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Category Archives: sales
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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Porsche Macan Sales ~60% Electric
Porsche (P911.DE) said today in Stuttgart that it increased its share of electrified vehicles sold during the first half of 2025 to ~36.% for a 14.5 percentage points increase year-over-year.* These consist of 23.5% fully electric vehicles and 12.6 % plug-in hybrids. The strongest growth among the sports car manufacturer’s six model lines was recorded by the Macan with a 15 % increase.
“The fully electric Macan is making a significant contribution to our proportion of electrified cars,” said Matthias Becker, Board Member for Sales and Marketing at Porsche AG. “Overall, we have succeeded in keeping sales volumes stable and balanced across the sales regions despite ongoing geopolitical challenges. Our customers continue to place great value on individualized vehicles, and we will continue to expand our offerings in this area.” Continue reading
Posted in auto news, connected vehicles, electric vehicles, marketing, news analysis, results, sales
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino, Macan 4, Macan Turbo, Matthias Becker, porsche macan, Porsche sales of electrified vehicles first half 2025, X @KenAutoinformed
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American Honda Posts Q2 2025 Sales Increase of 8.4%
American Honda said today that it posted sales increases in June, Q2 and thereby leading to relatively strong First Half Sales Increase of 8.4%.
“The Honda and Acura brands continue to buck industry trends with sales increases in June and the second quarter as our strong sales momentum continues through the first half of the year,” said Lance Woelfer, vice president of Auto Sales at American Honda Motor Co. Inc. “Driven by the success of all-new products like the Honda Passport and Acura ADX, and record sales of electrified models we continue to meet customer needs and manage changing market conditions.” Continue reading
Posted in auto news, economy, marketing, news analysis, results, sales
Tagged Acura Q2 2025 Sales Highlights, American Honda Motor Company, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Honda Q2 2025 Sales Highlights, Ken Zino, Lance Woelfer, X @KenAutoinformed
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Toyota Motor North America Q2 Sales up 7.2%
“Steady demand for our Toyota and Lexus brands resulted in strong sales throughout the second quarter,” said Mark Templin, executive vice president and chief operating officer, TMNA. “Our lineup of 32 electrified vehicles was a big part of that draw as they represented over 46% of our sales in June.” Continue reading
Posted in auto news, economy, electric vehicles, marketing, mobility company, news analysis, results, sales, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino, Mark Templin, NYSE: TM, Toyota Motor North America sales, X @KenAutoinformed
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GM Posts Strong YTD 2025 U.S. Sales
General Motors (NYSE: GM) said today that its U.S. sales increased 7% in the second quarter and 12% in the 2025 first half. GM led the U.S. automotive industry in total and retail sales in the year’s first six months, with sales growth well ahead of the estimated 4% total auto industry growth. This is in sharp contrast to Ford Motor Company claims today and is the result of selective use of categories and time periods by both companies.
“The investments we have made in our crossovers, SUVs, and pickups – both gas and electric – along with great execution by our employees, suppliers and dealers, have made GM the engine of growth for the U.S. industry this year,” said Duncan Aldred, GM senior VP and president of North America. Continue reading
Ford Motor Q2 2025 Sales up 14.2%
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
Trump Tariff Legacy – U.S. June Auto Sales Soft
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
Posted in auto news, economy, manufacturing, marketing, news analysis, results, sales, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, David Oakley, GlobalData, j.d power, J.D. Power and GlobalData forecasts, Ken Zino, Thomas King, X @KenAutoinformed
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ACEA – May 2025 EU Car Sales Flat. Tesla Down Again!
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
Posted in auto news, economy, environment, manufacturing, marketing, news analysis, results, sales
Tagged acea, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Death of the diesel, Ken Zino, May 2025 EU car registrations or sales, Tesla sales slump, X @KenAutoinformed
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June Auto Market – Consumer Sentiment is Trump Chaotic
“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
Milestones – Toyota Indiana Builds 1-Millionth Hybrid
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
Posted in auto news, electric vehicles, global warming, manufacturing, marketing, milestones, mobility company, news, public health, sales
Tagged (NYSE: TM and 7203.T), auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Jason Puckett, Ken Zino, Toyota Indiana, 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 →