Last mentioned: Mar 26, 2026
Morgan Stanley Warning
Analysts warn that prolonged high oil prices will scuttle the industry's SUV-heavy strategy.
Iran War Begins
Conflict breaks out, leading to the closure of the Strait of Hormuz and oil price spikes.
Record Sales Year
Tariff fears and dealer incentives drive record sales; SUV share hits 52%.
SUV Market Share at 46%
Post-pandemic demand accelerates the shift toward larger, higher-margin vehicles.
SUV Market Share at 38%
SUVs begin a steady climb in popularity as fuel prices remain stable.
A Morgan Stanley analysis suggests that a prolonged spike in oil prices, fueled by the ongoing Iran War, could force a significant shift in consumer behavior away from high-margin SUVs. As energy costs rise, the 'Big 3' automakers face a strategic crisis after pivoting production capacity toward larger vehicles and away from less profitable electric models.
This page surfaces every story mentioning Andrew Percoco across our retail coverage. We track each entity's appearance over time so readers can trace how the narrative evolves — which developments are isolated incidents, which build into longer arcs, and which reframe how operators in the space think about the entity. Story selection uses the same multi-source verification gate applied across the rest of our coverage.
Read our editorial methodology for how we identify, deduplicate, and score entity references. Our glossary defines the technical terms used across stories on this page, and our trends index contextualizes individual developments against the longer-running retail beat. Cross-entity comparisons live on our compare view.
| What you see | What it tells you |
|---|---|
| Story count | Number of distinct stories where Andrew Percoco was a primary or referenced actor. |
| Recency clustering | Whether mentions are concentrated in a recent window (a news cycle) or distributed (a sustained arc). |
| Sentiment distribution | Aggregate sentiment of the stories mentioning this entity, weighted by impact score. |
| Cross-niche links | When the same entity surfaces in our sibling networks, we link to those views to enrich context. |