John Healy

John Healy is a managing director and research analyst with Northcoast Research Holdings LLC, based in Cleveland, Ohio. Healy covers a variety of subsectors of the automotive industry and writes MTD's monthly Your Marketplace column.

Marketplace: Why Dealer Sell-Out Levels Are Trending Negatively

December 29, 2020

John Healy

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Following recent trends, our latest conversations with dealers leave us with a view that retail sell-out trends are continuing to trend downward, showing decreases on a sequential basis since this past October.

Marketplace: Is the Market On An Upswing Again?

October 22, 2020

John Healy

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Is demand for consumer tires on the upswing again? It appears so, based on feedback we’ve recently received from tire dealers.

Marketplace: Are Dealer Sell-Out Trends Starting to Regress?

October 5, 2020

John Healy

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Recent commentary from dealers suggests that consumer demand for passenger and light truck replacement tires was down in August compared to last year, while also showing a stronger decline versus levels seen during July.

Dealers Report Continued Unit Sales Improvement

February 7, 2020

John Healy

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Our recent conversations with dealers leave us with the view that retail sell-out trends showed stability in November, with a slight drop in momentum from October. From a volume standpoint, surveyed dealers saw unit sales improve by roughly 1% to 2% compared to the prior year’s period, which was still the fourth highest observed growth rate in our tire demand index for the year.

The Average Customer Continues to Look More Toward Quality Than Value

December 13, 2019

John Healy

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Feedback from dealers leaves us with a view that retail sell-out trends showed strength in October with a notable pickup in momentum from September. From a volume standpoint, surveyed dealers reported they saw unit sales improve roughly 1% to 2% compared to the prior year’s period and came in as the third highest observed growth rate in our tire demand index for the year.

Impending New Tariff Puts Domestic Manufacturers in a Net Positive Position

October 15, 2019

John Healy

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Our recent conversations with dealers leave us with a view that retail sell-out trends showed strength in August with a notable pickup in momentum from July. From a volume standpoint, surveyed dealers reported they saw unit sales improve roughly 3% to 4% compared to the prior year’s period and came in notably above recent growth rates observed in our tire demand index.

Pricing Environment Is Seen as Stable and In-Line With Raw Material Costs

August 12, 2019

John Healy

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Our recent conversations with dealers provide us with a view that retail sell-out trends remained healthy in June and continue to trend on the positive side of the ledger

Our Contacts Record 11th Straight Month of Positive Volume Growth

August 6, 2019

John Healy

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Our recent discussions with dealers leave us with a view that retail sell-out expanded in May and remains on the positive side of the ledger.

Consumers May be Experiencing Sticker Shock Following Price Increases

May 9, 2019

John Healy

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Recent conversations with dealers leave us with a view that retail sell-out remains healthy and trends continue to remain on the positive side of the ledger. From a volume standpoint, surveyed dealers relayed they saw unit sales volumes improve in the low-single-digit range compared to the same period last year and were up roughly 1% for the first quarter as a whole.

Reduced Levels of Cash Flow From Tax Refunds Inhibit Big Ticket Purchases

May 9, 2019

John Healy

No Comments

Recent conversations with dealers leave us with a view that retail sell-out continues to trend positively as retail conditions remain healthy and volumes improved over the prior year’s period (8th straight month). From a volume standpoint, surveyed dealers relayed they saw unit sales volumes improve modestly (~1.1%) compared to the same period last year.

Unit Sales Volumes Were Up Nearly 2%

August 10, 2018

John Healy

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Our recent discussions with dealers leave us with a view that sell-out trends improved in May versus the prior year’s period, re-accelerating from year-over-year contractions early in the year. While always somewhat subjective, we note commentary from installers was at the highest level since October 2017. From a volume standpoint, surveyed dealers reported they saw unit sales volumes up nearly 2% relative to the previous year’s period.

Dealers Have Upbeat Outlook for Volume Trends Going Forward

April 11, 2018

John Healy

No Comments

According to the results of our survey, demand for passenger and light truck replacement tires at retail was essentially the same in February versus the prior year’s period, which mitigates some of the positive momentum the industry had built since October 2017.

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