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November Class 8 Sales Skid to Lowest Point in Almost Two Years


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Roger Gilroy, Transport Topics  /  December 11, 2019

U.S. Class 8 retail sales in November fell 12.9% year-over-year, landing at the lowest point in almost two years, WardsAuto.com reported.

Sales were 18,545 compared with 21,302 a year earlier. It was the lowest volume since February 2018, when sales hit 16,687.

Only Paccar’s two brands gained ground last month; all other manufacturers posted declines in sales compared with the 2018 period.

For the first 11 months, sales hit 253,266, climbing 12.8% higher than the 224,508 in the 2018 period.

Daimler’s Freightliner brand remained the market leader, selling 7,046 trucks, but sales were down 16.4% compared with a year earlier. Freightliner earned a 38% market share.

Daimler’s Western Star brand sold 493 trucks, down 3.3% from a year earlier. It had a 2.7% share — giving DTNA a total market share of 40.7%.

The two Paccar brands, Kenworth and Peterbilt, combined for sales of 7,014, or about 500 behind DTNA.

Kenworth sold 3,508 trucks, a 10.1% improvement over the 2018 period and good enough to earn an 18.9% market share. Peterbilt sold 3,506, up 5.1% from the 2018 period. It also earned an 18.9% market share. [37.8% market share for Paccar]

International saw sales drop 42% to 1,273 in the month, which is the beginning of Navistar’s fiscal year. International posted a 6.9% share.

Volvo Group’s Mack brand saw sales fall 18.3% compared with a year earlier to 1,185, good for a 6.4% share.

Volvo posted sales of 1,528, down 30.5% from a year earlier. It earned an 8.2% share.

The November totals also included Class 8 sales by Hino Motors Manufacturing U.S.A. of 2 trucks, giving it 8 sales for the year. Hino is relatively new to the Class 8 market.

Ward’s also reported combined sales in Class 4 through Class 7 dropped 7.4% in November to 16,753 compared with 18,101 a year earlier.

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3 hours ago, james j neiweem said:

cPaccar is still in attack mode. KW and Pete are neck and neck. Interesting. Mack is up from 5 % to 6.4% market share probably due to the Navistar dive. Navistar is ready for a VW fire sale.

And yet, NAV stock has not fallen.

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