Sales: Sales Figure Ticker: July 2018

[William Maley]

Volvo Cars of North America, LLC - Up 23.8% (8,622 Vehicles Sold This Month, 56,244 Vehicles Sold This Year)
Mitsubishi Motors North America - Up 23.4% (9,950 Vehicles Sold This Month, 77,277 Vehicles Sold This Year)
Volkswagen of America - Up 12.7% (30,520 Vehicles Sold This Month, 203,418 Vehicles Sold This Year)
Subaru of America, Inc. - Up 6.7% (59,426 Vehicles Sold This Month, 382,286 Vehicles Sold This Year)
FCA US LLC - Up 6% (170,970 Vehicles Sold This Month, 1,286,446 Vehicles Sold This Year)
Porsche Cars North America, Inc. - Up 3.1% (4,020 Vehicles Sold This Month, 33,441 Vehicles Sold This Year)
Audi of America - Up 2.1% (19,221 Vehicles Sold This Month, 127,163 Vehicles Sold This Year)
BMW Group U.S. - Down 0.3% (26,278 Vehicles Sold This Month, 202,300 Vehicles Sold This Year)
Ford Motor Company -  Down 3.1% (194,026 Vehicles Sold This Month, 1,471,717 Vehicles Sold This Year)
Hyundai Motor America - Down 4% (51,752 Vehicles Sold This Month, 386,800 Vehicles Sold This Year)
Kia Motors America - Down 5.8% (53,112 Vehicles Sold This Month, 346,675 Vehicles Sold This Year)
Toyota Motor North America - Down 6% (208,770 Vehicles Sold This Month, 1,398,082 Vehicles Sold This Year)
American Honda Motor Co. - Down 8.2% (138,602 Vehicles Sold This Month, 926,426 Vehicles Sold This Year)
Mazda North American Operations - Down 10.9% (24,125 Vehicles Sold This Month, 188,049 Vehicles Sold This Year)
Nissan Group - Down 15.2% (108,792 Vehicles Sold This Month, 889,487 Vehicles Sold This Year)
Mercedes-Benz USA - Down 20.1% (23,058 Vehicles Sold This Month, 199,466 Vehicles Sold This Year)

Jaguar Land Rover North America - 

Brands:
Acura - Down 6.6% (13,247 Vehicles Sold This Month, 85,900 Vehicles Sold This Year)
Alfa Romeo - Up 65% (2,016 Vehicles Sold This Month, 14,281 Vehicles Sold This Year)
Audi - Up 2.1% (19,221 Vehicles Sold This Month, 127,163 Vehicles Sold This Year)
BMW - Up 0.1% (21,982 Vehicles Sold This Month, 175,368 Vehicles Sold This Year)
Chrysler - Down 13% (11,624 Vehicles Sold This Month, 100,254 Vehicles Sold This Year)
Dodge - 0% (31,119 Vehicles Sold This Month, 282,052 Vehicles Sold This Year)
Fiat - Down 45% (1,240 Vehicles Sold This Month, 9,525 Vehicles Sold This Year)
Ford - Down 2.7% (186,128 Vehicles Sold This Month, 1,413,550 Vehicles Sold This Year)
Genesis - Down 63% (615 Vehicles Sold This Month, 7,877 Vehicles Sold This Year)
Honda - Down 8.4% (125,355 Vehicles Sold This Month, 840,526 Vehicles Sold This Year)
Hyundai - Down 2.45% (51,137 Vehicles Sold This Month, 378,922 Vehicles Sold This Year)
Infiniti - Down 10.1% (9,747 Vehicles Sold This Month, 81,917 Vehicles Sold This Year)
Jaguar - 
Jeep - Up 15% (79,906 Vehicles Sold This Month, 574,928 Vehicles Sold This Year)
Kia - Down 5.8% (53,112 Vehicles Sold This Month, 346,675 Vehicles Sold This Year)
Land Rover - 
Lexus - Down 12.1% (25,403 Vehicles Sold This Month, 160,403 Vehicles Sold This Year)
Lincoln - Down 11% (7,898 Vehicles Sold This Month, 58,167 Vehicles Sold This Year)
Mazda - Down 10.9% (24,125 Vehicles Sold This Month, 188,049 Vehicles Sold This Year)
Mercedes-Benz - Down 22.7% (20,034 Vehicles Sold This Month, 178,882 Vehicles Sold This Year)
Mercedes-Benz Vans - Up 5.9% (2,921 Vehicles Sold This Month, 19,831 Vehicles Sold This Year)
MINI - Down 2.3% (4,296 Vehicles Sold This Month, 26,932 Vehicles Sold This Year)
Mitsubishi - Up 23.4% (9,950 Vehicles Sold This Month, 77,277 Vehicles Sold This Year)
Nissan - Down 15.7% (99,045 Vehicles Sold This Month, 807,570 Vehicles Sold This Year)
Porsche - Up 3.1% (4,020 Vehicles Sold This Month, 33,441 Vehicles Sold This Year)
Ram Trucks - Up 2% (45,065 Vehicles Sold This Month, 305,406 Vehicles Sold This Year)
Smart - Down 43.4% (103 Vehicles Sold This Month, 753 Vehicles Sold This Year)
Subaru - Up 6.7% (59,426 Vehicles Sold This Month, 382,286 Vehicles Sold This Year)
Toyota - Down 5.1% (183,367 Vehicles Sold This Month, 1,237,679 Vehicles Sold This Year)
Volkswagen - Up 12.7% (30,520 Vehicles Sold This Month, 203,418 Vehicles Sold This Year)
Volvo - Up 23.8% (8,622 Vehicles Sold This Month, 56,244 Vehicles Sold This Year)

