
A month into the United Auto Workers’ strike of all three Detroit automakers, most car shoppers don’t expect the situation to influence their next car purchase, according to a survey of online car shoppers conducted by CarGurus and Autolist, a CarGurus company providing a fast-growing mobile-focused new and used car search engine.
Research shows that 40% of shoppers say they don’t anticipate an impact on their purchase plans and 32% noted they were unsure. Yet, Toyota and the used car market could see increased demand, consumers indicated.
The survey of 1,700 current car shoppers between Sept. 27 and Oct. 19 examines how consumer shopping habits might be shifting as ongoing UAW action is stalling production and shipment of car models and parts from General Motors, Ford, and Stellantis. While a majority of shoppers don’t anticipate any significant impacts to their purchase decisions, 10% said the strike would push them to buy used instead of new, with another 9% saying they would buy or lease their next vehicle later than originally planned.
“Shopper reaction to the strike has been muted so far, likely because many consumers aren’t yet seeing an impact on vehicle selection and pricing,” said David Undercoffler, Editor-in-Chief of Autolist.
“Yes, the UAW’s stand-up strike strategy is limiting production on several models, but a recent push by automakers to boost availability of their most popular and profitable vehicles has helped to soften the blow for now.”
Survey findings also show that any current concerns focus on the possibility of used car selection and pricing being a challenge if a prolonged strike drives demand toward used — especially when late model used inventory is limited. When asked to select their top three concerns in relation to the strike, 39% noted used car pricing, 27% said they had no concerns, and 23% pointed to availability and selection of used cars. In comparison, 16% of shoppers referenced a concern about new car pricing and 14% were worried about new car availability.
“Considering historically high new car prices and rising interest rates have made the average new car harder to attain for most, it’s understandable that shoppers are focused on what the strike could mean for the used market,” said Kevin Roberts, director of industry insights & analytics for CarGurus. “The good news for shoppers, for now, is that new and used car inventory overall has increased since the strike began, with rising selection helping to nudge down average prices. But certain segments are starting to feel the strain. Over the past month, the inventory of strike-impacted mid-size trucks has fallen by 40%, creating a near-term possibility of increased used model demand if shoppers can’t find what they’re looking for in new.”
Toyota has taken the #1 consideration spot for car buyers from GM since the strike began.
According to CarGurus data, new car buyers in the market for a new mid-size truck from a Detroit automaker may have to act soon as selection is becoming limited. A month into the strike, availability of the Chevy Colorado is now down 50%, Ford Ranger has decreased by 43%, and GMC Canyon has dropped by 42%.
Concerns about availability may also be leading consumers to consider other automakers. Searches on CarGurus for new Toyota Tacoma models have increased by 3% (when comparing average search volume between Sept. 1-14 vs. Oct. 1-14), while searches decreased for the new Colorado (-16%), Canyon (-15%), and Ranger (-6%) over the same time period.
Consumer survey results reflect this shift, revealing that brand consideration has changed since the strike began. When asked to select the top three brands they were considering before the strike, shoppers opted for Chevrolet (22%), Toyota (21%), Ford (20%), Honda (13%), and Nissan (11%).
Since the strike started, Toyota has moved into the top spot at 23%, followed by Chevrolet (20%), Ford (19%), Honda (16%), and Nissan (12%). This flexibility toward brand reflects consumer shopping habits along the path to purchase. According to CarGurus’ annual Consumer Insights Report, over 70% of shoppers say they are open to multiple brands when they start their search.
When asked if they agree with the UAW’s decision to strike, 31% of shoppers said they were supportive, 27% were unsure, 17% were indifferent, 15% opposed the decision, and 10% preferred not to provide an opinion.