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Category Archives: sales
September 2025 U.S. Vehicle Sales Forecast Flat. Global Sales Better
Total U.S. new-vehicle sales for September 2025, including retail and non-retail transactions, are projected to reach 1,232,200, a 0.1% increase year over year, according to a joint forecast from J.D. Power and GlobalData released today. September 2025 has 24 selling days, one more than September 2024. Comparing the same sales volume without adjusting for the number of selling days translates to an increase of 4.5% from 2024.*
“In aggregate, September sales results point to another month of strong demand for new vehicles. However, as has been the case for the past few months, assessing the health of the industry requires a closer look at the underlying market dynamics,” said Thomas King, president of the data and analytics division at J.D. Power. Continue reading
Posted in auto news, economy, manufacturing, marketing, news analysis, sales
Tagged 2025 global vehicle sales forecast, august global light vehicle sales, auto industry commentary, AutoInformed news, autoinformed.com, automotive blog, Automotive news and analysis, EV sales, federal EV tax credit, FICO scores, GlobalData, j.d power, J.D. Power and GlobalData, Ken Zino of AutoInformed, plug-in hybrids, September 2025 global sales forecast, September 2025 U.S. Vehicle Sales Forecast, Thomas King, Tyson Jominy, X @KenAutoinformed
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Hyundai Motor Updates Growth and Profit Strategy
Hyundai Motor Company (KRX: 005380 KS) in New York today unveiled its latest growth strategy at the company’s first CEO Investor Day held outside of Korea. The event served as a stage to convey the company’s mid-to long-term strategy to investors and stakeholders, prompted in large part by Trump’s tariff wars.
“In an industry facing unprecedented transformation, Hyundai is uniquely positioned to win through our unmatched combination of compelling products, manufacturing flexibility, technology leadership, outstanding dealer partners and global scale,” said José Muñoz, President and CEO of Hyundai Motor Company. Continue reading
Posted in auto news, customer satisfaction, electric vehicles, electronics, engineering, financial results, fuel economy or emissions, global warming, manufacturing, mobility company, news analysis, sales, shows and events, software defined vehicles, software defined vehicles, Trump Truth Tests
Tagged auto industry commentary, AutoInformed news, autoinformed.com, automotive blog, Automotive news and analysis, Hyundai Motor, José Muñoz, Ken Zino of AutoInformed, X @KenAutoinformed
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Trump Tarriff Chaos – GM EV Sales Set Record
General Motors (NYSE: GM) said today that U.S. electric vehicle sales likely set an all-time monthly record in August, as customers rushed to make purchases ahead of the expiration of Federal EV tax credits.*
“August was our best month ever for EV sales – and we expect that buying surge to pay long-term dividends, given our industry-leading manufacturer loyalty, and EV customers’ overwhelming commitment to the technology. I’m grateful to our team and our dealers for helping us outperform nearly every EV competitor,” said Duncan Aldred, GM Senior Vice President and President, North America. Continue reading
Posted in alternative fuels, auto news, economy, electric vehicles, environment, fools 'n frauds, global warming, mobility company, news, news analysis, public health, sales, Trump Truth Tests
Tagged auto industry commentary, Autocrat, autoinformed.com, automotive blog, Automotive news and analysis, bolt ev, Chevrolet Equinox EV, Duncan Aldred GM North America, EVgo, GM Energy, GM U.S. electric vehicle sales, IONNA, Ken Zino, X @KenAutoinformed
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August New-Vehicle Sales Forecast Up. EVs at Record
Total new-vehicle sales for August 2025, including retail and non-retail transactions, are projected to reach 1,483,000, an 8.2% increase year over year, according to a joint forecast issued today by J.D. Power* and GlobalData.** August 2025 has 27 selling days, one fewer than August 2024. Comparing the same sales volume without adjusting for the number of selling days is an increase of 4.4% from 2024.
