| ▲ | Mobileye | $7.84 | +1.95% | YTD -24.90% |
| ▲ | Aptiv | $44.24 | +1.52% | YTD -41.86% |
| ▼ | Tesla | $371.71 | -1.65% | YTD -17.35% |
| ▼ | Nvidia | $224.18 | -0.18% | YTD +20.20% |
| ▲ | LKQ Corp | $23.19 | +0.83% | YTD -23.21% |
This week's data shows two parallel moves: collision frequency is down, but the vehicle mix shops see is changing fast. Both matter for your calibration pipeline.
Mitchell's data on light-duty passenger vehicle claims reveals the decline isn't driven by fewer crashes-it's driven by customers absorbing more risk through deductibles. Shops are seeing fewer estimates because customers are choosing to eat minor damage rather than file. But frequency and severity on estimates that DO come through remain steady. This changes your volume math.
Source: Field Notes →
Honda is building a 250,000-unit hybrid plant in Ohio starting 2030. This is not EV. This is hybrid doubling down. Over the next three years, shops will see more hybrid calibration requests as OEMs ship inventory from new plants. Hybrid ADAS baselines differ from ICE. Start building that expertise now.
Source: Repairer Driven News →
Michigan collision repairers now have a state-level voice tied to SCRS. This follows similar moves in other states (Montana, Arizona). Association strength directly impacts your sublet volume-stronger local reps mean better insurer relationships and more direct-to-shop work instead of DRP pressure.
Source: SCRS →
The share of franchised dealers operating on-site body shops posted its largest midyear decline in at least eight years. Fewer dealer shops means more independent shops handling calibration work. Independents are more likely to sublet ADAS than OEM dealerships. This is tailwind for your growth.
Source: CollisionWeek →
Consumer Federation of America is urging state regulators to follow Texas and ban price optimization in insurance. If more states adopt this, insurer rate flexibility drops. Shops locked into lower reimbursement rates may push harder on direct-to-consumer work. Affects your shop partners' margins and urgency to capture high-margin calibration.
Source: Repairer Driven News →
DM me 'audit' on LinkedIn. I'll review your last 3 denied calibrations and write the OEM-cited justification that flips them. Free. No pitch.
Connect on LinkedIn →📤 Know a shop that should read this?
One forward could save them three hours of denial fights this month.
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