Consumer spending remains unexpectedly strong as the auto market moves through the heart of the spring selling season.

In this episode of The Auto Market Brief, Erin Keating is joined by Cox Automotive Chief Economist Jeremy Robb to break down the latest retail spending data, new‑ and used‑vehicle sales performance, and what's shaping demand across the market.

Consumer spending and retail sales trends:
Jeremy explains why overall retail spending remains elevated, including a record month‑over‑month increase in gasoline station sales and the continued impact of tax refunds supporting consumer activity.

New, used, and EV market performance:
The discussion examines year‑to‑date new‑vehicle sales in the context of last year’s tariff‑driven pull‑ahead, cooling but stable used‑vehicle sales, tightening used inventory, and rising prices for top‑selling used vehicles. The episode also highlights improving demand and price retention for used EVs at both retail and wholesale levels.

Market signals and industry developments:
This episode also touches on Federal Reserve leadership updates, wholesale price movement, and retention trends, alongside key industry headlines from major automakers, marketplace expansion, and dealership consolidation activity.

The Auto Market Brief delivers timely data, clear context, and practical insight to help industry leaders make smarter decisions—what’s happening now, and what’s coming next.

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