Q4 Auto Sales Figures Are Expected to Be Low
The Drive
The latest car news and reviews, no nonsense
Our complimentary daily newsletter delivers the most important stories straight to you every weekday.
As 2025 comes to a close, dealers continue to face challenges in attracting customers. Among the few automakers that still provide monthly sales updates, only a handful had favorable news to report. With increasing prices and an unpredictable economic environment, 2025 is anticipated to end quietly rather than with excitement.
Earlier this year, automakers managed to stave off the initial stages of declining sales by introducing incentive programs to mitigate tariffs and maintain low sticker prices. Both Ford and Stellantis reintroduced their employee pricing schemes to combat rising expenses, while the latter is also utilizing price reductions and additional incentives to enhance sales. However, after a surge in dealership visits to capitalize on EV and PHEV tax credits that expired in September, car buyers have significantly decreased in October and November.
Now, let’s highlight the positive news:
Toyota – Toyota and Lexus achieved a volume increase of just over 2.5% in November. The company is still nearly 8% up for the year, with any positive result being an added bonus. For Toyota to fall below its 2024 sales volume, it would practically need to shut down for the remainder of 2025, which is unlikely.
Hyundai/Kia – Hyundai and Kia experienced nearly opposite trends in November. Hyundai’s sales were slightly down compared to the previous year, while Kia saw a marginal increase. The two figures balanced each other out, leaving them flat year-over-year. However, since Kia surpassed its 2024 numbers, it marked the strongest November ever for the brand in the United States.
Ford – Similar to the Korean automakers, Ford neither gained nor lost a statistically significant number of customers in November. Although its sales showed a minor decline this year, it was just 40 units out of 156,000.
Now, onto the less favorable news.
Honda – Unfortunately, Honda reported a significant drop of 15% near the end of the year, attributing it to supply chain issues. It’s important to note that the company was not heavily invested in EVs; it only had two models—one Honda and one Acura—and neither contributed to November's decline. Sales of the HR-V, CR-V, Odyssey, Accord, Civic, Pilot, and Ridgeline fell between 5% and 27% in November. The only positive point? Passport sales rose by 50%.
Subaru – While Subaru sold a considerable number of its Solterra EVs earlier this year, it cannot blame the EV credit for its struggles. November sales were down by more than 9% (following a similarly weak October), and like Honda, the company found no easy explanations for its decline, with every model showing a decrease.
Volvo – In contrast to some other automakers, Volvo has embraced electrification more aggressively. After a 10% drop in November, Volvo described the U.S. market as “subdued.”
We don’t anticipate any further November figures at this time, as other automakers reserve their reports for quarterly updates. Check back during the first week of January for a comprehensive review of sales across the industry for 2025.
Have a news tip? Reach out to us at [email protected]!
Other articles
Q4 Auto Sales Figures Are Expected to Be Low
October and November have brought us two back-to-back months of mediocrity. Our expectations for December aren’t very optimistic.
