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Drew Dowdell

Sales: June 2019 Sales Figure Ticker

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Quarterly:

Ford Motor Company - Down 4.1% for the Quarter, Down 2.9% for the year
General Motors Co. - Down 1.5% for the Quarter, Down 4.2% for the year
Tesla - Up 133.6% for the Quarter
FCA has announced that beginning October 2019, they will be reporting sales quarterly

Monthly:
Audi of America -  Down 0.3% for the month, Down 6% for the year
BMW of North America -  Up 3.9% for the month, Down 1.1% for the year
FCA US LLC - Up 2% for the month, Down 2% for the year - Final monthly reporting.
Genesis Motor America - Not Yet Reported
Honda Motor Co. -  Down 7.3% for the month, Down 1.4% for the year
Hyundai Motor America -  Up 1.5% for the month, Up 1.69% for the year
Infiniti USA - 
Down 8.0% for the month, Down 12.6% for the year
Jaguar Land Rover North America - Not Yet Reported
Kia Motors America - Up 0.4% for the month, Up 3.8% for the year
Mazda North American Operations - Down 15.1.0%  for the month, Down 15.5% for the year
Mercedes-Benz USA - Up 0.5% for the month, Down 7.1% for the year
Mitsubishi Motors North America -  Up 10.5% for the month, Up 5.6% for the year
Nissan Group - Down 14.9% for the month, Down 8.2% for the year
Porsche Cars North America Inc. -  Up 6.4% for the month, Up 2.8% for the year
Subaru of America, Inc. - Up 2.8% for the month, Up 5.2% for the year
Toyota Motor North America - Down 3.5% for the month, Down 3.1% for the year
Volkswagen of America -  Up 10% for the month, Up 6.8% for the year
Volvo Cars of North America, LLC - Up 0.7% for the month, Up 5.2% for the year


Brands (Quarterly):
Buick -  Up 4.7% - 55,373 QTD / 107,240 YTD
Cadillac -  Up 1.3% - 39,739 QYD / 75,734 YTD
Chevrolet - Down 5.3% - 499,847 QTD / 952,248 YTD
GMC - Up 9.8% - 151,700 QTD / 277,277 YTD
Ford - Down 4.0% - 624,396 QTD / 1,189,670 YTD
Lincoln - Down 6.7% - 25,940 QTD / 50,915 YTD
Tesla - Up 133.6% - 95,200 QTD

Brands (Monthly):
Acura - Down 16.4% - 12,148 MTD / 73,767 YTD
Alfa Romeo - Down 29% - 1,595 MTD / 9,037 YTD
Audi - Down 0.3% - 19,409 MTD / 101,440 YTD
BMW - Up 7.5% - 31,627 MTD / 156,440 YTD
Chrysler - Down 4% - 12,941 MTD / 64,422 YTD
Dodge - Down 17% - 38,561 MTD / 228,099 YTD
Fiat - Down 35% - 933 MTD / 5,103 YTD
Genesis - Not reported
Honda - Down 6.3% - 135,901 MTD / 776,995 YTD
Hyundai - Up 1.5% - 64,202 MTD / 333,328 YTD
Infiniti - Down 8.0% - 9,839 MTD / 63,058 YTD
Jaguar -Not Yet Reported
Jeep - Down 12% - 76,826 MTD / 456,281 YTD
Kia - Up 0.4% - 56,801 MTD / 304,844 YTD
Land Rover -  Not Yet Reported
Lexus - Down 3.0% - 23,047 MTD  / 135,735 YTD
Mazda - Down 15.1% - 22,828 MTD / 138,555 YTD
Mercedes-Benz - Flat 0.0% - 26,196 MTD / 147,396 YTD
Mercedes-Benz Vans - Up 7.0% 3,005 MTD / 16,025 YTD
MINI - Down 22% - 3,235 MTD / 17,583 YTD
Mitsubishi - Up 10.5% - 12,317 MTD / 71,097 YTD
Nissan - Down 15.4% - 113,665 MTD / 653,978 YTD
Porsche - Up 6.4% - 5,205 MTD / 30,257 YTD
Ram Trucks - Up 45% - 75,227 MTD / 333,168 YTD
Smart - Down 41.3% - 74 MTD / 496 YTD
Subaru - Up 6.4% - 63,972 MTD / 278,014 YTD
Toyota - Down 3.5% - 179,305 MTD / 1,054,311 YTD
Volkswagen - Up 10% - 31,725 MTD / 184,608 YTD
Volvo - Up 0.7% - 9,934 MTD / 50,120 YTD


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Just a typo but GMC is shown in red but sales are up.

