Tue, Feb. 24, 1:25 PM
- Consumer Reports selects the Tesla Model S as the best overall model with an overall score of 99 on a combined measure of safety, performance, and reliability.
- Though scoring off the charts on performance and equivalent gas mileage, the Model S was only "average" for reliability.
- Other segment winners are listed below.
- Compact car: Subaru Impreza (test score 79).
- Midsize sedan: Subaru Legacy (test score 89).
- Large car: Chevrolet Impala (test score 91).
- Luxury car: Audi A6 (test score 90).
- Green car: Toyota Prius (test score 75).
- Sports sedan: Buick Regal (test score 83).
- Small SUV: Subaru Forester (test score 86).
- Large SUV: Toyota Highlander (test score 84).
- Minivan: Honda Odyssey (test score 84).
- The pickup category was skipped by CR due to the newness of the F-150 and Chevy Colorado launch.
- Automaker stocks: GM, F, TM, HMC, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTCPK:MMTOF, TTM, OTCPK:SZKMY, OTCPK:FUJHY, OTCPK:GELYF, FCAU, OTCPK:NSANY, OTCPK:DDAIF, OTCPK:MZDAY, TSLA.
Mon, Feb. 23, 1:08 PM
- U.S. sales for Ford (NYSE:F) will increase 5.5% Y/Y to 193.5K in February, according to an estimate from TrueCar.com.
- Market share for the automaker is forecast to be 14.9% vs. 15.4% both last month and a year ago.
- Incentive spending -9.3% Y/Y and +2.8% M/M to $2,888 per unit.
- Industry-wide new vehicles sales are expected to rise 8.5% Y/Y during February to 1.2965M
Wed, Feb. 18, 2:09 PM
- JPMorgan sees a bounce in retail sales over the next two quarters as stronger employment rates and lower gas prices underpin demand.
- A screen by JP dug out the 12 stocks which show the largest correlation with headline retail sales growth.
- A dozen to watch in retail: GM, F, COH, SBUX, BWA, DLPH, VFC, IPG, LB, OMC, TSCO, HOG
Tue, Feb. 17, 10:03 AM| 32 Comments
Mon, Feb. 16, 5:17 PM
- Ford (NYSE:F) confirms it's in talks with Tencent (OTCPK:TCEHY) over adding hands-free apps to models in China.
- A partnership which includes Tencent's popular WeChat app (+375M domestic active users) could have high strategic value for the automaker.
- Last summer, GM joint venture Shanghai OnStar launched a limited platform with Tencent.
Sat, Feb. 14, 10:53 AM
- The automobile industry was jolted yesterday by reports on Apple developing its own electric vehicle.
- Though the development has the potential to be disruptive for EV automakers, the impact could be even larger for companies betting on fuel cells if the $740B Cupertino giant takes a strong position in the EV vs. hydrogen debate through a partnership or vehicle introduction.
- Shares of Tesla Motors only showed a mild reaction to the Apple reports yesterday during the regular session and AH trading.
- Toyota is the company out in front on FCV development with the Mirai debuting in many markets this year. The automaker audaciously calls the model the "turning point" in automotive history.
- In regard to Apple, by most appearances, Toyota has been slow-playing the integration of Apple's CarPlay into future platforms.
- Related: The electric vs. hydrogen debate just got interesting (Jan. 15 2015)
- Related: Fuel cell development in Japan to gear up before 2020 Olympics (Jan. 20 2015)
- Related: Millennials have the steering wheel now (Jan. 31 2015)
- Related: Apple car project is for real, and it's a minivan (Feb. 13 2015)
- Automobile industy stocks: GM, F, TM, HMC, OTCPK:NSANY, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTCPK:MMTOF, TTM, OTCPK:SZKMY, OTCPK:FUJHY, OTCPK:GELYF, FCAU, BLDP, KNDI.
Mon, Feb. 9, 9:52 AM
Sun, Feb. 8, 12:24 PM
- Ford (NYSE:F) plans to roll out 6 new models in Russia, according to a German publication.
- "There are no bad times for me to introduce a great new model, even if the economic conditions are difficult," CEO Mark Fields is quoted as saying.
- Car sales growth in Russia is forecast to fall by 18% to 25% this year.
