#RetailStocks Review $XRT Auto Sales Are Slowing

Retail Stocks Review

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Auto Sales Are Slowing

January U.S. new-vehicle sales slowed more than expected, with the SAAR around 14.9 million, affected by harsh winter weather, weak passenger car sales, and lower SUV imports. Fleet sales rose 14% as OEMs cleared 2025 models and some companies pulled forward orders. Delayed purchases may boost February sales, aided by larger tax refunds. Overall, Cox Automotive forecasts 2026 sales to decline to 15.8 million units amid slower economic growth and the loss of EV tax incentives.

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