and the company has its first U.S. customer for the Model C—awaiting North American certification.Partnerships are multiplying, including a new electric-bus venture with Mitsubishi Fuso using Foxconn-built battery packs.“We can duplicate this anywhere and scale up,” said Troy Wu, global battery strategy lead. “Customers are looking for one-stop shopping.”A chill has settled over the American labor landscape as companies avoid both layoffs and hiring, creating what economists are calling the “Great Freeze.” It's a market stuck in neutral—good for job security, not so great for career mobility.Layoffs remain low, but hiring has also slowed as companies cling to workers while avoiding expansion during economic uncertainty.Tariff questions, AI impact, supply constraints, and weak pockets like construction are all contributing to hesitancy in adding headcount.Companies are holding onto workers for stability, but a recession could break that trend. Unemployment is still low, yet job openings have fallen to 7.2 million.Career growth is stalling as workers struggle to move roles or negotiate raises in a low-turnover environment.“We're seeing employers and job seekers both trying to wait out any of tJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1202: Day 2 from Automobility LA at the LA Auto Show, and we host Amit Chandarana, CEO of Curbee to talk about how there are now 16 independent repair shops to every 1 franchise dealership.. Plus, Paul and Kyle get gifts to welcome them to their first West Coast activation.This episode is brought to you by our Automobility LA Press and Content Partner Curbee, the fastest growing mobile service technology platform for dealerships.Dealers may be facing a bitter reality as new data reveals there are now 16 independent repair shops for every franchised dealership in the U.S.—and that gap is only growing.The 16:1 ratio highlights a major competitive disadvantage for dealerships in service accessibility.With over 300K independent shops and aging vehicles on the road, independents are winning on location, price, and speed.Dealership service appointments are down 6% YoY while consumer expectations around convenience continue rising.Mobile service is emerging as the top solution—dealers offering it see high ROI and retention gains.“The 16 is more than a ratio—it's a reality check,” says Curbee. “Convenience wins and accessibility is the new loyalty program.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1201: Today, we're coming at you from sunny Los Angeles, where we'll be hosting interviews at Automobility LA at the LA Auto Show. We look ahead to all the conversations we're going to be able to have, plus Kyle gives us a recap of the Modern Retailing Conference, and Cox Auto signals affordability is getting worse.This episode is brought to you by our Press and Content Partner Curbee, the fastest growing mobile service technology platform for dealerships.Show Notes with links:Cox Automotive's affordability index says October got a little worse… again.Average new-vehicle payment: $766.Weeks of income needed: 36.43, inching up.Incentives dropped, rates stayed high-ish, and prices barely eased.Your customer is doing this math long before they meet your desk manager. If your strategy assumes “they'll figure it out,” that's not a strategy.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1200: Paul sits down with Brian Benstock for a focused conversation on how AI is reshaping dealership roles, why strong leadership matters in uncertain markets, and how competition, democracy, and global collaboration all influence the future of automotive. Brian reflects on developing people, adapting to changing conditions, and the responsibility leaders have to push their impact further.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1199: Ford launches CPO sales on Amazon—but the dealer keeps the keys. Plus, Hyundai teases a high-riding electric concept for the off-road segment, and Netflix pivots to a massive experiential retail strategy.Show Notes with links:Ford is leveraging Amazon's massive consumer reach, partnering with the e-commerce giant to allow franchised dealers to sell their Certified Pre-Owned (CPO) inventory directly through the platform.The transaction flow is highly digitized: customers can secure financing and complete the initial paperwork online, streamlining the final steps required in the dealership.The dealership remains the seller of record, ensuring they handle the final transaction and subsequent service.Ford will evaluate the results of CPO-only sales before considering expanding into new vehicle sales on the platform in the future, mimicking the Hyundai model.Hyundai is doubling down on the rugged-SUV trend at the LA Auto Show, teasing the "Crater Concept," an extreme off-road show vehicle that aggressively amplifies the brand's popular XRT trim line.The Crater is a boxy, high-riding SUV, a true off-road direction for the brand, possibly targeting the Ford Bronco.The design uses a closed-off grille and no visible exhaust, suggesting it is part of Hyundai's electrification pushHyundai Design North America just unveiled "The Sandbox," a new creative hub dedicated exclusively to developing future outdoor adventure vehicles and XRT-branded gearNetflix is betting that the future of retail is experiential, as it opened its first 100,000-sq-ft "Netflix House," setting a new benchmark for brand activation and customer engagement.The space converts a former Lord & Taylor anchor store, demonstrating a highly creative use for large, vacant mall real estate.Initial press reviews were overwhelmingly positive, with critics comparing the staff's training and execution to "Disney and Universal staffers."The model uses a high-low structure: free exploration drives traffic, while paid, premium immersive experiences ($15–$39) are the key revenue drivers.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1198: Audi taps Scout Motors to build its first U.S.-made SUV, the used-car market cools while EVs heat up, and Ford trades “The Glass House” for a high-tech headquarters built for its next century.Show Notes with links:Audi is shifting its U.S. strategy with plans for a large electric SUV designed specifically for American buyers—but instead of building a new plant, it'll lean on Scout Motors' upcoming South Carolina facility.The new SUV will use Scout's body-on-frame EV platform with a range extender for longer driving distances.Production starts in late 2027, giving Audi its first U.S.-built model without a multibillion-dollar factory investment.The move helps Audi avoid steep import tariffs while boosting its U.S. competitiveness.Scout CEO Scott Keogh hinted at more group synergies: “There is certainly a possibility that other exciting products from the group will definitely be built there.”The used-car market is finding its rhythm again—though buyers are taking their time. Prices keep climbing, but EVs are now the surprise speed sellers of the segment.The average three-year-old car spent 41 days on lots in Q3 2025, the slowest turnover since 2017.The average transaction price hit $31,067, up 5% from last year and nearly $10K higher than pre-pandemic.EVs sold fastest at just 34 days, beating hybrids (40 days) and gas models (43 days).Two-thirds of used EVs were priced between $20K–$30K, often with under 40,000 miles, giving them the best value in the market.Edmunds found that eight of the 19 fastest-selling three-year-old vehicles were EVs, led by the Tesla Model 3, Model Y, and Hyundai Ioniq 5.For the first time since 1956, Ford is moving its headquarters—trading “The Glass House” for a massive, ultra-modern campus designed to reflect the automaker's tech-driven future.The new 2.1 million-square-foot “Ford World Headquarters” doubles the size of the old site, featuring seven restaurants and a 160,000-square-foot food hall.A dramatic showroom dubbed a “James Bond villain's lair” serves as the centerpiece for product reveals and executive decision-making.The move, just three miles from the old HQ, brings over 14,000 employees within a seven-minute walk of the new complex.Ford's goal: attract top software and AI talent and foster collaboration—something “The Glass House” wasn't built for.Ford Land's Jennifer Kolstad said, “When you're in it, you feel like you are in the center of automotive design.