GM, Ford Post Higher Sales As Chrysler's Sales Slip

Robert_Nashville
11-01-2006, 02:48 PM
From the Wall Street Journal;By JOHN D. STOLL November 1, 2006 2:39 p.m.

General Motors Corp. posted a 17% increase in October sales, thanks to double-digit gains in truck sales.

GM said Wednesday it sold 297,401 new cars and trucks in October. The No. 1 U.S. auto maker said its light-truck sales were fueled by demand for its full-size vehicles like its Chevy Silverado and GMC Sierra and a sharp increase in luxury sport-utility vehicle sales, including the entire Cadillac Escalade lineup.

"GM's industry-leading truck business was boosted in October by lower fuel prices -- that's one reason our trucks, SUVs and crossovers are gaining share," said Mark LaNeve, GM's North America vice president of vehicle sales, service and marketing.

Car sales were off about 2%, despite solid demand for GM's Chevrolet Impala, Pontiac G6 and Saturn Aura.

Last month, GM reported a narrower third-quarter net loss of $115 million, or 20 cents a share last month -- portrayed by GM as evidence of "significant progress." Chairman and Chief Executive Rick Wagoner has argued that GM is recovering after a $10.6 billion loss in 2005.

Ford Motor Co. said its monthly sales of cars and light trucks in the U.S. increased 8.1% from a year ago as continued gains by its lineup of passenger cars offset lackluster results for it pickups and sport-utility vehicles.

October's gain represents the second-straight positive month in terms of volume for Ford. However, Ford, along with GM, turned in dismal numbers in October 2005, when sales were hurt by high gasoline prices and the hangover effect of employee-discount-for-everyone incentive campaigns in the summer. The discounts pulled buyers into the car market who would have otherwise bought in the autumn months last year.

Chrysler, the U.S. unit of DaimlerChrysler AG, said Wednesday it posted a 3.2% decline in sales last month. It faced more difficult volume comparisons with the prior year than its domestic competitors did. GM will report its October sales data later today.

Among Asian auto makers, Toyota Motor Corp.'s U.S. sales rose 9.2% last month to 189,011 vehicles, it best October sales ever. Nissan Motor Co.'s Nissan North America Inc. saw a 3.9% increase.

There were 25 selling days for auto makers last month, compared with 26 selling days in the 2005 period.

Ford said it sold 215,985 cars and light trucks in October, compared with 199,847 a year ago. The numbers were largely in line with analysts' expectations.

Ford sold 22% more passenger cars, such as sedans and coupes, than it did in October 2005, thanks in part to newly released models. Pickup and SUV sales -- representing Ford's most profitable business -- were up 1%. The strength of the company's redesigned SUVs and a 3% uptick in F-Series pickup sales buoyed the segment's performance.

Ford, which posted a $5.8 billion loss in the third quarter, is on a mission to shrink its operation in the U.S. to deal with falling demand and changing consumer tastes. Through the end of the decade, the company plans to cut tens of thousands of jobs and close a cadre of manufacturing plants in North America to cope with a decline in market share. The company eventually sees its domestic market share falling to 14%, down from the 16% to 17% range currently.

Ford took a step toward meeting its goal in October, having sliced its inventory by 30,000 from the preceding month and by 107,000 vehicles compared to a year ago, when its backlog was already on the lean side because of the success of the employee-discount clearance campaign. Ford said its inventory level sat at 622,000 vehicles at the end of October. Ford cut a significant amount of production in the third quarter and plans to further shave output by 20% in the fourth quarter.

"We are very serious about aligning inventories with demand," Al Giombetti, president of sales and marketing at Ford and Lincoln Mercury, said in a news release. "Our dealers did an outstanding job with the 2006 model sell-down program, and we took a painful but necessary action to reduce fourth-quarter production."

Ford has been offering generous deals, including 0% financing, on many of its 2006 models. Ford spokesman Jim Cain said the company has no major incentive campaigns planned for November at this time.

Write to John D. Stoll at john.stoll@dowjones.net

johnsocal
11-01-2006, 03:05 PM
They're sales are up on easy comparisons to last year but it's good to see that 'at least' they slowed the bleeding so hopefully the wounds can begin to heal.

