Lexus July 2019 Sales Report

In regards to the SUV/XUVs is interesting to see a decrease. Customer advertised incentives went up, sales went down, and incentives for August are the same as July.

Just to add, what I can see on the lowest spectrum currently

MY19 for the movers and shakers in the lineup
IS sales discount with purchase cash is 19-20% off yet a 38% loss in sales (does not differentaite for lease or cash sales)
ES, NX RX discount with purchase cash is 14, 15, and 16% off respectively. and a 4.6 increase in the ES, while both the XUVs lost 8-9%.
UX is 11-12% off no data since first MY sales.

They need to speed up in refreshing their cars. LX needs a refresh. They should do better at GX refresh. RX refresh is late for a year and brings no big changes. GS out sells RC but they want to give up on GS? IS also should be refreshed for MY2020 but haven't heard anything. Infotainment is the easiest to do but they are not doing anything. I feel the whole company is frozen this year. I feel they are just sitting there doing nothing but hope all the cars will sell. It won't happen. More fancy cars coming next year. C8 is gonna dominate performance market. BMW and Audi are having a great number of refreshes this and next year. They are also pushing some new vehicles like 8 series, Q8, and X7. Audi is selling etron now and will have etron gt soon. Lexus will lose their high end market quickly. Their performance department is also miserable. Their competitors are faster and faster. They need more performance models and more power(I'm a GSF owner). New RCF is not powerful enough to attract customers like me. Entry segment too. IS buyers are turning to model 3, new BMW 3 series and A4 next year. I have 4 Lexus and want to refresh one of them next year maybe. I for sure will not buy another one if they are still lazy AF.

UX sales so far in U.S.:

2018 - 453
2019 - 9,372 YTD - Jan thru July, my projection 15,000 (I believe Lexus projected sales of UX is 17,000)
Total = 9,825

X1 sales since inception in U.S.:

2012 - 8,947
2013 - 26,512
2014 - 22,808
2015 - 14,420
2016 - 27,812
2017 - 30,826
2018 - 29,060
2019 - 8,836 YTD - Jan thru July
Total = 169,221

X2 sales since inception in U.S.:

2018 - 16,154
2019 - 6,508
Total = 22,662 - Jan thru July

GLA sales since inception in U.S.:

2014 - 6,884
2015 - 25,593
2016 - 24,545
2017 - 24,104
2018 - 24,136
2019 - 12,048 YTD - Jan thru July
Total = 117,310

Q3 sales since inception in U.S.:

2014 - 3,654
2015 - 13,229
2016 - 20,048
2017 - 20,633
2018 - 16,828
2019 - 1,847 YTD - Jan thru July
Total = 76,239

QX30 sales since inception in U.S.:

2016 - 2,259
2017 - 14,093
2018 - 8,101
2019 - 2,723 YTD - Jan thru July
Total = 27,176

Meanwhile Toyota is gaining almost everywhere. TNGA products are doing very strong while the DSR decrease is mostly from products close to EoL.

Lexus has consistently underperformed in U.S. compared to the parent company since the beginning of the year. Being two years behind is plain unacceptable.

Here in Portugal with a 4,9% market drop YoY (147.031 units), Lexus sold 33 for July and 318 units for 2019 (346 units last year).

To give some prespective Porsche has sold 358 units Tesla 1.649, Toyota 6.212 and Mercedes 10.161 (for 2019).

UX is just starting to to pick up.

For me, our CT is long overdue for a all-new-model, UX should perform very well. Also, some update for the NX would be very wellcome.

Above this (ES/RX/RC/LS/LC) our market it's quite small and BMW/Mercedes/Audi are very well perceived.

Also, isn't Lexus USA falling for a few months in a row?

It is sad to see LS sales number. Imo, Lexus LS should be gunning for comfort instead of sporty.

ssun30 said:

Meanwhile Toyota is gaining almost everywhere. TNGA products are doing very strong while the DSR decrease is mostly from products close to EoL.

Lexus has consistently underperformed in U.S. compared to the parent company since the beginning of the year. Being two years behind is plain unacceptable.

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I assume it makes sense for toyota. TGNA, is the platform being used for all cars/xovers and is huge departure from the multiple old car platforms been riding on since the turn of the century.

Huge investment, so I assume they prioritized batches of vehicles that will give them the biggest return due to pure volume.

Toyota has more of these vehicles, so they come first. Lexus is slowly being transitioned since their return is probably lower.

Automotive News weighs in on the July 2019 state of the U.S. luxury car sales race:

August 01, 2019
LUXURY: Lexus wins July, BMW still leads YTD
PHILIP NUSSEL

Lexus' U.S. sales dipped 1.5 percent in July but the Toyota brand's 25,025 deliveries still outpaced year-to-date luxury leaders BMW and Mercedes-Benz during the month.

With the RX crossover leading the way with 9,247 deliveries, Lexus' light-truck sales rose 1.9 percent to 17,500 last month, while car deliveries fell 8.5 percent to 7,525. For the first seven months, Lexus sales totaled 160,760, a 0.2 percent increase.

BMW maintained its year-to-date lead with July deliveries rising 4.7 percent to 23,015; the brand's year-to-date sales rose 2.3 percent to 179,455. Sales of the BMW X3 crossover surged 33 percent to 5,690 while demand for the X5 increased 43 percent to 3,804. X4 crossover volume jumped 85 percent to 752.

Mercedes' July sales rose 23 percent to 24,612, narrowing the brand's decline in year-to-date deliveries to 3.8 percent. Mercedes' crossovers registered strong gains with the GLC rising 25 percent to 5,539 and the GLE gaining 19 percent to 5,301.

