June 2008 Sales: Toyota - down 11.5% DSR

[AMERICA 123]

Their month to month (MAY 2008 TO JUNE 2008) is one of the lowest and they should christen the next Japanese Defense Force submarine JDF "LEXUS"


***************************

There were 24 selling days this month, compared to 27 selling days last June.

TOYOTA RETAIL SALES
(INCLUDES FLEET & HAWAII)
June, 2008

.............----- CURRENT MONTH --................-- CALENDAR YEAR TO DATE --

.................................................. DSR %....................................DSR %
.......................2008........2007......CHG.. ....2008..........2007.......CHG

YARIS.............8,472........9,155......4.1..... .64,680.......46,522.......39.9
COROLLA.......42,180......36,499.....30.0...194,48 8.....202,221.......-3.2
CAMRY..........41,572.......46,630......0.3....239 ,881.....240,530........0.4
AVALON..........3,165.........5,661...-37.1......24,438.......37,522.....-34.4
PRIUS...........11,765..... 17,756....-25.5......91,440.......94,503........-2.6
SCION xA ............4............770....-99.4...........39..........8,866......-99.6
SCION x..........4,685........5,257.......0.3....25,926. .......18,588.......40.4
SCION tC.........4,155........6,509...-28.2.....23,730.........33,550.....-28.8
SCION xD .......3,026...............0.........-.....16,179................0...........-

TOT TOY DIV.
PASS. CAR..119,024.....128,239.....4.4.......680,802.... ..682,306.....0.4
************************************************** *******

ES..................5,726........7,23.....-10.9.........33,156.......40,398..-17.4
LS..................1,525........2,631...-34.8.........11,554........17,572..-33.8
SC....................154...........391...-55.7...........1,230..........2,096..-40.9
GS.................1,213........2,021...-32.5...........9,059........11,168..-18.4
IS..................4,324........5,182.....-6.1..........26,260.......27,676....-4.5

TOT LEXUS
PASS.CAR...12,942.......17,457....-16.6.........81,259.......98,910..-17.3
************************************************** *******

TOT TOY
PASS.CAR.131,966........ 145,696...1.9........762,061.....781,216....-1.8
************************************************** *******
************************************************** *******


( SUV, TRUCKS + MINIVANS )

SIENNA........8,578...........12,780..-24.5........66,270....73,349.......-9.1
RAV4...........9,597...........14,677..-26.4........71,516....87,124.....-17.4
FJ CRUISER...1,701............4,483..-57.3........16,662....29,754.....-43.6
4RUNNER......2,839............6,256..-48.9........27,121....44,194.....-38.2
HIGHLANDER.6,872..........11,253..-31.3........61,389....64,749.......-4.6
LD CRUISER....324...............167..118.3..........2 ,487......1,245.... 101.1
SEQUOIA .....2,444............1,953....40.8.......16,544.. ...12,849.......29.6

TOT.SUV.....23,777..........38,789..-31.0.....195,719....239,915.....-17.9 ( includes Minivans )
************************************************** *******

4X2 TACO....6,690...........9,212.......-18.3.....47,921.... 54,780....-11.9
4X4 TACO....4,674...........6,123.......-14.1.....36,147.....37,682......-3.4
TOT TACO..11,364.........15,335.......-16.6.....84,068.....92,462......-8.5
TUNDRA......10,238........21,727.......-47.0.....76,516.....82,840......-7.0
TOTAL PU....21,602........37,062.......-34.4...160,584...175,302......-7.8

TOT TOY DIV.
LT TRK..... 53,957...... 88,631.......-31.5...422,573....488,566....-12.9
************************************************** *******


LX..................631.............215.......230. 2.......4,178.......1,545....172.2
GX ................860..........1,848........-47.6.......8,764.....10,506....-16.0
RX...............5,820.........9,349........-30.0......42,510.....49,241....-13.1

TOT LEXUS
LT TRK........7,311........11,412........-27.9......55,452.....61,292......-8.9
************************************************** *******