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.On this Saturday episode, Paul and Chris highlight how NADA Academy students and staff collected over 13,000 new socks during their Socktober campaign to support shelters across Virginia and Washington, D.C., showing how future dealership leaders are already stepping up to meet real community needs and proving the power of consistent, ready-to-serve culture in the auto industry.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1196: Today we're talking about Mazda finally going all-in on EVs, Impel investing in the next wave of auto-tech innovation, and Chery's viral stair-climb stunt that went downhill…literally.We'll be at Automobility LA at the LA Auto Show next Thursday, November 20 hosting the LA Auto Show Sessions. Thanks to our friends at Cars Commerce and Curbee for making it possible. 25% off registration with code MoreThanCars. https://laautoshow.com/meShow Notes with links:After years of hesitation and a short-lived MX-30, Mazda is officially moving its EV plans forward with its first dedicated electric vehicle now in testing in California. This marks a pivotal shift in strategy as the automaker works to electrify its global lineup.A prototype midsize electric crossover, resembling a smaller CX-90, was recently spotted near Mazda's Irvine R&D center.Built on the new Skyactiv EV Scalable Architecture, it's Mazda's first EV designed specifically for the U.S. market.Production is slated for 2027, with U.S. sales expected in 2028.Mazda is investing nearly $11 billion in electrification, but it has scaled back its EV sales target from 100% to 45%  to 25% by 2030.Impel is putting its money where its vision is by investing in Automotive Ventures' Mobility Fund II, signaling a strong commitment to driving innovation in the auto retail space through early-stage tech.The fund focus areas include AI, robotics, mobility, and industrial tech aimed at transforming how vehicles are sold and serviced.The investment highlights Impel's strategy to back technologies that boost dealership productivity and experience as they Impel bring their AI tools and vast dealership network to support startups within the fund.Impel joins a group of forward-looking investors aiming to accelerate innovation that benefits dealers, OEMs, and consumers alike.Michael Quigley (Impel): “Our investment... reflects our belief that meaningful transformation in automotive retail will be powered by early-stage innovation... We're helping to accelerate progress across the entire industry.”Chinese automaker Chery attempted to recreate Land Rover's legendary 999-step climb at Heaven's Gate—but instead of a viral triumph, the stunt turned into a viral fail that forced a public apology.Heaven's Gate is a famous natural rock arch on Tianmen Mountain in China, reached by a steep staircase with 999 steps and often used in extreme stunts and marketing spectacles.The Fulwin X3L SUV lost power mid-stunt, hit a railing, and rolled back into a fence.A detached safety rope entangled the right wheel, causing the mishap.Chery admitted to poor risk assessments and promised to compensate for damages and repair the area.The X3L boasts a 422 hp range-extended powertrain and is marketed as off-road capable.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1195: Toyota doubles down on hybrids with a $14B battery bet. Waymo hits the freeway ahead of Tesla in the autonomy race. And OpenAI unveils a “warmer” GPT-5.1 with customizable personalities and smarter responses.We'll be at Automobility LA at the LA Auto Show next Thursday, November 20 hosting the LA Auto Show Sessions. Thanks to our friends at Cars Commerce and Curbee for making it possible. 25% off registration with code MoreThanCars. https://laautoshow.com/meShow Notes with links:As U.S. EV momentum slows, Toyota is increasing its already big bet that hybrids, not full electrics, are the future of American green driving, anchored by a massive new battery plant in North Carolina.Toyota's new $14B plant in Liberty, NC is its largest U.S. battery investment yet.The facility will power hybrid production in Kentucky and Alabama, with plans for EV and plug-in hybrid output.Roughly half of Toyota's U.S. sales are already hybrids or EVs, led by hybrid-only Camry and Sienna models.The RAV4 will become 100% hybrid in 2026, with plug-in sales expected to quadruple.“Regardless of where the regulation goes, we will have the capacity to support our compliance needs,” said David Christ, Toyota North America brand chief.Waymo has a commanding lead in the autonomous vehicle race now launching the first-ever robotaxi service on highways across three major U.S. cities. The move distances it even further from rivals like Tesla and Zoox.New highway service rolls out in San Francisco, Phoenix, and Los Angeles, initially for limited riders.This milestone extends Waymo's reach to San Jose and introduces airport pickups at San Jose International.The Waymo Driver has shown 91% fewer serious-injury crashes compared to human drivers.Waymo now operates over 2,500 vehicles and has logged more than 100 million driverless miles.“The Waymo Driver does not get tired, does not lose focus and does not make emotional decisions behind the wheel,” said project manager Jacopo Sannazzaro.OpenAI has rolled out GPT-5.1, calling it a smarter, more engaging upgrade to its August release of GPT-5—complete with expanded personality settings and model matching enhancements.GPT-5.1 includes “Instant” and “Thinking” variants, optimized for speed, clarity, and task persistence.New personality presets include Candid, Quirky, Nerdy, Cynical, and more, adding tone flexibility.Users will begin to see model auto-matching and personalization tools in settings.The upgrade follows user backlash to GPT-5 and competition from Anthropic powering Microsoft tools.“We're well past the point of one-size-fits-all,” said Fidji Simo, OpenAI's CEO of Applications.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1194: Today we're talking about the next generation of car buyers shaking up the F&I office, Jim Farley's humbling EV teardown that's reshaping Ford's strategy, and BYD's jaw-dropping megafactory in China that's literally larger than San Francisco. Show Notes with links:Born digital and raised on instant access, Gen Z is reshaping how dealerships sell protection, financing, and paperwork. CDK's 2025 F&I Shopper Study shows this generation demands transparency, security, and flexibility at every step.Gen Z buyers are twice as likely to purchase six or more F&I products compared to older generations.They're especially drawn to security and theft protection, with 29% selecting theft protection versus a 23% average.69% finance outside the dealership, often coming pre-approved with online or bank-based loans.Surprisingly, 53% still prefer paper signatures, though a quarter favor a hybrid process.“Dealers who adapt with flexibility, transparency, and security-focused offerings will capture Gen Z's loyalty — and their $12 trillion in future buying power,” the report concludes.Ford CEO Jim Farley says tearing apart Teslas and Chinese EVs was a “shocking” wake-up call that exposed how far traditional automakers must go to stay competitive — and why Ford can't afford to back down from electric vehicles.Teardowns of Tesla's Model 3 showed 1.6 km less wiring than Ford's Mach-E, proving how much efficiency Ford needed to gain.The discovery led Farley to create Ford's Model E division, which lost $5 billion in 2024 — but he stands by the decision: “I knew it was going to be brutal business-wise. But it was important for Ford's EV operations to be accountable to investors.”He's pushing for a culture shift at Ford: “My ethos is, take on the hardest problems as fast as you can and do it sometimes in public because you'll solve them quicker that way.”In a move that redefines the meaning of “mass production,” Chinese automaker BYD is building an EV complex in Zhengzhou so massive it will literally be bigger than the entire city of San Francisco.The Zhengzhou site will cover 50 square miles, surpassing San Francisco's 46.9, and include high-rises, sports facilities, and even housing — a “factory with a city attached to it.”The site will serve as a manufacturing and R&D hub, capable of producing hundreds of thousands of vehicles and components annually.BYD recently overtook Tesla in European EV sales and is aggressively targeting the UK and Japan next, with full European lineup availability by 2028.The project highlights China's strategy to scale vertically and geographically, blending manufacturing, housing, and logistJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1193: Today, we're covering a spike in EV inventory, why dealerships are losing service customers, and how Gen Z's complex spending habits could reshape the retail landscape.Show Notes with links:A new Cox Automotive study warns that dealerships are quietly losing the long game in fixed ops. Despite the average age of a vehicle being 12.8 years, customer loyalty—especially among recent buyers—is slipping fast.Dealerships now see 12% fewer service visits than in 2018, despite rising service volume overall.Loyalty is weakening: just 54% of owners with cars under 2 years old return to the selling dealer, down sharply from 72% in 2023.Independent shops, quick lube chains, and mobile services are capturing business once assumed to be “locked in.”Primary reasons for defections include surprise costs and poor communication—despite dealership pricing being slightly lower than independents on average.