# Andrew Percoco

Type: Person

Source: Retail Intelligence Brief — https://getretailbrief.com/entity/andrew-percoco
Canonical HTML page: https://getretailbrief.com/entity/andrew-percoco

## Timeline

- **2026-03**: Morgan Stanley Warning — Analysts warn that prolonged high oil prices will scuttle the industry's SUV-heavy strategy.
- **2026-02**: Iran War Begins — Conflict breaks out, leading to the closure of the Strait of Hormuz and oil price spikes.
- **2025**: Record Sales Year — Tariff fears and dealer incentives drive record sales; SUV share hits 52%.
- **2021**: SUV Market Share at 46% — Post-pandemic demand accelerates the shift toward larger, higher-margin vehicles.
- **2016**: SUV Market Share at 38% — SUVs begin a steady climb in popularity as fuel prices remain stable.

## Recent coverage (1 stories)

### Morgan Stanley Warns High Oil Prices Threaten SUV-Led Auto Retail Growth
2026-03-26 02:04:44 · Sentiment: Negative · Impact: 7/10 · Sources: 2

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.
Full story: https://getretailbrief.com/story/morgan-stanley-auto-oil-price-warning-2026

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