US market, towards return to growth in registrations
Sales in the states in the first half of the year, compared to the previous period in 2025, are up by 700,000 units
The US light vehicle market in May is expected to post its first year-on-year positive sign in seven months. According to projections released by J.D. Power and GlobalData, total sales for the month (including retail and fleet) are expected to stand at nearly 1.5 million units, marking a 5.8% increase over May 2025. The seasonally adjusted annual sales rate (SAAR) is estimated at 16.3 million, up 700,000 vehicles from last year. Experts explain that the leap forward is partially amplified by a favourable statistical effect due to the downturn in May 2025, when consumers had anticipated purchases in the previous months for fear of the introduction of new tariffs.
Despite the positive monthly performance, the sector continues to face significant restraining factors. Overall consumer demand remains dampened by the high level of financing rates - with average monthly fees now standing at USD 810 (+2.8%) - persistent inflationary pressures and the recent increase in fuel prices.
