The Clairmont Automotive Report
Issue calendar

The Clairmont Automotive Report

Monday, November 2, 2026

report.clairmont.info

← Back to the Monday, November 2, 2026 issue

Auto industry

Forecasters split on October pace

Ahead of this week's U.S. October sales reports, Mobility Global projects a 15.7 million seasonally adjusted pace on about 1.34 million units (up 4% year over year, EVs near 6% share), while Cox Automotive's Oct. 27 forecast called for 16.1 million on 1.38 million units. September's official pace was 16.0 million, per BEA data. Stores should treat these as competing estimates rather than a confirmed sales result.

Sources: Link · Link

Forecasters split on October pace chart

More from this issue

The other stories from Monday, November 2, 2026.

BYD's October gains on exports

BYD's October sales rose on battery-electric vehicles and exports, while plug-in hybrids fell and year-to-date volume remained lower.

Read the full summary →

Hyundai slips, Kia climbs

Hyundai's global sales fell in October, while Kia posted an eighth straight monthly gain led by Sportage.

Read the full summary →

R2 powers Rivian's record quarter

Rivian posted record deliveries as the R2 became its top seller. Its loss narrowed, and delivery guidance moved higher.

Read the full summary →

GM pays $220 million over driver data

GM agreed to a $220 million driver-data settlement with dealer enrollment oversight and training requirements. Customer consent belongs in the delivery process.

Read the full summary →

Arch to buy Premier Dealer Services

Arch agreed to buy Premier Dealer Services, with closing expected by year-end pending approvals. Current product terms have not been shown to change.

Read the full summary →

Subprime ABS delinquency sets September record

Subprime securitized auto pools hit a September record for late payments. The figures describe those pools, not every auto borrower.

Read the full summary →

Honda dealer portal still unstable

Honda warned of more intermittent portal outages after another failed restoration. Finance applications and other dealer work remain exposed to interruptions.

Read the full summary →

Car-Mart lenders extend waiver again

Car-Mart's lenders extended short-term relief through Nov. 4. The extension buys time without resolving the funding pressure.

Read the full summary →

Assurant reports this week

Assurant reports Nov. 3 after the close, with its call Nov. 4.

Read the full summary →

← Back to the Monday, November 2, 2026 issue