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[regfootball]

in general more brands are down.  market saturation?  too much product>>>?

[Suaviloquent]

Fiat down 45, Genesis down 63, and woulda ya look at that Merchantdes Benzezodiapnes is down 22 PER CENTS

[Robert Hall]

And look who's up in double digit percentages...Alfa (65%!), Jeep (15.x%), Mitsubishi (23.x%), Volvo (23.x%), VW (12.x%)...

Edited August 2, 2018 by Cubical-aka-Moltar

[smk4565]

Luxury car sales tend to drop first before a recession, most of the luxury brands were down over 10%.  Mercedes has product shortage and some models phased out for the model year change so I think this is temporary, I think they’ll have a big 2019 with new GLB, GLE and GLS because people want those SUVs.

  But. You can see the market starting to turn and the tarrif impacts are probably just now coming into play.  GM said they are raising prices on 2019 models because of it, higher prices usually don’t mean higher sales.

[A Horse With No Name]

Economy I think is getting ready to head the other way.

On 8/2/2018 at 12:34 PM, smk4565 said:

Luxury car sales tend to drop first before a recession, most of the luxury brands were down over 10%.  Mercedes has product shortage and some models phased out for the model year change so I think this is temporary, I think they’ll have a big 2019 with new GLB, GLE and GLS because people want those SUVs.

  But. You can see the market starting to turn and the tarrif impacts are probably just now coming into play.  GM said they are raising prices on 2019 models because of it, higher prices usually don’t mean higher sales.

Any market that sees Lincoln loose market share is A OK with me, actually.

[G. David Felt]

On 8/2/2018 at 9:34 AM, smk4565 said:

Luxury car sales tend to drop first before a recession, most of the luxury brands were down over 10%.  Mercedes has product shortage and some models phased out for the model year change so I think this is temporary, I think they’ll have a big 2019 with new GLB, GLE and GLS because people want those SUVs.

  But. You can see the market starting to turn and the tarrif impacts are probably just now coming into play.  GM said they are raising prices on 2019 models because of it, higher prices usually don’t mean higher sales.

As @Drew Dowdell and I have stated, we are headed for a recession and correction in the market.

I also believe there is more to this than just product shortages and changing of models as you fall back on always when sales do not top everyone else or stay in Positive growth mode. There are many reasons for MB to break up the company into stand alone divisions. 