“August new-vehicle sales are expected to climb 8.2% from a year ago, including a 7.8% increase in retail volume. A strong result, although the results should be viewed in the context of several unusual factors that are distorting typical monthly sales trends” said Thomas King, president of the data and analytics division at J.D. Power. Continue reading
Posted in auto news, manufacturing, marketing, news analysis, results, sales, transportation
Tagged August 2025 Auto Sales Forecasr, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, average new-vehicle retail transaction price, FICO scores, Global Sales Outlook, GlobalData, j.d power, Ken Zino, Labor Day weekend, monthly loan payments, Thomas King, X @KenAutoinformed
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Used Vehicle Prices Down as Consumer Sentiment Drops
“We started to see stronger sales trends in late July and early August for retail and wholesale markets, and that’s causing some additional volatility in wholesale pricing trends in recent weeks, against a stronger comparison from last year,” said Jeremy Robb, senior director of Economic and Industry Insights at Cox Automotive. Continue reading
Posted in auto news, customer satisfaction, economy, news analysis, sales, transportation, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, autotrader, Cox Automotive, Jeremy Robb, kelley blue book, Ken Zino, Manheim, Morning Consult, University of Michigan sentiment index, X @KenAutoinformed
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Magna Posts Q2 2025 EBIT of $583 Million
Magna International (TSX: MG; NYSE: MGA) today reported relatively robust Q2 and H1 financial results in the midst of Trump’s ongoing tariff chaos and his hostility toward our Canadian friends, neighbors and business partners.
“Our strong operating results for the second quarter of 2025 exceeded our expectations and reflect continued execution on our performance initiatives, including operational excellence, restructuring, commercial recoveries, and reduced capital and engineering spending,” said Swamy Kotagiri, Magna Chief Executive Officer. Continue reading
Ford Says Trump Tariffs Will Slash Earnings by $2B
Ford Motor Company (NYSE: F) reported late yesterday its Q2 and H1 2025 financial performance. The now common internally created factors of Ford’s warranty costs,* losses on electric vehicles and the external Trump’s tariff chaos negative effects were in play. Tariffs slashed $800 million from Ford profits during Q2, the Dearborn-based company said. Its latest estimate of $2 billion in tariff costs for the year includes the impact of cost-cutting and other measures Ford is taking in response to President Trump’s trade policies. Ford Motor booked a $1.3 billion loss from repairs of vehicles under warranty, cancellation of plans to build an electric sport utility vehicle and other one-time costs. The Q2 net loss was $36 million. Ford common stock per share has been trading in the $8.44 – $11.97 range during the last year, hovering ~$11 a share recently. Its three-year return of ~5% compares to the S&P 500 at 54%. Continue reading
Posted in auto news, customer satisfaction, economy, electric vehicles, financial results, manufacturing, mobility company, results, sales, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ford Blue, Ford CFO Sherry House, ford credit, Ford Model e, Ford Motor Q2 and H1 2025 financial performance, Ford Pro, Jim Farley, Ken Zino, Kumar Galhotra, Michigan Governor Gretchen Whitmer, X @KenAutoinformed
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Stellantis Posts H1 2025 Loss of €2.3 Billion
Stellantis N.V. (NYSE: STLA)* today announced results for the H1 2025, reporting Net revenues of €74.3 billion, down 13% compared to H1 2024. The breathtaking net loss was -€2.3) billion, including €3.3 billion of net charges excluded from Adjusted operating income, down compared to H1 2024 Net Profit of €5.6 billion. It updated its tariff cost assumptions to an estimated 2025 net tariff of~€1.5 billion (~$1.7B), of which only €0.3 billion was incurred in H1 2025. Continue reading
Posted in auto news, economy, financial results, manufacturing, marketing, mobility company, news analysis, results, sales, shows and events
Tagged Antonio Filosa, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, CapEx and R&D expenditures, Ken Zino, NYSE: STLA, tariff costs, X @KenAutoinformed
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ACEA – June and H1 EU Sales Dropping
During the first half of 2025 (H1 2025), new EU car registrations dropped by 1.9% compared to the same period last year, with a large -7.3% year-on-year (YOY) decline for June, according to data released today by the European Automobile Manufacturers’ Association, aka ACEA at AutoInformed after its original French name.**
The lobbying group of 15 major European automakers said that “the battery-electric car market share for H1 2025 stood at 15.6%, still far from where it needs to be at this point in the transition. Hybrid-electric models continue to grow in popularity, retaining their place as the most popular power type amongst buyers.” Continue reading
Posted in auto news, economy, environment, global warming, manufacturing, marketing, news analysis, sales
Tagged ACEA June 2025 and H1 EU sales, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Death of the diesel, Ken Zino, X @KenAutoinformed
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July Record – $49.8B Spent New Vehicles in U.S.
