European car sales analysis June 2020 – brands

The recovery of the European passenger car market continues its V-shaped recovery in June 2020, going from -74.1% in April to -55.3% in May and now -24% in June, to 1.12 million deliveries. This also means June is the biggest month of 2020 so far in terms of absolute new vehicle registrations. All signs are indicating an almost flat July score, which would end the recession for now, unless a new wave of infections and subsequent lockdowns throws sand in the engine once again. All but one of the European markets were in decline, with the only exception France (+1.2%) thanks to generous incentives on low emission vehicles introduced in the beginning of June. The other major markets Spain (-36.7%), UK (-34.9%), Germany (-32.3%) and Italy (-23.1%) all showed large declines. As a result of this, France was the biggest market in Europe in June. Its 233,814 registrations trumped Germany’s 220,272 registrations and UK’s 145,377. It also gave France a share of 20.8% of the total European market, up from 15.6% last year and a reason for the relative strength in the ranking for models that are popular in this market, most notably the French brands. Other relatively strong markets were Belgium (-1.8%), Czech Republic (-5.2%) and Slovenia (-5.8%).

Sales of car models (hatchback, sedan, stationwagon, coupe and convertible) are down 25.5% to 54% share, crossover and SUV sales are down 19.5% to top 40.1% share, and MPV sales down 42.6% to 5.9% share. Within these figures, EVs and PHEVs are up by an impressive 95% to around 93,000 sales, giving plug-in vehicles a share of 8.2% of the European car market (4.4% for pure EVs alone). The Year-To-Date share of plug-ins now stands at 7.9%, more than double last year’s 3.6%.

The overall European passenger car market is down 37.9% to 5.17 million registrations in the first half of 2020, a loss of 3.15 million car sales due to coronavirus.

June 2020 Manufacturers

The top-8 manufacturers all fall between -21% and -30%, a significant improvement on last month’s -50% to -60% bandwidth, while the only manufacturers to show an increase in deliveries are Geely Group at +2.8% and more impressively SAIC Motor which more than doubles its sales year over year. Next best performer in the top-10 is Toyota Motor at -15.5%, closing in on Daimler AG and FCA, the latter of which it has already passed YTD. Despite a relative strength of the French market, PSA Group is the biggest loser among top-10 manufacturers. Its 29.3% loss drops it behind Renault-Nissan (-21.1%). BMW overtakes Hyundai-Kia in the year-to-date ranking, while Ford Motor Company leapfrogs Toyota.

Group Jun-20 Jun-19 change YTD 2020 YTD 2019 change
1 Volkswagen Group 269.884 362.989 -25,6% 1.317.477 2.018.915 -34,7%
2 Renault-Nissan 183.448 232.588 -21,1% 705.189 1.190.198 -40,8%
3 PSA 167.227 236.547 -29,3% 766.602 1.366.631 -43,9%
4 BMW AG 73.525 99.877 -26,4% 358.528 534.939 -33,0%
5 Hyundai-Kia 69.838 91.305 -23,5% 357.168 535.997 -33,4%
6 Ford Motor Comp. 66.000 87.930 -24,9% 299.916 524.459 -42,8%
7 Daimler AG 63.769 82.461 -22,7% 305.335 507.278 -39,8%
8 Fiat-Chrysler Automobiles 63.231 87.880 -28,0% 284.767 527.654 -46,0%
9 Toyota Motor 62.348 73.757 -15,5% 296.352 407.224 -27,2%
10 Geely Group 30.183 29.367 2,8% 126.349 173.230 -27,1%
11 Suzuki 16.996 23.683 -28,2% 70.128 134.065 -47,7%
12 Tata Motors 12.956 18.490 -29,9% 74.369 123.756 -39,9%
13 Mazda 11.647 21.116 -44,8% 59.197 121.631 -51,3%
14 Tesla Motors 8.229 14.105 -41,7% 37.504 45.223 -17,1%
15 Honda 6.107 9.736 -37,3% 32.765 67.040 -51,1%
16 SAIC 2.290 1.078 112,4% 7.983 6.287 27,0%
17 Subaru Corp. 1.515 2.277 -33,5% 8.068 15.104 -46,6%
18 Mahindra & Mahindra 1.044 1.181 -11,6% 4.723 7.650 -38,3%
19 Aston Martin 130 214 -39,3% 676 1.394 -51,5%
20 General Motors 22 395 -94,4% 98 1.893 -94,8%