With July in the books, BMW leads Mercedes by nearly 7,500 vehicles for the 2019 luxury sales crown.

Total luxury sales could not be calculated for July because General Motors, FCA US, Ford Motor Co. and Tesla Inc. report only quarterly results. In the first half of the year, luxury light-vehicle sales dipped 0.5 percent vs. a 2.4 percent decline in the overall market.

https://www.autonews.com/sales/luxu...ads-ytd?utm_source=dlvr.it&utm_medium=twitter

Update of RX sales:

1RX
2003 - 92,366
2RX
2004 - 106,531
2005 - 108,775
2006 - 108,348
2007 - 103,340
2008 - 84,181
2009 - 93,379
3RX
2010 - 95,790
2011 - 82,595
2012 - 95,381
2013 - 103,920
2014 - 107,490
2015 - 100,610
4RX
2016 - 109,435
2017 - 108,307
2018 - 111,641
2019 - 57,308 YTD - January thru July, Projected 109,000 - 112,000
Total = 1,669,397

The RX line is very successful and can't think of anything to improve it. There are already a 2 row and 3 row RX. Maybe introduce an electric version of the RX such as the RX 400e...but how many people will actually purchase an electric RX? I think the hybrid RX is just fine.

I guess the line is Lexus's worst month is better then alot of other luxury lines?

A Toyota Canada Newsroom release informs us that the Lexus luxury division reported July 2019 sales of 1,904 units, up 3.8%.

Having said that, aside from the new-for-2019 UX, only three Lexus model lines reported sales increases versus last month: IS (268 units sold, up 20.7%), ES (196 units sold, up 88.5%) and NX (586 units, up 13.6%).

Update of GX sales:

1GX
2002 - 2,190
2003 - 31,376
2004 - 35,420
2005 - 34,339
2006 - 25,454
2007 - 23,035
2008 - 15,759
2009 - 6,235
2GX
2010 - 16,450
2011 - 11,609
2012 - 11,039
2013 - 12,136
2014 - 22,685
2015 - 25,212
2016 - 25,148
2017 - 27,190
2018 - 26,724
2019 - 13,065 YTD - January thru July, Projected 26,100
2020 - Projected 27,000
2021 - Projected 25,000
2022 - Projected 22,500
3GX
2023 - Projected 26,000
Total 365,066 + 113,535 = 478,601

Lexus should also bring in a 2 row GX as well which would be at a lower price point and have more cargo room than the 3 row GX. This would also increase sales as well. F Sport the GX as well...and bring in Android Auto and more USB's

Those projections seem to be on the high end for the MY2020.

Would it make sense for a new platform to coexist with new redesigned RX-L that would come out then? They`d have to make some kind of adjustment

RC sales so far in U.S.:

2014 - 1,922
2015 - 14,784
2016 - 11,165
2017 - 7,363
2018 - 3,358
2019 - 2,546 YTD - January thru July
Total = 41,138

4 Series sales since inception in U.S.:

2014 - 41,442
2015 - 46,069
2016 - 35,763
2017 - 39,634
2018 - 31,379
2019 - 13,178 YTD - Jan thru July
Total = 207,465

A5 sales since inception in U.S.:

2007 - 45,411
2008 - 43,343
2009 - 37,070
2010 - 34,672
2011 - 35,234
2012 - 38,530
2013 - 18,664
2014 - 16,620
2015 - 12,934
2016 - 8,354
2017 - 21,301
2018 - 25,972
2019 - 13,591 YTD - January thru July
Total = 351,696

LC Sales so far in U.S.:

2017 - 2,487
2018 - 1,979
2019 - 764 YTD - January thru July, my projection 2,500 (I believe Lexus projected sales of LC is 4,000)
Total = 5,230

8 Series sales since inception in U.S.:

2018 - 223
2019 - 1,750 YTD - January thru July
Total = 1,973

Trexus said:

LC Sales so far in U.S.:

2017 - 2,487
2018 - 1,979
2019 - 764 YTD - January thru July, my projection 2,500 (I believe Lexus projected sales of LC is 4,000)
Total = 5,230

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With all due respect, if January-July 2019 LC sales in the U.S. are 764 units, I don't see them even surpassing last year's 1979 units, let alone 2500. I think Lexus will be lucky to hit 1600 units for the 2019 calendar year.

Joaquin Ruhi said:

With all due respect, if January-July 2019 LC sales in the U.S. are 764 units, I don't see them even surpassing last year's 1979 units, let alone 2500. I think Lexus will be lucky to hit 1600 units for the 2019 calendar year.

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I agree, I originally projected the 2019 LC to hit 1,500 but changed it to 2,500 for some unknown reason. I posted late last night and I might have been really tired.

Ray99 said:

It is sad to see LS sales number. Imo, Lexus LS should be gunning for comfort instead of sporty.

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There is nothing wrong with a sporting-luxury full size sedan with front mid-engine and dynamics to match, but with 5LS sales down to 300+ units/month over the past 2 months, while the S Class is on its 7th year and last few months yet outselling all new 5LS several times, with the 7 Series having replaced the 5LS as the top selling alternative to S Class - nothing wrong with sporting-luxury - just that 5LS has failed to capture the young Generation Y Sporting-Luxury buyer that President Akio targeted.

IMO, President Akio should forget about his personal tastes, and follow the market's requirements and go back to LS's grass roots as a full size luxury sedan, and outsell the pants off the S Class like the first 4 generations of LS's always did, and leave the front mid-engine sports-luxury to the Porsche Panemera and Maserati Quattroporte...