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jsinclair



Member Since: 11 Aug 2020
Location: Brisbane
Posts: 46

Australia 
Supacat wrote:

Does the pandemic explain why the reported Land Rover sales were down 18.3%, while Jaguar sales were down 36.5%?



At least partly, if you believe the story that heavily restricted international travel has lead to people purchasing cars more suitable for domestic adventures.

That would only be a contributing factor though. I suspect Jaguar has some underlying decline in there related to the brand itself. It could also be that their two volumes sellers (the SUVs) were at the end of their life and due for a facelife.
Post #878371 14th Jan 2021 2:35am
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Supacat



Member Since: 16 Oct 2012
Location: West Yorkshire
Posts: 11018

United Kingdom 2013 Defender 110 Puma 2.2 XS DCPU Keswick Green
So Toyota had a bumper 2020 in Oz then ~ quite literally giving money back...

"Toyota Australia has confirmed that it will return JobKeeper payments received in 2020 following a strong sales performance in late-2020."

"Toyota was the best-selling brand for the 18th consecutive year, with total deliveries of 204,801 vehicles – just 975 short of the previous year.

In fact, Toyota’s sales in late-2020 were so strong that Toyota Australia recorded a fourth-quarter total of 66,179 vehicles, a gain of 29.1 per cent over the same period in 2019."


Click image to enlarge




https://www.unsealed4x4.com.au/toyota-hand...-payments/
Post #879247 18th Jan 2021 6:45am
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zilch



Member Since: 11 Sep 2019
Location: Whitsundays & Sydney
Posts: 820

Australia 
Toyota and Nissan pretty much has the SUV and UTE market sewn up in Australia, with a few
other players pushing in niche areas, such as the Ford Ranger/Raptor doing well. They have an
extensive dealer network as well that LR cannot compete with. Speaking to my dealer last Friday
he confirmed all they seem to have is custom factory orders, which is busy, but they have no stock available
In their biggest sellers RRS, Evoque, DIsco Sport, they are not expecting any inventory of those
Models at least now until April. I truly believe 🇦🇺 is not high on LR’s list of priorities.

What J mentions in regard to people planning for domestic road trips in 🇦🇺 is borne out by the lead times and
order books for off road campers/hybrids/caravans , orders according to many suppliers are at least 40% up
compared to precovid times.. yet another pommie bar steward down under

MY20 110 P400 SE Defender
MY10 3.0 RR Sport
Post #879253 18th Jan 2021 8:22am
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Supacat



Member Since: 16 Oct 2012
Location: West Yorkshire
Posts: 11018

United Kingdom 2013 Defender 110 Puma 2.2 XS DCPU Keswick Green
Yes, I think Andrew PW has commented on the domestic market there, and how busy certain camp sites have been whilst he's been travelling around.

Your market is dominated by Toyota :

Click image to enlarge


Click image to enlarge


But then they do better in JLR's backyard also:


Click image to enlarge


Model wise, Ford have done well resisting a Pacific rim clean sweep & Europe exported more convicts over 100 years ago than cars today:


Click image to enlarge
Post #879268 18th Jan 2021 9:20am
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Hwalker164



Member Since: 11 Jun 2020
Location: Melbourne
Posts: 20

Australia 
Yes i dont think the Defender will bring any new customers to JLR that wouldnt have already been looking , Sad really they have just created a vehicle to take sales from themselves , also not think Australia is an important market is a big failure on JLR part as for Toyota and other SUV mfg Australia is one of the most important markets

Supacat wrote:
Simon Audi wrote:
I think its too closely matched price wise to the Disco 5 and RR Sport

Should have found itself maybe 5 to 10K less than same spec D5 - not the same price...


It's interesting to look at D5 sales.

Up to Dec 2019 they were averaging 3,745 per month, from January 2020 they have been averaging 1,904.

In the quarter the new Defender started sales the average was 1,480 per month.

It seems many potential D5 buyers have swapped horses. Anecdotally, that would be backed up by numerous posts from buyers on here.