“There is a clear call to action here for dealerships to proactively address customer dissatisfaction, strengthen communication and improve sales to service coordination to build back market share through lasting relationships.” said Skyler Chadwick, Director of Product Consulting at Cox Automotive.New-vehicle inventory in the U.S. surged past 3.1 million units in early November, with electric vehicles stacking up the fastest.Total inventory rose from 2.8M to 3.14M units, with days' supply climbing to 70.EV supply more than doubled in October to 107 days, up from 47 just a month earlier.Gas-powered vehicles sit at 72 days; hybrids at a leaner 57 days. Cars remain tight at 46 days while light trucks sit at 60 daysToyota leads the pack with the tightest supply at just 33 days, while several Stellantis brands now exceed 100 days' supply.Subaru was the only automaker among monthly reporters to see inventory shrink.Retailers are racing to understand Gen Z—set to command $12 trillion in spending power by 2030. A new PwC report shows this generation mixes frugality with emotional spending and values-driven decisions.Gen Z plans to cut holiday spending by 23%, averaging $1,357—far less than millennials at $2,190.82% plan to buy “dupes”—affordable versions of luxury goods—and 79% wait for sales.While cautious, they'll splurge on “affordable affluence”: resale sneakers, luxury skincare, and $7 matcha lattes.Loyalty is fleeting: 81% have changed buying decisions based on a brand's reputation.Quote: “For most Gen Z'ers, customer loyalty has to be earned, and even then it is fragile,” said Greg Petro, Forbes contributor.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1192: Ford faces a jolt of EV reality as the F-150 Lightning may lose its spark. Meanwhile, SEMA goes full throttle with hydrogen, hybrids, and horsepower. And Progressive's “Flo” gets a digital copilot as AI helps animals hit the road in the brand's latest ad.Show Notes with links:Ford is reportedly weighing the end of its all-electric F-150 Lightning as it reassesses its EV strategy amid steep losses and cooling demand. The move would mark a dramatic shift from what Ford once called a “Model T moment.”Ford's Model e division has lost $2.2B in the first half of 2025 and Lightning production remains paused after a fire at aluminum supplier Novelis,Sales have plateaued: only 24,577 units sold through October and fewer than 100,000 total since launch.Ford execs are prioritizing gas and hybrid F-150s as EV tax credits fade and consumer demand softens.The review echoes moves by GM and Stellantis, both of which have scaled back electric truck plans.The SEMA Show once again delivered its signature mix of over-the-top creativity and real-world innovation. Automakers used the Las Vegas stage to showcase performance, personalization, and the future of vehicle design.Ford unveiled the Maverick 300T, a 300-hp street truck featuring the Mustang's turbocharger, a lowered stance, and sport-tuned suspension aimed at AWD trims.Honda came in hot with eight prototypes, led by the Civic Type R HRC Rally XP built for rally racing.Toyota showed off a Turbo Trail Cruiser based on a 1985 Land Cruiser FJ60.Nissan's Dune Patrol turned the Armada into a desert racer.“SEMA has become the proving ground for what's next in personalization — if it's wild enough to work here, it's only a matter of time before it hits the street,” said one show organizer.Progressive is putting artificial intelligence in the driver's seat—literally—in its new ad “Drive Like an Animal.” The spot uses AI-generated visuals to depict animals behind the wheel while promoting the company's Snapshot® program, which personalizes rates based on actual driving habits.The ad combines AI-generated animation with the familiar voice of Flo (Stephanie Courtney) for a whimsical twist where llamas, lions, and leopards rule the road.“AI is an exciting tool that adds to our ability to innovate, but it's just that—a tool,” said Matt Dillon, Business Leader of Creative Development at Ninety6, Progressive's agency.Progressive says its use of AI follows strict ethical and copyright standards, emphasizing responsible innovation.“‘Drive Like an Animal' shows that fairness and personalization can be fun—drivers deserve coverage that reflects them,” said Meghan Walsh, Progressive's Head of Integrated Marketing.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.On this Saturday episode, Chris Reeves joins Paul and Kyle to talk about how Phil Long Dealerships continues its proud military tradition with a November-long giveback campaign benefiting Mt. Carmel Veterans Service Center. With every vehicle sold, Phil Long honors veterans, military members, and their families—potentially raising up to $100,000 this year.“Less than 1% of Americans currently serve in the military, and about 6% of our nation's population are veterans,” said Kevin Shaughnessy, CEO of Phil Long Dealerships. “We're proud to align with Mt. Carmel Veterans Service Center in supporting these brave men and women and their families who have sacrificed a great deal for our country.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1190: Today we cover CarMax's executive shakeup amid disappointing guidance, Tesla shareholders' approval of Elon Musk's massive pay package, and how Scout Motors is seeing overwhelming demand for extended-range EVs.Show Notes with links:CarMax shares plunged 24% Thursday after the used car giant issued a grim forecast and announced a surprise leadership shakeup. With profits slipping and competition heating up, the company is betting on new leadership to stabilize its course and unlock its underlying potential.CarMax expects used unit sales to fall 8–12% and earnings to dip sharply to $0.18–$0.36 per share.CarMax stock is down nearly 50% in 2025, while competitors like Carvana are up over 50% year-to-date.CEO Bill Nash is stepping down; retail veteran David McCreight will serve as interim CEO.Former CEO Tom Folliard returns as interim executive chair, citing a need for hands-on guidance.“The company's recent results do not reflect its potential. Change is needed,” said Folliard, referencing CarMax's long-term brand strength and ability to perform at a higher level.Tesla shareholders just gave Elon Musk the green light on a massive pay package, potentially worth $1 trillion, in exchange for hitting big targets over the next decade. It's not a payday just yet, but it's a power move with long-term implications.Over 75% of participating shareholders approved the plan amid loud chants of “Elon! Elon!”The plan is tied to 12 performance-based tranches, each triggered by Tesla meeting specific operational, profit, and market cap goals — including a stretch target of reaching an $8.5 trillion valuation over the next decade.Tesla ran an unprecedented media campaign to secure votes, including TV ads and interviews from its typically quiet board chair.“Tesla is at an inflection point… this last year has been a critical one in our history,” said Chairwoman Robyn Denholm.Turns out, EV truck buyers want a little gas on the side. Over 80% of the 130,000 reservations for the upcoming Scout Terra and Traveler EVs are for versions with a gas-powered generator to boost range.The EREV models offer 150 miles of battery-only range, with a gas engine pushing total range to 500 miles.Customers are clearly favoring the “just in case” option, and CEO Scott Keogh isn't surprised: “The market has spoken.”On the idea of a gas-only Scout, Keogh didn't hesitate: “I don't see it. There's a lot of drama now—people saying the world was all EV, now it's going back to 100% internal combustion. The world is still heading electric.”He added, “The technology is there, the innovation is there… We want to make sure Scout is prepared for the next 100 years. We're not building a two-year brand.