June 2020 Brands

In the brands ranking, the pain is also shared relatively equally among the top players, as the top-12 brands all fall between -12% and -29%, with Skoda as the best berformer and Volkswagen hit the hardest. But that’s only because Opel/Vauxhall has fallen out of the top-12 from last year’s #5 position, due to a loss of 47.9%. This is also the reason for PSA’s weak showing, as Peugeot (-16.2%) and Citroën (-23%) both outpace the market. Other weak brands are Smart (-83.2%), Jaguar (-46.0%), Mazda (-44.8%), Tesla (-41.7%) and Maserati (-41.6%). Smart is suffering from ending production of internal combustion engine models while Tesla is hampered by supply issues after factory closures in California.

Brands scoring well in June are SAIC MG (+112.4%), Porsche (+7.8%), Ferrari (+6%), Volvo (+2.8%) and Lexus (-1.4%).

Brand Jun-20 Jun-19 change 2020 share 2019 share
1 Volkswagen 117.813 165.181 -28,7% 10,6% 11,2%
2 Renault 106.401 126.545 -15,9% 9,6% 8,6%
3 Peugeot 74.869 89.334 -16,2% 6,7% 6,0%
4 Ford 66.000 87.930 -24,9% 5,9% 6,0%
5 Mercedes-Benz 62.283 73.603 -15,4% 5,6% 5,0%
6 Skoda 58.966 67.568 -12,7% 5,3% 4,6%
7 Toyota 57.837 69.182 -16,4% 5,2% 4,7%
8 BMW 57.248 77.815 -26,4% 5,2% 5,3%
9 Audi 52.078 71.174 -26,8% 4,7% 4,8%
10 Citroën 46.391 60.275 -23,0% 4,2% 4,1%
11 Fiat 45.005 60.875 -26,1% 4,1% 4,1%
12 Dacia 43.026 57.845 -25,6% 3,9% 3,9%
13 Opel/Vauxhall 42.094 80.801 -47,9% 3,8% 5,5%
14 Kia 35.842 43.963 -18,5% 3,2% 3,0%
15 Hyundai 33.996 47.342 -28,2% 3,1% 3,2%
16 Seat 33.185 51.762 -35,9% 3,0% 3,5%
17 Volvo 30.111 29.293 2,8% 2,7% 2,0%
18 Nissan 23.639 34.147 -30,8% 2,1% 2,3%
19 Suzuki 16.996 23.683 -28,2% 1,5% 1,6%
20 Mini 16.231 22.013 -26,3% 1,5% 1,5%
21 Mazda 11.647 21.116 -44,8% 1,0% 1,4%
22 Jeep 10.553 16.263 -35,1% 1,0% 1,1%
23 Mitsubishi 9.905 12.992 -23,8% 0,9% 0,9%
24 Land Rover 9.431 11.935 -21,0% 0,8% 0,8%
25 Tesla 8.229 14.105 -41,7% 0,7% 1,0%
26 Porsche 7.353 6.823 7,8% 0,7% 0,5%
27 Honda 6.107 9.736 -37,3% 0,5% 0,7%
28 Lexus 4.511 4.575 -1,4% 0,4% 0,3%
29 DS 3.873 6.137 -36,9% 0,3% 0,4%
30 Jaguar 3.525 6.555 -46,2% 0,3% 0,4%
31 Lancia 3.508 4.351 -19,4% 0,3% 0,3%
32 Alfa Romeo 3.211 5.207 -38,3% 0,3% 0,4%
33 SAIC MG 2.290 1.078 112,4% 0,2% 0,1%
34 Subaru 1.515 2.277 -33,5% 0,1% 0,2%
35 Smart 1.486 8.858 -83,2% 0,1% 0,6%
36 SSangYong 932 1.088 -14,3% 0,1% 0,1%
37 Ferrari 423 399 6,0% 0,0% 0,0%
38 Lada 337 417 -19,2% 0,0% 0,0%
39 Maserati 327 560 -41,6% 0,0% 0,0%
40 DR Motor 308 261 18,0% 0,0% 0,0%
41 Bentley 238 219 8,7% 0,0% 0,0%
42 Lamborghini 201 234 -14,1% 0,0% 0,0%
43 Alpine 137 380 -63,9% 0,0% 0,0%
44 Aston Martin 130 214 -39,3% 0,0% 0,0%
45 Mahindra 112 93 20,4% 0,0% 0,0%
46 Dodge 104 118 -11,9% 0,0% 0,0%
47 Rolls Royce 46 49 -6,1% 0,0% 0,0%
48 Great Wall 45 2 2150,0% 0,0% 0,0%
49 Lotus 35 74 -52,7% 0,0% 0,0%
50 Geely 30 0 +++ 0,0% 0,0%
51 Chevrolet 14 333 -95,8% 0,0% 0,0%
52 Chrysler 8 6 33,3% 0,0% 0,0%
53 Polestar 7 0 New 0,0% 0,0%
54 Cadillac 6 61 -90,2% 0,0% 0,0%
55 Bugatti 5 6 -16,7% 0,0% 0,0%
56 Infiniti 3 262 -98,9% 0,0% 0,0%

