27 June 2019

Alfa Romeo Euro Sales (By Model) : 2000-2019


Alfa Romeo is a brand rich in history and the CEO of FCA Sergio Marchionne had drams of returning it to its former glory. Much money has been spent on achieving that. Sadly, he passed away but has it been a successful transformation? Most of the company's sales are in Europe so a critical region for AR.

Going back to the year 2000, sales were 176,000, hitting 205,000 in 2001 before settling back at 160,000. The new 147 gave 2001 the sales spike as new models do. So at this stage things were stable.


Model / Year 2004 2003 2002 2001 2000

147146/145 77,963 92,727 95,354 96,043 54,598

156 / 155 51,456 58,782 62,529 90,404 97,066

GT Coupé 18,975 211



166 / 164 7,601 5,935 8,475 14,084 18,953

GTV / Spider 2,100 2,278 3,235 4,800 5,661

Others 100 38 227 100 111

Total 158,195 159,971 169,820 205,431 176,389

2005 was a poor year but the 159 gave things a lift, but the trend was clearly downward as sales were hovering just over the 100,000 mark by 2008. The executive 166 wasn't replaced but the mini sized MiTo saved the day with strong sales. 


Model / Year 2009 2008 2007 2006 2005

MiTo 61,975 13,282 27

159/156 25,592 42,309 66,581 61,056 36,813

147 16,039 34,205 55,554 61,526 68,793

Brera/Spider 3,811 5,594 9,362 7,963 508

GT Coupé 2,864 6,468 12,135 13,080 19,461

8C 117 192



166

726 1,546 3,686

Others 43 133 49 0 306

Total 110,441 102,183 144,434 145,171 129,567

The replacing of the 147 with the Giulietta brought sales up to 130,000 in 2011 but the benefit was short lived. The aging 159 ended without a replacement and the MiTo was getting on. Sales now slipped below 60,000. 


Model / Year 2014 2013 2012 2011 2010

Giulietta/147 41,253 46,009 60,415 78,911 38,512

MiTo 17,022 17,884 25,173 40,425 51,994

4C 982 66


159 13 297 4,143 10,433 14,947

Brera/Spider



2,961

GT Coupé



1,417

Others 42 65 87 515 26

Total 59,312 64,321 89,818 130,284 109,857

The plan to lift Alfa was now operating with the 159 replacement (Giulia) finally released and the Stelvio SUV also released. Sales exceeded 85,000 in 2017 but not the success that was hoped. The premium market is hard to crack, with buyers more conservative than you may think. 


Model / Year 2018 2017 2016 2015

Stelvio 29,292 16,990


Giulietta 26,665 32,748 41,644 41,767

Giulia 16,924 23,988 10,508

MiTo 9,534 11,360 12,940 13,887

4C 436 873 1,208 1,055

Others 0 0 21 30

Total 82,851 85,959 66,321 56,739

Satisfying the Alfa faithful is one thing. Getting buyers to switch over from other marques quite another. The cars are good, the sales not. They are well short of expectation but they were far too optimistic. Winning sales takes time and it will be interesting how FCA takes Alfa Romeo from here. 

I would have thought a model share with a brand like Jaguar would work but I don't know if that has even been considered. Partnerships are a way forward and need to be explored to rein in costs and still retain a reasonable range of up to date models.

07 June 2019

The Top Two Brands In France Do Battle


Renault is the better selling brand in France and has been so earlier than I can go back. In 1980, it had 40.5% of the home market while second placed Peugeot was far away on 15.5%. Renault could not maintain such market share as competition increased and it settled into the high 20% area. More recently it came down to the 20% mark, while Peugeot was now only a few percentage points behind in passenger car sales**.

Now that we are into 2019, the gap is almost non-existent. Less than 2,000 sales separate the two over five months. Is this long history of Renault being the top passenger car brand about to end? Well, unless something suddenly changes things it is hard to see any other outcome. Peugeot cross over vehicles are doing very well and as a company it is less affected by government meddling. The next few months and perhaps years will be interesting.


