Lexus September 2019 Sales Report

[Trexus]

Update of RX sales:

1RX
2001 - 77,426
2002 - 72,963
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 - 76,170 YTD - January thru September, my projection 109,000 - 112,000
Total = 1,838,648

The RX line (big dog) is very successful and can't think of anything to improve it. There are already a 2 row and 3 row RX and F Sport versions. Lexus could expand the operation of the navigation/infotainment along with the touch screen to also include the mouse controller, controls on the steering wheel and voice command, similar to the 2020 Mercedes GLE. Maybe introduce an electric version of the RX such as the RX 400e...but how many people will actually purchase an electric RX because of the range? I think the hybrid RX could use solid state batteries for quick charging and longer battery life as well as savings in weight. Other than that the RX line is just fine the way it is.

 

[Tragic Bronson]

https://www.bloomberg.com/news/arti...bmw-by-all-of-34-cars-in-tight-u-s-sales-race

BMW AG’s namesake brand was neck-and-neck with its German rival in the U.S. last month, edging Daimler AG’s Mercedes-Benz by a mere 34 cars and keeping the race for sales bragging rights close into the final stretch.

BMW posted a 6% gain in September, delivering to 27,467 cars and sport utility vehicles. The 3 Series sedan was up 19% and the X5 SUV more than doubled sales from a year ago.

Mercedes deliveries rose 4.8% to 27,433, paced by deliveries of its GLC and GLE SUVs, which jumped 13% and 28%, respectively.

Neck-and-Neck

BMW has a lead of more than 8,200 vehicles over Mercedes year-to-date. But the latter is regaining some momentum after supplier bottlenecks at its assembly plant in Tuscaloosa, Alabama, left dealers with inventory shortages earlier this year.

Toyota Motor Corp.’s Lexus, which outsold the German luxury leaders in both July and August, reported a 17% plunge in U.S. deliveries last month. Sales of the ES, the brand’s top sedan, tumbled 36%, while the RX SUV, its most popular light truck, fell 12%.

Volkswagen AG’s Audi division also slumped in September, with a 17% slide. Deliveries of its best-selling SUV, the Q5, fell 41%.

 

[mikeavelli]

Part of the big decline here and elsewhere was because of the Holiday. Last year it wasn't included in September so the numbers are skewed a bit. Obviously BMW/Benz still being up shows they have a big army of new product.

A couple things did stand out. Infiniti sold less units than the RX with an over 40% drop. The GLC almost sold as many as the RX.

More and more reports keep coming out about the increasing cost of cars and how loans are getting longer. I'm sure we all get sticker shock now. Never in my life would I have thought I would see 52k on an ES that cost 25k in 1992. Prices and wage are not rising equally at all. People have to get stuffed into longer payments to afford a new car. Meanwhile more and more vehicles keep getting pumped out and there is a slow but growing shift to electric cars.

Going to be really interesting the next ten years.

 

[Trexus]

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 - 17,376 YTD - January thru September, my projection 26,100
2020 - My projection 27,000
2021 - My projection 25,000
2022 - My projection 22,500
3GX
2023 - My projection 26,000
Total 369,377 + 109,224 = 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

 

[Trexus]

Update of LX sales:

1LX
1996 - 5,398
1997 - 9,186
2LX
1998 - 6,465
1999 - 14,723
2000 - 14,732
2001 - 9,320
2002 - 9,231
2003 - 9,193
2004 - 9,846
2005 - 8,555
2006 - 5,595
2007 - 2,468
3LX
2008 - 7,915
2009 - 3,616
2010 - 3,983
2011 - 3,167
2012 - 5,005
2013 - 4,625
2014 - 4,052
2015 - 3,884
2016 - 5,707
2017 - 6,004
2018 - 4,753
2019 - 3,333 YTD - January thru September, my projection 5,000
Total = 160,756

X7 sales since inception in U.S.:

2019 - 13,754
Total = 13,754 - Jan thru September

 

[ydooby]

Worth mentioning that at 18,860 for the month, Lexus as a brand now trails in sales behind the Model 3, which sold around 20,250. As a brand, Tesla sold around 23,025 in September 2019. Sad to see how stagnant Lexus has become relative to its competition.

UPDATE: Tesla Model 3, S & X Sales Estimates In U.S. For September 2019

The estimated results are now in, so how did Tesla sales for the Model 3, Model S and Model X fare in September 2019 in the U.S.? Find out here.

insideevs.com

 

[suxeL]

NX sales so far in U.S.:

2014 - 2,927
2015 - 43,764
2016 - 54,884
2017 - 59,341
2018 - 62,079
2019 - 40,074 YTD - January thru September, my projection 60,000
Total = 263,069

X4 sales since inception in U.S.:

1X4
2014 - 2,653
2015 - 6,429
2016 - 4,989
2017 - 5,198
2018 - 4,323
2X4
2019 - 5,834 YTD - January thru September
Total = 29,426

GLC sales since inception in U.S.:

1GLC (fka GLK)
2009 - 21,944
2010 - 20,946
2011 - 24,310
2012 - 29,364
2013 - 32,553
2014 - 35,000
2015 - 27,902
2GLC
2016 - 47,872
2017 - 48,643
2018 - 69,727
2019 - 52,621 YTD - January thru September
Total = 410,882

X4 doesnt compete directly with the NX. X3 numbers would be more appropriate

 

[maiaramdan]

Bring on those crazy incentives

Honestly I prefer a year loss with no incentives than 10 years gain with the aid of the incentives

 

[suxeL]

The reason the outcry is that, Lexus decreased incentives since August. October numbers are holding the line at least in visible Lexus Customer Cash. Now dealer cash that the dealers have no obligation of giving to customers is the elephant in the room. Have they increased to help push vehicles, or are they also lack luster.

