#Sales

While not the core focus of this website, we’ve often chronicled Harley-Davidson’s missteps as a way of predicting issues that might crop up for manufacturers specializing in four-wheeled transportation.

You see, the iconically American motorcycle brand has painted itself into a corner. By leveraging its established fan base, sales swelled through the 1990s. Unfortunately, the United States’ interest in motorcycles plummeted once the Great Recession hit. H-D was not exempt, enduring the worst of it as its stock price declined 42 percent over the last five years.

As the recessional dust cleared, rival manufactures panicked and shifted away from larger bikes aimed at experienced riders with more money to spend. Japanese companies began furnishing smaller, inexpensive models they hoped would encourage new riders. Harley Davidson waited longer to do this, launching two competitively priced, entry-level models that were still larger than seemed prudent.

Despite the industry seeing slightly improved volumes in the years following 2010, the last two have seen negative growth and annual sales totalling less than half of their pre-recession peak. Hoping to find new riders somewhere, H-D again shifted tactics by building child-sized scooters and the all-electric LiveWire.

Tesla’s Model 3 became the best-selling car in the Netherlands last month, edging out the Volkswagen Polo. If you’re wondering how an electric automobile that goes for the domestic equivalent of $47,300 in Europe outsold VW’s $18,650 hatchback, take a look at the United States. Ford’s F-Series is always at the top of the charts here and, while it can be had for under $30,000, most have sticker prices nearly identical to the aforementioned Model 3.

Tesla also has the advantage of the Netherlands’ eagerness to adopt EVs, which has resulted in some heavy incentivizing. Honestly, if this author could bring himself to be surrounded by the Dutch on a daily basis, he’d be tempted by the parking perks alone.

Never have pickup trucks mattered more to an automaker, especially domestic automakers. As sedans and coupes fall off, trucks make up an ever greater percentage of a company’s sales, and the greater (and quickly rising) average selling prices of these hulking family vehicles means there’s a pot of gold waiting for those who succeed.

While the full-size pickup front-runner hasn’t changed since the early 1980s, Ford’s F-Series faces growing competition from two traditional foes. Both Fiat Chrysler and General Motors have newer pickups on the market, and it’s eating into the popularity of the untouchable F-Series.

One of the more vibrant paint choices for the 2020 Chevrolet Sonic is “Red Hot” — a name that most certainly does not accurately describe the Sonic’s U.S. sales.

Chevy’s Michigan-built subcompact remains in the Chevy lineup for the coming model year, joined by an Impala that sees its production end in January, and accompanied by the ghosts of the remaining unsold Cruzes littering lots after that model’s cancellation. It wouldn’t be a surprise to see Chevy’s 2021 lineup contain just the Malibu, Spark, and Bolt in the non-sporty passenger car stable.

Why? Because, while General Motors chose to deep-six the Sonic in Mexico and Canada earlier this year, buyers apparently didn’t get the message that it remains on sale in the U.S.

Nature abhors a vacuum, and TTAC abhors quarterly sales reports. Ever since the Detroit Three moved to releasing their sales data but four times a year, it has cause much grumbling on Slack along with the scattered bit of wailing and gnashing of teeth.

The end of September also marks the end of a quarter, so we are pleased to present to you a real tally of year-to-date numbers from all the brands — no guesstimates required. As you’ll see, some of the market’s biggest players are off by not insignificant margins.

If you’re a regular on these digital pages, you probably read how the revamped-for-2019 Mazda 3 is a very different beast depending on which side of the border one resides. The Canada-U.S. border, that is. Eager to keep cheapskates entry-level car lovers in a certain province satisfied, Mazda Canada saw fit to offer buyers greater choice than Americans enjoy down south, coupled with a very non-premium starting price.

Good stuff, in this writer’s books.

However, despite both countries having access to sedan and five-door variants, both offered with Mazda’s weather-conquering i-Activ all-wheel drive system, the Mazda 3’s Canadian sales trajectory doesn’t differ from that of its U.S. counterpart.

Sales figures are now rolling in from the Detroit Three automakers, with Ford now reporting third-quarter volumes. While Matthew Guy will have a roundup for you later today, we can share that Ford’s most recent sales quarter was not a stellar affair, made worse by the bungled launch of a high-profile model.

As we’ve told you already, a myriad of quality issues kept thousands of Chicago-built Explorers and Lincoln Aviators from reaching dealers this summer, with the afflicted rides instead travelling by truck to Michigan’s Flat Rock Assembly for fixing before buyers could take delivery. As you’d expect, this impacted the Explorer’s sales performance and further weighed down a brand that saw its sales fall 5.6 percent in the last quarter.