GMC - Up 9.8% - 151,700 QTD / 277,277 YTD

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21 minutes ago, 67impss said:

Just a typo but GMC is shown in red but sales are up.

GMC - Up 9.8% - 151,700 QTD / 277,277 YTD

Thank you... fixed.  And nice to see you back

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Just when you think GM is doing well, Chevy comes in and ruins the whole party.  Disappointing.

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FCA is a house of cards being held up by Ram trucks.  Even Jeep is down, and Fiat and Alfa are way down on tiny volume to begin with Chrysler is down on low volume, Dodge way down on moderate volume.

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19 minutes ago, Drew Dowdell said:

You just like to pick on FCA.  They sell more Jeeps than Volkswagen and Audi combined. They sell more than all of Hyundai. They sell more than all of Kia.  They're moving a lot of metal. Jeep alone sells about 50% of the entire Toyota brand. 

They have volume now but Jeep has been down almost every month the past year or so.  And the market they compete in is getting more and more flooded.   I think Jeep has great brand image and styling, but the nuts and bolts of their product is still FCA parts bin which means lackluster interiors and poor reliability.  Jeep is right down there at the bottom of reliability ratings with Alfa Romeo, Fiat and Dodge.  

Hyundai and Kia are bringing a ton of SUVs that look pretty good online, and their quality and reliability is really good, they are going to steal sales off Jeep all day long.  Ford has 1 or 2 Bronco's coming, GM has more SUVs coming, although most of these seem like boring Asian designs.  VW could step up their SUV game, their stuff looks boring and isn't that nice inside for what you are paying.

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5 minutes ago, smk4565 said:

They have volume now but Jeep has been down almost every month the past year or so.  And the market they compete in is getting more and more flooded.   I think Jeep has great brand image and styling, but the nuts and bolts of their product is still FCA parts bin which means lackluster interiors and poor reliability.  Jeep is right down there at the bottom of reliability ratings with Alfa Romeo, Fiat and Dodge.  

Hyundai and Kia are bringing a ton of SUVs that look pretty good online, and their quality and reliability is really good, they are going to steal sales off Jeep all day long.  Ford has 1 or 2 Bronco's coming, GM has more SUVs coming, although most of these seem like boring Asian designs.  VW could step up their SUV game, their stuff looks boring and isn't that nice inside for what you are paying.

That just means that 2018 was a great year for them (and it was).  But look at all the red on that ticker, lots of brands are struggling right now... the market as a whole is down something like 3% for the year. 

Jeep has 4 new or updated models coming out over the next 2 years. And that's just the ones we know about. I think they'll be just fine. 

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Looking at Kia and VW, looks like people are heading back toward cheaper stuff..

 

#timeforthediscounts

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6 hours ago, Drew Dowdell said:

That just means that 2018 was a great year for them (and it was).  But look at all the red on that ticker, lots of brands are struggling right now... the market as a whole is down something like 3% for the year. 

Jeep has 4 new or updated models coming out over the next 2 years. And that's just the ones we know about. I think they'll be just fine. 

Agreed. Jeep’s not going anywhere. Get the feeling that nice Jeep truck will be a winner....

Just like everyone else though, they are going to have to add the discounts too.....

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14 hours ago, daves87rs said:

Looking at Kia and VW, looks like people are heading back toward cheaper stuff..

 

#timeforthediscounts

Still predicting the coming recession?  I still see it too, but the economy is defying the indicators for now. 

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1 hour ago, Drew Dowdell said:

Still predicting the coming recession?  I still see it too, but the economy is defying the indicators for now. 

Call us back in one year, then we can talk.  The real question is why Chevrolet sales fell off a cliff.  Apparently, RAM trucks are now outselling Chevy trucks.  HOW did that happen?

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13 minutes ago, riviera74 said:

RAM trucks are now outselling Chevy trucks.  HOW did that happen?

Have you seen the 2019 Silverados and Rams?

