U.S. auto sales took a roughly 7 percent year-over-year dive in September, pulling the market’s year-to-date sales total further in the red. The industry-wide sales gain seen in the first half of the year is gone.

At Subaru, however, good timing and the continued popularity of a certain model kept the automaker from joining the ranks of its rivals (a group that does not include a beaming Fiat Chrysler). The automaker somehow managed to pull off a win in a dismal month, and it’s still up on a year-to-date basis, despite having so many minuses on its sales ledger. Read More >

Mercedes-Benz isn’t exempt from the normal ebb and flow of product lines, but no one would claim that the German automaker doesn’t have a crowded house. Coupe-ified versions of its utility vehicles proliferated in recent years, as have AMG variants of existing models.

This is an automaker with three roadsters. Coupes and convertibles spring from everywhere at once.

As Mercedes-Benz prepares to transition oversight of the company away from longtime CEO Dr. Dieter Zetsche, his chosen successor, Ola Källenius, admits the product family might require some paring. Read More >

General Motors joined the vast majority of its automotive colleagues in having a crappy sales month in September, posting an 11.1 percent year-over-year volume loss. The issues facing OEMs last month were many. As interest rates rise and the market cools, automakers looking to capture more for their coffers are trending towards reduced fleet sales and lowered incentive spending. Hurricanes also played something of a role.

At GM, which graces us with sales figures just four times a year, what was likely a poor showing in September dragged down the third quarter as well as year-to-date sales, with volume since the start of the year now down 1.2 percent. That doesn’t mean several GM models didn’t have good quarters, or haven’t had good 2018s. Some 18 models can boast of YTD sales gains.

Of those 18, however, just four are passenger cars, and one member of the group already has one and a half feet in the grave. Read More >

If that headline was a tweet, it would certainly qualify as “evergreen.”

With Model 3 production having ramped up towards the very end of the previous quarter, Tesla production in the third quarter of 2018 totalled 80,142 units, some 53,239 of them Model 3s. Compared to the 53,339 vehicles built in Q2 2018, it’s a hefty increase in output.

However, lost in the megaton-yield controversies that follow Tesla CEO Elon Musk like a stray dog in search of a home is the fact that Q3 production didn’t quite make it to an oft-promised target. Read More >

Much has been made of the impact of two hurricanes, Harvey and Florence, and the two storms’ impact on September vehicles sales in the United States. Harvey swamped the Houston-Galveston area in August 2017, leading to an uptick in vehicles sales the following month, while Florence menaced a broad area of the U.S. Southeast for days in September 2018.

For Ford especially, these storms are the stated reason for the vaunted F-Series line of pickups suffering its first year-over-year sales drop in 16 months. If you can forgive April 2017, when the F-Series failed to clear the previous year’s bar by 117 units, that winning stretch can be lengthened to 23 months. Was Mother Nature truly to blame? Read More >

Dealerships across America were awash in red last month, both from the ink spilling across financial ledgers and the anger emitting from corner offices. Just about every marque was off in September and not by insignificant amounts. This can be blamed on a number of factors, not the least of which was last year’s pent up demand after a devastating Hurricane Harvey and this year’s Hurricane Florence having the opposite effect.

One ray of sunshine? Fiat Chrysler, which finally got its Ram production in gear and started delivering snazzy new pickup to eager customers in a big way. Of course, having the perpetually strong-selling Jeep brand on the books didn’t hurt, either.

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Tariffs and other pressures are weighing on the once blistering hot Chinese new car market, and a suspension issue has now added new storm clouds to General Motors’ formerly sunny skies. The automaker’s Chinese arm, GM Shanghai, has announced the recall of 3.3 million Chevrolet, Buick, and Cadillac models.

Bad news for a foreign company in a suddenly dodgy market. Read More >

Tesla Motors is currently offering up a bevy of incentives, even a few it once discontinued, in order to maximize deliveries before the end of the quarter. The brand has also reached out to enthusiastic owners who may want to help during its time of need, creating a weird sort of volunteer army for itself.

The company is desperate to prove to investors that Model 3 volume is making meaningful headway before its next shareholders meeting. As you’ll recall, the Department of Justice opened a criminal investigation after the Securities and Exchange Commission began a civil probe into Elon Musk’s August tweet about possibly taking Tesla private. The automaker also fired more than 3,000 employes over the summer and lost several important executives. It’s been a rough year for the brand, which makes having a good quarter all the more important.

While a significant portion of that battle is being waged at the factory, helped by simplified paint options and new car carriers, Tesla thinks it can move enough extra metal at its delivery centers to make up some of the difference.   Read More >

Ford Motor Company is currently on track to sell 939,809 F-Series pickup truck sales in the United States in calendar year 2018.

