Sales are showing surprising strength in October despite the inventory hits taken at Ford, GM and Stellantis from strike-related plant shutdowns. Still, industry inventory at the end of the month will be lower by an estimated 5% because of the shutdowns, and November deliveries will be negatively impacted, too, as the rest of the industry will not be in a strong position to make up the to-date losses at the Detroit 3.

U.S. light vehicle sales and inventory forecast by company and by source and vehicle type for October 2023. Includes SAAR (seasonally adjusted annual rates) and days' supply projections.