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36 minutes ago, ccap41 said:

Have you seen the 2019 Silverados and Rams?

Yes, I would take a Ram over the Butt Ugly Silverados.

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7 minutes ago, dfelt said:

Yes, I would take a Ram over the Butt Ugly Silverados.

Yep, Silverado would be a distant 3rd place to the F150 and Ram. I'd really have to drive and fiddle around with the Ram and F150 to decide which I'd buy(assuming both are optioned and priced the sam, which is pretty difficult in itself to find). 

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3 hours ago, Drew Dowdell said:

Still predicting the coming recession?  I still see it too, but the economy is defying the indicators for now. 

Yep.......

but not for long......

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3 hours ago, ccap41 said:

...I wouldn't consider VW as "cheaper stuff"...

 

Sorry, didn’t mean their stuff was cheap. I meant as having both better deals and smarter priced stuff.....

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6 minutes ago, daves87rs said:

 

Sorry, didn’t mean their stuff was cheap. I meant as having both better deals and smarter priced stuff.....

I think to finance the EV push, putting money on the hood to move metal is a smart move to keep things going in the short term.

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It's smart for the consumer of course, but for OEMs already losing thousands per unit- it makes little sense. 
1. Selling more of a money-losing product doesn't help the OEM's books.
2. Creating an expectation that 'big discounts' are the norm creates downward pressure on future (hopefully profitable) ATPs.
The only thing that is relatively 'safe' in this regard is tax credits- most people don't qualify for the full amount (but it sounds good) and the fact that it's Gov't-issued takes the control of that discount out of the OEM's hands.

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On 7/2/2019 at 6:18 PM, Drew Dowdell said:

You just like to pick on FCA.  They sell more Jeeps than Volkswagen and Audi combined. They sell more than all of Hyundai. They sell more than all of Kia.  They're moving a lot of metal. Jeep alone sells about 50% of the entire Toyota brand. 

Actually to be technically correct, VW and Audi don't make or sell any Jeeps (Horse ducks from wrench thrown from Pittsburgh...)....but yes you are correct.

18 hours ago, daves87rs said:

Yep.......

but not for long......

Rail and Semi traffic is down, the indicators are there. Conflict with Iran and the middle east that is self induced from Washington won't help matters either. markets like stability.

19 hours ago, ccap41 said:

Yep, Silverado would be a distant 3rd place to the F150 and Ram. I'd really have to drive and fiddle around with the Ram and F150 to decide which I'd buy(assuming both are optioned and priced the sam, which is pretty difficult in itself to find). 

I love the F series....even being down on ford, I just love the F series.

20 hours ago, ccap41 said:

Have you seen the 2019 Silverados and Rams?

Unfortunately, yes...on the part of the Silverado.

On 7/2/2019 at 6:43 PM, smk4565 said:

They have volume now but Jeep has been down almost every month the past year or so.  And the market they compete in is getting more and more flooded.   I think Jeep has great brand image and styling, but the nuts and bolts of their product is still FCA parts bin which means lackluster interiors and poor reliability.  Jeep is right down there at the bottom of reliability ratings with Alfa Romeo, Fiat and Dodge.  

Hyundai and Kia are bringing a ton of SUVs that look pretty good online, and their quality and reliability is really good, they are going to steal sales off Jeep all day long.  Ford has 1 or 2 Bronco's coming, GM has more SUVs coming, although most of these seem like boring Asian designs.  VW could step up their SUV game, their stuff looks boring and isn't that nice inside for what you are paying.

Hyundai and KIA do have their A game on, I will sport you that one at least.

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On 7/2/2019 at 6:49 PM, Drew Dowdell said:

That just means that 2018 was a great year for them (and it was).  But look at all the red on that ticker, lots of brands are struggling right now... the market as a whole is down something like 3% for the year. 

Jeep has 4 new or updated models coming out over the next 2 years. And that's just the ones we know about. I think they'll be just fine. 

Gladiator looks killer. Although i really like the Toyota 4 runner also. Lot of good product in that segment of SUV.

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On 7/4/2019 at 7:46 AM, A Horse With No Name said:

Gladiator looks killer. Although i really like the Toyota 4 runner also. Lot of good product in that segment of SUV.

Love that new Jeep truck....just not the 54k price tag,.......

