June 12th, 2026 | Japan's automakers absorb $28B tariff hit; dealerships losing service share

About this episode

Japan's automakers face significant financial challenges due to tariffs and market shifts, while dealerships lose service business to competitors.

An Automotive News analysis finds Japan’s automakers have absorbed $28 billion in combined costs from tariffs, electric vehicle write-downs and policy reversals — with more pain ahead. Two major auto suppliers are merging. Plus, Ducker Carlisle analyst Nate Chenenko breaks down data showing dealerships have been steadily losing service business to quick lubes and independent shops since 2022.

People in this episode

Guest: Nate Chenenko

Topics covered

• tariffs
• automotive industry
• dealerships
• service business
• mergers
• electric vehicles

Keywords

• tariffs
• Japan's automakers
• dealerships
• service share
• electric vehicles
• mergers
• Nate Chenenko

Mentioned in this episode

Organizations: Japan's automakers, Ducker Carlisle

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