The new Defender was designed as a conquest vehicle - it was meant to pull new owners into the brand. At present, it just looks like it's cannibalising sales from within.
Post #879856 21st Jan 2021 5:17am
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zilch



Member Since: 11 Sep 2019
Location: Whitsundays & Sydney
Posts: 820

Australia 
i reckon H it will be more about customer retention or claw back in OZ, especially D3/4 owners who could not
make the leap to the D5.. bring them back in the fold possibly.. I think the majority of us that bought or are
buying the new Defender are just green oval junkies Laughing yet another pommie bar steward down under

MY20 110 P400 SE Defender
MY10 3.0 RR Sport
Post #879863 21st Jan 2021 7:18am
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Hwalker164



Member Since: 11 Jun 2020
Location: Melbourne
Posts: 20

Australia 
yep take the Land Cruiser 200 series , that has been selling so well and bringing new people to the SUV market , Land Rover you need to be bringing new people to the market and sadly the Defender isnt that. You can buy a 200 Series off the lot easily there is not the complexities of spec like Landrover.

Hwalker164 wrote:
Yes i dont think the Defender will bring any new customers to JLR that wouldnt have already been looking , Sad really they have just created a vehicle to take sales from themselves , also not think Australia is an important market is a big failure on JLR part as for Toyota and other SUV mfg Australia is one of the most important markets

Supacat wrote:
Simon Audi wrote:
I think its too closely matched price wise to the Disco 5 and RR Sport

Should have found itself maybe 5 to 10K less than same spec D5 - not the same price...


It's interesting to look at D5 sales.

Up to Dec 2019 they were averaging 3,745 per month, from January 2020 they have been averaging 1,904.

In the quarter the new Defender started sales the average was 1,480 per month.

It seems many potential D5 buyers have swapped horses. Anecdotally, that would be backed up by numerous posts from buyers on here.

The new Defender was designed as a conquest vehicle - it was meant to pull new owners into the brand. At present, it just looks like it's cannibalising sales from within.
Post #879864 21st Jan 2021 7:28am
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Supacat



Member Since: 16 Oct 2012
Location: West Yorkshire
Posts: 11018

United Kingdom 2013 Defender 110 Puma 2.2 XS DCPU Keswick Green
Latest from JLR:


Click image to enlarge


I have absolutely no idea what "Order bank" means or where these figures fit in relation to previous statements in June 2020(?) that the order bank was 22,000?
Post #882566 2nd Feb 2021 10:29am
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Tim in Scotland



Member Since: 23 May 2007
Location: The Land that time forgot
Posts: 3753

 
IIRC the order bank is the orders taken by dealers that have a deposit paid on them and a contract to buy signed, it includes cars that dealers order for stock. Pangea Green D250 90 HSE with Air Suspension, Off-road Pack, Towing Pack, Black Contrast roof , rear recovery eyes, Front bash plate, Classic flaps all round, extended wheel arch kit and a few bits from PowerfulUK Expel Clear Gloss PPF to come
2020 D240 1st Edition in Pangea Green with Acorn interior. Now gone - old faithful, no mechanical issues whatsoever ever but the leaks and rattles all over the place won’t be missed!
Post #882592 2nd Feb 2021 11:38am
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Grenadier



Member Since: 23 Jul 2014
Location: The foot of Mont Blanc...
Posts: 5850

France 2011 Defender 110 Puma 2.4 DCPU Corris Grey
Supacat wrote:
Latest from JLR:


Click image to enlarge


I have absolutely no idea what "Order bank" means or where these figures fit in relation to previous statements in June 2020(?) that the order bank was 22,000?


Would be interesting to see how those figures dovetail with the year-on-year orderbank for the D5 or the couple of other models floating around the Def pricepoint. Monsieur Le Grenadier

I've not been everywhere, but it's on my list.....

