December is a key month for sales as it sets up a run rate for next year. It is very early, so don't read too much into these numbers, but it looks like things have gotten off to a good start.
Looking at historical patterns for the month and the current sale pace, retail sales should end up around 916k, or 10.1m retail SAAR (compared to 9.9m last month). Assuming about the same fleet mix as last month (19%), you get to a total of around about 1.13m total sales, or 12.48m SAAR (compared to 12.2m in Nov).
So the slow recovery is continuing.
Retail-share-wise, the luxury makes are doing very well. Compared to the same period of last month, BMW and Mercedes have increased more than 25%; GM increased about 10% (from 17.3% to around 19%), while Toyota is down about 8% (from around 16% to 14.7%). Others are fairly steady.
As I said, this is from only 1 weeks' worth of data. Still, an increase would be a nice way to wrap up the year.