Chuck!
11-01-2006, 03:19 PM
GM's U.S. Divisions Deliver 301,317 Vehicles In October


GM Retail Sales Up 36 Percent Compared With Last Year
Chevrolet Avalanche, Silverado and GMC Sierra Pickup Trucks On A Roll -- Retail Sales More Than Doubled
For The Second Consecutive Year, GM Offers More Vehicle Models Achieving 30 MPG Highway Than Any Other Automaker

DETROIT - General Motors dealers in the United States sold 301,317 new cars and trucks in October, a 22 percent increase compared with last year. Retail sales were up 36 percent on a sales-day adjusted basis. Retail truck sales were up 52 percent, led by a doubling of full-size pickup retail sales such as Chevy Silverado and GMC Sierra and a 46 percent increase in luxury utility retail sales, including the entire Cadillac Escalade lineup. Retail car sales were up 9 percent, led by Chevrolet Impala, Pontiac G6 and Saturn Aura.

"GM's industry-leading truck business was boosted in October by lower fuel prices - that's one reason our trucks, SUVs and crossovers are gaining share. Of course, offering customers great fuel economy coupled with having the industry's most comprehensive coverage, including the 5-year/100,000 mile powertrain warranty, helps too," said Mark LaNeve, General Motors North America vice president, Vehicle Sales, Service and Marketing. "Consumers are responding to our lineup of new vehicles, including Saturn Aura, Chevrolet Silverado and GMC Sierra, and we'll have even more new products arriving soon, including our mid-crossovers -- Saturn Outlook, GMC Acadia and Buick Enclave."

GMC, Chevrolet, Buick, Cadillac, Saturn, Pontiac and Saab all had retail sales increases in October. GMC was up 75 percent retail, with sales more than doubling for the Sierra, Yukon and Yukon XL.

The all-new 2007 Sierra pickups arrived at dealerships in October. Chevrolet retail sales were up 39 percent, with double-digit retail jumps by Silverado, up 107 percent; Tahoe, up 104 percent; and Suburban, up 83 percent. The all-new 2007 Silverado pickups also arrived at dealerships in October. Buick retail sales were up 28 percent, led by Lucerne. Cadillac retail sales were up 30 percent, with a 14 percent increase in CTS, a 28 percent increase in SRX and triple-digit increases for the entire Escalade lineup. Saturn retail sales were up 16 percent as the all-new 2007 Aura and Sky continue to bring new customers into the Saturn family. Pontiac retail sales were up 1 percent due to sales increases for the new G5, G6, and Solstice. Lastly, Saab retail sales were up 83 percent, driven by a 54 percent retail increase for 9-3, an 80 percent hike for 9-5 and a 338 percent increase for 9-7X.

"We continue to experience strong customer demand for our lineup of fuel efficient vehicles and new launch products," LaNeve said. "In October we were very pleased to learn that for the second year in a row, according to the U.S. EPA, GM offers more vehicle models (23 total) that achieve an estimated 30 mpg on the highway, or higher, than any other automaker."

GM continues to reduce its reliance on daily rental sales. Sales to daily rental companies were down 14 percent compared to year-ago levels, while non-daily rental fleet business was up 6 percent. Overall fleet sales of 75,000 vehicles were down 8 percent compared with last October.

http://www.gm.com/company/investor_information/sales_prod/

http://media.corporate-ir.net/media_files/IROL/84/84530/sales_production/GMOctober2006Deliveries.xls

FS3800
11-01-2006, 03:41 PM
just curious.. what is GM's net profit(or loss) for the first ten months of this year combined.. what was it for the first 10 months of 2005?...

unvc92camarors
11-01-2006, 04:39 PM
It'd be nice to see when the Big 3 can all be making money and not swapping positions at the bottom of the barrel.

Robert_Nashville
11-01-2006, 04:48 PM
just curious.. what is GM's net profit(or loss) for the first ten months of this year combined.. what was it for the first 10 months of 2005?...
As the article said, they had a dismal year in 2005 with a $10.6Billion loss for the year; I haven't seen the financial results for October yet (probably will in a couple of days) but if memory serves, they've posted losses for all of 2006 so far. However, it certainly looks like 2006 will be a better year overall than 2005 was.

Darth Xed
11-01-2006, 04:52 PM
As the article said, they had a dismal year in 2005 with a $10.6Billion loss for the year; I haven't seen the financial results for October yet (probably will in a couple of days) but if memory serves, they've posted losses for all of 2006 so far. However, it certainly looks like 2006 will be a better year overall than 2005 was.



I believe GM posted overall losses, but posted operating profit for the 1st three quarters, if not, then the 2nd and 3rd quarters of 2006.

Once some one-time stuff is done with (employee buy-outs, etc) the overall profit will be more reflective of the operating profit as far a +/- goes. (I think the one-time payouts are done as of the 3rd qtr, so the 4th should be free and clear)

I'm not a financial guru, but I believe that to be generally correct. If I am wrong, anyone is free to correct me here.

