Sales: December 2019 Sales Figure Ticker

[Drew Dowdell]

•         Quarterly:

  Ford Motor Company - Down 1.3% for the quarter, Down 3.0% for the year
  General Motors Co. - Down 6.3% for the quarter, Down 2.3% for the year
  Tesla - Not yet Reported
  FCA US LLC - Down 2% for the quarter, Down 1% for the year

  Monthly:
  Audi of America -  Up 14.0% for the month, Up 0.4% for the year
  BMW of North America -  Up 2.4% for the month, Up 1.8% for the year
  Genesis Motor America - Up 262.4% for the month, Up 105.9% for the year
  Honda Motor Co. -  Down 12.0% for the month, Up 0.2% for the year
  Hyundai Motor America -  Down 0.6% for the month, Up 3.2% for the year
  Infiniti USA - Down 37.8% for the month, Down 21.1% for the year
  Jaguar Land Rover North America - Up 2.6% for the year
  Kia Motors America - Up 8.0% for the month, Up 4.4% for the year
  Mazda North American Operations - Up 6.5%  for the month, Down 7.2% for the year
  Mercedes-Benz USA - Down 2.4% for the month, Up 1.0% for the year
  Mitsubishi Motors North America -  Up 10.3% for the month, Up 2.5% for the year
  Nissan Group - Down 29.5% for the month, Down 9.9% for the year
  Porsche Cars North America Inc. -  Up 15.8% for the month, Up 7.6% for the year
  Subaru of America, Inc. - Down 3.4% for the month, Up 2.9% for the year
  Toyota Motor North America - Down 6.1% for the month, Down 1.8% for the year
  Volkswagen of America - Down 13% for the month, Up 2.6% for the year
  Volvo Cars of North America, LLC - Up 40% for the month, Up 10.2% for the year

  
  Brands (Quarterly):
  Alfa Romeo - Down 12%
  Buick - Down 4.3%
  Cadillac -  Down 2.2%
  Chevrolet - Down 6.1%
  Chrysler - Down 15%
  Dodge - Down 9%
  Ford - Down 2.2%
  Fiat - Down 49%
  GMC - Down 8.5%
  Jeep - Down 2%
  Lincoln - Up 17.8%
  Ram Trucks - Up 6%
  Tesla - Not yet Reported
  
  Brands (Monthly):
  Acura - Down 3.8% 
  Audi - Up 14.0%
  BMW - Up 4.0%
  Genesis - Up 419.7%
  Honda - Down 12.9%
  Hyundai - Down 0.6%
  Infiniti - Down 37.8%
  Jaguar - Up 1.9% for the year
  Kia - Up 8.0%
  Land Rover - Up 2.8% for the year
  Lexus - Down 0.6%
  Mazda - Up 6.5%
  Mercedes-Benz - Down 5.4%
  Mercedes-Benz Vans - Up 21.1%
  MINI - Down 17.4%
  Mitsubishi - Up 10.3%
  Nissan - Down 28.4% 
  Porsche - Up 14.8% 
  Smart - No Longer Reported 
  Subaru - Down 3.4% 
  Toyota - Down 7.2% 
  Volkswagen - Down 13.0%
  Volvo - Up 40%

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[smk4565]

Nissan and Infiniti can't stop the bleeding.  That company is in big trouble because they don't even have new stuff coming or any desirable product.  FCA outside of Ram is looking pretty weak too, I imagine PSA will make changes.

[David]

OUCH, the blood is gonna flow I think for a good while longer.

[daves87rs]

Hmmm...starting to see the recession- oops, slowdown creeping in there. Betting even even more of a drop next month- thanks to the new issues that came up today....

Things are not good for Nissan at all...

Just hoping G

m does not panic and start cutting a bunch more models-that would be a bad idea.

Adding to the rumors that more models will find their way to Mexico....

And Ford is going to regret slashing that car line.....

[smk4565]

Carlos Ghosn is on his way back to save Nissan, Mitsubishi and Renault, he can run all 3 out of a bunker in Lebanon.  Turn around expected!

[riviera74]

PSA has a lot of cleaning up to do, and they will probably be merciless on FCA.

As for GM, not sure what they can do for this year at all.

[caddycruiser]

Oh, to be an Infiniti dealer right now...terrifying.

It's not an easy market, so for any brand, getting your act together and focused is vital. When you're not doing what you should, the numbers only more clearly show it...

[daves87rs]

13 hours ago, riviera74 said:

PSA has a lot of cleaning up to do, and they will probably be merciless on FCA.

As for GM, not sure what they can do for this year at all.

Only Jeep might make it alive out of FCA....

[balthazar]

^ Can't argue against Ram or Dodge, too.

[smk4565]

Infiniti’s turn around will come in the form of a badge job Kicks and Rogue.  Slap some leather and wood trim and a big touch screen in there with a VC turbo and you have Infiniti QX20 and QX40 that they can sell for $29,900 and $34,900 respectively and they can fleet them out to rental car companies.