Total U.S. new-vehicle sales for July 2025, including retail and non-retail transactions, are forecast to reach 1,380,500, a 3.2% increase from July 2024 according to a joint forecast from J.D. Power and GlobalData. Comparing the same sales volume without adjusting for the number of selling days translates to an increase of 7.4% from 2024. Nonetheless, consumer spending set record for month with $49.8 billion spent on new vehicles if the forecast holds, which is likely given the track record of the source.
“July retail sales are projected to finish 4.1% higher than a year ago but interpreting that gain requires care due to events both last year and this year that disrupted normal monthly sales patterns,” said Thomas King, president of the data and analytics division at J.D. Power. Continue reading
Volvo Cars Posts Q2 2025 -10B SEK Loss
Volvo Cars (VOLCAR-B.STO) said today that it posted a Q2 group operating profit (EBIT) of SEK -10.0 billion. The gigantic loss followed a warning this week that it would take an impairment charge( read AutoInformed.com on: Chinese Trade Wars – Volvo Q2 2025 Impairment Charge). The Chinese owned company also said that it would build its best-selling car in the U.S. in South Carolina starting in late 2026 (Volvo Cars to Build XC60 SUV in Ridgeville). The loss, down from a profit of 8B SEK year-over year, appears to have surprised analysts who thought the loss would be much higher.
“The market continued to be challenging in Q2 as well,” said Håkan Samuelsson, President and CEO of Volvo Cars. “Demand remains under pressure from the macroeconomic environment, tariff-related uncertainties and tougher competition. However, our turnaround actions are starting to show results. In a Q2 market with headwinds we made a clear improvement of free cash flow versus Q1 and our EBIT margin excluding items affecting comparability was slightly higher.”
Posted in auto news, financial results, manufacturing, marketing, mobility company, news analysis, results, sales, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, electric Volvo EX60, Geely Holding, Håkan Samuelsson, Ken Zino, X @KenAutoinformed, XC70
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Chinese Trade Wars – Volvo Q2 2025 Impairment Charge
Chinese owned Volvo Cars (VOLCAR B:STO) today announced a SEK 11.4 billion (~$1.2B) non-cash impairment charge in Q2 of 2025. Volvo is adjusting the financial assumptions for the EX90 and ES90 platform, because of previous launch delays and import tariffs in several markets. Among other woes, Volvo can’t sell the ES90 profitable in the U.S. Volvo Cars will publish its second quarter 2025 financial results on Thursday, 17 July 2025 at 07:00 CEST. Continue reading
Posted in auto news, economy, electric vehicles, financial results, news analysis, sales
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Fredrik Hansson, Geely Holding, Ken Zino, Volvo Car financial results, Volvo Cars, Volvo Q2 2025 Impairment charge, X @KenAutoinformed
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Ford Motor Posts Q3 U.S. Sales of 545,522
Ford Motor Company (NYSE: F) today posted Q3 U.S. sales of 545,522, an increase of 8.2% across Ford’s line of gas, hybrid, and electric vehicles, as well as increased services from Ford Pro. Ford trailed GM in volume, which posted sales of 710,347 for a 7.7% increase. Car sales remain problematic for Ford Motor, reflecting the growth of trucks and SUVs in the U.S. at most companies.
“This quarter’s growth showcases our portfolio’s unmatched flexibility and breadth,” said Andrew Frick, president, Ford Blue and Model e. “We saw strong performance in gas, hybrid, and electrified powertrains, while at the same time growing our paid software solutions, all embedded in vehicles such as Expedition, Explorer and F-150.” Continue reading →