 | Home > General & Technical (L663) > Global Retail Sales & UK Registrations up to FY2022 Q3 |
 
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| lohr500 Member Since: 14 Sep 2014 Location: Skipton Posts: 1317   
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@Stuff : I almost agree with you completely.
But if it ever makes it to production, perhaps the Defender 130 will be a worthy replacement for D4. Trouble is, I suspect the price will be ridiculously high and out of the reach of most families who enjoyed their D3/D4 experience. |
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8th Jun 2021 6:43pm |
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| Supacat Member Since: 16 Oct 2012 Location: West Yorkshire Posts: 11018 
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 Click image to enlarge New Defender closely pipped into 2nd place by Evoque. It's best quarterly sales performance since launch. What's most interesting is that the absolute sales is only just above the previous Q4 (16,963) but what has happened is other models around it have sold less. It's worth noting that these lower sales of other models may be the effects of material shortages coming into play and JLR, as it has always stated maintaining supply to those models that make it the most money. If wholesale sales are roughly equated with production, then you can see how the lower value models have had production drastically cut. Discovery sales continue to be the lowest performing. Click image to enlarge Relative sales of each model since new Defender launch. There appears to be two clear clusters: 1 - Evoque RRS & Disco Sport 2 - Full fat RR, New Defender & Velar With Discovery very much bringing up the rear. Click image to enlarge Cumulative difference between retail and wholesales drops again, perhaps more sales from stock as people don't want to wait for personal orders? Click image to enlarge There's a few assumptions in this but...it's looks like it's going to take until January 2022 before JLR recover the volume of "lost" sales from not having the new Defender in production before the old one ceased. |
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8th Jul 2021 12:54pm |
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| Supacat Member Since: 16 Oct 2012 Location: West Yorkshire Posts: 11018
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Click image to enlarge Car Industry Analysis (@lovecarindustry) Tweeted: Global 2020: the #JeepWrangler continued to be the most popular 3-door off-road on the planet. Its sales counted for 80% of a total of 48.5k units made by the entire segment (down by 14%). This segment is due to be shaken this year upon the arrival of the new Ford Bronco. https://t.co/JGXnvQnzGW https://twitter.com/lovecarindustry/status...99463?s=20 And 110: Click image to enlarge Car Industry Analysis (@lovecarindustry) Tweeted: Global 2020: while the market gets ready to be shaken by the arrival of the new #FordBronco, the sales of the 5-door D-SUV off-road fell by 9% to 572,800 units. #JeepWrangler leads thanks to strong presence in 🇺🇸. #ToyotaPrado bases popularity on Mid-East, Africa, South America. https://t.co/anAVWbHwgV https://twitter.com/lovecarindustry/status...70816?s=20 |
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10th Aug 2021 8:15pm |
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| Supacat Member Since: 16 Oct 2012 Location: West Yorkshire Posts: 11018
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"SECOND QUARTER SALES CONSTRAINED BY SEMICONDUCTOR SUPPLY IN LINE WITH GUIDANCE"
Defender tops sales for the quarter for the 1st time. "Retail sales of all models were lower year-on-year with the exception of the new Land Rover Defender, which retailed 16,725 vehicles, up 70.4% year-on-year, making it our bestselling model in the quarter." Interestingly, JLR has not published wholesale figures for the quarter (other than noting Defender wholesales was 14,305); but it seems clear from the figures and JLR's previous comments that production has been heavily skewed towards the models it has the highest margin on. The contrast, year on year, with other models is quite stark, especially so when Q2 normally has the number plate change uplift in the UK: Click image to enlarge Range Rover Sport down 32.1% Range Rover Evoque down 31.9% Discovery Sport down 26.1% Range Rover Velar down 21.1% Range Rover 18.0% Discovery down 12.0% Defender's sales are actually lower than in both of the previous quarters. Click image to enlarge Click image to enlarge Click image to enlarge |
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9th Oct 2021 8:24am |
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| Grenadier Member Since: 23 Jul 2014 Location: The foot of Mont Blanc... Posts: 5829  
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Are these your graphs Supacat? Still wondering at the dent in Discovery (principally) and RRS sales made by the ND, versus completely new buyers.
