FORD MOTOR COMPANY +24% (excluding Volvo)
Ford posted the biggest year-over-year sales increase of the domestic automakers, and has cemented its position as the number two biggest car company in the U.S. marketplace, with 1.77 million units sold year-to-date versus 1.58 million for number three Toyota. Last year through November, Toyota was ahead 1.58 million to Ford's 1.49.
Ford division was the opposite of Chevrolet, in that car sales grew faster than truck sales in November, although both divisions outpaced the industry overall. Ford's car side benefitted from the addition of the Fiesta, but it's still a relatively small factor (its 3473 sales were only a bit more than the increase in Focus sales from last year's 10,196 to this year's 13,030). All car nameplates increased except the Taurus (-11%), which was the division's biggest laggard.
Ford's fade-out division had one positive mover, the Mariner (+18%), otherwise it was all down hill.
The MKZ (+48%) and MKX (39%) both had a big month, but the MKS (-22%), the MKT (-9%), and the Navigator (-9%) all fell back.
TOYOTA MOTOR SALES -3%
Toyota continues to struggle to put any momentum together. It has not participated in the 2010 rally; its year-to-date volume is still at 2009 levels. That has dropped it back to third place. Toyota division's bread-and-butter cars are experiencing weakness, as is the Lexus division.
Toyota's sales problems aren't on the truck side. Although most Toyota trucks didn't do as well as the 4Runner (+141%) and the Highlander (+47%), all except the FJ Cruiser (-3%) were in the black. Cars, though, were a different story, lead by significant drops for the two volume players, the Camry (-24%) and the Corolla/Matrix (-26%). The former still managed to hang on as the bestselling car, but the latter was passed by the Honda Civic, the Ford Fusion, and the Ram pickup.
A monster month for the GX sport-utility (+558%) and a modest (+20%) increase for the LS couldn't overcome declines for every other Lexus nameplate, the sharpest being for the HS hybrid (-44%), which saw a similar decline last month.
For Scion, it's all about the tC. The new coupe nearly doubled sales of the old car, and it single-handedly responsible for the brand's increase over last year.