26 March 2019

Alfa Romeo Global Sales (Model) : 2017-18


The then FCA CEO Sergio Marchionne predicted that Alfa Romeo sales would reach 400,000 by 2018, approximately 150,000 in North America. It was hard to see how such a surge in sales could be achieved. A couple of automotive analysts came up with 220,000 and 250,000. Premium car buyers are more conservative and less likely to brand hop than mainstream buyers so the predictions looked optimistic.

That is how it transpired. The two sedans have done nothing like expected, not helped by customers turning away from that body style anyway. The new Stelvio SUV is doing OK, but again short of expectation based on the above mentioned predictions. 119,000 sales and a 9% increase in 2018 were what actually occurred.



Model 2,018 % +/- 2,017 %


Stelvio 46,087 38.7% 112% 21,739 20.0%


Giulia 34,304 28.8% -9% 38,544 35.4%


Giulietta 27,997 23.5% -20% 34,996 32.1%


MiTo 9,839 8.3% -19% 12,147 11.2%


4C 963 0.8% -36% 1,505 1.4%


Total 119,190
9% 108,931

Alfa's situation isn't helped by a lack of a true global presence. Over a third of the total sales comes from Italy and that is an over dependence on one market. 69% of sales are in Europe and if you add North America, that comes to 90%. China has been a very important market for most premium marques, but Alfa Romeo only sold about 5,500 units there in 2018. 

Summary: It's tough carving out a place in the premium segment. Brand cachet is so important and establishing that takes patience. Taking sales away from other marques is a long haul undertaking. Alfa Romeo has increased its sales, but money needs to be spent widening the range, especially SUVs. Has FCA got the money and patience to do that? 

I'd like to see FCA get involved with another manufacturer regarding AR. The Jaguar marque is one I see strong similarities and sharing models would be a way to expand the range without huge investment. It would have to be done in a way that both brand retain their uniqueness but other car makers do it. The cost savings alone make it a no-brainer. 

Data source: Fiat Group's World.

25 March 2019

Global Premium Sales (Brand) : 2017-18


The premium market has been outstripping mainstream car sales for some time. However, the signs are there that this may be coming to an end. Global sales went from +6% in 2017 to +2% in 2018. We will see if that is a lasting trend. I get a feeling that it is.

The BMW Group is the biggest premium entity with close to 2.5 million sales. Mercedes Benz was closing the gap but that didn't happen in 2018, with both registering +1% growth. Audi managed to drop just 3% but it could be more of the same in 2019.

Lexus held on th 4th place, with Volvo passing JLR with new models. JLR pulled back on sales in China and that hurt volumes. As for the rest, Tesla did exceptionally well but is a company still in its automotive infancy. It still has to prove it can go the distance, and I'm not talking range anxiety.

I haven't got Acura data but it seems to be about the same as 2017.

17 18 Make 2018 % +/- 2017 % +/-
1 1 BMW Group 2,486,557 24.5% 1% 2,460,164 24.8% 4%

BMW 2,125,026 20.9% 2% 2,088,283 21.0% 4%
MINI 361,531 3.6% -3% 371,881 3.7% 3%
2 2 Mercedes 2,310,185 22.8% 1% 2,289,344 23.1% 10%
3 3 Audi 1,812,500 17.9% -3% 1,878,100 18.9% 0%
4 4 Lexus 698,330 6.9% 4% 668,515 6.7% -1%
6 5 Volvo 642,253 6.3% 12% 571,577 5.8% 7%
5 6 JLR 592,708 5.8% -5% 621,109 6.3% 6%

Land Rover 411,875 4.1% -7% 442,508 4.5% 2%
Jaguar 180,833 1.8% 1% 178,601 1.8% 20%
7 7 Cadillac 382,148 3.8% 7% 356,467 3.6% 15%
9 8 Porsche 256,255 2.5% 4% 246,375 2.5% 4%
13 9 Tesla 245,240 2.4% 142% 101,312 1.0% 33%
8 10 Infiniti 234,854 2.3% -5% 246,492 2.5% 7%
10 11 Acura 195,000 1.9% 0% 195,000 2.0% 1%
11 12 Lincoln 176,300 1.7% -6% 188,383 1.9% 13%
12 13 Alfa Romeo 119,190 1.2% 9% 108,931 1.1% 53%


Total 10,151,520
2% 9,931,838
6%

24 March 2019

GM North America Production (Model) : 2017-18


GM is following the local USA brand trend of abandoning car production. Light trucks are the future and they can't get back to the future quick enough.

USA: Cars still account for 24% of the total, bu that's down from 30% the year previous. Cars have drpped 28% and 22% the past two years so on the out for certain. Meanwhile, light trucks were up 1% for the comparative period. That put both years in a minus 7% situation.