2011 Puma 110DC - Corris Grey
Post #882635 2nd Feb 2021 1:37pm
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discomog



Member Since: 09 May 2015
Location: Notts/Lincs Border
Posts: 2531

United Kingdom 2015 Defender 90 Puma 2.2 XS CSW Santorini Black
I've just spoken to a friend that has a dealership (not JLR) and his understanding of order bank is exactly as interpreted by Tim, so basically customer orders and stock orders.

I personally know three guys that have taken delivery of their new L663, all have been long time customers of JLR, moving from a D5, a RRS and FFRR. Defender 90XS SW
Mini Countryman Cooper S
Morgan Plus 8
Post #882636 2nd Feb 2021 1:42pm
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Grenadier



Member Since: 23 Jul 2014
Location: The foot of Mont Blanc...
Posts: 5850

France 2011 Defender 110 Puma 2.4 DCPU Corris Grey
That's where Brand loyalty on the one hand is great, but on the other hand can be it's own worst enemy if models so heavy cross-pollinate.

The Évoque sold like hot cakes because it was new, unique in the market and would generally not steal from other LR models, bar a few Freelander owners wanting something a little more chi-chi. Defender doesn't seem to offer anything entirely new, nor does it target non JLR buyers particularly well, mainly through its pricing. It might have dragged over a few Toyota LC or Nissan PF buyers had it been 20% cheaper, but none of the truck/utility buyers. So it's reliant on SUV sales, and brand loyalty means it will be hard to drag a G Class or Q7 owner over from their respective brands to something that for day to day use, is not remarkably different or better. Where it is remarkably better, Off Road, would not be high on the list of priorities for those types of buyer.

What is interesting is that I'm seeing so many more comfort spec utility trucks out there (Ford Raptor, VW Amarok, Merc X, Nissan Navara etc) in what seems to be a real trend towards 'Sports - Utilty' (in the real sense of the term) vehicles, that there would have absolutely been a market for a cheaper and more utilitarian buyer without crossing into Disco or RRS territory and poaching their buyers. A completely new buyer, or indeed a previous Defender owner. Missed a trick.... Monsieur Le Grenadier

I've not been everywhere, but it's on my list.....

2011 Puma 110DC - Corris Grey
Post #882659 2nd Feb 2021 3:15pm
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Supacat



Member Since: 16 Oct 2012
Location: West Yorkshire
Posts: 11018

United Kingdom 2013 Defender 110 Puma 2.2 XS DCPU Keswick Green
Yes that would be an easy understanding, however, I cannot reconcile the graphic with any previous statement, either made directly by JLR, or as reported. As an example:

"JLR has delivered more than 9,800 units of its Defender SUV in Q2 alone and has an order book of over 35,000 units."
https://www.livemint.com/companies/news/jl...77315.html

"JLR’s order book of just 22,000 vehicles, disclosed in its results last Monday, left analysts underwhelmed."

"Despite being configured online 1.6m times by enthusiasts, only 11,000 customer orders have been placed for the car so far, with a further 11,000 test-drive cars ordered by dealers, according to JLR’s annual results."

https://www.ft.com/content/c90cc60e-9bd3-4d9c-8a0c-0fcedfe8426c
Post #882660 2nd Feb 2021 3:19pm
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Supacat



Member Since: 16 Oct 2012
Location: West Yorkshire
Posts: 11018

United Kingdom 2013 Defender 110 Puma 2.2 XS DCPU Keswick Green
Grenadier wrote:

Would be interesting to see how those figures dovetail with the year-on-year orderbank for the D5 or the couple of other models floating around the Def pricepoint.


Not order bank, but actual D5 sales:

Up to Dec 2019 they were averaging 3,745 per month, from January 2020 they have been averaging 1,904.

In the quarter the new Defender started sales the average was 1,480 per month.
Post #882665 2nd Feb 2021 3:26pm
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Pacha



Member Since: 23 Feb 2020
Location: North Yorkshire
Posts: 772

United Kingdom 2008 Defender 90 Puma 2.4 HT Stornoway Grey
Post #882800 2nd Feb 2021 10:42pm
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