European car sales statistics are from the following countries: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, United Kingdom. They exclude vehicles registered as commercial vehicles. Source: ANDC, JATO Dynamics

  1. Stunning fact: despite being one of the hardest hit in H1 2020 precent-wise, PSA was able to reel in a profit. And a substantial one to boot: $500 mio. Even the worst performer among PSA brands – Opel/Vauxhall at minus 45% – made €110 mio profit.

    One of the very few other EU carmakers in the black was Skoda.

  2. Seems crossover share crossed 40% for the 1st time. MPV/MUV whatever acronym we call, they are still 2 box type (1-bonnet, 2-passenger/cargo combo) 5 door vehicles like crossovers. So called minivans with sliding doors will soon be replaced by regular doors which motorized opening/closing.

    In USA, the crossovers have 50% market share and is close to 45% in China. New trend is that the height of wagons are raised by few mm to classify it as crossover. Ford Fusion sedan/saloon is discontinued and a new Fusion Active crossover will be introduced soon in its place.

  3. What happened to Smart with its sales diving 83%. Is MB washing its hands off. Its too small a car. May be they dump the For-2 actively promote For-4.

  4. Instead of designing a sedan/saloon and adding a 5th door, extending the roof to the end and calling it a wagon, the automakers can just take the crossover, make it short by few mm and sell it as
    efficient (because of higher fuel efficiency)
    or economy (being affordable)
    or fast (faster which lower height).
    This will be an easier exercise for automakers and still these vehicles can be called crossovers.

    But every model needs a distinct name so that it has its own identity and easy to sell it again by a customer.

    Eventually there will be only 3 vehicle types.
    5 door crossover
    4 door sedan/saloon
    2 door coupe

  5. With Nissan reorganising in Europa, Mitsubishi putting the ‘old continent’ on hold, I wonder when Honda is going to pull the plug. They are losing sales, share and dealerships for years now. Don’t think 100.000 sales is enough for Honda Europe to stay competitive when they still have to rely on the Jazz instead of the HR-V which should be doing better considering the concept.

    Same goes for Subaru of course. A brand relying on crossovers/SUVs like the XV and Forester, but clearly Europeans prefer modern alternatives.

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