Episode · Friday, October 2, 2026 · 4:20

GM Slips, Toyota Closes the Gap

GM's third quarter closed down five and a half percent, and the number hiding inside it is worse: Equinox EV sales fell over ninety percent. Toyota moved the other way, up eight percent in September, and Automotive News puts the two automakers within about one hundred thirty-six thousand units of each other for the quarter. Today's episode tracks what that split looks like on the ground, from a fifty-seven thousand unit inventory build at GM stores to Edmunds finding that financed amounts, payments and loan terms all hit new highs in the same quarter. A Senate bill on connected vehicle security moves forward, and a downtown Los Angeles buy-sell closes. None of it says which way October goes, but the inputs are on the table.

In this episode

• GM Q3 sales fall 5.5% as EV volume collapsesQuartz
• GM dealer inventory jumps 57,000 units in one quarterGM Authority
• Toyota posts 8.4% September gain, closes on GMToyota USA Newsroom
• Edmunds: no model-year sell-down this fall, 86% current-year mixEdmunds via GlobeNewswire
• VW restarts Chattanooga, redesigned Atlas lands this monthMotor1