The way i see inventory levels, TMC either is stocking up cars in preparation of market tariffs or due to the EOL of certain product lines while SOP of their refreshes.

 

[maiaramdan]

Again I agree with most of guys here

Lexus shall be focused on the FR not the FF even if it's rebadged

Lexus shall insert some real design line as they face a lot of bad impressions with this current design

Lexus shall sell with no incentives what so ever, so that its value remaining higher

 

[suxeL]

If Lexus could sell all their vehicles without any incentives, they probably would have explored that path already.

 

[maiaramdan]

I know, but it maybe a U-TURN to the right path, who knows
Honestly it will make Lexus in another league

 

[Trexus]

RC sales so far in U.S.:

2014 - 1,922
2015 - 14,784
2016 - 11,165
2017 - 7,363
2018 - 3,358
2019 - 3,362 YTD - January thru September
Total = 41,954

4 Series sales since inception in U.S.:

2014 - 41,442
2015 - 46,069
2016 - 35,763
2017 - 39,634
2018 - 31,379
2019 - 15,702 YTD - January thru September
Total = 209,989

A5 sales since inception in U.S.:

1A5
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
2A5
2017 - 21,301
2018 - 25,972
2019 - 17,322 YTD - January thru September
Total = 355,700

 

[maiaramdan]

we all knows the numbers
we all knows the problem
but this discussion is mainly about the solution

 

[suxeL]

I think TMC can now adjust their market futures based on the agreements just signed.

 

[suxeL]

we all knows the numbers
we all knows the problem
but this discussion is mainly about the solution

So whats your take on the RC problem? Outsold 5x YTD?

The vehicles been refreshed, tech as well. Lines up with powertrain wise on the mass mover end I4?

 

[maiaramdan]

My take is simple
How many ad you see for ES/RX vs GS/IS/RC
Lexus just built them for small image but there effort are on the FF based cars

They need to switch the position of the FF and FR in the lineup

 

[mikeavelli]

Worth mentioning that at 18,860 for the month, Lexus as a brand now trails in sales behind the Model 3, which sold around 20,250. As a brand, Tesla sold around 23,025 in September 2019. Sad to see how stagnant Lexus has become relative to its competition.

UPDATE: Tesla Model 3, S & X Sales Estimates In U.S. For September 2019

The estimated results are now in, so how did Tesla sales for the Model 3, Model S and Model X fare in September 2019 in the U.S.? Find out here.

insideevs.com

This isn't isolated to Lexus. They passed Audi, Cadillac, Lincoln etc etc......Audi has fresh product and they got passed....

 

[yiantony]

I don't understand all this kneejerk reaction. Sales don't drop overnight because consumers suddenly realized Lexus cars suck. When this kind of sudden variation happens it's usually because of factors other than product competitiveness. It could be macroeconomics, it could be a supply hiccup, it could be halt of incentives (the most common cause). The only time consumers stop buying a brand because "it sucks" is when a high profile flaw is revealed, like the sticky throttle, like the GM ignition switch, like the Takata airbags, like the Dieselgate.

Sales decline due to lacking competitiveness is usually chronic. You only see it over a decade long period. Failing car companies die a slow death. But statistics say Lexus is not in that camp.

Not here to argue with you but I think it's been a while that people think so. And Lexus is constantly behind BBs now. BBs are refreshing their models almost like crazy that I feel they are pushing out models even before I am fully familiar with the old one.

This isn't isolated to Lexus. They passed Audi, Cadillac, Lincoln etc etc......Audi has fresh product and they got passed....

New A4 and A5 are not on sale yet. So Audi is still competing with their line up in their last year. Lexus should release new IS this year for 2020 model if they are on a normal 3 year refresh cycle, but they didn't and I don't know if they are gonna release it next year. This model is technically 6 year old now and stepping into 7th year. Cadillac and Lincoln..hmm are they even actively competing in this segment?

 

[mikeavelli]

Not here to argue with you but I think it's been a while that people think so. And Lexus is constantly behind BBs now. BBs are refreshing their models almost like crazy that I feel they are pushing out models even before I am fully familiar with the old one.

New A4 and A5 are not on sale yet. So Audi is still competing with their line up in their last year. Lexus should release new IS this year for 2020 model if they are on a normal 3 year refresh cycle, but they didn't and I don't know if they are gonna release it next year. This model is technically 6 year old now and stepping into 7th year. Cadillac and Lincoln..hmm are they even actively competing in this segment?

My point was Tesla being third in sales last month isn't a Lexus owner issue. They leaped past everyone. Audi's lineup is still much fresher than Lexus. The A6/A7/A8/Q8/E Tron is new, the R8 has been refreshed and now the Q3 is otw with a refreshed A5 etc/Q7 etc....

Not sure if anyone has paid attention but the Q8 is selling like mad. Audi can't keep them in stock. 600-800 units a month of a 75k-100k vehicle.