Category Archives: sales

Subaru of America November Sales Drop 10%

Posted on 2 December 2025 by Ken Zino

Subaru of America (Subaru Corp. NASDAQ: FUJHF) today reported 52,081 vehicle sales for November 2025 – a ~10% drop, and year-to-date sales of 586,154, a 3.3% decrease.* In November, Crosstrek remained the top seller for the seventh consecutive month with 16,142 vehicles sold (-4.8%). Forester sales were tolerable with 13,871 vehicles sold (-6.6%), and Outback sold 13,089 vehicles (-6.5%).

“Subaru retailers keep driving exceptional experiences with programs like Subaru Love-Encore™, earning top marks for sales satisfaction. Paired with a standout vehicle lineup and the Share the Love® Event supporting charitable impact nationwide, Subaru is set to finish the year strong,” claimed Troy Poston, Senior Vice President of Sales, Subaru of America. Continue reading →

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American Honda Posts November Sales of 102,824

Posted on 2 December 2025 by Ken Zino

American Honda (NYSE: HMC) said today that sales totaled 102,824 units in November. Year-to-date sales were up a meager 1.8%. An industry-wide semiconductor supply shortage was a factor.

“Both the Honda and Acura brands continue to benefit from strong sales of all-new vehicles with balanced sales across light trucks and passenger cars along with a new annual sales record from electrified models,” American Honda claimed. Continue reading →

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October UK Car and Commercial Vehicle Production Drops

Posted on 28 November 2025 by Ken Zino

Car production in the UK fell in October, down -23.8%, according to the latest figures published today by the Society of Motor Manufacturers and Traders (SMMT). Only 59,010 vehicles shipped, 18,474 fewer than in the same month last year. [read AutoInformed.com about Britain’s largest auto employer here: Jaguar Land Rover Cyber-Attack Effects Ongoing – AutoCrat]

“The news comes two days after the Budget in which the Chancellor announced a number of welcome competitiveness-boosting measures, including a further £1.5 billion in automotive transformation funding, and the deferral of regulation to end critical employee car ownership schemes into the next parliament – a move the industry had warned could lead to annual losses of £1 billion and put up to 5000 jobs at stake. It also comes after government published a consultation on its proposed British Industrial Competitiveness Scheme (BICS) which should bring down sky-high energy costs for manufacturers,” SMMT said. Continue reading →

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U.S. November New Vehicle Sales Forecast Down

Posted on 25 November 2025 by Ken Zino

November’s new-vehicle sales, when posted next week, are expected to fall in both volume and pace from last year’s levels. The November new-vehicle sales pace, or seasonally adjusted annual rate (SAAR), is forecast today by Cox Automotive to reach 15.7 million. This is up slightly from October’s 15.3 million pace, but significantly down from last year’s 16.5 million level. Through October, the monthly SAAR has averaged 16.2 million.*

“The new-vehicle sales pace had been expected to slow in the fourth quarter, and that’s what we are seeing,” said Cox Automotive Senior Economist Charlie Chesbrough. “The headwinds from higher prices and fewer government subsidies for electric vehicles are finally slowing the market after a surprisingly strong previous six months. Continue reading →

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ACEA – EU October Car Sales Flat. Tesla Tumbles

Posted on 25 November 2025 by Ken Zino

During October 2025 year-to-date (YTD), new EU car registrations increased by 1.4% compared to the same period last year, the European Automobile Manufacturers’ Association said today, aka ACEA at AutoInformed after its original French name.* Tesla in particular demonstrated once again how damaged its brand is. [Tesla in October was down -48% at 5647 units compared to 10,867 units in 2024. Market share plummeted from1.3% to 0.6%. For October 2025 YTD, Tesla sales dropped -39.2% at 117,000 (192,439) units for a market share of 1.3% compared to 2.2% in 2024. – AutoCrat]

“This is the fourth consecutive month of modest growth, ACEA said. “Despite this recent positive momentum, overall volumes remain far below pre-pandemic levels. The battery-electric car market share reached 16.4% YTD, yet it is still below the pace needed at this stage of the transition. Hybrid-electric vehicles lead as the most popular power type choice among buyers, with plug-in hybrids continuing to gain momentum.”** Continue reading →

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November U.S. and Global New Vehicle Sales Forecast Down

Posted on 20 November 2025 by Ken Zino

Total new-vehicle sales for November 2025, including retail and non-retail transactions, are estimated to reach 1,255,900, a 5.2% decrease year over year, according to a joint forecast from J.D. Power and GlobalData released today. The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 15.4 million units, down 1.2 million units from November 2024. Global November sales are expected to decrease 3.9% from November 2024. The global selling rate is expected to reach 92.7 million units in November, down from a rate of 95.8 million units in November 2024.