USA Production – GM
Model 2018 % +/-
2017 % +/-
Chev Car 442,722 21.3% -25%
589,931 26.3% -16%
Malibu 148,726 7.2% -33% 222,201 9.9% 7%
Cruze 134,107 6.5% -14% 143,492 6.4% -32%
Camaro 55,505 2.7% -40% 92,409 4.1% -7%
Bolt 31,256 1.5% 40% 22,398 1.0% 648%
Volt 24,913 1.2% 18% 21,123 0.9% -53%
Corvette 21,137 1.0% -8% 22,973 1.0% -40%
Sonic 20,778 1.0% -56% 47,187 2.1% -7%
Impala 17,239 0.8% -5% 18,148 0.8% -59%
Cadillac Car 29,430 1.4% -44% 52,164 2.3% -36%
CTS 11,185 0.5% -43% 19,559 0.9% 13%
CT6 9,837 0.5% -14% 11,423 0.5% -66%
ATS 8,408 0.4% -60% 21,182 0.9% -31%
Buick Car 12,412 0.6% -65% 35,409 1.6% -62%
LaCrosse 12,412

35,409

Opel Car 2,081 0.1% -32% 3,049 0.1% n/a
Ampera 2,081

3,049

Total Car 497,584 24.0% -28% 680,553 30.3% -22%
Chev Truck 906,386 43.7% 2% 891,122 39.7% -3%
Sliverado 332,653 16.0% -9% 364,683 16.3% -4%
Traverse 165,820 8.0% 43% 116,265 5.2% -13%
Colorado 138,658 6.7% 7% 129,343 5.8% 7%
Tahoe 129,415 6.2% 7% 121,142 5.4% -3%
Suburban 71,118 3.4% 1% 70,518 3.1% 4%
Express 68,722 3.3% -23% 89,171 4.0% 3%
GMC Truck 480,099 23.1% 0% 479,796 21.4% 3%
Sierra 153,945 7.4% 10% 140,540 6.3% -3%
Yukon 106,766 5.1% 69% 63,100 2.8% 3%
Acadia 91,485 4.4% -42% 158,611 7.1% 2%
Yukon XL 60,910 2.9% 33% 45,960 2.0% 3%
Canyon 38,436 1.9% -9% 42,254 1.9% 25%
Savana 28,557 1.4% -3% 29,331 1.3% 13%
Cadillac Truck 132,590 6.4% -6% 141,805 6.3% 41%
XT5 66,232 3.2% -27% 90,858 4.1% 71%
Escalade 46,757 2.3% -8% 50,947 2.3% 8%
XT4 19,601 0.9% n/a -

Buick Truck 56,420 2.7% 13% 49,724 2.2% -23%
Enclave 56,420 49,724 -23%
Holden Truck 2,375 0.1% n/a -

Acadia 2,375


Total Truck 1,577,870 76.0% 1% 1,562,447 69.7% 1%
Grand Total 2,075,454
-7% 2,243,000
-7%

Canada: As you can see, cars were actually up, thanks to the arrival of the Impala. However, considering the low numbers involved not that good. With light trucks going downward the total was in negative territory.

Canada Production – GM
Model 2018 % +/-
2017 % +/-

Chev Car 40,757 12.2% n/a
-
-100%
Impala 40,757




Cadillac Car 17,344 5.2% -8% 18,845 5.4% -26%
XTS 17,344 18,845
Buick Car -
n/a 9,242 2.7% -26%
Regal
9,242
Total Car 58,101 17.4% 107% 28,087 8.1% -69%
Chev Truck 261,990 78.7% 6% 246,020 71.0% -12%
Equinox 204,644 61.5% -17% 246,020
Silverado 57,346 n/a -
GMC Truck 12,879 3.9% -82% 72,314 20.9% -38%
Sierra 12,879 n/a -
Terrain - n/a 72,314 20.9% -38%
Total Truck 274,869 82.6% -14% 318,334 91.9% -19%
Grand Total 332,970
-4% 346,421
-28%

Mexico: Car volume all but dried up here, while trucks boomed.

Mexico Production – GM
Model 2018 % +/-
2017 % +/-

Chev Car 30,519 3.7% -74%
119,027 14.5% -36%
Cruze 30,519
-17% 36,965 4.5% -40%
Aveo -
n/a 59,316 7.2% -23%
Sonic -
n/a 22,746 2.8% -52%
Chev Truck 552,496 66.4% 9% 508,172 61.8% 28%
Silverado 242,974 29.2% 10% 270,575 32.9% 2%
Equinox 177,686 21.4% 78% 99,573 12.1% n/a
Trax 130,786 15.7% 8% 121,509 14.8% 11%
City Express 1,050 0.1% 94% 16,515 2.0% -18%
GMC Truck 248,823 29.9% 28% 195,074 23.7% 47%
Terrain 127,557 15.3% 133% 54,782 6.7% n/a
Sierra 121,266 14.6% -14% 140,292 17.1% 6%
Total Truck 801,319 96.3% 14% 703,246 85.5% 31%
Grand Total 831,838
1% 822,273
14%

Summary: Cars fell from a quarter of the total to less than a fifth in one year. Light trucks are doing OK but it wasn't enough to overcome an overall decrease, albeit a modest one.

N/A Production – GM
Brand 2018 % +/-
2017 % +/-

GM Car 586,204 18.1% -29%
827,667 24.3% -28%
GM Truck 2,654,058 81.9% 3% 2,584,027 75.7% 4%
Grand Total 3,240,262
-5% 3,411,694
-6%

Please note that figures can vary slightly depending on the source.