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... General Motors Co. said deliveries rose 7.3% in the second quarter, as industrywide demand cooled following a stronger-than-expected April and May. Ford Motor Co.'s second-quarter sales jumped 14%, helped by its employee-pricing-for-everyone discount program, though it saw the pace of growth moderate in June.

Toyota Motor Corp.'s sales in April-through-June period rose 7.2%, but volumes were essentially flat last month.

"We did have a lot of pull-forward business, I think the whole industry did" from late March into early May, said David Christ, the head of Toyota brand sales in the US. Since then, "the sales pace returned to what I call more normal," he told reporters in a briefing on Tuesday.

Shoppers rushed to showrooms earlier this year as beating tariff-induced price increases became a motivation to buy, pushing up second-quarter sales an estimated 2.5% from the prior-year period, according to industry researcher J.D. Power.

Some automakers are now seeing consumers retreat. Subaru Corp.'s June deliveries dropped 16%. Kia Corp.'s volume fell 3.2%, limiting the South Korean carmaker's total second-quarter gain to 5%. Nissan Motor Co. sales declined 6.5% in the most recent three months, while Honda Motor Co.'s deliveries rose 8.4%, including a gain of just 1.5% in June. ...

@#6 ... others predicted this exact happenstance. ..

What surprises me, though, is how quickly the auto dealers seemed to have burned through the inventory they had built up prior to the tariffs being imposed.

To be honest, I wasn't expecting to see numbers like the June numbers reported until the July numbers.

Another view ...