“November’s results reflect another notable—yet anticipated—decline in the [U.S.] new-vehicle sales pace, driven largely by the pull-ahead of electric vehicle (EV) purchases prior to the expiration of federal EV tax credits on Sept. 30. That expiration prompted many shoppers to accelerate buying decisions, resulting in a surge in EV sales that temporarily inflated the overall industry sales pace. Now, two months after the credit expired, the industry continues to feel the effect of those accelerated purchases. In November, EVs are expected to account for just 6.0% of new-vehicle retail sales, consistent with October but well below the 12.9% recorded in September,” said Thomas King, president of OEM solutions at J.D. Power. Continue reading →

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Penske Automotive Group Buys More U.S. Dealerships

Posted on 19 November 2025 by Ken Zino

Penske Automotive Group (NYSE: PAG)* said today that it has acquired Longo Toyota and Longo Lexus, located in El Monte, California, Lexus of Stevens Creek, located in San Jose, California, and Longo Toyota of Prosper, located in Prosper, Texas, a suburb of Dallas, Texas.

“The acquisition of these premier dealerships represents a strategic addition to the Penske Automotive Group portfolio. The transaction strengthens our relationship with the Toyota and Lexus brands and expands the Company’s presence in southern California to the Los Angeles area, complements the Company’s existing presence in northern California and expands our operations in Texas to the fast-growing Dallas market. We look forward to continuing the outstanding legacy of these dealerships and are excited to welcome these new team members to Penske Automotive Group,” said Rich Shearing, North American Operations Officer. Continue reading →

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Used Ford Vehicles Now for Sale on Amazon Autos

Posted on 19 November 2025 by Ken Zino

Ford Motor (NYSE: F)* said earlier this week that customers can now shop for, finance and purchase Ford Blue Advantage certified pre-owned (CPO) Ford vehicles on Amazon Autos (NASDAQ: AMZN). Key, however, is that the business relationship remains with the participating Ford dealer. Amazon enables the transaction. All follow-up, service, and privacy matters are handled by the dealer, not Amazon. Initially only a small number of dealers are participating.

“This new collaboration allows customers to browse a participating local dealer’s inventory directly through Amazon’s website, complete most of the paperwork online, and then schedule a convenient time to pick up the selected vehicle,” said Wendy Lane is senior manager of Ford Blue Advantage vehicles. Continue reading →

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BMW Group Posts Q3 €8B in Pre-Tax Earnings

Posted on 5 November 2025 by Ken Zino

“In the third quarter, we once again proved that our business model is robust and resilient”, said Oliver Zipse, Chairman of the Board of Management of BMW AG. “We have all the right factors for continued success: a technology-neutral approach, exciting products, a strong global presence and outstanding innovation capabilities throughout the entire value chain. Thanks to our broad model and drive train portfolio, we were able to increase our global sales – with BMW M and our electrified vehicles as the main growth drivers. At the same time, we remain fully on track to meet Europe’s ambitious CO2 targets for 2025 – without relying on flexibility mechanisms or pooling. This demonstrates that our technology-neutral approach is working and delivering strong results.” Continue reading →

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Toyota Motor Q2 FY 2026 Net Income Drops 7%

Posted on 5 November 2025 by Ken Zino

Today, Toyota Motor Corporation (NYSE: TM, 7203T) posted FY 2026 Q2 [1 April 2025 through 30 September 2025- AutoCrat] results that showed total consolidated vehicle unit sales increased globally by 227,000,+ 5.0% to 4,783,000. However, net income attributable to Toyota Motor Corporation was 1,773.4 billion yen, a decrease of 133.6 billion yen or -7.0% compared with FY2025 first half. Nonetheless, Toyota increased its fiscal-year profit forecast. Toyota maintains that its products and sales outside the United States would counter the negative effects of  of U.S. President Donald Trump’s import tariffs. The world’s largest automaker forecasts an operating profit of 3.4 trillion yen (~$22.6 billion) for the financial year ending March 26, a jump of +6% from the 3.2 trillion yen it formerly forecast. Continue reading →

