--- title: "Toyota Can ‘Barely Cover the Demand’ As Sales Skyrocket: TDS" date: "2025-11-05" modified: "2025-11-05" authors: - name: "Joel Feder" job_title: "Director of Content and Product" link: "https://www.thedrive.com/authors/joel-feder" url: "https://www.thedrive.com/news/toyota-can-barely-cover-the-demand-as-sales-skyrocket-tds" categories: - "News" - "The Downshift" --- # Toyota Can ‘Barely Cover the Demand’ As Sales Skyrocket: TDS ![2025 Toyota 4Runner TRD Sport in white, front angle, with a dog in the window]() *\Andrew P. Collins\* Good morning and welcome to *The Downshift*, or *TDS* for short. Tight, light, and right, *TDS* gathers the latest automotive news from around the globe and places it in one spot. Stories are summarized in a single, sometimes long, sentence accompanied by a link. The first cup of coffee is gone and there's a chill in the air here in Minneapolis, Minnesota, so let's get into it. 🚘 What I’m driving: Still spending time with the 2026 Nissan Leaf and have noticed how there's far less cheap, hard plastic on touchpoints such as the upper door panels than what you'll find in the Chevrolet Equinox EV. 📈 [Toyota's CFO Kenta Kon said ]()the automaker is facing "very strong" demand and sales, upgraded the company's guidance, and noted "we can barely cover the demand" and "we expect a very healthy situation going forward." 💸 Startup Rivian [reported a Q3 net loss]() of $1.2 billion, though revenue surged, as the automaker prepares to launch its less expensive R2 model in 2026. 🔋 [Rivian CEO RJ Scaringe said]() the R2 Launch Edition is "not intended to be our most expensive version," and revealed the model will have a dual-motor powertrain instead of a single- or tri-motor setup. 🐎 Ringbrothers [revealed an 800-horsepower 1969 Ford Mustang restomod]() dubbed Kingpin at the 2025 SEMA Show in Las Vegas. ⛙ The Polestar 4 will become the [first car to integrate Google Maps' new Live Lane Guidanc]()e, which is an AI-driven real-time visualization of the road on the digital gauge cluster. 🔵 The iconic B5 Blue color has [returned to the Dodge Durango for 2026](), along with the model moving to an all-Hemi V8 engine lineup. 6️⃣ Dodge has [begun taking orders]() for the inline-six-powered Charger Scat Pack. *Have feedback on the formatting of TDS? Send us a note: tips@thedrive.com* ## Author Overseeing what you see, read, touch, hear, and interact with from the vast lakes of Minnesota, Joel Feder shapes how The Drive looks and operates as the head of content and product initiatives. On a daily basis, Joel leads the newsroom and editorial staff playing point on both short-term coverage and long-term strategic plans. His mission is to help ensure The Drive shapes the future of automotive media by helping the team execute original reporting, breaking news, and exclusive opportunities. Regarded as an industry insider and recognized by colleagues, fellow journalists, and manufacturers as a point-person and leader in the industry, Joel owns and runs the largest automotive professionals group on Facebook in an effort to serve and help others. Joel serves as a juror for the World Car Awards. In addition, he is the board chair and chair of the governance and nominating committee for Move Forward MN, a local non-profit that helps at-risk youth with barrier-free mental health and housing services. While you’re reading this he’s either on his computer or iPhone chasing the latest news or drafting a story. ### Author social links [Instagram]() [LinkedIn]() [Bluesky]() [Email]()