TOT TOY
LT TRK......61,268.......100,043......-31.1.....478,025...549,858....-12.5
************************************************** *******



TOTTOYDIV172,981.....216,870.....-10.3...1,103,375 1,170,872....-5.1


TOT.LEXUS...20,253........28,869....-21.1.....136,711....160,202...-14.1


TOT TOY.....193,234.......245,739....-11.5...1,240,086...1,331,074 .-6.2

************************************************** *******
************************************************** *******


(OTHER DATA)

MEMO:
DOM. COROLLA..33,632........33,862.......11.7........16 5,067....181,662... -8.5
DOM. CAMRY.....41,038.........40,276.......14.6........ 234,731....198,544...19.0
DOM. PICKUP.....21,602...... .37,062......-34.4........160,584.....175,302...-7.8
DOM. RX.............4,277....... 6,866......-29.9..........29,856......35,398..-15.1

SELLING DAYS.......24...............27.................... ........153..........154



TOYOTA DIV.

IMP.CAR..........41,189.......48,440.........-4.3...........256,566...264,578....-2.4

LEX.IMP.CAR...12,942.......17,457........-16.6............81,259......98,910...-17.3

TOYOTA DIV
NA BLT CARS...77,835......79,799...........9.7..........4 24,236.....417,728......2.2
TOTTOY CAR..131,966....145,696...........1.9...........76 2,061....781,216.....-1.8

TOYOTA DIV. IMPORT
LT TRUCK.........21,333....36,836........-34.8...........179,175....227,066....-20.6
LEXUS IMPORT
LT TRUCK...........3,034.....4,546.........-24.9.............25,596.....25,894......-0.5
TOYOTA DIV NA BUILT
LT TRUCK.........32,624....51,795........-29.1...........243,398....261,500......-6.3
LEXUS NA BUILT
LT TRUCK...........4,277.....6,866.........-29.9.............29,856.....35,398.....-15.1
TOTAL TOYOTA
LT TRUCK........61,268...100,043.........-31.1...........478,025...549,858.....-12.5

SPORT UTILITY
VEHICLES........29,387.....45,718.........-27.7...........234,509...271,453.....-13.0

Memo:

Lexus '
Sport Utility........7,311...... 11,412..... -27.9...........55,452......61,292.......-8.9

SMALL VANS......8,578....... 12,780.......-24.5...........66,270.....73,349.......-9.1
PICKUPS...........21,602........37,062.......-34.4.........160,584....175,302.......-7.8

* NORTH AMERICAN BUILT VEHICLES

COROLLA......... 33,632......33,862..........11.7.........165,067.. .181,662.........-8.5
CAMRY.............41,038.......40,276..........14. 6.........234,731...198,544........19.0
AVALON.............3,165.........5,661.........-37.1..........24,438.....37,522.......-34.4
SIENNA..............8,578.......12,780.........-24.5..........66,270......73,349........-9.1
PICKUP.............21,602.......37,062.........-34.4........160,584...175,302.........-7.8
SEQUOIA............2,444.........1,953..........40 .8..........16,544.....12,849.........29.6
RX.....................4,277.........6,866........ .-29.9..........29,856.....35,398........-15.1
TOTAL............114,736......138,460..........-6.8........697,490....714,626.........-1.8
N.A. VEHICLES %
OF TOTAL..........59.4%........56.3%................. .......56.2%.......53.7%

SELLING DAYS.......24..............27..................... ........153..........154

DSR = DAILY SELLING RATE

[PhishPhood]

Originally Posted by plane

I'm not putting any part of my body in danger from one of your posts.
You never know exactly when the gusher will erupt.

Now, if I had a bomb squad blast wall
and a pair of those titanium robot arms they use to process nuclear waste,
we could probably take care of your problem.

Seasonality is a given and doesn't have anything to do with this. ( of course it does, it's a seasonal industry )

Based on your very own comments, it should be one big sales increase after another after another after another.......( Helloooo seasonality )

You lied to us.
I am so disappointed.