Chuck!
11-01-2006, 09:19 PM
Just another tidbit

"Ford sold a total of 214,806 vehicles in October, compared with Toyota's 189,011. GM sold 297,401 vehicles."

http://biz.yahoo.com/ap/061101/auto_sales.html?.v=21

mastrdrver
11-02-2006, 12:41 AM
Anyone have a breakdown, or know of one, comparing this month to last?

guionM
11-02-2006, 05:51 AM
Call me pessimistic and a spoilsport, but the fact that GM's gains come almost entirely from a rebound of truck & SUV sales, and the fact that last October was a disaster for GM (and the rest of the industry), I'm not exactly reaching for the champaine yet.

Ford's sales jump at least is in equal parts due to the recovery in it's truck sales and the huge jump in Fusion buyers.

Chrysler's dip seems almost exclusively due to a drop in fleet sales and Chrysler getting away from dumping unwanted slow selling vehicles on dealers.

Although on the surface the opposite seems the case, Chrysler's dip is a good thing, Ford's increase is a big deal because it's not driven solely by trucks, and GM's huge increase due to a turnaround in truck sales leaves it still venerable.

flowmotion
11-02-2006, 06:04 AM
Call me pessimistic and a spoilsport, but the fact that GM's gains come almost entirely from a rebound of truck & SUV sales, and the fact that last October was a disaster for GM (and the rest of the industry), I'm not exactly reaching for the champaine yet

Here's an editorial on that: When gas prices take a breather, consumers' common sense takes a hike: http://money.cnn.com/2006/11/01/magazines/fortune/pluggedin_taylor_SUVsales.fortune/index.htm?cnn=yes

Sales of big pickup trucks and SUVs went through the roof - doubling from the year before in some cases. Sales of small, fuel efficient cars, meanwhile, remained stagnant. It is as if all that moaning and groaning about price gouging by oil companies never happened.

Of course the comparison might not be totally fair, because a number of new/redesigned SUVs have just come out. But perhaps I was wrong about a "structural" shift away from truck-like vehicles.

graham
11-02-2006, 09:41 AM
Call me pessimistic and a spoilsport, but the fact that GM's gains come almost entirely from a rebound of truck & SUV sales, and the fact that last October was a disaster for GM (and the rest of the industry), I'm not exactly reaching for the champaine yet.

Ford's sales jump at least is in equal parts due to the recovery in it's truck sales and the huge jump in Fusion buyers.

Chrysler's dip seems almost exclusively due to a drop in fleet sales and Chrysler getting away from dumping unwanted slow selling vehicles on dealers.

Although on the surface the opposite seems the case, Chrysler's dip is a good thing, Ford's increase is a big deal because it's not driven solely by trucks, and GM's huge increase due to a turnaround in truck sales leaves it still venerable.
I wonder how many of these trucks are gmt900's? The only one's I see on the lots are super-premium models. If thats the case the next few months rollout of more affordable models should post well for GM.

Plus no red tags or employee prices. :)

ehaase
11-02-2006, 07:43 PM
Call me pessimistic and a spoilsport, but the fact that GM's gains come almost entirely from a rebound of truck & SUV sales, and the fact that last October was a disaster for GM (and the rest of the industry), I'm not exactly reaching for the champaine yet.

Ford's sales jump at least is in equal parts due to the recovery in it's truck sales and the huge jump in Fusion buyers.



Ford's sales jump is also attributable to a jump in Taurus sales. I am pessimistic about both Ford and GM. I hope that the 2008 Malibu and the upcoming Lambdas and Zetas are as good as rumored because I have a hard time seeing GM being in much better shape than Ford.

99SilverSS
11-02-2006, 08:49 PM
This is a rough market right now for all the makes. I don't think anyone at GM or Ford is celebrating but lets be honest its better than the doom and gloom outlook just a few months back. GM and Ford have a lot of their eggs and cash cows wrapped up in SUV's and pickups we all know that. Gas hits $3+ and sales drop. The expectations were that gas prices would not go down and a lot of very expensive trucks would be sitting around. But things changed a bit and they sold some vehicles that probably were not expected to sell a few months ago. So yes its not a turnaround by any means but they are thankful for sure that gas has dropped and people have bought trucks again. They will take every sale with open arms. And I can tell you that every month they do well is another month closer to their goals of reorganization. They know that cars are where they need to be, fuel effecient ones too. But if gas prices stay low for the next 3-4 months as some have speculated and sales stay good or better than expected that goes a long way to getting back on track. Every dollar counts on the road to recovery. There are no parties in Dearborn or Detroit but a slight sigh of relief is worth just as much.
Winning ugly is still a win, look at the Oakland Raiders last week! :)