Goldman Sachs analyst Mark Delaney is hitting the brakes on U.S. auto sales and global production forecasts, citing tariff troubles and weaker consumer demand.Although the reciprocal tariffs announced on April 9 were delayed, still sector-specific tariffs (including auto tariffs) are projected to “remain in place,” the analyst cautions.According to Delaney, the proposed tariffs would raise the cost of importing and manufacturing vehicles in the U.S. by at least a low- to mid-single-digit thousand-dollar lev ...

Tariffs have cast a shadow over Ford and the automotive landscape.Tariffs and the uncertainty surrounding the Trump administration's trade policies have gripped the markets and cast a shadow over manufacturers in almost every industry. Cars are core to American culture, where companies like Ford Motor Company (F 9.09%) resonate with consumers and employ thousands of people.It's unclear how tariffs will impact Ford, which assembles most of its vehicles in the United States but imports many parts and componen ...

Ford Motor Co (NYSE:F) is under pressure this morning, last seen down 2.7% to trade at $8.46 ahead of the open, as automaker stocks broadly retreat following the implementation of new U.S. tariffs targeting dozens of countries. Adding to the headwinds, Bernstein downgraded F to "underperform" from "market perform," citing weakening consumer confidence and the timing of the tariffs, which it believes could “significantly affects Ford.” On the charts, Ford stock is on track to breach the $8.50 level for the f ...

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DETROIT — Prices of new and used vehicles in the U.S. are expected to notably increase this year amid President Donald Trump's 25% auto tariffs, according to a new analysis from industry experts at Cox Automotive.The automotive data and advisory firm expects the levies to add thousands of dollars to the costs of new cars and trucks — imported and domestic — while also driving up used car prices more than previously expected. Those prices increases are expected despite a potential slowdown in sales compared ...

Core Insights - Pinnacle Mergers & Acquisitions successfully facilitated the sale of Groove Ford and Groove Mazda to AutoNation, enhancing AutoNation's presence in the Colorado automotive market [1][3] - The transaction highlights Pinnacle's expertise and strong track record in the Colorado dealership M&A sector, having completed multiple high-profile transactions [3][4] Company Summary - Pinnacle Mergers & Acquisitions has completed over 850 dealership transactions nationwide, totaling $40 billion in completed transactions [5] - The firm has a combined experience of 85 years, providing expert guidance and customized strategies to drive value in transactions [5] Industry Summary - The transaction reflects ongoing consolidation in the U.S. auto retail space, with large dealer groups expanding into key regional markets to adapt to changing consumer demand [4] - The Denver metro area is identified as one of the most active regions for automotive M&A activity, with strong dealership valuations and high buyer interest [4]

Group 1: Tariff Implementation and Impact - The U.S. has implemented a 25% tariff on foreign auto imports and a 10% baseline tariff on imports, with exemptions for Canada and Mexico [2][4] - Canada retaliated with a 25% tariff on American-made vehicles not complying with the U.S.-Mexico-Canada Agreement, affecting trade dynamics [3][4] Group 2: Effects on Auto Manufacturers - Major automakers like Ford, General Motors, and Stellantis experienced significant stock declines, with Ford dropping nearly 6% and Stellantis down 9.4% [5] - Stellantis announced a temporary shutdown of its Windsor, Ontario plant for two weeks, impacting around 900 workers, and also suspended operations at its Jeep plant in Mexico [6] - Ford is cutting prices to maintain sales, while GM is increasing U.S. pickup truck production and adding jobs to offset potential losses from Canadian plants [7] Group 3: Future Outlook and Industry Challenges - Analysts expect weaker results for automakers in upcoming quarters due to challenges in maintaining sales and margins, with Ford and GM yet to incorporate the latest tariffs into their 2025 guidance [8] - The integrated supply chain of North America's auto industry is under strain from aggressive trade policies, leading to increased costs and potential job insecurity for workers [8]

Core Viewpoint - The implementation of President Trump's 25% tariffs on imported vehicles is expected to significantly impact the automotive industry and investor sentiment, with potential long-term effects on earnings and market dynamics [1][2][3]. Industry Impact - The tariffs apply to vehicles not assembled in the U.S., affecting 46% of the approximately 16 million vehicles sold domestically in the previous year [2]. - Analysts express concerns that prolonged tariffs could lead to a recession in the automotive sector, with significant negative implications for company earnings [2][3]. - The tariffs are anticipated to increase vehicle prices, with estimates suggesting new vehicle prices could rise by as much as $10,000 if costs are fully passed on to consumers [20]. Company-Specific Effects - Automakers such as Volvo, Mazda, Volkswagen, and Hyundai are identified as most at risk, with over 60% of their U.S. sales being imported [11]. - General Motors (GM) is projected to face the highest exposure to tariffs, with estimates indicating a potential 79% drop in earnings before interest and taxes (EBIT) and an 81% decline in earnings per share (EPS) [13]. - Ford is expected to see a 16.5% hit to EBIT and a 23% decline in EPS due to the tariffs [14]. - Tesla, Rivian Automotive, and Lucid Group are positioned more favorably as their vehicles are assembled in the U.S., insulating them from the tariffs [15][16]. Market Dynamics - U.S. auto sales in the first quarter exceeded expectations as consumers rushed to purchase vehicles before the tariffs took effect [17]. - S&P Global Mobility forecasts that U.S. light-vehicle sales could decline to between 14.5 million and 15 million units annually if tariffs remain in place, down from approximately 16 million in 2024 [18]. - Entry-level vehicles, which typically have lower profit margins, are particularly vulnerable to price increases due to the tariffs [18][19]. Supply Chain Considerations - The concept of a fully U.S.-sourced vehicle is deemed unrealistic, as even domestically assembled vehicles rely on a global supply chain for parts [7][8]. - Automakers are awaiting clarity on potential tariffs for auto parts, which could further complicate their supply chain and financial outlook [6][10].

Core Insights - GM and Ford reported significant increases in vehicle sales ahead of the Trump administration's 25% tariffs on imported vehicles, with GM's sales up nearly 17% and Ford's retail sales increasing by 19% in March [1][2] - The tariffs are expected to have a severe impact on the automotive industry, potentially raising new car prices by $4,000 to $12,000, particularly affecting electric vehicles [3] Group 1: Sales Performance - GM's new vehicle sales jumped nearly 17% compared to the first quarter of the previous year [1] - Ford reported a 19% increase in retail sales for March and a 5% increase overall for the quarter, alongside a 94% increase in electric vehicle sales [1] - Hyundai experienced its second-biggest month for sales ever in March, while Toyota reported a 44% increase in US sales of hybrids and electric vehicles [4] Group 2: Impact of Tariffs - The 25% tariffs on imported vehicles are set to take effect, with GM and Ford being particularly exposed due to their manufacturing in Mexico [2] - Analysts have warned that the tariffs could wipe out profits for the Detroit "Big Three" automakers, which include GM, Ford, and Stellantis [3] - Customers are reportedly rushing to buy cars before the tariffs take effect, leading to increased sales across multiple automakers [4][5]