The debate over July’s sales results is going to heat up again with this infographic showing the fleet and retail results for the major US brands. And one thing is clear: Toyota and Honda’s tumble from the top was not disguised by a huge bump in fleet sales. Though retail volume at the top two Japanese brands dropped by between 20 and 30 percent, both cut way back on fleet sales as well… which is a highly recommendable move when supply problems hit. After all, you have to squeeze every last penny out of the remaining volume until inventory levels even out. On the other hand, both Ford and GM cranked up fleet volume last month, with Ford’s fleet percentage leaping to an industry-leading 31%. That gives Ford the lowest retail percentage of all major automakers, with GM only five points ahead. Chrysler was the only other major OEM under 90% for the month, at 84%. So those who argue that domestics are taking over the industry need to dial back their expectations a bit for the moment: between the supply issues and the fleet picture, it’s too early to determine what exactly is going on in the industry. But if the domestics trim back on fleet and Toyota and Honda continue to lose volume over the month of August, then we can start talking about the kinds of seismic shifts that some are already reading in the sales numbers.