The U.S. commercial tire market in 2025 is navigating a complex landscape marked by modest growth, evolving technologies, and significant economic pressures. 

Market Overview 

The North American commercial tire sector is projected to experience minimal growth in 2025, following a 7.3% increase in U.S. shipments in 2024 to 36.7 million units. The market size is estimated at USD 13.8 billion in 2024, with a compound annual growth rate (CAGR) of 3.2%. However, the overall North American tire sales saw a decline of 3.4% in 2024, totaling $59.7 billion. 

Influencing Factors 

Several factors are influencing the commercial tire market: 

• Tariffs and Import Costs: New tariffs imposed on key tire-exporting countries like Thailand, Indonesia, Vietnam, and South Korea have led to increased import costs, which are expected to elevate domestic tire prices.  

• Retreading Market: The retreading sector faces challenges due to these tariffs and competition from lower-priced imports. While some businesses anticipate a flat year, others expect modest growth in demand for retreads. 

• Technological Advancements: The off-the-road (OTR) tire market is experiencing steady growth, driven by increased industrial activities and technological advancements in tire manufacturing. Innovations such as smart tires and telematics are enhancing performance and lifespan. 

Industry Adjustments 

The industry is also witnessing significant adjustments: 

• Manufacturing Changes: Bridgestone announced the closure of its LaVergne, Tennessee, truck and bus radial tire plant, resulting in 700 layoffs, as part of a strategy to optimize its business footprint amid challenging economic conditions.  

• Strategic Investments: Pirelli is considering significant investments in the U.S. to increase production capacity and mitigate the impact of possible U.S. import tariffs. 

In summary, the U.S. commercial tire market in 2025 is characterized by modest growth and significant challenges. Tariffs and increased import costs are pressuring prices, while technological advancements offer opportunities for innovation. Industry players are making strategic adjustments to navigate this complex environment. 

While all of this is still entirely uncertain due to the ever-changing tariff and economic dynamics, one thing is for sure: trucks need to keep moving, and those trucks will need tires. The real question is how many of those trucks are going to keep moving when the large majority of consumers are tightening their budgets and spending significantly less, resulting in less cargo and fewer goods to be hauled.