EV Landscape

U.S. automotive brand loyalty remained strong at 51.4% in 2025, a five-year high, despite economic challenges. Consumers prioritized familiar brands amidst high prices and fewer incentives. While overall loyalty held steady, EV loyalty fragmented as owners explored more options, while gasoline vehicle loyalty rebounded. Toyota led brand loyalty, while Tesla saw its rate slip due to increased EV competition. The study highlights the growing importance of the ownership experience in fostering long-term customer relationships.

Markets await key economic data and geopolitical shifts. U.S. military action in Venezuela and the capture of its president create significant economic and political uncertainty, impacting oil markets. In AI, Anthropic focuses on efficient development, while Tesla faces intensifying EV competition and brand scrutiny. Chick-fil-A launches a major marketing campaign amidst industry slowdown. Investor focus remains on employment and productivity reports.