Category Archives: sales

Ford Motor Q2 2025 Sales up 14.2%

Posted on 1 July 2025 by Ken Zino

Ford Motor Company (NYSE: F) said today that Q2 sales rose 14.2%, largely because of sales of trucks and SUVs. Ford claimed that it was well ahead of the U.S. industry in Q2 by increasing, sales ~10 times the estimated 1.4% industry increase. It also said it expanded market share to an estimated 14.3%, up 1.8 percentage points compared to Q1 2025. Continue reading →

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Trump Tariff Legacy – U.S. June Auto Sales Soft

Posted on 25 June 2025 by Ken Zino

Total U.S. new-vehicle sales during June 2025, including retail and non-retail transactions, are projected to reach 1,247,900, a slight 2.5% increase from June 2024 according to a joint forecast from J.D. Power and GlobalData released today.* June 2025 has 24 selling days, two fewer than June 2024. Comparing the same sales volume without adjusting for the number of selling days translates to a decrease of 5.4% from 2024.The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 15.0 million units, up 0.2 million units from June 2024. Continue reading →

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ACEA – May 2025 EU Car Sales Flat. Tesla Down Again!

Posted on 25 June 2025 by Ken Zino

During the May 2025 year-to-date (YTD) period, new EU car registrations fell by 0.6% compared to the same period last year, according to data released today by the European Automobile Manufacturers’ Association, aka ACEA at AutoInformed based on its original French name. Notably, the anti Elon Musk backlash continued as Tesla sales dropped to 13,863 from 19,227 or -27.9% YoY in May. Year-to Date sales of Musk-mobiles are off -37.1% at 75,196, down from 119,482 YoY.

The lobbying group of 15 major European automakers said that, “Nonetheless, year-on-year (YOY) registrations for May increased by 1.6% compared to the same month last year.” Continue reading →

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June Auto Market – Consumer Sentiment is Trump Chaotic

Posted on 24 June 2025 by Ken Zino

“Cox Automotive leading g indicators are mixed … in mid-June with a decreasing week-over -week trend related to service appointments, which were down 4% against 2024 in the week ending June 14 as geopolitical issues drive down consumer sentiment. We risk seeing momentum further decline in retail vehicle sales with scorching temperatures at the start of summer. Consumers may stay inside and away from dealerships with high prices and high uncertainty about what comes next in Iran and with uncertainty about when gas prices, interest rates and – of course – tariffs will come back down,” said Jonathan Smoke, Chief Economist. Continue reading →

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Milestones – Toyota Indiana Builds 1-Millionth Hybrid

Posted on 12 June 2025 by Ken Zino

Toyota Motor (NYSE: TM and 7203.T) celebrated today the manufacturing of the 1-millionth hybrid vehicle at the Princeton Indiana plant. The Sienna van has been assembled at Toyota Indiana since 2003, with the all-hybrid model being the latest iteration built by the plant’s 7650 team members.

“It’s a significant achievement to reach this milestone and something our team members should be proud of,” said Jason Puckett, president of Toyota Indiana. “The all-hybrid Sienna demonstrates our commitment to electrification and remains a top-selling vehicle in Toyota’s lineup.” Continue reading →

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Trump Tariff Chaos – May Auto Sales Crash

Posted on 27 May 2025 by Ken Zino

Per Cox Automotive’s vAuto Live Market View, strong vehicle sales in March and April led to tighter inventory levels. New-vehicle inventory at the start of May totaled 2.49 million units on U.S. dealer lots, down 7.4% from the start of April and lower by 10.5% from a year ago. Days’ supply was 66 at the beginning of May, down six days from the previous measure at the start of April.

“Available inventory on dealer lots has declined significantly over recent weeks,” said Chesbrough. “Finding the right vehicle will be more challenging for shoppers. Additionally, prices will be high as existing inventory becomes less available and more valuable due to tariffs on incoming replacement supply. As more tariffed products replace existing inventory over the summer, prices are expected to be pushed higher, leading to slower sales in the coming months.”

The Q2 Cox Automotive Dealer Sentiment Index out last week said that dealers are increasingly wary of future market conditions. While many acknowledged the short-term lift in sales from tariff-driven urgency, the broader sentiment reflected anxiety about a cooling market and the long-term impact of trade policies. As expected, newly implemented tariffs by the Trump administration were a dominant theme in dealer responses, reinforcing the forecast of a cooling market in the months ahead. Continue reading →

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Nissan Motor Posts ¥670.9 Billion Net Loss

Posted on 13 May 2025 by Ken Zino

Nissan Motor Company (7201T and NSANY ADR)* today announced financial results for the full year and the fourth quarter of the Japanese fiscal year 2024, ending 31 March 2025. During FY2024, global sales remained at 3.346 million units impacted by “intensified sales competition.” Nissan’s consolidated net revenue was ¥12.6 trillion yen, resulting in an operating profit of ¥69.8 billion with a razor thin  operating margin of 0.6%. Net loss was, gasp, ¥670.9 billion (~$4.5 billion), which is improved from its previous forecast of a net loss of ¥700 – ¥750 billion for fiscal year 2024. Free cash flow and operating profit in the automotive business were both negative, automotive net cash was ¥1.498 trillion. (Based on average exchange rates of 153 JPY /USD and 164 JPY /EUR for FY2024.)

