Pricing Power Tracker
Track OEM and brand pricing power — ASP trends mapped to margin signals for equity research
Purpose
Pricing power is one of the strongest leading indicators of OEM margin trajectory. An OEM gaining share while maintaining or growing ASP has structural pricing power. One that is growing share via incentives is a margin trap.
Pricing Power Tracker computes average sale price by brand, compares to prior periods, and maps to ticker-level BULLISH (maintaining ASP while growing share) / BEARISH (ASP declining, likely incentive-driven) signals. Identifies which brands are commanding premiums vs discounting to move inventory.
How It Works
Execution flow. MCP tool calls are shown inline on each step.
↔ Parallel Execution
get_sold_summaryCalls get_sold_summary ranked by make with ranking_measure=average_sale_price for current period. Extracts ASP and sold_count per brand.
get_sold_summarySame call for prior period. Computes ASP change % and volume change % per brand, then aggregates to ticker.
get_sold_summaryCalls get_sold_summary per key segment (SUV, Pickup, Sedan) to establish segment average benchmarks. Flags brands above/below segment average.
Assigns PRICING POWER (ASP up + volume up), NEUTRAL (ASP stable), CONCESSION (ASP down + volume up), DEMAND WEAK (ASP down + volume down) per ticker.
MCP Tool Calls
| Tool | Calls | Purpose |
|---|---|---|
get_sold_summary | 3–5 | ASP by make current/prior, segment ASP benchmarks |
Example Output
PRICING POWER TRACKER — National | February 2026 ══════════════════════════════════════════════════ Ticker Make(s) Current ASP Prior ASP ASP Δ% Vol Δ% Signal ────── ──────────────────── ─────────── ────────── ──────── ──────── ────────────── TM Toyota/Lexus $38,200 $37,800 +1.1% +3.1% PRICING POWER BMWYY BMW/MINI $54,700 $54,200 +0.9% +1.4% PRICING POWER F Ford/Lincoln $41,200 $42,100 -2.1% -4.2% CONCESSION STLA Jeep/Ram/Dodge $43,800 $44,300 -1.1% -2.8% DEMAND WEAK GM Chevrolet/GMC/Buick $37,100 $36,900 +0.5% +2.2% NEUTRAL INVESTMENT IMPLICATIONS BULLISH on TM, BMWYY — pricing power intact while gaining share BEARISH on F — ASP decline suggests incentive spend rising ahead of earnings
Cost Estimate
30 analyses/month ≈ $1–3
Limitations
- US market only.
- ASP reflects transaction prices (what buyers paid), not manufacturer invoice prices or actual OEM revenue per unit.
- Mix shift (more trucks vs sedans) can inflate or deflate brand-level ASP independent of true pricing power.
- Incentive levels are embedded in transaction prices but not explicitly broken out.
More in the Analyst Plugin
Same Capability, Different Plugin
These skills share the same underlying methodology but are tuned for a different audience.