Automotive State of The Union

Shoot us a Text. Episode #1339: We’re Live from ASOTU CON and are talking about the steady profit machine powering dealerships as fixed ops revenues continue climbing for major dealer groups. We also cover mounting pressure to keep Chinese automakers o...

Shoot us a Text. Paul, Michael, and Kyle talk about the anticipation for what's about to happen this week on site in Hanover, Maryland. They give their top three things to look forward to and to watch, and they also talk about what it will take for dea...

Shoot us a Text. Today on the show, Paul, Kyle and Chris give a sneak preview of an ASOTU CON Breakfast Session with Damon Lester on the importance of mental health in the auto industry. It's not too late to get tickets: https://www.asotucon.com/ticket...

Shoot us a Text. Episode #1337: GM looks to capitalize on Ford’s pickup shortage, Tesla hits a major FSD milestone (without the autonomy leap), and Home Depot takes on the messy world of big-and-bulky delivery. Show Notes with links: GM is looking to s...

Shoot us a Text. Episode #1336: Chinese automakers quietly prep a Canadian invasion, dealers ramp up ad spend amid tariff uncertainty, and even the Cozy Coupe gets an EV twist Show Notes with links: Chinese automakers are laying the groundwork to enter...

Shoot us a Text. Episode #1335: Inventory tightens as hybrids fly off lots, Hertz leans into retail with an eBay storefront, and Delta redraws the snack map—cutting service on shorter flights while upgrading longer ones. Show Notes with links: New-vehi...

Shoot us a Text. Episode #1334: Dealers face workforce cuts as Group 1 trims costs, Ford’s secret EV project reveals how it plans to hit a $30K price point, and Harley-Davidson shifts back to entry-level bikes to drive volume, boost dealer profits, and...

Shoot us a Text. Episode #1333: Used-car consolidation accelerates as the biggest dealer groups tighten their grip, Ford opens up employee pricing to drive volume, and Audible tests a bold physical retail concept. It’s all about scale, strategy, and fi...

Shoot us a Text. On today's show, Chris joins Paul and Kyle to talk about our ASOTU CON charity partner Vehicles for Change and the amazing impact that they have because of partnering with dealers. Join Paul J Daly and Kyle Mountsier every morning for ...

Shoot us a Text. Episode #1331: Lawmakers push to block Chinese autos amid affordability and security concerns, Rivian reshapes its Georgia plant strategy while betting big on the R2, and California moves to hold autonomous vehicles accountable with ne...

Shoot us a Text. Episode #1330: Carvana keeps its growth streak alive with record sales and profits, automakers book billions in tariff refunds (on paper), and AI is forcing retail media to evolve from impressions to real, measurable outcomes. Carvana ...

Shoot us a Text. Episode #1329: Lawmakers push to block Chinese vehicles as they sit just miles from the U.S. border. Meanwhile, those same brands are gaining attention from American drivers. Plus, a new “most trusted companies” list shows how percepti...

Shoot us a Text. Episode #1328: We’re joined by guest host Steve Greenfield to talk about Ford's CEO sounding the alarm on a make-or-break moment for legacy automakers, while China’s ultra-affordable EVs show just how intense—and fast—the global compet...

Shoot us a Text. Episode #1327: Dealers lose service share to quick lubes, EVs prove stronger range retention, and Chinese vehicles gain global credibility at the Beijing Auto Show. Dealership service lanes are losing ground as quick lube shops quietly...

Shoot us a Text. On this last Saturday of the month, we're talking about how the Sames Auto Group donated $10 for every test drive to their local children's hospital. They have a goal of 2000 test drives on the month and we'll check back into see how t...

Shoot us a Text. Episode #1325: Cox Automotive makes a major AI acquisition, April sales show resilient demand under affordability pressure, and developers everywhere are racing to keep up with AI. Show Notes with links: Cox Automotive is doubling down...

Shoot us a Text. Episode #1324: Rising gas prices are pushing renters toward EVs, negative equity hits near-record highs, and JPMorgan’s AI tracking shows how fast workplace expectations are shifting. Show Notes with links: Rising gas prices tied to Mi...

Shoot us a Text. Episode #1323: Carvana keeps buying rooftops while Stellantis slows consolidation. GM delays its next-gen EV trucks amid weak demand, and Sony-Honda scale back Afeela. Show Notes with links: Carvana just scooped up its seventh CDJR sto...

Shoot us a Text. Episode #1322: The FTC wants dealers to report rule-breakers, Tesla turns Cybertrucks into grid assets with a simpler V2G play, and Apple announces a historic CEO transition Show Notes with links: The FTC is now asking dealers to help ...

Shoot us a Text. Episode #1321: Sedans eye a comeback as affordability bites, tax refunds rise but don’t fully convert to sales, and a $2K stripped Tesla proves EV durability in the wildest way possible. Show Notes with links: https://www.autonews.com/...

Shoot us a Text. There's nothing better than Saturday morning, especially because Kyle and Paul get to sit down with Chris Reeves and talk about some of the amazing things happening across their industry today. We talk about how retail automotive's lar...

Shoot us a Text. Episode #1322: Dealers brace for long-awaited FTC answers, Ford walks a tightrope with China partnerships, and automakers could be heading back to wartime production. Show Notes with links: https://nada.zoom.us/webinar/register/9017738...

Shoot us a Text. Episode #1321: Dealers double down on price transparency training, a new autonomy “Big Three” takes shape with Waymo, Tesla, and Uber, and AI boosts worker productivity but struggles to move the needle at the organizational level. At t...

Shoot us a Text. Episode #1320: Today we unpack how CarMax is leaning into older inventory, Rivian is powering plants with old batteries, and resale is becoming the new customer acquisition engine for brands. Show Notes with links: CarMax is leaning in...

Shoot us a Text. Episode #1319: Dealers prove growth doesn’t require more rooftops, Amazon inches into car sales with real-world friction, and Slate Auto raises $650M to bring its affordable EV vision closer to production reality. Show Notes with links...