The Weekly

4 November 2025

Auto loan growth signals renewed confidence, but affordability remains the wild card

The broader credit picture remains stable, but operating costs continue to climb, TransUnion data suggests. (5 min. read)

Nancy Dunham

U.S.–China trade breakthrough could avert Nexperia-driven supply crunch

The Trump administration reportedly plans to announce in the coming days that Nexperia will begin to resume shipments of semiconductor chips. (2 min. read)

Legacy automakers are doubling down on autonomous vehicles—but profits remain uncertain

“We believe the key focus for investors is now on the pace at which AVs will grow and how big the market will become, rather than if the technology works,” writes Goldman Sachs Research analyst Mark Delaney. (3 min. read)

Ford closes out October with 5 separate recalls covering nearly 475K vehicles

CDG News alert (2 min. read)

Anna del Villar

Podcast Recaps

Inside the lead response crisis hurting dealers (and what to do about it)

Featuring Parker Boice, from BMW Utah and Podium's Than Hancock

The Weekly

Nissan faces dealer backlash, EV dealer on tax credit loss, mobile service booms at Morgan Auto

Plus, why the majority of dealers are still ‘testing the waters’ with AI

1 November 2025

Car Dealership Guy launches private dealer chat groups to end dealer isolation

According to CDG Founder Yossi Levi, fragmentation has created an industry-wide gap in peer learning. (4 min. read)

31 October 2025

Carvana’s tech-driven growth delivers robust gains in Q3

Carvana’s retail unit sales jumped 44% YoY in 2025 to a record 155,941, up from 108,651 in Q3 2024. (2 min. read)

31 October 2025

University researchers find EVs twice as clean as gas cars over their lifetimes

Study finds that EVs quickly offset their high-energy builds to be cleaner than gas cars over the long haul. (3 min. read)

31 October 2025

Nissan under fire after dealer letter slams OEM over profitability and product direction

A Nissan spokesperson told CDG the company is “aware and reviewing” the letter, but did not provide further comment. (3 min. read)

How Morgan Auto Group built a profitable mobile service operation from the ground up

“For any dealer looking to start mobile service, my best advice is simple: treat it like a real department, not a side hustle,” said fixed ops director Fadi Alzeideh. (4 min. read)

Nissan warns semiconductor chip supply could run dry within weeks

“It's a big issue," Nissan's Chief Performance Officer Guillaume Cartier told reporters at the Japan Mobility Show in Tokyo on Wednesday. (3 min. read)

Slate Auto leans into independent service shops with RepairPal partnership

RepairPal currently has more than 200 locations certified for high-voltage EV repairs. (4 min. read)

Asbury Automotive sells Larry H. Miller CDJR to Young Automotive

CDG News alert (1 min. read)

Anna del Villar

The Breakdown

How dealers are preparing for another semiconductor chip-driven supply crunch

Precision > luck

Anna del Villar, +1