Articles by John Healy

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Sellout Reverses Course - For Now

Dealers Say Retail Tire Demand Is Increasing

Recent dealer commentary suggests that demand for replacement passenger and light truck tires rose on a year-over-year basis during September 2022 - a departure from sequential declines in recent months.


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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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