As the old idiom goes, every dog has their day and I think we are in for a changing of the Top dog in the Auto Industry. Who that will be I am not sure, but I would not bet out American or Asian auto companies from replacing German as some of the best if not the best in the world again.

[smk4565]

3 hours ago, dfelt said:

As @Drew Dowdell and I have stated, we are headed for a recession and correction in the market.

I also believe there is more to this than just product shortages and changing of models as you fall back on always when sales do not top everyone else or stay in Positive growth mode. There are many reasons for MB to break up the company into stand alone divisions. 

As the old idiom goes, every dog has their day and I think we are in for a changing of the Top dog in the Auto Industry. Who that will be I am not sure, but I would not bet out American or Asian auto companies from replacing German as some of the best if not the best in the world again.

I would still bet on Mercedes being the #1 selling luxury car maker in the USA and World at the end of 2018, and I think they will repeat that in 2019 with the new A-class line (A sedan, CLA, GLA, etc) and GLB because that will hit penetrate that $30-45k segment of the market.  They also have new GLE and GLS hitting next year.

The long term success depends on how quickly they can roll out electric cars at prices that are reasonable.  The Tesla Model 3 outsold the Ford Fusion last month, it is sucking up huge market share in the $40-50k sedan space.  That is where the treat to luxury makers is coming from.

[A Horse With No Name]

1 hour ago, smk4565 said:

I would still bet on Mercedes being the #1 selling luxury car maker in the USA and World at the end of 2018, and I think they will repeat that in 2019 with the new A-class line (A sedan, CLA, GLA, etc) and GLB because that will hit penetrate that $30-45k segment of the market.  They also have new GLE and GLS hitting next year.

The long term success depends on how quickly they can roll out electric cars at prices that are reasonable.  The Tesla Model 3 outsold the Ford Fusion last month, it is sucking up huge market share in the $40-50k sedan space.  That is where the treat to luxury makers is coming from.

They have to fill those orders and turn a profit though.

[smk4565]

58 minutes ago, A Horse With No Name said:

They have to fill those orders and turn a profit though.

Tesla is probably not going to have profit until 2019.   But if they can get production straightened out and the orders filled, the cash will follow.  They have the product demand in place and loyal customer base.

[balthazar]

LOL : Tesla lost three-quarters of  BILLION in Q2 2018- unlikely they can turn a profit that soon.
They made no money on the S and X, now they're merely building MORE copies of an even MORE upsidedown margin vehicle.

[smk4565]

18 minutes ago, balthazar said:

LOL : Tesla lost three-quarters of  BILLION in Q2 2018- unlikely they can turn a profit that soon.
They made no money on the S and X, now they're merely building MORE copies of an even MORE upsidedown margin vehicle.

Amazon lost money in 2014, how are they doing today?  The Model 3 is in the top 10 selling cars now, and Tesla is still a mess, they could make huge market gains.  They could also go bust, but I seem to think they will start selling 250,000 Model 3's a year and once they get a crossover version they'll sell 250,000 of those too.

[balthazar]

1 hour ago, smk4565 said:

Amazon lost money in 2014, how are they doing today?  The Model 3 is in the top 10 selling cars now...

In the 56 quarters since 2004, Amazon has turned a profit in 49 quarters.
In the 21 quarters ending in Q2 2014, Tesla has turned a profit in 1 quarter.
Who do you think has a better shot at long term solvency?

Model 3 is far from being in the top 10 of car sales (no trucks, SUVs/CUVs). Thru June of 2018, YTD it's at 20K sold. Above it in volume are the 5-series, Legacy, passatt, e-class/cls twins, taurus, maxima, 3-series, golf, 300, fiesta, camaro, impala, c-class, jetta, mazda 3, charger, mustang, versa, prius, optima, impreza, sonata, forte, crosstrek, malibu, cruze, fusion, outback, elantra, sentra, altima, accord, corolla, civic, camry.

It's 36th thru June. Malibu is #10 with 76K sold. Even with the 14K Model 3's sold in July, they only gained roughly 2K units on the Malibu (34K vs. 88K). More Musk number juggling.


 

[A Horse With No Name]

Tesla will go the way of the Dodo bird.