Asbury Automotive Group (ABG) · Q3 2026

What the report says

North American Vehicle Transaction Signal

At the stores Asbury had owned since before July 2025, new-vehicle sales fell 9.7% and used sales 10.9% from a year ago, against a North American market down 3.0% on new and 3.4% on used. The decline also shows against the second quarter, so it is not only a year-ago comparison effect.

The trend improved through the quarter. Same-store new sales were down 11.2% in July and 2.1% in September; used went from 14.6% down to 8.9% down. New cars sold closer to sticker than a year ago.

The all-store figures (new +12.5%, used +6.5%) are inflated by the Herb Chambers acquisition and by stores our data began tagging to Asbury only in late 2025, so we do not read them as demand. The same-store figures now compare stores, identified from the seller records carried in Compass, rather than zip codes. Confidence is Medium because our counts tend to run above Asbury's reported units and the store-level panel ran below the company's own same-store comparison last quarter (Section 12).

Used inventory figures exclude cars listed more than 180 days at the same store, an interim rule for service loaners; the used lot after that exclusion is lean, with Market Days Supply of 35.

Full details are in the report.

18 sections · 26 tables · methodology, quality checks and glossary included

Inside