Election, Inventory, And EV Reality Check
Manage episode 515464421 series 3673311
We unpack how policy, pricing, and supply shape dealer performance, from tariffs and rates to EV credits and the tech talent gap. Tom Maoli shares blunt insights on inventory discipline, service-led profit, and why hybrids may outpace EVs in the near term.
• Political shifts in New Jersey and business impact
• Tight inventory strategy and margin discipline
• Service demand surge driven by aging fleets
• Inflation pressure, tariffs, and interest rates
• China tariffs, AI chips, and tech supply chains
• Moving beyond SAR to just-in-time practices
• EV credit changes, adoption ceiling, hybrid momentum
• Local market penetration and retention in fixed ops
• Technician shortage and training pipeline priorities
• Leasing’s cautious return and OEM risk management
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פרקים
1. Welcome And Guest Setup (00:00:00)
2. Politics And Business Climate In New Jersey (00:00:46)
3. Inventory, Margins, And Service Surge (00:02:26)
4. Affordability, Inflation, And Rates (00:03:32)
5. Tariffs, China, And Tech Supply (00:05:16)
6. Rethinking SAR And Just-In-Time (00:06:57)
7. EV Credits, Adoption, And Hybrid Pivot (00:08:12)
8. Market Penetration And Fixed Ops Focus (00:09:52)
9. Technician Shortage And Training Gaps (00:11:07)
10. Leasing’s Return And OEM Strategy (00:12:03)
11. Closing And Parting Thoughts (00:12:53)
27 פרקים