October looks to have recovered most of September’s unexpected 18% drop in retail sales volume. With about 60% of our October dealer sales data collected, sales per rooftop are running at the 6.0 truck level, or 17% above last month. We don’t forecast much change in this figure as we receive the remainder of our October data.

It is possible that buyers were more willing to ante up for high-priced newer equipment as the government shutdown worked itself out over the first two weeks of the month. 
 
Also, note how dealer wholesale volume has increased over the past three months. This increase does not appear to be attributable to any specific vehicle segment. It is possible that iron is just easier to move at wholesale price levels. 
 
See graph below for details.