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Magna Posts Solid Q3 2025 Earnings Gain

Posted on 31 October 2025 by Ken Zino

Magna (TSX: MG. NYSE: MGA) today posted U.S. $613 million EBIT Q3 2025 compared to $594 million in the third quarter of 2024. Subject to the approval by the Toronto Stock Exchange, the Magna Board of Directors approved a new Normal Course Issuer Bid (“NCIB”) to purchase up to approximately 25.3 million of Magna Common Shares, representing 10% of the public float of Common Shares. This NCIB is expected to be effective on 7 November 2025 and will terminate no later than 6 November 2026.

“Our strong third quarter performance exceeded our expectations and underscores the resilience of our business amid dynamic operating conditions and evolving macroeconomic trends. These results reflect the strength of our global team and the effectiveness of our strategic execution,” said Swamy Kotagiri, Magna Chief Executive Officer. Continue reading →

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Hyundai Motor Company Q3 2025 Net Profit Dives

Posted on 30 October 2025 by Ken Zino

Hyundai Motor Company (KRX: 005380 KS) today posted its business results for the Q3 of 2025. The company’s revenue during the July-September period rose 8.8% year on year to KRW 46.72 trillion, marking its highest-ever third-quarter revenue. Strong sales in the U.S. and Europe, as well as favorable foreign exchange rates contributed to the company’s revenue growth. However, Q3 operating profit stood at KRW 2.54 trillion, down 29.2% YoY, with an operating profit margin of 5.4%. Higher incentives as well as the impact of tariffs beginning to take full effect, hurt the operating profit. Net profit, including non-controlling interests, decreased 20.5% to KRW 2.55 trillion. Nonetheless Hyundai announced a Q3 quarterly dividend of KRW 2500 per – a 25%increase YoY.* Continue reading →

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October U.S. Vehicle Sales Forecast Flat. Global Sales Up

Posted on 23 October 2025 by Ken Zino

Total new-vehicle sales for October 2025, including retail and non-retail transactions, are projected to reach 1,249,800, a 6.9% decrease year-over-year, according to a joint forecast from J.D. Power* and GlobalData.** October 2025 has 27 selling days, the same as October 2024. The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is forecast to be 15.1 million units, down 1.1 million units from October 2024.

“October’s results reflect a notable, but expected decline in the new-vehicle sales pace, due almost entirely to sales of electric vehicles. “The expiration of federal EV credits on Sept. 30 caused EV shoppers to pull ahead their purchases, driving a significant increase in EV sales and inflating the overall industry sales pace,” said Thomas King, president of the data and analytics division at J.D. Power. Continue reading →

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GM Posts Q3 Net of $1.3 Billion on $48.6B Revenue

Posted on 21 October 2025 by Ken Zino

General Motors (NYSE: GM) today posted a Q3 2025 net income of $1.3 Billion down $700 million year-over-year on $48.6B in revenue. This included a gross tariff impact of $1.1 billion. GM offset more than 30% of this amount through what it said was go-to-market, footprint, and cost initiatives. It was a strong quarterly performance, but GM still faces major challenges in China, as well as problems dealing with Korea, Mexico and Canada via the upcoming re-negotiation of the North American Free Trade Agreement with the Trump Administration’s hostile to our northern neighbor. Nonetheless GM stock closed the day at $66.62, up $8.62 for a +14.86% gain.

“Thanks to the collective efforts of our team, and our compelling vehicle portfolio, GM delivered another very good quarter of earnings and free cash flow. In the U.S., we achieved our highest third-quarter market share since 2017 with strong margins, and our restructured China business was profitable once again. Based on our performance, we are raising our full-year guidance, underscoring our confidence in the company’s trajectory,” said Ceo and Chair Mary Barra. Continue reading →

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How China Is Gutting Western Automakers

Posted on 20 October 2025 by Michael Dunne

“Make the world more dependent on China. Make China less dependent on the world.” – Xi Jinping (Politburo, Dual Circulation Strategy, May 2020) If China’s goal is total domination of the global auto industry, the master plan might look something like this:

Scale Up: Build enough capacity to supply more than half of the world’s annual demand for vehicles.
Flood In: Launch a frenzied push of exports into markets worldwide and, with aggressive pricing, take large chunks of market share. Continue reading →

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