Dealers post same-store sales gains in July, plus CPI data
UPDATED Aug. 12:
Consumer Price Index “inflation” data
- +2.7% YoY, compared to the expectation of +2.8%
- Core Inflation +3.1%, compared to the expectation +3.0%
The latest inflation data arrived on the morning of Aug. 12, with the CPI numbers in line with the expectations of most economists. Headline inflation of 0.2% in the month, running at 2.7% over the year. Core inflation rose 0.3% in July, and 3.1% over the year.
“For two years inflation was declining toward the Fed’s target. That seems to be over,” posted economist Justin Wolfers. Some segments – including used cars, at-home food, tools and hardware – saw higher rates of increase.
OPE sales
We publish these same-store sales reports to show both a snapshot and a trendline of retail sales activity at OPE and Tractor dealerships in North America. For both June and July 2025, OPE dealers showed significant gains in both parts and wholegoods sales, with overall revenue growth too. This represents the strongest positive sales activity in more than 12 months.
Tractor dealers in the U.S., however, did not see the same gains. While U.S. tractor dealers made gains in June, monthly revenue for July compared to the same period in 2024 was off 2%. We’ll focus on OPE in this reporting.
For OPE dealers found success across the board in July, with dealers in every region of the country posting positive numbers in parts, service and wholegoods – all except the western region OPE dealers who struggle with subpar service numbers.
Most parts of the nation dealt with above-average rainfall in June and July. Unfortunately, some regions suffered from catastrophic and deadly flooding.
Dealers in the South earned the strongest numbers, led by big gains in wholegoods sales, followed by Midwest dealers.
OPE dealers in Canada struggled across the board, with negative reports in parts, service and wholegoods sales.
Wholegoods – July 2025
Parts – July 2025
Service – July 2025
Ideal Computer Systems and Constellation Software companies have developed the largest database of dealership transactional sales, inventory position and task completion information. Drawing from more than 1,700 dealers on a nightly basis, this data warehouse is the largest, most accurate source for dealership and market year-over-year trending information in the industry.