“In the face of challenging FY24 performance and rising variable costs, compounded by an uncertain environment, we must prioritize self-improvement with greater urgency and speed, aiming for profitability that relies less on volume. As new management, we are taking a prudent approach to reassess our targets and actively seek every possible opportunity to implement and ensure a robust recovery. Re:Nissan is an action-based recovery plan clearly outlines what we need to do now. All employees are committed to working together as a team to implement this plan, with the goal of returning to profitability by fiscal year 2026,” said Ivan Espinosa, Nissan president and CEO. Continue reading →

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Magna International Posts Q1 2025 Results

Posted on 2 May 2025 by Ken Zino

“Our operating results for the first quarter of 2025 exceeded our expectations, with strong incremental margins on better than anticipated vehicle production and, for the balance of the year, we remain confident in our ability to execute on variables within our control in a complex and uncertain industry environment. We are actively advancing several initiatives including operational excellence, restructuring, commercial recoveries, and reduced capital and engineering spending to mitigate the impact of tariffs,” said Swamy Kotagiri, Magna’s Chief Executive Officer. We remain focused on generating long-term free cash flow to invest for profitable growth and drive compelling capital return to shareholders.” Continue reading →

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UK Car Production Down. Trump’s Tariffs Threaten Future

Posted on 25 April 2025 by Ken Zino

“A March uplift to manufacturing is overdue good news, although the performance was boosted by a comparatively weaker month last year, when holiday timings and product changeovers combined to reduce output. With the last quarter showing demand for British-built cars rising overseas, navigating the new era of trade uncertainty is now the major challenge. Government has rightly recognized automotive manufacturing’s critical role in Britain’s export economy and must now show urgency and creativity to deliver a deal that supports our competitiveness, spurs domestic demand for the latest cleanest vehicles, and helps factory lines flourish,” said Mike Hawes, SMMT Chief Executive. Continue reading →

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Hybrid-Electric Cars Dominate EU Car Sales

Posted on 24 April 2025 by Ken Zino

During Q1 2025, new EU car registrations declined by 1.9% compared to Q1 2024, with March 2025 figures showing a slight 0.2% year-on-year (YOY) decline according to registration data released today by the European Automobile Manufacturers’ Association, aka ACEA derived from its French name.* The battery-electric car market share stood at 15.2% market in Q1 2025, far from where it was expected to be by regulators and analysts. Hybrid electric models continue to grow in popularity, retaining their place as the most popular power type among buyers. Continue reading →

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Tesla Tanking as Musk Leaves DOGE

Posted on 23 April 2025 by Ken Zino

Tesla said late yesterday that 2025 profits during Q1 plunged from $1.39 billion to $409 million. This was a drastic drop from analyst guess-timates as the Elon Musk’s DOGE chainsaw kicked back on the company and slashed revenue from $21.3 billion to $19.3 billion. Amidst the carnage of lower customer deliveries, lower margins and lower profits, Elon Musk also claimed that he was leaving DOGE behind as his major work there was finished.

“So at Tesla, we’ve gone through many, many of crisis over the years and actually been through many near death experiences. Like, we probably were on the ragged edge of death at least on maybe a dozen times,” Musk claimed. “This is not one of those times.” Continue reading →

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Porsche EV Sales Up in Q1 2025

Posted on 11 April 2025 by Ken Zino

Porsche AG (P911.DE) said today that it substantially increased the share of electrified vehicles it sold in the first quarter of 2025. A total of 71,470 vehicles were delivered to customers worldwide between January and March, 38.5% of which were electrified. This share is comprised of 25.9% all-electric vehicles and 12.6% plug-in hybrids.

“The Macan performed very well in the first quarter and, with the all-electric variant, is making a significant contribution to our increased electrification rate. Overall, we have a very balanced powertrain mix that reflects the different preferences of our customers, globally,” said Matthias Becker, Member of the Executive Board for Sales and Marketing at Porsche AG. Continue reading →

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BMW Group Posts Slight Q1 2025 Sales Drop

Posted on 10 April 2025 by Ken Zino

BMW Group (Bayerische Motoren Werke AG ADR BMWYY) said today that global automotive deliveries were basically flat at 586,149. Compared to the previous year this represented a drop of -1.4%. China. was largely the problem, as it is for all non-native automakers. During the first three months of 2025, the BMW Group saw growth in Europe ( 241,867 for +6.2%) and the US (94,591 for +4.0%). This gives U.S. bragging rights to BMW since MBUSA (Mercedes-Benz Group AG MBGAF) sold 75,100 vehicles in the quarter. Outside of China, BMW growth was +5.9%. year-over-year. Continue reading →

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Mercedes-Benz USA Posts Q1 Sales Drop

Posted on 8 April 2025 by Ken Zino

Mercedes-Benz USA (MBUSA) reported Q1 2025 group* sales of 67,400 Passenger Cars. Mercedes-Benz Vans reported Q1 2025 group sales of 7700 units, bringing MBUSA to a total of 75,100 vehicles for the first quarter of the year. Amidst the generally tepid sales results is a sharp 52% decline in van sales.

“I am proud to see our teams and valued dealer partners continue to work together with an unwavering focus on the core of our business – our valued customers. We closed Q1 in a very strong position for wholesale group sales and celebrated our best-ever March in MBUSA’s history for retail sales,” said Dimitris Psillakis, President and CEO of Mercedes-Benz USA. Continue reading →

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Ford Motor Q1 U.S. Retail Sales Up 5%

Posted on 1 April 2025 by Ken Zino

Ford Motor Company (NYSE: F) said U.S. retail sales rose 5% in the first quarter of 2025.  However, overall, total Ford sales for the quarter decreased 1% year over year. Ford claimed this was “mainly due to daily rental fleet sales timing and lost volume from the discontinuation of the Ford Edge and Transit Connect.” In March, F-Series sales rose 38% with a first quarter increase of 24% on sales of 190,389 trucks. F-Series continued as America’s best-selling truck lineup based on preliminary data. General Motors left Ford in in the dust. Continue reading →

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