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Yup, isn't that insane?  It is the simplest constructed vehicle and it is priced to the moon.  Fantastic jobs report just out, eh?

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      Ford Motor Company - Not Reported
      General Motors Co. - Not Reported
      Tesla - Not Reported
      FCA US LLC - Not Reported
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      Chevrolet - Not Reported
      Chrysler - Not Reported
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      Fiat - Not Reported
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      For 2019 the Jaguar ‘PACE’ family of SUVs and crossovers has expanded since the debut of the
      F-PACE, the brand’s best-selling model. Last year, Jaguar introduced the E-PACE compact crossover, as well as the brand’s first-ever all-electric production car – the I-PACE, mid-size performance SUV.
       
      In addition to the ‘PACE’ family of SUVs and crossovers, the Jaguar brand includes the F-TYPE sports car, the  XE compact sport sedan, XF premium mid-size sedan, XF Sportbrake mid-size wagon and the brand’s luxury flagship – the full-size Jaguar XJ. Each model delivers segment leading driving dynamics, timeless design and the latest connected technologies.
       
      For added peace of mind, every new Jaguar vehicle comes with Jaguar EliteCare, a Best-in-Class ownership package1. This warranty is further expanded for Jaguar I-PACE customers covering the electric battery for 8-years / 100,000 miles and a 70 percent state of health2. Jaguar EliteCare coverage includes a New Vehicle Limited Warranty, Complimentary Scheduled Maintenance and 24/7 Roadside Assistance, each for 5-years or 60,000 miles, as well as Jaguar InControl® Remote & Protect™ connected services for 5-years and unlimited mileage.
       
      Jaguar Land Rover announced in 2017 that from 2020 all new, or significantly updated, models will incorporate some form of electrification either optional or as standard. The company will introduce a portfolio of electrified products across its model range in the coming years; embracing fully electric (BEV), plug-in hybrid (PHEV) and mild hybrid (MHEV) vehicles as well as continuing to offer ultra-clean gasoline and diesel engines
    • By Drew Dowdell
      Atlanta, Georgia. Porsche Cars North America, Inc. (PCNA), importer and distributor of the Porsche 911, 718 Boxster and Cayman, Panamera, Cayenne, and Macan model lines, today announced July retail sales rose 23.3 percent year-over-year to a new record for the month of 4,956 vehicles. In the period January through July, Porsche dealers delivered a total of 35,213 new cars, up 5.3 percent from a year ago.

      “The new generation Cayenne and refreshed Macan models are thrilling even more U.S. customers as the sports cars of the SUV market,” said Klaus Zellmer, President and CEO of PCNA. 

      Deliveries of the redesigned Cayenne quadrupled in July from a year ago, when the previous generation was selling out. Macan sales for July were up 8.8 percent compared to July 2018. Sales of the next generation 911 will commence shortly with the latest Porsche icon promising to once again set new standards in its segment.

      Porsche Approved Certified Pre-Owned (CPO) sales in the U.S. totaled 2,069
      vehicles in July, up 18.4 percent year-over-year.
       
       
      Model July Sales Year-to-Date 2019 2018 2019 2018 ALL 911 408 524 5,028 5,395 ALL 718 438 531 2,593 3,583 ALL PANAMERA 476 585 4,216 5,158 ALL CAYENNE 1,334 266 11,365 5,541 ALL MACAN 2,300 2,114 12,011 13,764 GRAND TOTALS 4,956 4,020 35,213 33,441
    • By Drew Dowdell
      ROCKLEIGH, N.J. (Aug 1, 2019) - Volvo Car USA LLC, (VCUSA) reported U.S. sales of 8,795 vehicles for the month of July, an increase of 2 percent from the same period last year. Year-to-date VCUSA has sold 58,915 vehicles, an increase of 4.7 percent from the previous year.
       
      “The team has done an amazing job in July, posting the best mid-summer numbers since July 2007.” said Anders Gustafsson, President and CEO, Volvo Car USA & Senior Vice President Americas.
       
      The XC40 set a new sales record, with 2,072 cars sold, up 36 percent from last year. The S60 showed solid growth, with sales up 31 percent from the previous year at 1,081 vehicles. The XC90 was the most popular Volvo in July, with 2,776 cars sold, up 16 percent from the previous year.
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