November 2015 U.S. LV Sales Thread: U.S. Automakers on Near-Record Pace

(FINAL) November U.S. LV sales will continue streak of 18 Million-Plus SAARs.

John Sousanis, Director, Information Content

December 1, 2015

4 Min Read
November 2015 U.S. LV Sales Thread: U.S. Automakers on Near-Record Pace


Forecast vs Reported 


WardsAuto forecast LV Sales

 1.33 million

Current projected Novemeber LV Sales

 1.32 million

WardsAuto Forecast LV SAAR   

    18.4 million

Current Projected November LV SAAR

   18.1 million

WardsAuto tracks light-vehicle (LV) deliveries throughout sales reporting day. Monthly year-over-year change represents the change in daily sales rate (DSR).  November had just 23 selling days this year compared with 25 in 2014, meaning DSR % change will be higher than %volume change in year-over-year comparisons this month.

Related Table 

U.S. Light Vehicle Sales Summary table

NOTE: Daimler is expected to report on Dec. 2, 2015. All totals reflect WardsAuto's estimates for Daimler's November deliveries. WardsAuto will repost with actual Daimler results on Dec. 2 when that data is released. 

Overview: U.S. automakers sold 1.32 million light vehicles in November, over 23 selling days compared with 25 for the same-month year-ago. The result equated to an 18.12 million-unit SAAR, marking the first time on record that three consecutive months registered a light-vehicle SAAR of 18 million or higher.


November's results boost the 2015 US LV YTD tally to 15.76 million units, up 5.5% over year-ago. While still a longshot, automakers could set a single-year selling record by posting 1.59 million sales in December (slightly higher than the December 2004 tally of 1.54 million units, which at the time equated to a 17.6 million SAAR.

GM grabbed a 17.4% share of the market, followed by Toyota with 14.4%. Ford, stymied somewhat by lower inventories on popular trucks, finished in the No.3 spot with a 13.9% share. FCA took 13.2% of all sales. Honda (8.8%) and Nissan (8.1%) followed. 

Jaguar Land Rover, sold 7,604 LVs, raising its DSR for the month 68.8%, to lead the industry. Only Volkswagen under-performed year-ago, with daily sales dipping over 18%.

UPDATE 3:05 PM ET: BMW Group reported 36,447 November deliveries of its BMW and Mini-brand light vehicles - a 10% DSR gain over year-ago that pushes the automaker's YTD total to 364,903, up 4.9% over like-year-ago. 

WardsAuto is estimating Daimler - which includes BMW competitor Mercedes-Benz, with a similar year-over-year gain of 10%, which would push the company to just 347,000 units for the year, so far - a 5.5% gain over same-period 2014.

Mazda daily sales were up 16.3% in November, on 22,732 deliveries, lifting the company's year-to-date sales 3.2% over year-ago to 289,890.

UPDATE 1:15 PM ET: Hyundai delivered 60,007 deliveries in November, a remarkable 21.5% uptick in DSR, bring YTD sales within a hair of 700,000 units, up 5.6% over year-ago. Kia jumped 10.12% over like-2014 in November, and was up 6.9% YTD on 571,577 units.

UPDATE 12:20 PM ET: Toyota came in slightly ahead of forecast, delivering 189,517 LVs, lifting its DSR 12.4% over like-year-ago, well above the 4.7% year-to-date growth on 2.26 million vehicles. 

UPDATE 11:30: Ford sold 180,687 light vehicles in November, up 7.8% on daily basis versus same-month year-ago. Inventory issues likely held Ford deliveries somewhat in check as demand for SUVs and other light trucks is on an accelerated upswing. The finale tally was roughly 5% below WardsAuto projections, but brought Ford's YTD sales to 2.3 million, 5.1% over year-ago.

General Motors' sales came in directly in line with forecast, at 229,296, a 10.4% improvement in GM's daily sales rate (DSR), bringing GM's year-to-date sales to 2.8 million, 4.9% over year-ago.

FCA also reported deliveries at forecast levels, selling 174,700 LVs in the month, up 12.1% from year-ago. November pushed FCA year-to-date sales over 2 million units, a 6.8% improvement over the first 11 months of 2014.

Volkswagen brand may be feeling the heat from its ongoing emissions scandal. VW sales were down 18.2% on a daily basis from year-ago on 23,882 units. YTD VW sales are down 4.3%. On the other hand, sister company Audi saw its monthly DSR rise 9.1%, contributing to an 11.7% year-to-date uptick.


About the Author(s)

John Sousanis

Director, Information Content, WardsAuto

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