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1189: Ford unveils its hospitality-first Signature 2.0 dealership design, Holman jumps into the robotics game, and Walmart goes full throttle with back-to-back Black Friday deals.Ford is rolling out its first dealership image program in over two decades—and it's less showroom, more hotel lobby. The new "Signature 2.0" design rethinks the car-buying experience with a focus on comfort, visibility, and choice.The first build, a $12.5M Boulevard Ford in Delaware, centers around a glass-paneled, open-concept showroom with lounge seating, café-style tables, and a central Ford-branded hospitality hub serving snacks and drinks.Dealers can choose from a range of customizable elements—snack options, artwork, furniture layouts—allowing flexibility while maintaining brand consistencyThe design also eliminates the separate service entrance, integrating service customers into the main experience. “The building is as simple as it can possibly be, because the focus is on things like truth and transparency,” said Jennifer Kolstad, Ford's global design and brand director.“It's really about feeling like you actually want to be in the dealership,” said Elena Ford, Chief Dealer Engagement Officer.We had Boulevard Ford GM JB Burnett on Auto Collabs just a couple of weeks ago and he spoke about where the project got started and the support Ford gave him.Holman, long known for fleet management and automotive services, is stepping into industrial automation with the launch of Holman Robotics—designed to simplify how businesses adopt and manage robotics at scale.The new division bundles hardware, software, support, and integration into one streamlined solution.Holman will offer design guidance, flexible financing, and full asset lifecycle management.“Robotic automation can transform operations, but upfront costs and complexity slow adoption,” said CEO Chris Conroy.A centralized platform enables real-time monitoring and performance optimization across all robotic assets.“We help companies deploy robotics faster, more easily, and with confidence,” said VP Joe Foster.Why have one Black Friday when you can have three? That's what WalMart thinks as it is rolling out two Black Friday Deal events this year for the first time. Along with its usual Cyber Monday lineup, this aggressive move is aimed at stretching holiday spending amid tightening consumer wallets.Black Friday Event 1 runs Nov. 14–16; Event 2 spans Nov. 25–30; Cyber Monday hits Dec. 1 (online only).Walmart+ members get early access to deals, with up to 60% off top brands and thousands of items under $20.The move follows trends of earlier and extended holiday promotions, driven by inflation concerns and demand for deeper discouJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1188: Today we're talking Toyota's global muscle amid U.S. tariffs, Waymo's bold autonomous rollout into new cities, and why your store's holiday playlist might be just early enough to keep shoppers smiling.Show Notes with links:Toyota posted a surprising 62% jump in second-quarter profit and raised its annual outlook, even as U.S. tariffs continue to take a multi-billion-dollar toll. The automaker's resilience stems from its increasingly global revenue base and a strong performance outside North America.Despite nearly $3B in quarterly tariff costs, Toyota's bottom line rose thanks to gains in Europe, Africa, and currency advantages.Q2 net profit hit ¥932B (~$6.2B), easily beating analyst estimates of ¥801B (~$5.3B), and revenue rose 8.2% year-over-year to ¥12.4 trillion (~$82.7B).President Trump, speaking to U.S. troops in Japan last week, said Prime Minister Kishida told him Toyota would invest $10B in U.S. manufacturing. “Go out and buy a Toyota,” Trump added.Waymo is accelerating its position as the autonomous driving front-runner, announcing a major expansion into San Diego, Detroit, and Las Vegas. The move adds to an already impressive footprint that includes full-service robotaxi operations in Los Angeles, Phoenix, and the Bay Area.Waymo will begin service in San Diego in 2026, with Detroit and Las Vegas to follow shortly after.The company is emphasizing snow-readiness in Detroit, citing ongoing cold-weather testing in Michigan's Upper Peninsula.Waymo's return to Las Vegas is symbolic—it passed the first-ever state self-driving test in Nevada back in 2012.Waymo continues logging 2 million autonomous miles per week and plans to launch in Miami, Dallas, Washington, and even London by 2026.Retailers are decking the halls earlier than ever, and despite the usual grumbling about “Christmas creep,” most shoppers seem totally fine with it. A new survey reveals that the majority of U.S. consumers don't mind holiday music and décor showing up well before Thanksgiving.Only 20% of consumers think retailers should wait until after Thanksgiving to start the holiday ambiance.A combined 55% are cool with it starting in early to mid-November, while 22% are fine with it as early as October.Mood Media, a company specializing in in-store atmosphere, says holiday scents and music can actually increase shopper “dwell time.”41% of consumers said holiday vibes make them stay longer; only 6% said it makes them leave sooner.0:00 Intro with Paul J Daly and Kyle Mountsier0:30 ASOTU Edge Webinar on AI and Data Today!1:28 Toyota Raises Guidance Amid Tariff Hits3:44 Waymo To Add San Diego, Detroit and Las Vegas6:51 Shoppers Seem TJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1187: GM trims its workforce and tech leadership as it reassesses priorities. Kia hits pause on its next U.S. EV launch amid regulatory roadblocks. And Walmart leans into nostalgia with a print catalog push designed to elevate its home game.Show Notes with links:General Motors made sweeping changes last week, laying off workers and restructuring leadership as it adjusted to shifting market signals. What began as a response to softening EV demand quickly expanded into a broader corporate shakeup.GM eliminated 1,750 jobs, including 1,200 from Factory Zero in Detroit and hundreds more at paused battery plants in Ohio and Tennessee.The company cited weaker EV sales and regulatory uncertainty as reasons for scaling back production.Senior VP of Software David Richardson abruptly exited following an internal reorg just days after presenting at GM's tech event.His responsibilities were shifted under product leadership led by Tesla/Aurora alum Sterling Anderson.CEO Mary Barra assumed oversight of cybersecurity and IT, signaling a more hands-on approach to GM's tech transformation.Kia has officially delayed the U.S. release of its compact EV4 sedan, which was initially slated to arrive in early 2026.The EV4, revealed at the New York Auto Show, was expected to start under $40K with up to 330 miles of range.Kia confirmed the delay, citing “changing market conditions for EVs” as primary cause.The expiration of the $7,500 EV tax credit and new import tariffs have reshaped the economics of launching foreign-built EVs in the U.S.The EV4 was to be manufactured in South Korea and imported to the U.S.; that plan is now on hold indefinitely.Kia's EV lineup already includes the EV6, EV9, and Niro EVIn an unexpected move, Walmart has revived the old-school print catalog to boost its home goods visibility. The retailer's latest campaign mixes nostalgia with strategy, aiming to reintroduce shoppers to a broader, more style-forward product lineup.Walmart released a full-scale home catalog in August, targeting new, existing, and lapsed customers ahead of the holidays.The catalog showcases furniture, decor, and appliances with QR codes linking to Walmart's online store.SVP Creighton Kiper described the catalog as a static creative tool to reposition Walmart as a destination for affordable, high-style home goods.Despite rapid execution, early impressions and engagement exceeded expectations — though no follow-up editions have been confirmed.