Buick was on a roll as the affordable Envista was bringing new customers into showrooms, while the redesigned Enclave proved popular. Then, seemingly overnight, the brand decided to roll over and play dead.

The automaker hasn’t issued a proper press release in nearly two years and many people associated with their marketing efforts fled for greener pastures at Stellantis. If that wasn’t bad enough, GM basically abandoned Buick’s electrification plans in the United States.

More: Buick Delays Plan To Launch First EV In America

Thanks to these and other issues, sales are tanking – hard. In the first quarter, deliveries plunged 32.6% to a mere 41,654 units. The big loser was the Chinese-built Envision, which received a $3,000 price hike for 2026 as the model is getting hammered by tariffs.

The decline doesn’t appear to be an availability issue as dealers have more than 9,000 Envisions in stock. That’s roughly six months of supply, suggesting demand is lacking.

If losers love company, Buick had a lot to celebrate as the Encore GX was off by 36%, while the Envista was down 9.7%. Even the Enclave struggled as sales dropped 3.3%.

Cadillac’s Big Bet On EVs Is Having Mixed Results

When the electric vehicle tax credit was eliminated last year, sales plummeted. That continues and has put Cadillac in a tough spot as they have an EV-laden lineup.

Lyriq sales fell 21.6%, while the Escalade IQ dropped 26.8%. However, the Optiq soared 65.9% thanks to significant powertrain updates as well as the addition of the Optiq-V. The three-row Vistiq also seems to be doing okay as the company moved 1,902 units in the first quarter.

On the gas side of the equation, the outgoing CT4 saw sales surge 27.4%, but that only equates to an additional 333 vehicles. Elsewhere in the lineup, the CT5 was down 13.3% while the Escalade was off 28.5%. The XT4, XT5, and XT6 are all dead or almost dead, so we’ll skip them like buyers did.

Given all of this, it’s hardly surprising that overall Cadillac sales dropped 25.5%.

Chevrolet Had A Rough Quarter

Over in bowtie land, it’s an EV bloodbath. The Blazer EV plummeted 82.6% to a mere 1,077 units. The Equinox EV was off 7.2%, while the Silverado EV fell 41%.

Even the resurrected Bolt seems like a failure as the company only moved 791 units. That’s less than 270 per month and it seems like the model’s death and rebirth was a giant waste of time, effort, and resources.

The only bright spot was the deceased Brightdrop vans, which saw sales soar 81%. However, this was likely driven by a fire sale with six figure discounts.

Putting EVs aside, overall sales fell 8.1% as numerous models struggled including the Blazer (-26.3%), Colorado (-16.5%), Corvette (-8.2%), Equinox (-13.5%), Trailblazer (-6.3%), Tahoe (-10.0%), and Suburban (-14.0%). Traverse sales climbed 33.6% and the Silverado 1500 was up 7.9%, but they couldn’t offset the overall decline.

GMC Did Okay

GMC had the best performance as sales were only down 0.2%. The Acadia tied last year’s result as the company once again sold 13,257 crossovers. The Colorado was up 21.2%, while the Terrain soared 35.2%. Even the Sierra EV saw a slight 3.1% improvement, but that only equates to an additional 39 pickups as sales were terrible to begin with.

Speaking of EVs, the Hummer lineup plunged 52.5% despite a handful of updates for the 2026 model year. Sierra 1500, 2500, and 3500 sales also fell as did those for the Yukon.

A Bad Quarter Overall

Zooming out even further, GM’s total sales fell 9.7% to 626,429 units. The automaker tried to put a positive spin on things as they said “momentum in March helped results partially recover from a slower January and February, when winter storms impacted the market.” GM added they’re leading in U.S. sales and gained an additional 50,000 Super Cruise subscribers.

2026 GM Q1 Sales

Newly-released sales figures from the United States is starting to reveal just how much electric vehicle demand leaned on the federal EV tax credit that was discarded on September 30 last year. With that incentive now gone, the early numbers suggest the market is already feeling the adjustment, and it has not been a subtle one.

Data from S&P Global Mobility shared by Auto News show that 59,802 new EVs were registered in January, a massive 41 percent drop from a year earlier. Out of nearly 1.2 million vehicles registered that month, that leaves fully electric models with just a 5.1 percent share of the market, down from 8.3 percent a year earlier.

Meanwhile, gasoline vehicles quietly expanded their hold, rising 2.3 percentage points to claim 76.6 percent of registrations. Hybrids also edged upward, gaining 1 point to reach a 14.7 percent share.

Read: Global EV Sales Just Fell 11%, But Carmakers Found A Surprising Backup Plan

Tesla still sits comfortably at the top of the US EV market, which will surprise absolutely no one. In January alone, 32,123 new Teslas were registered. Even so, Tesla is not immune to the slowdown, with registrations down 26 percent from a year earlier. Despite that drop, its share of the EV market jumped 11 percent to 53.7 percent.

Cadillac ranked a distant second with 3,189 registrations, more than ten times behind Tesla. However, the brand was one of the few to post growth, with registrations rising 8.1 percent year over year. Its share of the EV market also increased by 2.3 percent to 5.3 percent.

Many other carmakers have also seen their EV sales fall off a cliff. For example, there were 3,027 new Hyundai EVs registered in January, down 23 percent from the year prior. This decline was led by the Ioniq 5, which saw its deliveries slide 22 percent to 2,101 vehicles.

Ford’s EV registrations also dropped 67 percent to 2,772, while Chevrolet’s fell 55 percent to 2,658. Toyota, however, reported a 25 percent increase, although its EV registrations totaled just 2,529, meaning it still trails many competitors.

According to iSeeCars executive analyst Karl Brauer, “there’s going to be a shakeout to the new reality with no federal EV incentives, which was the carrot, and no greenhouse gas penalties, which was the stick.”

Auto News notes that EV registrations have declined year over year every month since the tax credit was scrapped on September 30. S&P Global Mobility analyst Tom Libby says the drop was “expected,” adding, “it’s a reset, and it’s going to be a very slow process moving forward.”

January 2026 EV Sales USA

 S&P Global Mobility