Also, the Toyota LC 76 has some fairly mighty numbers. It clashes with the point of view of many, notably some in LR, that a properly utilitarian vehicle is no longer in demand in the 21c of super comfy SUVs. And when you add the Wrangler, which whilst not fully utilitarian, is a very good value lifestyle off roader, (and we’ve yet to see what the Bronco will do), it shows that there is still a large market for vehicles that are not as complicated or as comfortable as the ND. A Defender created in this image could well have sold brilliantly, indeed as well as the ND is selling now, without LR poaching from their own line up, and yet still forging ahead with their other luxury models, maintaining a clear distinction between them. Monsieur Le Grenadier I've not been everywhere, but it's on my list..... 2011 Puma 110DC - Corris Grey |
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10th Oct 2021 7:43am |
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| Supacat Member Since: 16 Oct 2012 Location: West Yorkshire Posts: 11018
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Yes graphs are mine, figures taken from JLR's quarterly figures.
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10th Oct 2021 12:13pm |
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| Supacat Member Since: 16 Oct 2012 Location: West Yorkshire Posts: 11018
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Latest UK Registrations - grand total 9,992 (normal qualification on original dataset):
Click image to enlarge Click image to enlarge Click image to enlarge So that's 26 V8s out there! There's 1,296 hard tops, 64% in base spec, 6% in S spec, 21% SE spec & 9% HSE spec. Split for all new Defenders is 82.85% diesel, 17.15% petrol. MHEVs are 49.07% overall but last quarter was 86.08% & PHEVs are 0.33% with last quarter being 0.42%. |
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29th Oct 2021 12:31pm |
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| TRGRichie Member Since: 03 Mar 2021 Location: Yorkshire Posts: 180
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Wonder what the 90 / 110 split figures are L663 90ht
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29th Oct 2021 3:30pm |
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| pjm-84 Member Since: 12 Apr 2021 Location: Hampshire Posts: 662
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Seems to explain why my P400 XS is unslotted if only 6 have been registered last quarter.
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29th Oct 2021 3:58pm |
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| Tim in Scotland Member Since: 23 May 2007 Location: The Land that time forgot Posts: 3753 
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Also interesting to see they sold so many D240 First Editions in Q2 2021 despite them not having been orderable for nearly a year. 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! |
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29th Oct 2021 4:27pm |
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| Supacat Member Since: 16 Oct 2012 Location: West Yorkshire Posts: 11018
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Remember those photos of rows of quarantined vehicles?
I wonder if with lack of parts to build new ones, they've had resources to go and fix up/rework them? Or maybe they are so low on new parts they decided to raid the spare part kits for First Editions to get completed vehicles out the door? Or the third option I can think of is these vehicles were built 1 or two years ago and held in storage by JLR as there was not the demand for them at the time? I guess the only way of knowing might be to find someone with a newly registered First Edition and see where the VIN number puts production? Last edited by Supacat on 31st Oct 2021 5:50am. Edited 1 time in total |
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29th Oct 2021 5:20pm |
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| Grenadier Member Since: 23 Jul 2014 Location: The foot of Mont Blanc... Posts: 5829
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Where are they are sales vs targets? Monsieur Le Grenadier
I've not been everywhere, but it's on my list..... 2011 Puma 110DC - Corris Grey |
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30th Oct 2021 1:23pm |
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| J77 Member Since: 04 Nov 2019 Location: Fife Posts: 3411 
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£302 million loss
https://www.thisismoney.co.uk/money/market...-loss.html 24MY 90 D250 HSE, Tasman Blue |
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2nd Nov 2021 6:15pm |
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| Supacat Member Since: 16 Oct 2012 Location: West Yorkshire Posts: 11018
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Click image to enlarge Still a little way to go to get back to the "starting line": Click image to enlarge |
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3rd Nov 2021 9:24am |
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