“Most retailers recognize… you have to have a marketing mix across online and offline channels to really reach the consumer,” said Polly Wong, President of Belardi Wong.0:00 Intro with Paul J Daly and Kyle Mountsier1:03 Upcoming Edge Webinar Tomorrow!1:39 GM Shakes Up ExeJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1186: Dealerships are investing big in mobile service as customer demand and capacity challenges make on-the-go repairs a serious growth opportunity. France launches the world's first live EV-charging highway, while new data shows holiday shoppers are blending online convenience with a strong return to in-store experiences.Show Notes with links:As consumers crave convenience and service bays become scarce, dealerships are rethinking what “fixed ops” means. Bozard Ford-Lincoln's Ed Roberts has shown what success looks like: 46 mobile units, 43 techs, and $10 million in annual revenue. “Everything you can do in a shop without a lift can be done in the field,” Roberts said.The mobile repair segment grew 15% in 2024—nearly twice the growth of the overall “do-it-for-me” market—according to the Lang Aftermarket Report.Industry analysts predict mobile service will soon be an OEM standard, driven by capacity shortages, customer demand, and the undeniable appeal of “winning driveways.”Apple Tree Honda and Acura in North Carolina now run three Ford Transit vans daily, tackling maintenance and light repairs for customers who'd rather not come in.Fixed Ops Director Richard Lupo built the program from the ground up, using Urban Science data to pinpoint customers they weren't reaching—and consultants like Spiffy to scale operations efficiently.In a world first, France has flipped the switch on a stretch of highway that wirelessly charges EVs as they drive. The A10 motorway near Paris now delivers real-time power to vehicles in motion—potentially redefining how we think about range and charging altogether.VINCI Autoroutes and Electreon embedded coils beneath 1.5 km of roadway for the “Charge as You Drive” project.The inductive system hits peak power above 300 kW, verified by independent labs.Vehicles including a truck, van, bus, and car are already charging while cruising in live traffic.Even in an age of scrolling and swiping, shoppers still want to see, touch, and feel the holidays. Two new studies—from NIQ and Quad/Harris Poll—show consumers are going omnichannel, but physical retail and print are far from dead.66% of shoppers plan to browse online, but 64% will visit stores—and nearly 3 in 4 say in-store shopping gets them into the holiday spirit.76% of Americans see visiting stores as a holiday ritual, and 66% say their favorite gifts came from unexpected in-store finds.0:00 Intro with Paul J Daly and Kyle Mountsier0:52 Edge Webinar this Wednesday1:25 Early Adopters Are Pushing Mobile Service Forward2:43 Richard Lupo of Apple Tree Honda and Acura joins the show9:39 France Launches Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.After a couple of weeks off due to international travel and a new baby, Chris, Paul and Kyle are back to talk about how car dealerships are caring for their community.Today, they cover how the Rohrman Auto Group donated $77,500 to support multiple organizations across Indiana and Chicagoland dedicated to pediatric cancer research, treatment and support.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1184: Today we cover Toyota's response to potential chip shortages, new research showing improved employee satisfaction at dealerships, and what Gen Z travelers want most from their hotel stays.Show Notes with links:Toyota CEO Koji Sato says the automaker isn't facing an immediate chip shortage despite rising concerns after China blocked exports from Dutch chipmaker Nexperia. The move is part of an escalating global tech standoff involving national security concerns.The Dutch government seized control of Nexperia last month over fears its Chinese parent, Wingtech, could pose a security risk—prompting China to halt exports.These chips aren't high-end processors; they're critical legacy semiconductors used in steering, lighting, and power systems.Toyota says it's stable “for now,” but rivals like Nissan report they only have enough chips to last through early November.The Alliance for Automotive Innovation warns that U.S. vehicle production could be disrupted as soon as next monthCDK's 2025 Dealership Workplace Study shows job satisfaction is rising and fewer employees plan to leave, but challenges around stress and long-term retention persist.Satisfaction jumped to 82%, up from 74% last year, while only 22% plan to leave in the next six months—down from 31%.Just 49% expect to stay at their dealership over the next 5-10 years, and only 26% would recommend auto retail as a career.“Dealerships that thrive will be the ones that listen, adapt and lead with empathy,” said CDK VP Bruce Johnson.A new study by researchers Huggland and Okumus reveals how Gen Z's travel habits and expectations are reshaping the guest experience. Their feedback from a 3-year mystery shopping study shows where hotels need to step up—and fast.Gen Z travelers prioritize convenience, safety, and intuitive tech over traditional brand loyalty.Digital check-ins, intuitive room controls, and reliable Wi-Fi aren't perks—they're baseline expectations.“Sometimes the little things can mean a lot,” said one Gen Z traveler. “We want crystal clear instructions and not have to ask for help.”0:00 Intro with Paul J Daly and Kyle Mountsier0:45 The halloween costumes around the office today2:53 Upcoming ASOTU Edge Webinar with Foureyes3:20 The Nexperia Chip Crisis5:44 CDK's Dealership Employee Satisfaction Rises to 84%9:20 What Gen Z Is Saying About HospitalityJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1183: Today we're talking about the billion-dollar blaze disrupting Ford's aluminum supply chain, Tekion's confident response to new DMS rival Pinewood.AI, and why the retail world's record CEO shuffle says more about skill sets than burnout. A mid-September fire at Novelis's massive Oswego, N.Y. aluminum plant has shaken the auto supply chain, putting Ford and other OEMs in damage-control mode as crews work nonstop to rebuild the damaged facility.A Sept. 16 fire destroyed 40,000 sq. ft. of the hot mill roof, halting aluminum heating and rolling operations essential to producing body panels for trucks and SUVs.Repairs are underway 24/7, with 1,900 of 2,455 replacement parts already on site.“Teams are working with extreme urgency,” said Novelis spokesperson Lauren Thompson. “Every hour counts in getting back online.”As Pinewood.AI eyes an ambitious U.S. rollout backed by Lithia Motors, Tekion CEO Jay Vijayan says “bring it on,” dismissing the U.K.-based DMS company as no major threat in America's complex dealership software market.Pinewood spun out of Lithia-owned Pendragon and plans a full-scale U.S. push after Lithia transitions to its platform by 2028.The U.S. DMS market is dominated by CDK Global, Reynolds and Reynolds, and Dealertrack, with Tekion gaining momentum.Vijayan said the U.S. market's size and regulatory complexity give Tekion an edge: “I don't have even the slightest concern.”With 1,500 full DMS clients and 4,000 using Tekion software, Vijayan said profitability is expected by 2026, emphasizing “strong financial economics and long-term growth.”A record wave of CEO exits is reshaping what success looks like at the top of retail. As technology, AI, and shifting consumer behavior redefine the landscape, companies are looking for leaders who can adapt fast and think across multiple disciplines.Retail CEO departures are up 116% year-over-year, with 64% unplanned, according to Russell Reynolds Associates.Leadership experts say modern executives must blend tech fluency, marketing insight, and operational skill to stay competitive.Craig Rowley, senior client partner at Korn Ferry, noted that while skills like sourcing and merchandising “don't necessarily go away,” they're no longer the foundation of what retailers seek in a CEO.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1182: Today we're talking about Slate Auto's bold move to use independent repair shops instead of dealers, China pulling back EV subsidies to let the market decide, and PayPal teaming up with OpenAI to turn ChatGPT into a next-gen shopping hub.Show Notes with links:Electric startup Slate Auto is flipping the traditional service model by partnering with independent repair shops instead of building dealerships or factory-run service centers. The company aims to launch its first vehicles with a fully certified third-party network next year.Slate will use RepairPal's 4,000-shop network, owned by Yelp, to handle warranty work, maintenance, and accessory installs.Shops certified through RepairPal will receive training for Slate-specific EV systems, including high-voltage repairs.