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Industry news, checked against the data

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Canada truck and SUV wholesale fell 0.20%; used pickups wait 122 days on lots, longer than SUVs or sedansUK and Canada · Oct 12, 2026Canada truck and SUV wholesale fell 0.20%; used pickups wait 122 days on lotsCanadian used wholesale fell 0.14% in late Sep 2026, trucks and SUVs 0.20%. Used pickups sit a median 122 days on lots versus 102 for SUVs.AI checkout for cars is early: 10.4% of used cars sold in Aug 2026 had no price an agent could quoteAI and regulation · Oct 12, 2026AI checkout for cars is early: 10.4% of used cars sold in Aug 2026 had no price an agent could quoteAgentic checkout is reportedly 3% of transactions. MarketCheck data: 10.4% of US used cars sold in Aug 2026 had no advertised price for an agent.FTC price guidance lands as 9.09% of used car listings show no advertised priceAI and regulation · Oct 12, 2026FTC price guidance lands as 9.09% of used car listings show no advertised priceFTC FAQs require advertised car prices any buyer can pay. They cover 6,365,355 US dealer listings; 9.09% of used listings show no price.Windsor's three-week pause hits a Pacifica glut: US new stock sold at a 177-day median in Aug 2026Manufacturers · Oct 12, 2026Windsor's three-week pause meets a Pacifica glut: US new stock sat a 177-day median in Aug 2026Stellantis idles Windsor three weeks. New Pacificas sat a 177-day median in Aug 2026, up from 50 days, per MarketCheck data. Canada lists 3,013 new Chryslers.Record new-car loans rest on firmer prices and thinner discounts, not on ratesLending · Oct 12, 2026Record new-car loans rest on firmer prices and thinner discounts, not on ratesNew-car loans hit a record $44,664 in Q3 2026 at a flat 7% APR. MarketCheck data: median new price up 2.7%, mean discount to MSRP at 3.22%.Santander's prime auto push follows used values up 4.3% while older-car collateral slidesLending · Oct 12, 2026Santander's prime auto push follows used values up 4.3% while older-car collateral slidesUS used median asking price rose 4.3% to $23,988 in Aug 2026 as Santander Consumer USA's reported prime push meets softer older-car collateral.Copart-ACV deal nears antitrust deadline as used retail prices rise 4.3% year on yearAuctions · Oct 12, 2026Copart-ACV deal nears antitrust deadline as used retail prices rise 4.3% year on yearCopart's $1.9B ACV Auctions offer waits on antitrust review as the US used median asking price holds at $23,988 in Aug 2026.FTC's Greenway case makes low advertised prices a dealer liability; the group holds 13.3% of Orlando-area listingsDealers · Oct 12, 2026FTC's Greenway case makes low advertised prices a dealer liability; the group holds 13.3% of Orlando-area listingsThe FTC alleges Greenway charged $3,350+ over advertised prices. The group holds 13.3% of Orlando-area active listings, MarketCheck data shows.Record 99,199 UK BEV registrations in Sep 2026 meet a dealer lot that is just 7.0% electricUK and Canada · Oct 05, 2026Record 99,199 UK BEV registrations in Sep 2026 meet a dealer lot that is just 7.0% electricUK new car registrations rose 12.1% in Sep 2026 with a record 99,199 BEVs, yet electric is 7.0% of UK dealer listings, MarketCheck data shows.GM's EV slump is market-wide: dealer BEV sales fell 56.5% in Aug 2026 as hybrids rose 28.6%Manufacturers · Oct 05, 2026GM's EV slump is market-wide: dealer BEV sales fell 56.5% in Aug 2026 as hybrids rose 28.6%GM Q3 US sales fell 5.5%. MarketCheck data shows new BEV dealer sales down 56.5% in Aug 2026 vs Aug 2025, hybrids