( Children and little girls are easily disappointed like that too. )

I can't believe someone as smart and quick on the uptake as you are would still be stuck on this relatively minor point. It's almost too painful to have to try to explain such a simple concept to one who should understand it intuitively. I guess ya never know.

[Ming]

3 people I work with are on Toyota Prius waiting lists for 6 months. These same 3 could not be convinced by me to check out a GM hybrid. The fuel economy numbers just aren't there in something like, say, the Malibu hybrid. I also told them about the compact car angle -- that if they only own the Prius for a few years, a Cobalt might not be so bad, and they countered with Resale Value...

Then I mentioned the Volt, and they asked, "How much and when?" That killed that discussion.

I want to help GM, but logic keeps getting in the way...

[plane]

Originally Posted by PhishPhood

I can't believe someone as smart and quick on the uptake as you are would still be stuck on this relatively minor point. It's almost too painful to have to try to explain such a simple concept to one who should understand it intuitively. I guess ya never know.

For all your pedantic arm-waving, you are again bereft of both knowledge and sensibility.

Seasonality has nothing to do with this.
Seasonality is a red herring for you to stand behind.
May versus May versus May versus May until the end of time;

What part about that marketing dynamic do you not understand?

Why wasn't May a record "May" sales month for Toyota?
Why wasn't June a record "June" sales month for Toyota?
Why did Toyota lose more marketshare than GM did?

Honestly, I try to bring some reasonable balance to these discussions,
but when you're cranky and hooked up on your Echo/Prius/Corolla fix,
you're sixty feet beyond the deep-end with your Toyota fauning.

Here, maybe this will placate your need for a fix.

[A Clue]

http://yellowbullet.com/forum/showthread.php?t=64150

These guys have a point

[PhishPhood]

Originally Posted by plane

For all your pedantic arm-waving, you are again bereft of both knowledge and sensibility.

Seasonality has nothing to do with this.
Seasonality is a red herring for you to stand behind.
May versus May versus May versus May until the end of time;

What part about that marketing dynamic do you not understand?

Why wasn't May a record "May" sales month for Toyota?
Why wasn't June a record "June" sales month for Toyota?
Why did Toyota lose more marketshare than GM did?

Honestly, I try to bring some reasonable balance to these discussions,
but when you're cranky and hooked up on your Echo/Prius/Corolla fix,
you're sixty feet beyond the deep-end with your Toyota fauning.

Here, maybe this will placate your need for a fix.

To keep your grandstanding to a minimum let's bring this back on target.

OP asked a question about Corolla's in post#6 'Why were Corolla's down 10K units in June?'
I replied about Corolla's in post #11, that was the end of it. This was a mini-aside to the general subject here.

In post #23 you hopped in taking exception to the seasonality issue, which is ludicrous btw.

I never said anything about general sales or general records or any such thing, that's you're imagination or invention. Toyota is a maker of BOF vehicles, it's BOF vehicles are being beaten down in the market like all BOF vehicles are. Nothing surprising here. The NA market is making a massive change in it's buying preferences. Those that don't have BOF vehicles are up generally those that do are down.

[AMERICA 123]

Originally Posted by A Clue

http://yellowbullet.com/forum/showthread.php?t=64150

These guys have a point

First post in your link - quick, what's wrong with it and what situation does it misrepresent - to who's benefit.

June sales..GM smokes Toyota
From Allpar

"Toyota, arguably the world's largest automaker, reported a fall of 11.5% from June 2007 to June 2008 in U.S. sales, adjusted for daily selling rate. While Toyota only fell 10%, due to a slide in truck sales (Tundra fell 34%, FJ Cruiser 50%, 4Runner 40%, RAV4 13%, Sienna 9%), Lexus dropped 20% compared with last June, with trucks falling less than cars. Toyota car sales actually rose 4.4%, led by the Corolla, setting records with a 30% gain and sales of 42,180 cars for the month. Camry was around even with last year, and Yaris edged up 4%. Scion's tC lost 25% of its sales, year to year, while the xB rose 41% (the xA, which sold just 1,300 units in June 2007, was dropped).

