
VW’s U.S. Sales Fell 10.9% in Q3. Take Out the EVs and They Rose 5.5%
The ID.4 and ID. Buzz lost more sales than the whole brand did. The Tiguan now makes up more than a third of Volkswagen’s U.S. volume.

The ID.4 and ID. Buzz lost more sales than the whole brand did. The Tiguan now makes up more than a third of Volkswagen’s U.S. volume.

Wholesale used-vehicle prices fell in September when they usually rise. Diesels and big trucks are piling up at auction, while used EVs set sales records.

Discounts are thinner than a year ago and dealers have few leftover 2026 models to clear. December can still pay off, but mostly on expensive, slow-selling vehicles.

Global deliveries fell to 178,532 through September. In the U.S., the discontinued 718 accounts for nearly two-thirds of the drop, while the 911 is up 33% and the Taycan is down 56%.

Edmunds says a record 25.5% of new-car loans now run 84 months or longer. We ran the same loan at 60, 72, and 84 months to see what the lower payment costs.

Polestar sold an estimated 14,371 cars in the third quarter, up 1 percent. The math implies US sales more than doubled during its exit sale, while every other market combined shrank.

Mercedes-Benz USA sold 76,200 passenger cars in the third quarter, its sedans grew fastest, and the brand still trails BMW and Lexus with sales down 1% for the year.

Lucid built just 2,954 cars after dropping a shift in Arizona, filling the gap from inventory. It's the visible part of a $1.4 billion cash plan, and there's more stock left to clear

A 31.9% jump gave Mazda its biggest September in the U.S., but slumping CX-30, CX-5 and CX-90 sales still leave the brand 2.9% behind last year.

Rivian handed over 19,248 vehicles in the R2's first full quarter on sale. To stay within its 65,000–70,000 forecast, it now needs roughly 23,200 to 28,200 more by year-end.

Toyota and Lexus sold 633,223 vehicles in the quarter, up 0.6 percent. Electrified models grew 28.5 percent, which means everything else shrank by about a fifth.

Total volume barely moved, but retail sales jumped 7.8% as Nissan pulled back from rental fleets. Infiniti had its best third-quarter retail result since 2020, thanks largely to the new QX65.

BMW's U.S. sales rose 3.4% in the third quarter, led by a 46% jump for the soon-to-be-replaced 3 Series, while iX sales fell 96% to just 121.

Nearly all of the drop came from the outgoing Escape and Corsair. Bronco Filson and RTR orders open later in October, and an F-150 supplier hiccup hit September output.

Last year's quarter was inflated by the rush before the $7,500 EV credit expired. Against it, Model 3 and Model Y held nearly flat, while Tesla's other models fell 48%.

Hyundai sold 246,896 vehicles in the US from July through September. The Tucson jumped 23% as its replacement debuted, while Ioniq EV sales fell by more than half.

Hyundai, Kia and Honda set records, GM fell 5.5% as EVs slumped, and the hottest hybrids stayed scarce. Here's what that means for prices, waits and deals.

Ram's entry-level muscle truck sold its 2026 allocation in 90 minutes and everything through March 2027 within a day. Ram hasn't said how many trucks that covered, or when more will open up.

Kia sold 236,659 vehicles from July through September, its strongest quarter yet. Hybrid sales rose 152 percent in September while its EVs fell by more than a third.

Three dealer groups now split Europe as the hypercar's only official sellers, offering buyers factory visits and track drives at Lotus's Hethel base.