That number is hugely significant. Not only does it represent far greater volume than any other vehicle line can manage (the F-Series was outselling the combined efforts of the Chevrolet Silverado and GMC Sierra by 15 percent at the halfway mark), it would also mark the first occasion since 2005 in which any vehicle line topped the 900K mark.

The F-Series accounts for 36 percent of U.S. Ford Motor Company sales, outsells Ford/Lincoln cars by nearly two to one, and outsells all Ford/Lincoln SUVs/crossovers by roughly 2,000 units per month. Use Volkswagen, a global powerhouse, for further comparison: the German brand isn’t likely to sell 400,000 vehicles in America this year. With one-third of the year remaining, Ford has already sold 603,926 F-Series trucks.

But the track towards 939,809 is important for another reason. It’s also 298 sales greater than Ford’s all-time best number. What does Ford need to do during the final four months of the year to break its record? Read More >

While the trade situation is still very much in flux, Toyota sees itself as standing to gain from the turmoil, just not in the United States. The automaker, along with other Japanese brands, finds itself in an advantageous position in China — a massive market facing its own troubles.

China’s anger at the U.S., and vice versa, could mean big bucks in the short term for Toyota. Read More >

It’s the third high-profile midsize sedan launch in a year, and Nissan’s pretty confident that this — THIS — is the one that’s really going to turn the declining segment around. Or so U.S. chairman Denis Le Vot claims. In our first drive review of the all-new 2019 Altima, scheduled for Friday morning, we’ll ponder if this revamped sedan and its revolutionary new engine makes for a worthy challenger to Toyota’s segment-leading Camry and the somewhat lagging Honda Accord.

Meanwhile, north of the border, Nissan Canada is busy preparing its own launch. We’ve discussed some of the similarities and glaring discrepancies between the two vehicle markets before, but for the 2019 Altima, the gap between the U.S. vehicle and Canadian one is vast. Maybe it has something to do with optimism vs. realism. Read More >

In yesterday’s Buy/Drive/Burn post, we presented three coupes that are sporty, agile, and have over 500 horsepower. Yet each of them fell short of qualifying for supercar status. But why? In today’s QOTD, we’ll spend some time determining the characteristics which separate regular sports cars from supercars.

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We’ve known since June that Fiat-Chrysler plans to re-enter a segment it abandoned at the dawn of the decade — in the U.S., anyway. A midsize pickup bearing the Ram logo will appear in 2020, a report claimed earlier today, joining what will by then be a stable made up of six brands. Ford makes a triumphant return to the segment this fall.

Luckily for Ram fans, it appears the forthcoming Ram truck won’t be some wimpy, unibody thing built on a Fiat platform, as Americans would like see such a creature as being worthy of contempt, and perhaps even ritualistic sacrifice. Still, a lot can happen in two years’ time. Analysts expect the auto market to cool off in the coming years, more so than the plateau we’ve been at for the past two. Read More >

In the lead-up to the current-generation Toyota Camry’s launch in late summer, 2017, company brass predicted this model would change things. This Camry, in addition to the new-for-2018 Honda Accord and redesigned 2019 Nissan Altima, would arrest the segment’s downward plunge, said Jack Hollis, Toyota’s U.S. VP of marketing. He predicted a sales increase in 2018.

Well, while the Camry is more than likely drawing more buyers from a shrinking pool, the segment has not grown in 2018. The sales surge that followed the 2018 Camry’s release didn’t last, with the model posting declining year-to-date sales starting in July.

It seems there’s a severe lack of optimism in the segment, and with good reason. But Nissan North America chairman Denis Le Vot isn’t having any of it. The decline stops riiiiight now, he predicts. Read More >

As we told you yesterday, passenger car market share dropped to 30.6 percent in the month of August as a tide of crossovers, trucks, and SUVs continued swamping the automotive landscape. Few automakers can say their traditional passenger cars are making headway against the current.

Out of the struggling mass of drowning cars, compacts seem to have the most strength left, if only because of their affordability. It’s easier to flip a midsize buyer into a crossover than an entry-level buyer who wants to keep their monthly payments as low as possible, versatility be damned. Most small cars still see significant volume. At the upper end of the scale, however, large cars have become ghosts. I’ve taken to peering at drivers in any new Buick LaCrosse or Cadillac CT6 (etc) I encounter on the roads, checking out their age and gender, as it’s not a regular occurrence.

Still, despite ceding nearly all of its market share, the large car category isn’t entirely a room full of sob stories.  Read More >