Real Income Continues To Rise

Todd Sullivan7.53K FollowersFollow5ShareSavePlay(1min)CommentsSummaryReal Personal Income continues to rise as Light Weight Vehicle SAAR is reduced.Light Weight Vehicle sales continue sluggish primarily due to Toyota’s (TM) keeping dealer inventories low.There are no signs of pending recession in this data. amphotora/E+ via Getty Images Real Personal Income continues to rise as Light Weight Vehicle SAAR is reduced.

Light Weight Vehicle sales continue sluggish primarily due to Toyota’s (TM) keeping dealer inventories low. Toyota remains the #2 brand in the USThis article was written byTodd Sullivan7.53K FollowersFollowTodd Sullivan is a Massachusetts-based value investor and Co-Founder and General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer supports his original thesis. His blog features his various ideas and general commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain's NY and others. He has also appeared on Fox Business News and is a RealMoney.com contributor. He has twice presented at Bill Ackman's Harbor investment Conference and is a regular presenter at the Manual of Ideas "Best Ideas" conferences. Visit his sites: ValuePlays (https://valueplays.net/) , Rand Strategic Partners (https://randstrategicpartners.com)Quick InsightsHow does Toyota's inventory strategy impact its market positioning?Toyota's disciplined inventory management, with vehicles averaging low 30 days in inventory, sustains demand and pricing power, reinforcing its #2 US market position.What consumer trends are evident in the current vehicle sales environment?Buyers remain brand-loyal and highly price-sensitive, favoring Toyota as it avoids excessive high-cost options that have made other brands less accessible.Is there any indication of macroeconomic weakness in the auto sales data?No; rising Real Personal Income and current vehicle sales trends show no signs of an impending recession.Recommended For You