We have 130+ day supply on EVs at the brand level. We've taken in more EV trades than we've sold. Our service lane EV volume is not moving the needle. Less fluids, less scheduled maintenance, simpler drivetrains. I'm not anti-EV. I'm pro-math. The dealers who leaned hard into EV sales over the last two years and didn't diversify their service base are feeling it now. Fixed ops has always been the floor under a bad sales month. That floor is thinner on an EV-heavy lot.
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