Mar. 23 at 6:17 PM
At the start of the year, 2025 models still made up nearly 40% of the total available inventory (roughly 1.1M units). While that number has dwindled thru 1Q26, it remains well above 850,000
Currently, there are ~2.85M units are currently for sale across the US
The industry avg inventory at 92 days w/ Jeep at 151 days supply, Dodge at 140+ days, & Chrysler at 130+ days
Avg listing prices are hovering near
$49,170. High-end trims for models like the Grand Wagoneer often exceed
$110,000
Prices are hitting a "demand ceiling" where even affluent buyers are hesitating + now include higher gasoline prices (
$3.956 - up +34.65% m/m as of Mar 23) + unlikelihood of interest rate cuts this year (only 23.5% probability) + higher auto delinquencies (up 5 consecutive years & 60+ days delinquencies for subprime borrowers hit a 32-year high in Jan 2026) + 27% of upside-down buyers owe over
$10,000 more than the car is worth & lease returns are entering the mkt w/ neg equity
$F $GM $TM $STLA $TSLA