European car sales analysis October 2020 – brands

The European passenger car market is back into negative territory in October after a brief and small increase in September. As showrooms across Europe are closing again due to second wave lockdowns, new car deliveries hit another road bump. A 7.5% decrease to 1.13 million deliveries bring the year-to-date figure to 9.78 million, down 25.9%. Among the five major EU markets, deliveries fell markedly in Spain (-21%) while more moderate decreases were observed in France (-9.5%) and Germany (-3.6%). In the UK and Italy, on the other hand, demand remained almost unchanged at -1.6% and -0.2% respectively.

Sales of car models (hatchback, sedan, stationwagon, coupe and convertible) are down 8.4% to 53.5% share. Crossover and SUV sales are down 7.5% to 40.3% share, and MPV sales are down 15.2% to 6.2% share. Within these figures, EVs and PHEVs are up 195% to around 147,000 registrations in October. EVs were up 192% to over 73,000 deliveries and PHEVs were up 198% to hit a new volume record at over 73,000 deliveries as well. The share of plug-in cars stood at 13% in September (6.5% for pure EVs alone). The year-to-date share of EVs and PHEVs now stands at 9.5% (5.1% for EVs).

October 2020 Manufacturers

After scoring big in September, Volkswagen Group trails the market with an 8.1% loss, while PSA beats the market for the first time this year at -5.8%. Renault-Nissan is down 9%, a similar decline as Hyundai-Kia in 5th place, who are outsold this month by Daimler AG, down 6.1%. BMW has dropped behind the South-Koreans by just 500 sales and is the second biggest loser in the top-10 with a loss of 10.6%. Fiat-Chrysler Automobiles is the best performer in the top-10 and one of only two manufacturers to increase their sales on October 2019. The Italian-Americans manage to outsell Toyota Motor Company. Ford Motor is the biggest loser at -23.3% the Americans fall to 9th place. Geely Group gains 5.5% and Suzuki gains 7.5% to leapfrog Mazda and Tata Motors, both of which are in great difficulty this month with large double digit declines. Honda does slightly worse than the overall market which is an improvement earlier this year, while Subaru continues to lose whatever market share it still has in Europe. SAIC Motor triples its sales while Tesla is still harmed by earlier production interruptions in California. A ship with Chinese-made Model 3’s will arrive in Europe before the end of the year, which could give them an end-of-year rally.

Group Oct-20 Oct-19 change YTD 2020 YTD 2019 change
1 Volkswagen Group 282.226 307.166 -8,1% 2.448.908 3.223.392 -24,0%
2 PSA 173.256 183.859 -5,8% 1.420.309 2.123.469 -33,1%
3 Renault-Nissan 149.485 164.200 -9,0% 1.314.100 1.834.368 -28,4%
4 Daimler AG 80.146 85.388 -6,1% 607.941 841.211 -27,7%
5 Hyundai-Kia 78.334 86.028 -8,9% 700.083 880.087 -20,5%
6 BMW AG 77.812 87.074 -10,6% 681.114 858.395 -20,7%
7 Fiat-Chrysler Automobiles 69.330 65.679 5,6% 551.379 786.934 -29,9%
8 Toyota Motor 62.857 66.227 -5,1% 560.164 668.272 -16,2%
9 Ford Motor Comp. 61.325 79.962 -23,3% 578.494 834.564 -30,7%
10 Geely Group 29.401 27.856 5,5% 235.123 277.244 -15,2%
11 Suzuki 17.965 16.718 7,5% 140.697 218.607 -35,6%
12 Mazda 14.384 21.629 -33,5% 119.659 200.767 -40,4%
13 Tata Motors 12.968 17.223 -24,7% 131.534 192.221 -31,6%
14 Honda 7.544 8.186 -7,8% 67.596 104.536 -35,3%
15 SAIC 2.581 841 206,9% 18.949 10.201 85,8%
16 Subaru Corp. 1.875 2.182 -14,1% 15.287 23.876 -36,0%
17 Tesla Motors 1.468 2.512 -41,6% 66.058 78.501 -15,9%
18 Mahindra & Mahindra 1.024 925 10,7% 9.355 11.756 -20,4%
19 Aston Martin 135 131 3,1% 1.293 2.098 -38,4%
20 General Motors 60 95 -36,8% 256 2.866 -91,1%

October 2020 Brands

In the brands ranking, Volkswagen loses market 1.3 percentage points of market share and is the second-biggest loser in the top-20 after Ford. Renault, Peugeot and Mercedes-Benz all gain share despite small declines in sales, but Ford falls to 5th place, just ahead of Audi and BMW. Audi is the big winner in the top-30 with sales up 16.4% on last year, moving ahead of its Munich rival. Fiat is the only other brand in the top-15 with more deliveries in October 2020 than in 2019, but still trails Skoda and Toyota by 10,000 sales as both those brands beat the market with small declines. As already mentioned last month, the worst is over for Opel/Vauxhall and it proves that with a 0.5% loss, although it’s still only in 11th place just ahead of stablemate Citroën which loses nearly 12%.

Kia and Dacia slightly outperform the marke and move past Hyundai which is down 12.8%. Volvo is just about stable while Nissan continues to underperform, and probably will do so until the arrival of the new generation Qashqai. Suzuki moves ahead of Mini and Mazda can’t seem to be able to turn its fate around this year. Jeep moves back ahead of Land Rover, Honda outsells Mitsubishi for the second consecutive month and the second time this year. Porsche has enjoyed a few good months, but now is down by double digits for the second month in a row. Smart is the biggest loser in the top-40 with sales down by half. Among smaller brands, DR Motor (+251.9%) and Mahindra (+189.4%) enjoy high growth, while Cadillac is up 250% to 35 sales, possibly helped by the arrival of the XT4 in Europe.