[David]

47 minutes ago, smk4565 said:

Infiniti’s turn around will come in the form of a badge job Kicks and Rogue.  Slap some leather and wood trim and a big touch screen in there with a VC turbo and you have Infiniti QX20 and QX40 that they can sell for $29,900 and $34,900 respectively and they can fleet them out to rental car companies.

Disagree, no need for a luxury brand to enter the Toyota / Chevrolet realm much like MB has done. Cheapens the status of the brand.

[smk4565]

2 hours ago, dfelt said:

Disagree, no need for a luxury brand to enter the Toyota / Chevrolet realm much like MB has done. Cheapens the status of the brand.

Infiniti is dead is it is, what is the difference?  And what have Cadillac, Lincoln, Acura and Lexus done?  Gotten sales of crossover versions of Escape, Equinox, Rav4, etc.  I'd be surprised if there wasn't a Cadillac XT3 within 3 years based on the Trailblazer/Encore GX.

The Q50/Q60 are basically fleet luxury and lease specials for people that don't want to pay Lexus or BMW prices.   The QX80 will never compete with Escalade, Navigator or the big German SUVs there are far superior and the QX-Pathfinder isn't competitive since the Pathfinder isn't any good.  Only place Infiniti can compete is in the $30-50k crossover segment, where there are a ton of entries but it is a big space.  

[balthazar]

2 hours ago, smk4565 said:

Infiniti is dead is it is, what is the difference?  And what have Cadillac, Lincoln, Acura and Lexus done?

Cadillac, Lincoln, Acura & Lexus provide their customers products they want. Products they potentially chose over BMW or MB's hundreds of 'same sausage' CUVs. Why haven't the Germans triplets put all these other brands out of business years ago??

And what you said above about infiniti is the same thing you said about Lincoln like 2-3 years ago.

 

[smk4565]

Lincoln has revived themselves off Ford SUVs, although Lincoln did a good job dressing them up.  Infiniti should do the sane but Nissan has no new product either.

Cadillac is also using the same sausage different length strategy with their trio of FWD crossovers and It is why their sales don’t look like Infiniti’s.

[balthazar]

Just like mercedes does a good job of dressing up the e-class into their s-class, right?

[smk4565]

1 hour ago, balthazar said:

Just like mercedes does a good job of dressing up the e-class into their s-class, right?

The S-class was on sale first, both ride on the MRA platform, but I wouldn’t call the S-class a dressed up anything.  
 

The Corsair, Aviator and Navigator are mechanical twins to Fords, they also get clobbered in sales by X3/X5/X7 and GLC/GLE/GLS.  

[balthazar]

How do the glc/gle/gls do vs the Ford and Lincolnz combined? 😝

[smk4565]

1 hour ago, balthazar said:

How do the glc/gle/gls do vs the Ford and Lincolnz combined? 😝

Well they aren't priced against Fords.  

[balthazar]

Ahh; but you implied they were the same vehicle.
Aviator interior / Explorer interior - not seeing anything carried over :

'20 mercedes GLE competes directly with the Lincoln Aviator (MSRP base - L: $51.1K, MB: $53.7K).
But the merceds is down on HP (L: 400-494, MB: 362-480), has a shorter wheelbase & less leg room, has 1 less gear, and frankly it just seems dated; like daimler has been using the same recipe for a decade & a half now. Aviator is extremely fresh and you can see the effort Lincoln put into it just from a quick walk-around.

Edited January 6, 2020 by balthazar

[smk4565]

15 minutes ago, balthazar said:

Ahh; but you implied they were the same vehicle.
Aviator interior / Explorer interior - not seeing anything carried over :

I said Lincolns are mechanical twins to Ford, although with some suspension and engine upgrades.  I think Lincoln has done a good job on their interiors differentiating them and upgrading them from the Ford counter parts.  They do a better job than Acura, Cadillac or Infiniti do with their SUVs.  Lexus does a good job making theirs not look like Toyotas either.   Lincoln interiors are also distinct, they aren't a copy off someone else, like what Genesis usually does.

[balthazar]

See; it's all in your mindset/approach. You view these as 'the same but well differentiated', whereas I feel they are 2 different vehicles that share some mechanicals. It's not that Ford 'hid something'; they developed 2 vehicles that are completely 'interface'-unique, yet share some mechanicals. In other words- the Lincoln is NOT a 'changed Ford' - that's not how these vehicles are developed.

[ccap41]

Ford and Lincoln are no longer(finally) just badge-jobs. Not long ago all Lincoln's were was a few small changes and they called it a day. Now, Lincoln gets their own treatment and share only underpinnings. I think it was a year or two ago they came out and said all of the switch-gear would be Lincoln-specific as well, so you really wouldn't see Ford when sitting in a Lincoln. I think that might have been when the current Navigator came out. 

[ccap41]

This was even back in 2016. 

Edited January 6, 2020 by ccap41

[smk4565]

Infiniti, which is a dead in the water brand, outsold Lincoln in 2019.  That's where Lincoln is.  I think Lincoln will beat Infiniti in 2020 but even that makes Lincoln the 7th best selling luxury brand in their own market, and Lincoln has very little impact outside of North America.  

[balthazar]

[aaaaaaaaaaaand; we're off on another conversational irrelevancy.]