“Being able to give that opportunity to the majority of our customers to service vehicles close to where they live is very important to us,” said Jeremy Snyder, Slate's chief commercial officer.After more than a decade of heavy government support, China is officially stepping back from its electric vehicle subsidies, signaling that the industry is now strong enough to compete without government help.EVs were excluded from China's 2026–2030 five-year strategic plan for the first time in over a decade.China ended its national EV purchase subsidies in late 2022 and plans to phase out remaining purchase tax rebates by 2027.The decision comes amid massive overcapacity—93 of 169 automakers in China hold less than 0.1% market share.“Electric vehicle subsidies will fade... the market will play a bigger role in deciding who survives,” said Dan Wang, China director at Eurasia Group.In a major fintech and AI crossover, PayPal has struck a deal with OpenAI to embed its digital wallet directly into ChatGPT, allowing users to shop and pay without ever leaving the platform.Starting next year, PayPal users can “Buy with PayPal” directly in ChatGPT, while merchants can list and sell their products inside the app.The partnership positions PayPal as the payment backbone for AI-driven ‘agentic commerce', following similar ChatGPT integrations with Shopify, Etsy, and Walmart.PayPal CEO Alex Chriss, “It's not just that a transaction can happen. It's a whole new paradigm for shopping… with the largest set of verified consumers in a consumer wallet.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1181: Today we're talking about an EV market hitting the brakes post–tax credit, why most electric drivers are just fine charging at home, and Amazon's billion-dollar bet on future jobs—while cutting tens of thousands of its own.Show Notes with links:The EV market is undergoing a “recalibration” following the end of the federal $7,500 tax credit. J.D. Power says October electric vehicle deliveries are expected to drop 43% from last year, taking EV market share from 8.5% down to just 5.2%.The September “last call” for the credit pushed EV share to nearly 13%, creating a hangover in October sales.Gasoline models now account for nearly 80% of retail sales, while hybrids jumped two full points to 14%J.D. Power's Tyson Jominy. “The recent EV market correction underscores a critical lesson: Consumers prefer having access to a range of powertrain options.”Do you imagine EV drivers are circling parking lots hunting for chargers? Think again. About 80% of all EV charging happens right at home — quietly, conveniently, and far cheaper than fueling up at a gas pump.The International Energy Agency reports 83% of EV charging in the U.S. and 80% in Canada happens at home.J.D. Power's EV Experience Study shows drivers rate home charging satisfaction at 85/100 versus just 50/100 for public chargers.“Home charging remains the single biggest advantage of owning an EV,” said Brent Gruber, executive director of EV practice at J.D. Power.Amazon is sending a mixed message to the labor market this week. The tech giant is investing billions to train millions for the “future of work” — while preparing to lay off tens of thousands of its own.The company launched Future Ready 2030, a $2.5 billion initiative aimed at training 50 million employees, students, and job seekers worldwide.At the same time, Amazon is reportedly cutting up to 30,000 corporate jobs, about 10% of its white-collar workforce — its largest round of layoffs since 2022.“Whether someone dreams of working at Amazon, works here now, or has moved on to their next chapter, our goal is the same: helping them have access to the education and training needed to thrive in whatever comes next,” said Beth Galetti, Amazon's SVP of People Experience and Technology.0:00 Intro with Paul J Daly and Kyle Mountsier0:15 Paul's hat from Kazakhstan2:05 Upcoming ASOTU Edge Webinar with foureyes on Nov. 53:00 EV Market Hits Recalibration in October6:17 83% of American EV Drivers Charge At Home9:42 Amazon Invests $2.5B In Training, Cuts 30K White-Collar JobsJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1180: Fresh off a global adventure, Paul and Kyle return with stories from Kazakhstan, a look at why destination fees are climbing faster than car prices, and how Rivian and GM are tightening up their EV operations as the market cools.Destination fees — the unavoidable “shipping” charges tacked onto every new vehicle — are climbing faster than sticker prices. Once a minor line item, these fees have ballooned across brands, marking the steepest industrywide increase in at least a decade as automakers quietly offset rising costs and tariffs.Average destination fees jumped 8.5% for 2025 models, the biggest one-year spike in 10 years, according to Edmunds.Fees have risen 27% since 2021, now averaging $1,549, up from $1,220 just four years ago.Some models saw even sharper hikes — Porsche up 48%, Ford up 39%, Stellantis up 35%.Analysts point to inflation, heavier vehicles, and new tariffs as key cost drivers.“It's another place where they can increase the price without increasing the price,” said Sam Fiorani of AutoForecast Solutions.As the EV market cools and cost pressures rise, both Rivian and GM are trimming teams to stay efficient. Rivian's cutting hundreds after the loss of key EV tax credits, while GM is reducing salaried positions tied to design and development as part of a broader restructuring.Rivian is laying off 4.5% of its workforce — about 600 employees — as it consolidates operations in sales, service, and marketing.CEO RJ Scaringe said the move reflects a “changing operating backdrop” as demand softens following the expiration of the $7,500 EV credit.Rivian will continue investing in its next-gen R2 platform to reach a broader market beyond its luxury R1 lineup.GM confirmed more than 200 white-collar job cuts in Detroit, mostly in its design engineering and CAD teams.The automaker is also managing $1.6 billion in EV-related write-downs and tariff costs as it shifts strategy to protect margins amid a slower adoption curve.0:00 Intro with Paul J Daly and Kyle Mountsier1:25 More Than Cars just got back from Kazakhstan7:42 Destination Fees Skyrocket On 2025 Models10:33 Rivian Lays Off 600, GM Cuts 200Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1179: We close out Q4 Strategy Week with Ryan Rohrman, CEO of the Rohrman Auto Group. He breaks down how cleaner data, connected systems, and smarter marketing decisions can save you money, sharpen your efficiency, and help you finish the year with momentum.Show Notes:The goal is frictionless customer access — tech that talks and data that actually works.Rohrman Auto Group discovered 40% of their data was “dirty” just six months post-cleanup — now they scrub it monthly.Dirty data = wasted spend. Even a 30% error rate means 30% of your marketing dollars miss the mark.Ryan's team built a single “source of truth” (Snowflake) to unify CDP, DMS, and CRM data.Exploring tech outside automotive has proven faster, cheaper, and more adaptable than legacy systems.“It's not about spending less — it's about spending smarter. Efficiency is king.” — Ryan RohrmanJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1178: We dive into Q4 service strategy with Joe Castelino, VP of Fixed Ops at American Motors Group. From holiday PTO and campus ebb-and-flow to tech-enabled check-ins and bay visibility, Joe shows how disciplined processes and smart tools keep throughput high and customers happy into year-end.Show Notes with links:Plan for dual PTO: your team and your customers. College-town stores see sharp holiday rushes from parents and students—staff and stock accordingly.Stick with what works: sub-hour cycle times, ~30-minute LOFs, and rigorous FRFT targets keep lanes moving when volume spikes.Streamline write-up: mobile/electronic check-in, photos/video, and voice-to-text (or customer noise recordings!) reduce ambiguity and speed technician diagnosis.See the bottlenecks: SkaiVision plate recognition flags unattended vehicles, long waits, and even surface sales opportunities from the lane.