GM reported a sales drop of 18.5% from June 2007, with Hummer dropping 59% but the Cobalt rising 22% and Malibu shooting up 73%. The full size vans and crossovers, including the Enclave and Acadia, boomed in sales. (GM does not adjust for the number of sales days.)

Ford sales fell far more, falling 28% with the F-series trucks falling 40%, and Explorers selling roughly half of last June's level. However, the Focus rose 53% in retail (fleet sales dropped as planned), and the company is busily converting truck assembly lines to build its smaller cars.

Honda reported an 11% gain despite lower truck and minivan sales. Honda cleared 142,539 units in June, while GM sold 265,937, Ford sold 174,091 and Toyota sold 193,234 vehicles in the U.S."

[AMERICA 123]

Originally Posted by plane

Seasonality is a given and doesn't have anything to do with this.

Based on your very own comments, it should be one big sales increase after another after another after another.......

Notice the push on the internet.....to use the seasonality 'presentation'.

Gee, I so stupidly ask, why haven't we heard this before ?

Well, of course, the real answer is that in a 'high' season month - bringing this into the presentation could diminish strong, positive numbers and magnify weak performance numbers - with Toyota its always the appearance of the accomplishment.

So, then there are the 'low' seasonal months past to consider - still the same answer - plus, they didn't need it before to minimize anything like the surprising relative weakness of this month.

Notice, that even just last month, seasonal adjusted was not discussed - oh, that's right, that's part of what you've been saying.

[plane]

Originally Posted by PhishPhood

I never said anything about general sales or general records or any such thing, that's you're imagination or invention.

Originally Posted by PhishPhood

What's up with the record sales? Curious isn't it?

Originally Posted by PhishPhood

Our friend will have to self-pleasure himself with post after post of unsubstantiated drivel while sales increase year after year.

Originally Posted by PhishPhood

Fade away? Last month it set the record for the most units ever sold in any month in its history here.

Originally Posted by PhishPhood

...What vehicle in middle of it's 5th year on the market is sold out at record volumes while commanding above sticker prices. That's never happened before.

Don't get all sensitive now;
And where in my post did you see the words "general"?
Seeing you try to mince and deconstruct sentences is so very putrid.

We're just advocating rational balance
instead of obsequious Toyota fauning.
Is that too much to ask?

[AMERICA 123]

Originally Posted by plane

Don't get all sensitive now;
And where in my post did you see the words "general"?
Seeing you try to mince and deconstruct sentences is so very putrid.

We're just advocating rational balance
instead of obsequious Toyota fauning.
Is that too much to ask?

No joke plane, I wish I could turn a phrase or post like that !

Anyway, the next thing that'll happen is people will start using seasonal adjusted for Toyota ('best' looking), and, non seasonally or dsr adjusted for GM ie the 'worst' looking.

"A Clue's" linked post that I put up does something similar - uses dsr adjusted for Toyota and non adjusted for GM.

Sometimes the spin is rather craven in charactor.

[AMERICA 123]

Originally Posted by plane

That is an amazing about-face from one record-setting sales month to the next.
Handled deftly too I might add.

YEP.

This is just part of the story - your comments basically apply to Toyota's ever increasingly larger 'slow down' on a month to month basis for 2008.

Breath taking when compared to even just the industry averages and other numbers that are appropriate - I'll get that in a minute.

One of those 'yardstick' numbers is the overall entire industry number which was;

+ 11.9% APRIL - MAY 2008

- 14.9% MAY - JUNE 2008.

Look at both the numbers and percentages.


