Strategic Vision
The Future of Dealerships
2030
11 min read
Five forces are already quietly reshaping the business, while most dealers plan the year as if nothing significant is changing.
2030 sounds far enough away to remain an abstract date in a strategy presentation. The reality is different. A dealer who opens a new location today will be paying off that investment in exactly the years when these changes will be at their most advanced. The changes are no longer a hypothesis. McKinsey research projects that fully autonomous vehicles could reach up to 13 percent of new car sales by 2030, while online penetration in used car sales could grow from around 6 percent today to nearly half of all transactions. Every percentage point shifted from physical to online sales means direct pressure on the margin a dealer generates per deal.
projected share of autonomous vehicles in new car sales by 2030
potential share of online transactions in used car sales by 2030
lower maintenance cost for an EV compared to an internal combustion engine vehicle
of buyers already use an AI tool when researching a new car
01. Five forces already reshaping the business
Most long-term forecasts for the automotive sector get one thing wrong: they present change as a single future event rather than as a process already running in parallel with day-to-day business. Five specific forces together are shaping the structure of the dealership business through the end of the decade, and each of them is already measurable today, not hypothetical.
The five structural forces
- The agency model shifts control over pricing and customer contact to the manufacturer, leaving the dealer with a fixed commission instead of a traditional retail markup.
- Electrification cuts the typical maintenance cost of a vehicle roughly in half, shrinking traditional service revenue per vehicle.
- AI search moves part of the research process away from classic websites toward generative assistants that synthesise a recommendation instead of showing a list of results.
- Online used car sales are growing fast and increasing price transparency, which compresses margin with every percentage point of customers who move to a digital channel.
- Technology consolidation connects customer communication directly to the operational workflow, turning customer accountability into a measurable discipline rather than a feeling.
02. Ownership versus access: the decline of the classic showroom
McKinsey partners, discussing what buying a car will look like in 2030, describe a showroom with far fewer physical vehicles on the lot, complemented by virtual reality that lets customers personalise and explore a model in any color and configuration without requiring the vehicle to be physically present in the showroom. Their research among thousands of customers shows something important: there is no single buying model that fits everyone. Customers want a process that is personalised and enjoyable, not a series of identical steps applied the same way to every visitor.
The same analysts see a realistic possibility that sales and service will separate physically, because there is no fundamental reason for the two to be in the same place. The physical point of vehicle handover, however, remains important, especially for higher-priced models, where direct contact with the salesperson continues to carry emotional value for the customer. In other words, the future does not eliminate human contact. It moves it to the moments where it genuinely adds value and separates it from the processes where it only slows the customer down.
The future does not remove the salesperson. It removes the reasons the customer has to wait for them.
03. Aftersales takes the lead – but in a new form
Aftersales is already the main profit source for most dealers, and that role will deepen further by 2030, albeit in a new way. A McKinsey analysis projects that the combined US maintenance and parts market will grow from around 94 billion dollars today to between 99 and 106 billion dollars by 2030, driven mainly by the growing number of vehicles on the road and higher parts costs.
At the same time, however, electrification is draining traditional revenue per vehicle. EVs typically cost roughly half as much to maintain as comparable internal combustion engine vehicles, because they have no oil, filter or spark plug changes, and brakes wear more slowly thanks to regenerative braking. The result is a paradoxical market: the overall pool grows, but revenue from each individual electric vehicle is smaller. A dealer who continues to rely on high volumes of scheduled oil changes without developing expertise in battery diagnostics, software updates and high-voltage systems will see shrinking, not growing, revenue, even as the overall market expands around them.
REFEREL insight
In our work with automotive businesses in Bulgaria, we see dealers who already feel this dynamic without having clearly articulated it. Service turnover grows nominally every year, but real profit per vehicle in operation stays almost unchanged, because the growth comes from more vehicles on the road, not from higher value per individual visit.
Dealers who invest now in EV competencies, even while such vehicles are still a small share of their own portfolio, are building a position for the moment that share becomes significant. Catching up after the fact is structurally more expensive than preparing ahead of it.
04. AI is not a tool but a new customer acquisition channel
Buyers no longer rely solely on classic search to build their shortlist. A Cox Automotive study shows that nearly a quarter of new car buyers already use an AI tool during their research, before they ever reach a specific dealer. This trend will deepen significantly by 2030, because the nature of the questions buyers ask, such as comparison and advice queries, is exactly the type of query where generative systems are replacing classic search the fastest.
The practical consequence is profound. By 2030, a dealer whose content is not structured in a way AI systems can easily extract and cite will remain invisible during a significant part of the customer’s early decision phase, no matter how good the actual offer on the lot is. Visibility in these systems will not be an extra investment for advanced marketing teams. It will be a baseline requirement, much like having a website became mandatory twenty years ago.
05. Customer accountability becomes a measurable discipline
Technology developments over the past year point in a clear direction: customer communication tools are merging with the dealer’s operational workflow. Platforms that connect customer conversations directly with service appointment scheduling, technician dispatch and parts coordination already serve more than a thousand dealerships in North America. This integration turns the question “who is actually accountable for the customer at each stage of the process” from an abstract management idea into a concrete, measurable metric.
By 2030, we expect tracking real customer accountability, not just system assignment of an inquiry, to become standard management practice, similar to how every dealer tracks units sold today. Dealers who still have no clear distinction between “the lead has been assigned in the CRM” and “a real person has taken responsibility for the customer” will be competing against organisations that already manage that difference systematically.
06. What the dealership organisation looks like in 2030
The combination of the five forces requires a different organisational structure from the one most dealers have today. Here are the main differences already taking shape.
07. Practical steps that need to start now
A realistic roadmap
- 1Invest in EV competence in proportion to your future share, not your current one. Train technical staff and acquire diagnostic equipment now, while volume is still manageable.
- 2Structure your content for AI visibility, not just classic search. Provide clear, direct answers and specific data that generative systems can easily extract and cite.
- 3Measure real customer accountability, not just system assignment. Introduce a specific metric for the time between an inquiry being assigned and a real person taking it on.
- 4Rethink team compensation around customer lifetime value. A model tied solely to the number of closed deals does not prepare the organization for an environment where the aftersales relationship generates a larger share of profit.
08. Questions and answers
Strategic readiness for 2030