Year Renault Share Peugeot Share

1980 759,300 40.5% 293,500 15.7%

1985 507,800 28.7% 364,400 20.6%

1990 639,400 27.7% 498,500 21.6%

1995 563,700 29.2% 341,700 17.7%

2000 602,400 28.2% 397,500 18.6%

2005 524,400 25.4% 362,200 17.5%

2010 497,800 22.1% 400,700 17.8%

2015 382,500 20.0% 327,400 17.1%

2019* 169,600 18.1% 167,700 17.9%

*Jan-May

**If including light commercial vehicles the gap widens. 

06 June 2019

Toyota/Lexus Production By Nation : 2017-18


The data below is of production facilities around the world making Toyota and Lexus brand cars. It would have been preferable for either Lexus to be separate or Daihatsu included, but that is not how Toyota do it. The total is about 9 million units, which I have divided into five sections. We'll now look at each one.

Asia: In 2018 64% of the total was made in this region, or 5.7 million. 55% of that is assembled in Japan and China  accounts for 23%. There was little change from 2017.

North America: About 22% of the total came within this regions manufacturing plants. The USA is the biggest while Mexico grew the fastest, for now anyway.

Europe: Just under 9% was made here, quite a low number. However, the facilities are for local consumption so it's not a global export hub. With an aging Auris and Avensis models assembled in the UK, it has suffered in volume the most.

Central/South America: Brazil and Argentina have a 60/40 split of the assembly numbers, which is 4% of the grand total. I'm surprised they are still operating in Venezuela.

Rest: Of the others, it's now down to just Africa with Oceania's Australia plant closed. South Africa is doing virtually all that volume.


2018 Share +/-
2017 Share +/-
Asia
Total Asia 5,709,566 64.3% -1%
5,745,690 63.8% 1%


Japan 3,138,751 55.0% -2% 3,189,556 55.5% 1%
China 1,317,009 23.1% 15% 1,145,414 19.9% 7%
Thailand 588,939 10.3% 12% 523,590 9.1% -5%
Indonesia 197,318 3.5% -50% 396,605 6.9% 3%
India 160,951 2.8% 5% 153,386 2.7% 5%
Taiwan 93,752 1.6% -20% 117,745 2.0% -17%
Pakistan 65,878 1.2% 8% 61,170 1.1% -1%
Vietnam 52,666 0.9% 27% 41,445 0.7% -18%
Malaysia 48,181 0.8% -12% 54,807 1.0% 6%
Philippines 46,121 0.8% -26% 61,972 1.1% 13%


North America
Total N Am 1,928,982 21.7% -3%
1,983,795 22.0% -7%


USA 1,241,616 64.4% -2% 1,263,546 63.7% -9%
Canada 497,354 25.8% -13% 571,535 28.8% -5%
Mexico 190,012 9.9% 28% 148,714 7.5% 6%


Europe
Total Eur 773,880 8.7% -1%
779,635 8.7% 13%


Turkey 257,084 33.2% -8% 279,902 35.9% 86%
France 248,537 32.1% 6% 233,652 30.0% -2%
England 129,378 16.7% -10% 144,070 18.5% -20%
Czech Rep 99,487 12.9% 10% 90,168 11.6% 2%
Russia 39,394 5.1% 24% 31,843 4.1% 2%


Central & South America
Total C S Am 350,959 3.9% 8%
324,035 3.6% 18%


Brazil 209,033 59.6% 6% 197,528 61.0% 12%
Argentina 141,164 40.2% 13% 125,317 38.7% 28%
Venezuela 762 0.2% -36% 1,190 0.4% 159%


Rest
Total Rest 122,186 1.4% -30%
174,356 1.9% -14%


RSA 121,156 99.2% 7% 112,997 64.8% 2%
Egypt 1,030 0.8% 147% 417 0.2% -71%
Australia -

60,942 35.0% -32%


Grand Total 8,885,573
-1% 9,007,511
0%

Data source: Toyota Group.