up 28.6%.Record Q2 negative equity of $6,884 lands as used asking prices rise 4.3%: the hole is in the loansLending · Oct 05, 2026Record Q2 negative equity of $6,884 lands as used asking prices rise 4.3%: the hole is in the loansTrade-in negative equity hit $6,884 in Q2 2026 while the US used median asking price rose 4.3% year on year to $23,988. Loan terms drive the gap.Wholesale trucks fell in late Sep 2026, but US used pickup asking prices were up 2.5% year on year in Aug 2026Auctions · Oct 05, 2026Wholesale trucks fell in late Sep 2026, but US used pickup asking prices were up 2.5% year on year in Aug 2026Wholesale fell 0.71% in late September, but used pickup asking prices hit $32,799 in Aug 2026, up 2.5% year on year.CarMax bought 13.8% used-unit growth with price: its premium over the US used median fell to $1,010 in Aug 2026Retailers · Oct 05, 2026CarMax bought 13.8% used-unit growth with price: its premium over the US used median fell to $1,010 in Aug 2026CarMax's used sales rose 13.3% to 16.0% a month as its median ask fell to $24,998, halving its premium over the US used market in Aug 2026.California's CARS Act hits Oct 01, 2026: nearly 90% of priced used listings sit under the 3-day cancel capAI and regulation · Sep 28, 2026California's CARS Act hits Oct 01, 2026: nearly 90% of priced used listings sit under the 3-day cancel capCalifornia's CARS Act starts Oct 01, 2026. MarketCheck data: 197,955 CA used listings sit at or under the $50,000 cancel cap, about 90% of priced stock.Tesla's 52% US EV share is a rival retreat: dealer EV sales fell 56.5% in Aug 2026 vs Aug 2025Manufacturers · Sep 28, 2026Tesla's 52% US EV share is a rival retreat: dealer EV sales fell 56.5% in Aug 2026 vs Aug 2025Tesla's 52% US EV share reflects rivals shrinking: new EV sales at US dealers fell 56.5% in Aug 2026 against Aug 2025, MarketCheck data shows.US-built sales slide in Canada, but Ford and GM stock is not the aged-inventory problemManufacturers · Sep 28, 2026US-built sales slide in Canada, but Ford and GM stock is not the aged-inventory problemUS-built share of Canadian sales fell to 28.4%, but Chevrolet stock sits a median 50 days vs 69 market-wide. Jeep holds 8.5% of aged stock.Credit Acceptance's $710M settlement lands as older used-car prices fall 4.6% year on yearLending · Sep 28, 2026Credit Acceptance's $710M settlement lands as older used-car prices fall 4.6% year on yearCredit Acceptance settles for $710M. MarketCheck data: 2012-2019 used median fell 4.6% to $15,250 in Aug 2026 as all used rose 4.3%.Wholesale used prices fell in Sep 2026 while the Aug 2026 US retail used median sat 4.3% above Aug 2025Auctions · Sep 28, 2026Wholesale used prices fell in Sep 2026 while the Aug 2026 US retail used median sat 4.3% above Aug 2025Wholesale used prices fell 1% in Sep 2026 and Manheim dipped 0.4% YoY, but the US used retail median was $23,988 in Aug 2026, up 4.3%.Carvana's used sales rose 43.1% in Aug 2026 while US used dealer sales fell 1.7%Retailers · Sep 28, 2026Carvana's used sales rose 43.1% in Aug 2026 while US used dealer sales fell 1.7%Carvana is taking share from a flat used market: website sales up 43.1% in Aug 2026 vs Aug 2025 while US used dealer sales fell 1.7%.Group 1's $1.25B Hennessy deal buys Atlanta scale as its national dealer-website sales fell 13.4% year on yearDealers · Sep 28, 2026Group 1's $1.25B Hennessy deal buys Atlanta scale as its national dealer-website sales fell 13.4% year on yearGroup 1 funds its Hennessy buy with $1.25B of notes. Its Georgia sales rose 22.9% in Aug 2026 while US sales fell 13.4%, MarketCheck data shows.