“Q4 tends to be a little more strategic—we hunker down and execute what we've practiced all year.” — Joe CastelinoJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1177: Q4 Strategy Week rolls on with EV operator-extraordinaire Andy Guelcher. We dig into life after federal credits, the coming surge of affordable used EVs, New York's eye-popping BrightDrop incentives, and why dealers must become “energy experts” to win the next phase of EV adoption.Show Notes:Post-credit reality check: EVs must stand on their own. Falling MSRPs (hello, $29K Bolt) + better charging infrastructure are easing range anxiety and widening the addressable market.Get ready: a flood of off-lease EVs in 18–24 months could reset used-car affordability and pull younger, tech-open buyers into payments that actually pencil.New profit centers: vehicle-to-home and vehicle-to-grid will let customers power homes and sell back to the utility—turning EVs into assets that can offset car payments.Commercial play: New York's BrightDrop program (big per-vehicle incentives; 3-year EIN, 5-year use/5K mi/yr, 80% in-state) makes fleet vans “nearly free” for qualified businesses—move fast.“We're making our team the energy experts—training with GM Energy—so we can explain the whole ecosystem, not just the car.” — Andy GuelcherJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1176: Day two of Q4 Strategy Week brings social media powerhouse Russell Richardson — aka Russ Flips Whips — to talk about how dealers can turn content into car deals. He shares real-world results, easy-to-start strategies, and why empowering your people might be your best Q4 move yet.Show Notes:Q4 is the best time to make an ask — if you've spent the year giving value through social media, now's when it pays off.One trained team created 4M+ impressions and over 60 car sales with one incentive-based video campaign.Empowering every team member to post multiplies reach faster than paid ads ever could.“Older” sales pros are thriving on TikTok — customers connect with people who look and sound like them.If you're just starting: post one video per workday on Instagram, Facebook, YouTube, and TikTok. Consistency beats perfection.Even if it doesn't generate leads, it builds communication skills and confidence on the floor.Concerned about brand control? Russ says it best: “Why wouldn't you think of all the things that could go right?”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1175: It's Q4 Strategy Week on The Automotive State of the Union! Paul and Kyle sit down with Patrick Abad of Beaver Toyota and Mazda to talk about leading your team through the holidays — when emotions run high, sales run hotter, and leadership matters most.Show Notes:The holiday season brings both family time and the busiest sales stretch of the year — and great leaders have to balance both.Involve your people in event planning (like Black Friday or end-of-year sales) so they feel ownership, not obligation.Find the influencers in each department — not necessarily the managers — and include them in decision-making.When you go for a holiday event or promotion, go all-in. Half-efforts kill momentum and trust.Give your team breathing room earlier in the month so they can give their all when it counts.“You can't ask your people to give everything at the end of the year if you haven't given them anything along the way.” — Patrick AbadJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1174: Gov. Newsom vetoes a dealer doc fee hike, Tesla unleashes “Mad Max” mode amid mounting scrutiny, and Home Depot opens free training lanes to fuel America's next generation of skilled pros.Show Notes with links:California dealers were ready for a long-overdue bump to their doc fee cap, but Gov. Gavin Newsom hit the veto button — just a week after tightening dealership disclosure rules with the new CARS Act.The proposed bill would've raised the $85 doc fee cap to 1% of the sale price, up to $260.Newsom said “no,” citing affordability for consumers in an already pricey state.Dealers argue new transparency rules in the CARS Act will increase their workload — not lighten it.The CNCDA's Brian Maas called out the contradiction, saying the new law “imposes substantial advertising and disclosure burdens on dealers.”Newsom fired back that dealers shouldn't charge “hundreds more for only minutes of data entry.”While under multiple investigations for its driver-assist tech, Tesla has decided to lean into chaos — literally — by reintroducing “Mad Max” mode in its latest Full Self-Driving (Supervised) update.The FSD v14.1.2 update lets cars drive faster and change lanes more aggressively than the previous “Hurry” mode.The feature revives Tesla's 2018 “Mad Max” driving style, which Elon Musk once described as ideal for navigating Los Angeles traffic.Early users have already reported cars rolling stop signs and speeding up to 15 mph over posted limits.This comes as NHTSA runs four separate probes into Tesla's FSD and the California DMV sues over its name.As the skilled labor gap keeps growing, The Home Depot is rolling up its sleeves with Path to Pro — a nationwide program offering free training and connections to jobs in construction and the trades.PathToPro.com lays out career paths and resources for anyone interested in the skilled trades.The free, on-demand Skills Program offers virtual training in English and Spanish — no cap on enrollment.The Path to Pro Network connects jobseekers with hiring Home Depot Pros, who can post and review candidates for free.It's designed for anyone 18+ who wants to learn, upskill, or transition into construction.“We aim to help build the next generation of trades professionals,” said Jenna Arca, Home Depot's Director of Workforce Development.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1173: Scott Painter steers TrueCar back to private ownership, CarGurus says buyers are going older to stay on budget, and freelancers navigate the double-edged sword of AI—faster work, smaller paychecks, and a whole lot of “good enough.”Show Notes with links:TrueCar's founder and former CEO, Scott Painter, is back. Nearly a decade after his controversial exit, Painter is leading a $227 million investor group to take the publicly traded company private — a bold move aimed at restoring TrueCar's dealer relationships and market relevance.Painter's syndicate, Fair Holdings Inc., includes investors from dealer, data, fintech, and mobility sectors.He'll return as CEO once the all-cash transaction closes in late 2025, pending shareholder and regulatory approval.The deal follows a year-long strategic review by TrueCar's board, seeking a sustainable path forward after layoffs and leadership turnover.TrueCar's stock surged 62% on the announcement, closing at $2.40.Painter emphasized collaboration: “Partnerships and brand alignment are central to creating value for both dealers and customers.”CarGurus' Q3 2025 Quarterly Review shows that when it comes to cars, “old is in.” Despite economic pressure, auto sales are holding steady — but buyers are opting for older, cheaper vehicles to keep monthly payments manageable.Used vehicles under $30K drove 72% of used retail growth over the past year. Nearly half of listings in that range were 7+ years old, averaging $13,600.Director Kevin Roberts says shoppers are split between value-seekers buying older cars and wealthier consumers driving luxury growth.Dealers may need to lean on older inventory and fixed ops to meet demand and keep aging cars running.California, Florida, Texas, and Virginia lead the nation in used cars under $20K, each with 30% or more of listings.“Buyers are increasingly accepting six-figure-mile cars to keep payments within reach,” Roberts noted.AI is reshaping the freelance economy, creating both opportunity and uncertainty for side hustlers. While tools like ChatGPT help freelancers work faster, they're also undercutting pay, originality, and client perception of value.Freelancers say AI boosts efficiency but drives down earnings—writing jobs fell 2%, and income dropped 5% on Upwork after ChatGPT's release.AI lowers the barrier to entry, flooding the market with cheaper “good enough” work that makes it harder for top-tier talent to stand out.Clients increasingly expect AI-level output for less, with some even replacing human contractors with automation tools.“High quality doesn't really protect freelancers,” said Washington University professor Xiang Hui, noting that AI hits experienced workers hardest.