17 January 2017

JLR Sales By Region : 2016



JLR 2016 regionally:

When Land Rover and Jaguar are combined, sales are not far off 600,000 units for 2016. In 2009, the total was under 200,000! From that year forward, sales have increased each year. Europe (including the UK) accounted for 44% in the 2016 calendar year, China and North America are close with about 20% each. The rest of the world is lagging behind with only 4% more sales.


Region 2016 Share 2015 Share +/-

Europe 256,266 44% 210,934 42% 22%

China 120,259 21% 96,248 20% 25%

Nth America 116,591 20% 93,084 19% 25%

Rest World 90,187 15% 86,799 18% 4%

Total 583,303
487,065
20%


JLR 2008 - 2016:

Sales dropped in 2009 as economic problems hit the industry. Things then started improving. The Range Rover Evoque was introduced in 2011 and by 2012 its effect was evident. What a stroke of genius that model was! The Discovery Sport arrived in 2015, along with the Jaguar XE. That gave a boost in 2016, along with the F-Pace (that will have more of an impact in 2017 though).

Year L Rover Jaguar Total Diff %
2008 186,323 74% 65,350 26% 251,673 - Change
2009 144,133 74% 51,855 26% 195,988 -55,685 -28.4%
2010 181,395 78% 51,444 22% 232,839 36,851 15.8%
2011 223,602 82% 50,678 19% 274,280 41,441 15.1%
2012 303,926 85% 53,847 15% 357,773 83,493 23.3%
2013 348,338 82% 76,668 18% 425,006 67,233 15.8%
2014 381,108 82% 81,570 18% 462,678 37,672 8.1%
2015 403,079 83% 83,986 17% 487,065 24,387 5.0%
2016 434,582 74% 148,721 26% 583,303 96,238 16.5%

Data source: Tata.

Summary: Sales will pass the 600k mark in 2017, driven by Jaguar mainly. Land Rover will start slowly and build when the new Discovery comes along during the year. The star should be the Jaguar F-Pace with its first full year of sales. The question I have is how many can JLR build?

11 January 2017

Land Rover Sales By Model & Region : 2016


LR sales didn't grow like its siblings (Jaguar) but the numbers were good all the same. The plus was the full year of Discovery Sport sales but the negatives were the end of the Defender and later in 2016 the run out of the Discovery (LR4).

Some facts for the models:

The Discovery Sport sales were up 76% for the year.

The RR Sport deliveries were up 17% in December.

The Discovery (LR4) sales were down 3% for the year but dropped 48% in December with it in run out mode.


Model 2016 Share 2015 Share +/-

Disc Sport 122,460 28% 69,501 17% 76%

Evoque 112,486 26% 108,620 27% 4%

RR Sport 87,758 20% 87,319 22% 1%

Range Rover 55,728 13% 60,226 15% -7%

Discovery 49,428 11% 51,008 13% -3%

Defender 6,708 2% 23,127 6% -71%

Freelander 14 0% 3,278 1% -99%

Total 434,582 403,079 8%

Regional facts: 

China was the only region that grew in December.

Europe (including the UK) remains the largest region for LR with just over 40% of the total.

Region 2016 Share 2015 Share +/-

Europe 186,378 43% 170,037 42% 10%

China 94,969 22% 80,484 20% 18%

Nth America 83,001 19% 78,302 19% 6%

Rest World 70,234 16% 74,256 18% -5%

Total 434,582
403,079
8%

Data source: Tata.

Summary: With no new models for 2016, LR was never going to grow like it had done in recent years. However, it still managed an 8% increase. I would expect sales to be lower in 2017 until the new Discovery arrives.

10 January 2017

Jaguar Sales By Model & Region : 2016


I decided to briefly end the moratorium on articles as JLR felt like a job left undone. I had been doing updates by the month of how they were doing so this is a summary of 2016, starting with Jaguar.

What can one say about 2016 for the Leaping Cat marque? A plethora of new models was released and the impact was as expected - huge. The neck jerking sales acceleration was aided by the fact that Jaguar is twinned with Land Rover, so the dealer network was ready and able to take the larger volume in its stride. In 2016, Jaguar accounted for 25.5% of JLR sales, up from 17.2% in 2015.

Some facts for the models:

Jaguar sales were up nearly 64,750 units to 148,721, a 77.5% rise.

The F-Pace was only sold for part of 2016 but already is the leading model in sales, with nearly 46,000 delivered.

In its first full year of availability, the baby XE model claimed 44,000 units sold.

Despite two new models introduced, the XF  still managed to increase sales to 36,544, including a 48% increase in December.

The XJ did slip slightly in sales for the year but did manage to have a solid 13% gain for December.


Model 2016 Share 2015 Share +/-

F-Pace 45,965 31% - - -

XE 44,095 30% 23,621 28% 87%

XF 36,544 25% 35,675 43% 2%

XJ 11,315 8% 12,536 15% -10%

F-Type 10,799 7% 11,662 14% -7%

XK 3 0% 492 1% -99%

Total 148,721
83,986
77%



Regional facts:

Europe remained the leading region for sales, with nearly half of all Jaguar cars finding homes there.

North America was the biggest growth region with and increase of 177% for the year and 262% for December!

Each of the four regions had increases in excess of 50%.


Region 2016 Share 2015 Share +/-

Europe 69,888 47% 40,897 49% 71%

Nth America 34,268 23% 15,764 19% 117%

China 24,612 17% 14,782 18% 67%

Rest World 19,953 13% 12,543 15% 59%

Total 148,721
83,986 77%

Data source: Tata.

Summary: You have to imagine that Tata is feeling pleasantly satisfied that it took on JLR. In 2008 when the acquisition occured, the world was in a poor way economically. There may have been questions regarding the timing of the purchase (from Ford), as to whether it was a sensible move. However, Jaguar has been given freedom to express itself in a way it never could with previous owners. The fruitage of that strategy is plain for all to see.