John Healy

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.

ARTICLES

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Retail Sellout Shows Weakness

Inflation, Price Hikes Continue to Impact Demand

Our recent check-ins with tire dealers leave us with the view that retail sellout trends continue to show weakness and are lower on a year-over-year basis versus the same period in 2021.


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Retail Sellout Continues to Decline

On the Bright Side, Inventory Levels Are Starting to Rebound

Recent dealer commentary suggests that consumer demand for passenger and light truck tires continues to drop. Demand fell on a net basis this past June versus the same month in 2021. 


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Retail Sell-Out Levels Drop Slightly

Meanwhile, More Buyers Pick Performance Over Value

Our recent conversations with dealers leave us with the view that retail sell-out trends are continuing to improve on a year-over-year basis, while also showing strength over 2019 levels. However, activity levels did fall slightly from what our dealer base experienced last month.


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