Thu, Feb. 5, 11:40 AM| 12 Comments
Wed, Feb. 4, 3:31 AM
- Ford (NYSE:F) is adding 1,500 workers across four plants to build the new F-150 pickup truck and plans on shifting hundreds of union-represented workers from entry-level wages to the pay veteran plant workers make, in the coming weeks.
- As Ford adds the new workers, it will exceed the quota of employees it can categorize in its second-tier pay bracket, and therefore will need to increase the paychecks of as much as 1% of its hourly workforce.
Tue, Feb. 3, 7:41 PM
- Automakers turned in an impressive U.S. sales tally for January with majors GM, Ford, Fiat Chrysler Automobiles, Honda, and Toyota all with double-digit sales growth.
- The gains weren't top-heavy as Subaru (+24%), Audi (+14%), Mitsubishi Motors (+33%), and even Porsche (+27%) all big gainers.
- Sales of lights trucks and SUVs rose 19.3% during the month, according to Autodesk.
- Average transaction prices were up 5.2% Y/Y on average, estimates Kelley Blue Book. GM and Ford both benefited on their ATP through a higher mix of SUVs and trucks.
- It wasn't a spectacular month for electric vehicle sales with demand for the Nissan Leaf falling off and the Tesla Model S an insignificant factor in the U.S. total.
- High-level automobile execs attributed the strong demand in part to the $2 gas price level seen across the U.S.
- Automaker stocks: GM, F, TM, HMC, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTCPK:MMTOF, TTM, OTCPK:MMTOF, OTCPK:SZKMY, OTCPK:FUJHY, OTCPK:GELYF, FCAU, OTCPK:NSANY, OTCPK:DDAIF.
Tue, Feb. 3, 9:35 AM
- Ford (F +2.6%) took market shares in the U.S. during January as the new F-150 and Mustang drew solid buzz.
- The automaker's tally for retail sales was the best for a January since 2004.
- Lower gas prices at the pump might have been a factor with the strong numbers for the Explorer and Expedition models
- Sales growth by brand: Ford +15.5% to 171,732; Lincoln +10.8% to 6,619.
- Sales growth by model: Ford Focus +53.9% to 18,478; Ford Fusion -4.9% to 19,694; Ford C-MAX -18.2% to 1,160; Ford Mustang +124% to 8,694; Ford F-Series +16.8% to 54,370; Ford Explorer +28.2% to 14,995; Lincoln Navigator +144% to 916, Lincoln MKC (new) 1,602.
- Ford says the new F-150 is averaging only 9 to 10 days on dealer lots.
Tue, Feb. 3, 9:22 AM
Sat, Jan. 31, 10:39 AM
- Automakers need to address the issue of how to sell to millennials, according to data from TrueCar.
- The group is projected to purchase 4.24M vehicles in 2015 to account for close to 25% of the total new car market in the U.S. That's a percentage that will stay on the rise over time.
- A few things to keep in mind about millennials.
- They have an indie spirit that can veer away from dominant brands. Just ask McDonald's or Anheuser-Busch InBev.
- They are early adopters of new technology. Just ask the cable companies.
- They don't take their marching orders from Madison Avenue on what products are on-trend. Just ask Abercrombie & Fitch.
- Millennials are likely to have a lot to say with the critical question on if electric batteries or hydrogen fuel cells (Tesla vs. Toyota) emerge as the dominant alternative energy source for the industry.
- Automaker stocks: GM, F, TM, HMC, OTCPK:NSANY, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTCPK:MMTOF, TTM, OTCPK:MMTOF, OTCPK:SZKMY, OTCPK:FUJHY, OTCPK:GELYF, FCAU.
Thu, Jan. 29, 7:18 AM
- Ford (NYSE:F) reports automotive revenue of $33.8B in Q4 and an operating margin of 2.8%, down 40 bps from a year ago.
- Preparation for the F-150 launch kept production numbers in North American at a moderate level.
- The operating margin rate in South America was -7.6% as high warranty costs and F/X played a factor.
- The automaker trimmed its loss in Europe to $443M on improved volume.
- Ford saw sales in Asia Pacific fall 10.3% to $2.6B with foreign currency translation again a factor.
- The automaker projects industry volume of 17.0M to 17.5M units in the U.S. and 24.5M-26.5M in China.
- F +0.9% premarket.
Thu, Jan. 29, 7:08 AM
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