Automakers Face New Threat From Dealerships, PCE, Mexico, Pricing, Alloy, Ford (02.24.23)
Tesla Daily: Tesla News & Analysis
The Impact of Warranty Costs and Labor Costs on Automakers and Dealers
Next week, we will have a few macro items, but all eyes on investor day next week. Interest rate increases 50 basis points, probably very much back on the table for March. Interesting article published here talking about the impact of warranty costs and labor costs on automakers and dealerships. It's an interesting relationship to navigate because warranty work is such a high percentage of service work in general for dealerships.
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