According to DesRosiers Automotive Consultants Inc., the automotive market showed resilience in May 2025, experiencing a year-over-year sales increase of 7.9%. This growth occurred despite ongoing trade disruptions affecting the auto industry.
The firm reported that approximately 187,000 vehicle units were sold in May 2025, attributing part of this increased sales volume to the extra day of sales available to car dealers compared to May 2024. Despite the positive trend in sales, DesRosiers noted that these figures still fall short of pre-pandemic levels. From 2017 to 2019, monthly sales consistently surpassed 200,000 units, with May being the highest sales month in those years.
In light of the current economic climate, characterized by trade uncertainties and market fluctuations, the May 2025 results are considered robust by industry standards. DesRosiers has highlighted the on-again, off-again tariff threats posed by U.S. President Trump, which have contributed to instability within the automotive sector in recent months. These uncertainties particularly impact both the auto parts sector and vehicle manufacturers.
Looking to the future, DesRosiers expressed increasing concerns regarding the implications of Canadian counter-tariffs, especially as inventories of vehicles available before the tariffs quickly deplete. This could lead to further complications in the market, as supply chain disruptions continue to challenge the industry.
Overall, the analysis by DesRosiers Automotive Consultants reflects the complexities surrounding the automotive market, considering both the current increase in sales figures and the external factors at play. As the situation evolves, the auto industry must navigate these challenges while seeking to maintain growth.