Brand Oct-20 Oct-19 change 2020 share YTD rank 2020 2019 change
1 Volkswagen 121.778 148.454 -18,0% 10,8% 1 1.064.834 1.206.939 -11,8%
2 Renault 79.151 81.469 -2,8% 7,0% 2 663.693 881.219 -24,7%
3 Peugeot 77.090 79.968 -3,6% 6,9% 3 612.966 819.954 -25,2%
4 Mercedes-Benz 76.390 77.836 -1,9% 6,8% 4 589.821 754.869 -21,9%
5 Ford 61.322 79.961 -23,3% 5,5% 5 578.489 834.560 -30,7%
6 Audi 60.731 52.168 16,4% 5,4% 9 493.126 628.526 -21,5%
7 BMW 60.575 69.692 -13,1% 5,4% 6 539.725 678.413 -20,4%
8 Skoda 59.489 60.755 -2,1% 5,3% 8 521.161 508.559 2,5%
9 Toyota 58.798 61.694 -4,7% 5,2% 7 521.672 621.942 -16,1%
10 Fiat 48.223 44.616 8,1% 4,3% 10 385.700 540.038 -28,6%
11 Opel/Vauxhall 47.911 48.175 -0,5% 4,3% 16 268.502 719.514 -62,7%
12 Citroën 44.417 50.438 -11,9% 3,9% 15 284.784 541.236 -47,4%
13 Kia 39.649 41.680 -4,9% 3,5% 11 356.574 420.190 -15,1%
14 Dacia 38.856 41.859 -7,2% 3,5% 13 322.825 483.424 -33,2%
15 Hyundai 38.685 44.348 -12,8% 3,4% 12 343.509 459.897 -25,3%
16 Seat 33.158 36.725 -9,7% 2,9% 14 307.530 429.315 -28,4%
17 Volvo 27.914 27.807 0,4% 2,5% 18 229.924 276.681 -16,9%
18 Nissan 24.265 28.625 -15,2% 2,2% 17 235.576 218.125 8,0%
19 Suzuki 17.965 16.718 7,5% 1,6% 20 140.697 218.607 -35,6%
20 Mini 17.195 17.312 -0,7% 1,5% 19 140.901 179.305 -21,4%
21 Mazda 14.384 21.629 -33,5% 1,3% 21 119.659 200.767 -40,4%
22 Jeep 12.107 11.074 9,3% 1,1% 22 95.520 140.000 -31,8%
23 Land Rover 9.655 11.830 -18,4% 0,9% 23 93.361 125.313 -25,5%
24 Honda 7.544 8.186 -7,8% 0,7% 25 67.596 104.536 -35,3%
25 Mitsubishi 7.088 11.679 -39,3% 0,6% 24 88.783 124.205 -28,5%
26 Porsche 6.594 8.707 -24,3% 0,6% 27 57.641 62.638 -8,0%
27 Lancia 4.729 4.863 -2,8% 0,4% 31 34.109 50.572 -32,6%
28 Lexus 4.059 4.533 -10,5% 0,4% 28 38.492 46.330 -16,9%
29 DS 3.838 5.278 -27,3% 0,3% 30 34.798 42.765 -18,6%
30 Smart 3.756 7.552 -50,3% 0,3% 34 18.120 86.342 -79,0%
31 Alfa Romeo 3.444 4.235 -18,7% 0,3% 32 27.880 46.036 -39,4%
32 Jaguar 3.313 5.393 -38,6% 0,3% 29 38.173 66.908 -42,9%
33 SAIC MG 2.581 841 206,9% 0,2% 33 18.949 10.201 85,8%
34 Subaru 1.875 2.182 -14,1% 0,2% 35 15.287 23.876 -36,0%
35 Tesla 1.468 2.512 -41,6% 0,1% 26 66.058 78.501 -15,9%
36 Polestar 1.417 #DIV/0! 0,1% 37 4.702 0 #DIV/0!
37 SSangYong 888 878 1,1% 0,1% 36 8.303 10.831 -23,3%
38 DR Motor 475 135 251,9% 0,0% 40 2.636 3.129 -15,8%
39 Ferrari 304 300 1,3% 0,0% 38 2.930 3.307 -11,4%
40 Maserati 299 408 -26,7% 0,0% 39 2.647 4.873 -45,7%
41 Bentley 253 229 10,5% 0,0% 41 2.496 2.766 -9,8%
42 Lamborghini 189 117 61,5% 0,0% 43 1.684 1.944 -13,4%
43 Mahindra 136 47 189,4% 0,0% 45 1.052 925 13,7%
44 Aston Martin 135 131 3,1% 0,0% 44 1.293 2.098 -38,4%
45 Dodge 129 112 15,2% 0,0% 47 889 1.089 -18,4%
46 Alpine 82 167 -50,9% 0,0% 46 956 3.716 -74,3%
47 Lotus 69 43 60,5% 0,0% 48 798 480 66,3%
48 Lada 43 278 -84,5% 0,0% 42 1.944 4.612 -57,8%
49 Rolls Royce 42 70 -40,0% 0,0% 49 488 677 -27,9%
50 Cadillac 35 10 250,0% 0,0% 52 76 595 -87,2%
51 Chevrolet 24 83 -71,1% 0,0% 51 174 2.261 -92,3%
52 Great Wall 18 17 5,9% 0,0% 50 304 66 360,6%
53 Chrysler 6 5 20,0% 0,0% 53 71 101 -29,7%
54 Geely 1 6 -83,3% 0,0% 54 68 83 -18,1%

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