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1172: Stellantis bets big on American production with its largest investment ever, NADA makes history with a new vice chair, and three Nissan dealers take the scenic route to prove the CVT isn't the punchline anymore.Show Notes with links:Stellantis just dropped the biggest investment announcement in company history—$13 billion to bring more Jeep, Dodge, and Ram production back home.The plan adds 5,000 U.S. jobs and launches five new vehicles and a new four-cylinder engine by 2030.CEO Antonio Filosa says the goal is simple: grow in the U.S. after Jeep's recent sales slump.$600 million will reopen the Belvidere, Illinois, plant to build the Jeep Cherokee and Compass—moving both out of Mexico.A new range-extended EV and gas model are coming to Metro Detroit, adding another 900 jobs.“Success in America is not just good for Stellantis in the U.S.—it makes us stronger everywhere,” Filosa said.Sandy Fitzgerald Angello of Pohanka Automotive Group has been elected as the NADA vice chair for 2026, only the second woman ever to hold the role. She's expected to take the top spot in 2027.Angello brings 40+ years of experience and currently represents Maryland dealers on the NADA Board.She follows in the trailblazing footsteps of Annette Sykora, who broke the barrier back in 2007.“This position allows me to amplify the voice of dealers,” said Angello. “I look forward to supporting franchised dealers and the customers we serve.”Rob Cochran of #1 Cochran moves up to chair in 2026, continuing NADA's long tradition of planned succession.Both Cochran and Angello start their new roles at the 2026 NADA ShowThree Nissan dealers traded their desks for desert dust. The Tour Detour drops today on YouTube and it's equal parts road-trip chaos, friendship test, and CVT redemption story.Tim Pohanka, Chris Lenckosz, and Jason Cole bought three used Nissans for under $10K—each rocking a 100K-plus CVT—and drove 1,500 miles across salt flats, dunes, and mountain passes.The cars have names (because of course they do): The Duke, Luciano, and Emma.The goal? Show that Nissan's CVT can take more punishment than its memes would suggest.Joining us today is Tim Pohanka, VP and Executive Manager of Pohanka Nissan Hyundai0:00 Intro with Paul J Daly and Kyle Mountsier1:35 Upcoming ASOTU Edge Webinar with vAuto2:55 Stellantis To Invest $13B In the US and Create 5000 Jobs4:38 Cochran To NADA Chair, Angello to Vice Chair5:44 Tim Pohanka Joins The Show6:05 Tim on Sandy Fitzgerald Angello7:05 The Tour Detour Debuts TodayJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1171: Ford scrambles after a supplier fire halts SUV production, Rivian doubles down on AI instead of Apple CarPlay, and young people rediscover the joy of “hanging up”... literallyFord is pausing production for several key vehicles, including the Expedition, Lincoln Navigator, and F-150 Lightning, after a massive fire shut down operations at its main aluminum supplier, Novelis. Novelis' upstate New York facility is responsible for 40% of U.S. aluminum sheet supply, and the fire will keep it offline until early 2026.Ford will halt output at five plants, including the Kentucky Truck Plant, where the Expedition and Navigator are built.Ford pulled forward downtime originally scheduled for late 2025 to manage the shortage.F-150 and Super Duty production continue, but analysts say Ford could lose up to $1 billion in profits if supply tightens.“They're focusing all their energy on making sure all their F-150s get built,” said Sam Fiorani of AutoForecast Solutions.Rivian is betting its future on in-car AI, aiming to create a seamless, branded ecosystem that integrates your favorite apps, without handing the keys (or the data) over to Apple.CEO RJ Scaringe says the goal is to “hold the glue” between apps like Spotify, Google Maps, and Apple Music as AI becomes central to the in-car experience.Automakers fear platforms like Apple's CarPlay could harvest vehicle data and weaken brand identity.Rivian's approach mirrors moves by other automakers who want to control software updates and user interfaces directly.“Customers will appreciate a seamless digital experience... not needing to jump between CarPlay and what we create as a Rivian environment,” said Scaringe.Call it the “landline revival.” Gen Z and millennials are rebelling against endless screen time, choosing intentional connection and analog simplicity over constant notifications and algorithm-driven distraction.Over 40% of U.S. adults — and 62% under 30 — say they're on their phones almost constantly, according to Pew Research.Tiffany Ng, a NYC writer, chained her iPhone using a belt for a week, describing it as “reentering real life.”Others, like Catherine Goetze, are modernizing the landline — selling Bluetooth-connected rotary phones under her brand Physical Phones, generating $118K in pre-sales.“It's not realistic to throw your smartphone into a river,” Goetze said. “But you can regain some level of balance and intentionality.”0:00 Intro with Paul J Daly and Kyle Mountsier1:35 Upcoming ASOTU Edge Webinar on How and When To Move Used Vehicles2:30 Q4 Strategy Sessions NEXT WEEK3:54 Ford Pauses Production Due To Aluminum Supplier Fire7:08 Why Rivian Isn't Integrating Apple CarplJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1170: California's new CARS Act sets tough transparency rules for dealers, a new report exposes EV charging's reliability gap, and Elon Musk's xAI looks to raise $20 billion—with Nvidia both selling the chips and buying in.Show Notes with links:Governor Gavin Newsom has signed the California Combating Auto Retail Scams (CARS) Act, a landmark law that establishes new consumer protection standards and stricter sales transparency across the state beginning in 2026.The California CARS Act closely mirrors roughly 70% of the FTC's now-vacated federal CARS Rule and prohibits dealers from misrepresenting key facts about vehicle sales, leases, or financing.The law requires clear and conspicuous disclosure of total vehicle price and the voluntary nature of add-ons.The CARS Act bans “valueless” add-ons, such as unnecessary service contracts or redundant protection products.Buyers of used vehicles under $50,000 now have a three-day right to cancel with mileage and condition limits.A new EV Charging Reliability Report from ChargerHelp! reveals a critical gap between charger availability and usability, showing that nearly one in three charging attempts fails despite reported uptime near 99%.The study analyzed 100,000 sessions across 2,400 chargers, finding only a 71% first-time charge success rate (FTCSR).ChargerHelp! CEO Kameale Terry argues FTCSR is the true measure of reliability—not uptime—because “it captures the real driver experience.”The biggest culprit is software fragmentation, with EVs, chargers, and payment systems often failing to communicate properly.Reliability declines with aging infrastructure, as older stations drop from 85% to 70% success after three years due to outdated protocols.Terry remains hopeful: “It's a solvable problem... even gas cars had their growing pains before becoming mainstream.”Elon Musk's xAI is reportedly seeking a $20 billion fundraising deal that could include Nvidia both as a chip supplier and as a key investor—an arrangement highlighting the increasingly intertwined nature of the AI hardware race.The proposed structure reportedly combines equity and debt within a special-purpose vehicle that would buy Nvidia chips and lease them back to xAI.Nvidia could contribute up to $2 billion in equity while also profiting from the chip sales.Analysts note the “circular” nature of these AI financing deals, where investors also serve as vendors.Nvidia has made similar moves recently, including a $100 billion commitment to OpenAI and a $5 billion stake in Intel.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Today, writer Chris Reeves joins Kyle to talk Fresno Acura's annual #PinkAcura campaign is back for its 12th year, turning a bright pink car into a traveling symbol of hope.Each fall, the Pink Acura visits schools, fundraisers, and local events — inviting people to sign the car in honor of loved ones touched by breast cancer.The signatures, memories, and messages become a moving tribute from the Fresno community.When the tour ends, Fresno Acura donates to Community Medical Center's Radin Breast Care Center, funding early detection and treatment technology.The proudly female- and family-owned dealership uses the campaign to raise awareness — and remind everyone to schedule that check-up.“Every mark matters,” the team says — and after 12 years, this dealership's impact proves it.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/