Sector Deep Dive
Comprehensive automotive sector analysis — OEM share, dealer group health, EV transition, and pricing in one report
Purpose
A full sector analysis for an investment committee or research publication requires synthesizing OEM competitive positioning, dealer group operational health, EV transition dynamics, and macro pricing trends into a cohesive narrative. This typically takes a senior analyst 2–4 hours to compile from disparate data sources.
Sector Deep Dive runs all the component analyses — OEM share tracker, dealer group benchmarking, EV transition monitor, pricing power, and DOM signals — and synthesizes into a structured investment report with overweight/underweight recommendations across OEM and retail tickers.
How It Works
Execution flow. MCP tool calls are shown inline on each step.
get_sold_summaryCalls get_sold_summary for total market current and prior periods. Computes volume trend, ASP trend, DOM trend as sector health scorecard.
get_sold_summaryCalls get_sold_summary by make for share calculations and ASP analysis. Aggregates to OEM tickers with BULLISH/BEARISH signals.
get_sold_summaryEV penetration rate, brand share, and OEM EV mix % for all tracked tickers. One get_sold_summary call with fuel_type_category=EV.
get_sold_summaryPulls dealer group rankings for volume, DOM, efficiency across all 8 public groups in one get_sold_summary call.
Assembles all layers into a structured sector report: macro backdrop, OEM signal table, dealer group signal table, EV section, and sector investment recommendations.
MCP Tool Calls
| Tool | Calls | Purpose |
|---|---|---|
get_sold_summary | 5–8 | Sector volume, OEM share, ASP, DOM, EV penetration, dealer group metrics |
Example Output
SECTOR DEEP DIVE — Automotive | February 2026 ═══════════════════════════════════════════════ SECTOR HEALTH: NEUTRAL / CAUTIOUS MACRO BACKDROP Industry Volume: 843,241 units +1.8% MoM POSITIVE Avg Sale Price: $38,400 -0.4% MoM SOFTENING Avg DOM: 26 days +2 days BUILDING OEM SIGNALS (Top 6 Tickers) TM: BULLISH (+40 bps share, +1.1% ASP, DOM falling) HYMTF: BULLISH (+50 bps share, EV leader legacy OEM at 9.8%) F: BEARISH (-40 bps share, -2.1% ASP, DOM +4 days) STLA: BEARISH (-40 bps share, DOM +7 days, WORST in peer group) GM: NEUTRAL (flat share, slight ASP gain, DOM stable) TSLA: NEUTRAL (EV share -240 bps but volume up with market growth) DEALER GROUP SIGNALS BULLISH: LAD (#1 efficiency), GPI (#2 efficiency) BEARISH: AN (declining quintile rank), CVNA (Q5 composite) EV UPDATE Penetration: 8.3% (+42 bps) — ACCELERATING TSLA losing share to HYMTF and GM — structural but gradual RECOMMENDATIONS OVERWEIGHT: TM, HYMTF, LAD, GPI UNDERWEIGHT: F, STLA, AN
Cost Estimate
8 deep dives/month ≈ $2–4
Limitations
- US market only.
- Sector deep dive covers retail sold data — fleet, commercial, and export volumes are not captured.
- Output length can be substantial — recommend requesting specific sections if only partial analysis is needed.