New vs used mix as consumer and market signal. Triggers: "new vs used mix", "consumer trade-down", "CPO volume", "new car share", "used car shift", "inventory type mix", "are consumers trading down", "new used split", "certified pre-owned trends", "used vehicle share", analyzing new vs used vehicle mix as a signal for consumer health, OEM channel dynamics, and dealer group margin analysis.
From analystnpx claudepluginhub marketcheckhub/marketcheck-cowork-plugin --plugin analystThis skill uses the workspace's default tool permissions.
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Date anchor: Today's date comes from the
# currentDatesystem context. Compute ALL relative dates from it. Example: if today = 2026-03-14, then "prior month" = 2026-02-01 to 2026-02-28, "current month" (most recent complete) = February 2026, "three months ago" = December 2025. Never use training-data dates.
Load the marketcheck-profile.md project memory file if exists. Extract: tracked_tickers, tracked_makes, tracked_states, benchmark_period_months, country. If missing, ask for focus area and geography. US-only. Confirm profile.
Financial analyst needing new vs used vehicle mix analysis as a multi-faceted signal: (1) for OEM tickers — declining new-car share signals consumer trade-down and potential revenue headwind; (2) for dealer group tickers — the new/used revenue split drives margin mix; (3) for macro — new/used ratio is a consumer confidence proxy. Most alternative auto data covers either new or used — MarketCheck covers both, a key differentiator.
OEM TICKERS:
F → Ford, Lincoln
GM → Chevrolet, GMC, Buick, Cadillac
TM → Toyota, Lexus
HMC → Honda, Acura
STLA → Chrysler, Dodge, Jeep, Ram, Fiat, Alfa Romeo, Maserati
TSLA → Tesla
RIVN → Rivian
LCID → Lucid
HYMTF → Hyundai, Kia, Genesis
NSANY → Nissan, Infiniti
MBGAF → Mercedes-Benz
BMWYY → BMW, MINI, Rolls-Royce
VWAGY → Volkswagen, Audi, Porsche, Lamborghini, Bentley
DEALER GROUP TICKERS:
AN → AutoNation
LAD → Lithia Motors
PAG → Penske Automotive
SAH → Sonic Automotive
GPI → Group 1 Automotive
ABG → Asbury Automotive
KMX → CarMax (used-only)
CVNA → Carvana (used-only)
Note: KMX and CVNA are used-only retailers. Their "mix" is 100% used by definition. For these tickers, the skill instead analyzes the vehicle age/quality mix within used inventory (see Workflow 5).
Use when user asks "new vs used mix for Ford" or "is GM's new car share declining."
For EACH make in the ticker's mapping, call mcp__marketcheck__get_sold_summary with:
make: the makestate: from profile (or omit for national)inventory_type: Newdate_from / date_to: current monthranking_dimensions: makeranking_measure: sold_counttop_n: 1→ Extract only: sold_count per make. Discard full response.
Repeat Step 1 with inventory_type: Used.
→ Extract only: sold_count per make. Discard full response.
Repeat Steps 1–2 for prior month and 3-month-ago period.
| Signal | Investment Implication |
|---|---|
| BULLISH (for OEM) | New-car share rising >100 bps/quarter — consumer confidence, strong demand for new |
| NEUTRAL | Mix stable within ±50 bps |
| CAUTION | New-car share declining 50–150 bps — early trade-down signal |
| BEARISH (for OEM) | New-car share declining >150 bps — strong trade-down (BUT: BULLISH for KMX/CVNA) |
Key nuance: A BEARISH signal for OEM tickers simultaneously can be BULLISH for used-vehicle retailer tickers. Always present both perspectives.
Use when user asks "CPO trends" or "certified pre-owned volume."
Call mcp__marketcheck__search_active_cars with:
make: each make in the ticker's mappingseller_state: from profilecar_type: certifiedstats: price,domrows: 0→ Extract only: num_found, stats.price.mean, stats.dom.mean. Discard full response.
Repeat with car_type: used.
Use when user asks "are consumers trading down" or "national new/used ratio."
Call mcp__marketcheck__get_sold_summary with:
inventory_type: Newdate_from / date_to: current monthranking_dimensions: makeranking_measure: sold_counttop_n: 25→ Extract only: total sold_count across all makes. Discard full response.
Repeat with inventory_type: Used.
Repeat both for prior month and 3-month-ago period.
Use when user asks "new vs used in SUVs" or "pickup truck new/used split."
For target segment (SUV, Pickup, Sedan), call mcp__marketcheck__get_sold_summary with:
body_type: the segmentstate: from profileinventory_type: Newdate_from / date_to: current monthranking_dimensions: makeranking_measure: sold_counttop_n: 15→ Extract only: make, sold_count per make. Discard full response.
Repeat with inventory_type: Used.
Which segments are seeing the strongest new→used shift? Map to tickers most exposed (e.g., if SUV mix shifting to used, BEARISH for SUV-heavy OEMs like F, GM).
Use when user asks "dealer group new/used split", "compare AN vs LAD revenue mix", or "inventory mix for [any dealer group name]." Works with any dealer group tracked in MarketCheck — not limited to the 8 public groups.
For each target dealer group ticker, call mcp__marketcheck__get_sold_summary with:
dealership_group_name: the group nameinventory_type: Newdate_from / date_to: current monthranking_dimensions: makeranking_measure: sold_counttop_n: 15→ Extract only: total sold_count. Discard full response.
Repeat with inventory_type: Used.
Calculate new% and used% for each group. Compare:
Present: OEM new/used split table with trend and signal, CPO penetration data, national trade-down signal, segment-specific mix shifts, dealer group comparison. Every metric includes signal with dual perspective (OEM impact vs used-retailer impact). Connect mix shifts to revenue and margin implications.
car_type parameter in search_active_cars accepts: new, used, certified. The inventory_type in get_sold_summary accepts: New, Used.