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

Dealers Report Continued Unit Sales Improvement

Dealers Report Continued Unit Sales Improvement

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.
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The Average Customer Continues to Look More Toward Quality Than Value

The Average Customer Continues to Look More Toward Quality Than Value

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.


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Unit Sales Volumes Were Up Nearly 2%

Unit Sales Volumes Were Up Nearly 2%

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.
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