Analysis: The actions of the UAW will reverberate through the larger auto business, but nowhere near what was experienced in April 2020. Sales into fleet could suffer in 4Q if a strike is wide and persists. Rental car companies may return to the used car market like they did in 2021 and 2022, driving prices higher.
Fewer Kinks in the Vehicle Supply Chain?
Dealer lots are no longer empty, with far more selection for vehicle shoppers who may have been waiting to buy a particular model.