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TOYOTA RETAIL SALES
(INCLUDES FLEET & HAWAII)

2008 (APRIL - MAY - JUNE)


..............................APRIL..........MAY.. ...........JUNE

YARIS....................11,434. ......14,397.............8,472
COROLLA/MATRIX...32,435........52,826...........42,180
CAMRY/SOLARA......40,016........51,291...........41,572
AVALON...................4,195..........4,269..... .......3,165
PRIUS...... ..............21757........15,011...........11,765
SCION xA.......................8............... 4...................4
SCION xB.................4,220..........5,351........... .4,465
SCION tC..................4,119.........5,166........... ..4,155
SCION xD... .............2,913.........4,337..............3,02 6

TOTAL TOYOTA
DIV. PASS. CAR.....121,097.....152,652...........119024


ES...........................5,439........6,831... ...........5,726
LS........................... 1,992.......2,115...............1,525
SC..............................217..........216.. ...............154
GS...........................1,568.......1,708.... ...........1,213
IS............................4,550.......5,420... ............4,324

TOTAL LEXUS
PASS. CAR..............13,766......16,290.............12 ,942

TOTAL TOYOTA
PASS. CAR............134,863....168,942...........131,96 6

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SUV, MINIVANS, TRUCKS & CUV


SIENNA.................. ...11,215.....12,178..........8,578
RAV4.................. ......12,773.....14,917..........9,597
FJ CRUISER..................2,682.......2,404........ ..1,701
4RUNNER.....................4,490.......4,286..... .....2,839
HIGHLANDER..............10,008......10,841........ .6,872
LAND CRUISER................473..........473........... .324
SEQUOIA......................2,675.......3,575.... .....2,444
TOTAL SUV.................33,101.....36,496........23,77 7..... ( incorrectly includes Minivans )

************************************************** ***

4X2 TACOMA................8,648.......9,480..........6 690
4X4 TACOMA................6,939.......7,861..........4 674
TOTAL TACOMA...........15,587.....17,341........11364
TUNDRA.....................13,350.....12,144...... ...10238

TOTAL PICKUP............28,937......29,485........21602

TOTAL TOYOTA DIV.
LT TRUCK .................73,253......78,159........53957

LX..............................1,625...........82 7............631
GX................................799........1,394 ............860
RX..............................7,160........8,082 .........5,820

TOTAL LEXUS
LIGHT TRUCK...............9,584......10,303.........7,31 1

TOTAL TOYOTA
LIGHT TRUCK.............82,837......88,462........61,628

TOTAL TOYOTA DIV..194,350.....230,811......172,981

TOTAL LEXUS............23,350......26,593........20,253

TOTAL TOYOTA.......217,700.....257,404.......193,234

% change Toy.......+18.24%.........."?"..........- 24.93%

% change Ind............."?"...........+ 11.9%....- 14.9%

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Note: above is non DSR% ie non adjusted - # selling days provided for other than traditional use.

(SELLING DAYS..............26.............27............... 24)

[AMERICA 123]

Another type of yardstick.

Some interesting segment data.


Segment totals, ranked by Jun unit sales

............Jun2008.....%ChgfromJun'07....YTD2008. ...%ChgfromYTD2007
Cars.......661,048...........-7.9.................3,845,544.............-1.5

Midsize...290,584..........-12.1.................1,773,582.............-2.8
Small......261,877.............6.8................ 1,393,509.............10.6 - notice - the only ytd that's positive
Luxury.....98,227...........-21.6...................606,617...........-14.9
Large.......10,360...........-37.2.....................71,836...........-32.7

************************************************** *******


LD TR.....528,060...........-28.4................3,566,138............-17.9

Pickup.....148,223...........-37.1.................1,066,427...........-23.0
CUV........184,871...........-16.6.................1,196,360............-2.8
MinVan......77,707...........-15.7...................481,770...........-19.2
Mid SUV....58,656...........-39.2...................425,033............-26.3
Lrge SUV...31,402...........-29.3..................189,690............-31.4
Small SUV..13,965...........-53.5..................115,255............-33.6
Lux SUV....13,236...........-23.5....................91,603............-12.5



Total SUV/Cross-over
.............302,130..............-26.3.................2,017,94...........-14.6
Total SUV
.............117,259...............-37.7.................821,581...........-27.4
Total Cross-over
.............184,871...............-16.6..............1,196,360.............-2.8

From: http://online.wsj.com/mdc/public/pag...=topnav_2_3000

Source: www.motorintelligence.com