One aspect of Subaru’s incredible growth spurt in the U.S. market was its ability to post consecutive monthly year-over-year sales increases with boring regularity. It seemed like nothing, barring the outbreak of a second civil war, could upset the brand’s uncanny knack for ending the month with more vehicles sold than in the same month a year prior.

Last month was the 93rd such month, and it also happened to be the brand’s best sales month in the country to date. Over 70,000 Subarus left the lot in August; a striking number, considering the brand sold just 187,699 vehicles in all of 2008. Of course, back then the brand’s market share was less than one-and-a-half percent. Last year, Subaru’s slice of the U.S. market stood at just a tick below the 4 percent mark, with this year poised to rise well above it.

While new achievements and milestones still await Subaru in the U.S., September will not go down in history as the 94th consecutive month of year-over-year sales gains.

The streak is broken.

2018 was the worst year for U.S. sales of the Mazda 3 since Bill Clinton was president. Back in 2000, the last time Mazda failed to sell more than 65,000 compacts, the Mazda 3 wasn’t even the Mazda 3 – it was the Mazda Protege.

Of course, 2018 was a different kind of year for Mazda’s primary passenger car. Mazda was putting its aging, third-generation Mazda 3 out to pasture in an increasingly anti-car market; preparing instead to launch a stylish new Mazda 3 with an all-wheel-drive option that would (theoretically) steer buyers away from crossovers.

That new car, however, is faring far worse in the U.S. market. Buyers are steering clear of Mazda’s newest car. Year-over-year, Mazda 3 volume is down by more than a fifth. In fact, 2019 is on track to be the lowest-volume year of the Protege/3 era.

Mazda is responding with a 2020 Mazda 3 that will hit the market with a higher base price. And significantly higher equipment levels.

Subaru didn’t believe the Ascent would add much to the brand’s monthly U.S. sales totals.

A year ago, it looked like Subaru’s forecasts were right on target. Roughly 5,000 U.S. sales per month? Check. Incremental brand-wide growth? Of course. Negligible impact on competitors? Indeed.

But the Ascent’s early capacity for helping Subaru keep its loyal customers loyal has evolved into something quite a bit more useful for the constantly-growing Japanese brand. Ascent volume is rising, rapidly so, and Subaru’s unparalleled streak of year-over-year sales growth – now at 93 consecutive months – now appears in little danger of collapsing.

While you’ve already had a peak at the refreshed Nissan Armada thanks to a Saudi Arabian car dealer who enjoys Facebook, here’s the best look yet at the changes coming to Nissan’s biggest ute. Yes, it’s the Armada’s overseas Patrol twin, but expect the carryover to be essentially complete — minus the Patrol’s base V6 engine.

Featuring pricier-looking exterior styling and a greater compliment of interior niceties, the Patrol/Armada’s changes are not unlike those found on the SUV’s Infiniti QX80 platform mate. Recall that the QX80’s 2018MY upgrades earned it a not-insignificant sales increase.

Nissan is reportedly interested in selling a subsidiary responsible for the distribution of machinery, vehicle parts, and raw materials in an effort to further streamline the troubled company. While no announcement of deal has been made public by the ailing automaker, Bloomberg cited insider sources who claim the company has already invited firms to bid on the entirety of Nissan Trading.

According to those involved, a buyer could be selected as early as October. The sources also stated that the deal’s $1 billion target valuation includes assumed debt.

Admit it — you weren’t aware Chevrolet made a hybrid version of the midsize Malibu. You’d be forgiven for replying in the affirmative, as the variant introduced for the 2016 model year sported a profile lower than that of an SOE agent in occupied France.

And yet the Malibu Hybrid lived. But now it must die.

As it restructures its European business and rejiggers its lineup for greater sales, Ford believes a new product push will reverse the trend of tepid volume. The automaker has already culled certain slow-selling products, promising more SUVs and putting much effort behind its crossoverized “Active” small car variants. Now, electricity will do the rest of the work.

The Blue Oval plans to introduce eight electrified models on the continent this year, with nine more arriving by 2024. Within a few years, Ford predicts sales of purely gas and diesel models will take a backseat to its green offerings.

While Volkswagen won’t offer any 2020 model-year Golf SportWagens or Alltracks in the U.S., a broader customer base in Canada means the two models will soldier on for an extra year. It’s possible a next-generation successor might appear, too.

While Canadians are just as attracted to trucks and SUVs as Americans, small cars — and especially the two wagon variants — make up a much larger slice of the VW pie north of the 49th parallel. As soon as the automaker announced the discontinuation of North American-market Golf wagons, VW’s Canadian arm pulled together a plan.

Basically, stockpiling as many of ’em as it can.