Slowdown in the U.S. New-Vehicle Market
First written in FY2017-Q2. 7 of 20 entries say "Restated". Latest entry: FY2025.
Tachi-S moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.
The whole theme swung hardest in 2019: 17 of 37 companies on the "Worse" side.
12 other companies' latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「In North America, net sales were ¥43,849 million, down 19.7% year on year, and the operating loss was ¥65 million, compared with an operating loss of ¥1,023 million in the same period of the previous year.」
The North American business recorded lower revenue, but the operating loss narrowed substantially from ¥1,023 million to ¥65 million. - FY2022-Q3The Americas recovered, but fell short of the initial forecastAnnual report
「The Americas showed signs of recovery, but the results fell short of the initial forecast.」
It was stated that the markets in the Americas had recovered but fallen short of the initial forecast. - FY2022-Q1MitigatedAnnual report
「In Europe and the US, where vaccination is progressing, economic conditions remain challenging, but restrictions on economic activity are being eased gradually and the global economy is moving toward normalization.」
The disclosure states that although economic conditions in Europe and the US remain challenging, the economies are moving toward normalization as vaccinations progress and restrictions on economic activity are gradually eased. - FY2021WorsenedAnnual report
「Recovery in Europe and the US, where infections remain elevated, is slowing, and differences in the pace of recovery between countries are becoming increasingly pronounced.」
It was stated that infections remained elevated in Europe and the US, including the US market, and that recovery was slowing. - FY2021-Q3MitigatedAnnual report
「The US market is recovering from the downturn caused by COVID-19, and monthly sales in December exceeded the previous year's level.」
The US market is recovering from the downturn caused by COVID-19, and sales in December exceeded the previous year's level. - FY2021-Q2MitigatedAnnual report
「The US market is recovering from the downturn caused by COVID-19 and, although sales were down from the same period of the previous year, they exceeded market expectations.」
Although the US market was down year on year, it recovered from the downturn caused by the spread of COVID-19 and exceeded market expectations. - FY2021-Q1WorsenedAnnual report
「Overseas, sales in China are recovering as the COVID-19 situation improves and supported by factors including fiscal subsidies for new-energy vehicles, but markets in other regions, led by the US, generally trended lower as consumption weakened due to the spread of COVID-19.」
The description changed from overall resilience in the US market driven by strong demand for large vehicles to weak consumption caused by the spread of COVID-19 and an overall decline in markets including the US. - FY2020WorsenedAnnual report
「Supported by strong economic conditions, the US market maintained sales at approximately the previous year's level, but sales declined as the spread of COVID-19 severely restricted opportunities to purchase new vehicles.」
The description changed from overall market resilience driven by strong demand for large vehicles to a decline in sales caused by restrictions on new-vehicle purchases resulting from the spread of COVID-19. - FY2020-Q2WorsenedAnnual report
「In the US market, SUV sales showed signs of slowing, while passenger vehicle sales overall entered a slowdown.」
Previously, the market as a whole was considered resilient due to strong demand for large vehicles, but the disclosure now mentions slower SUV sales and a slowdown in passenger vehicle sales overall. - FY2020-Q1WorsenedAnnual report
「Although demand for large vehicles continued in the US market, passenger vehicle sales overall remained weak, showing signs of slowing.」
Previously, the market as a whole was considered resilient despite a slowdown in sedans and small vehicles, but this time the disclosure explicitly states that passenger vehicle sales overall remained weak and were slowing. - FY2019-Q3RestatedAnnual report
「Although sales of sedans and small cars slowed in the US market, the popularity of larger vehicles continued, reflecting economic expansion, and the market as a whole remained firm.」
The view that the US market as a whole remains firm due to the popularity of larger vehicles, despite the continuing slowdown in sedan and small-car sales, is reiterated. - FY2019-Q2WorsenedAnnual report
「Although sales of sedans and small cars slowed in the US market, sales by Japanese automakers declined, while the market as a whole remained firm, supported by the popularity of larger vehicles.」
The slowdown in the US market extended from sedans to small cars, and the decline in sales by Japanese automakers is explicitly stated. At the same time, the market as a whole is described as firm due to the popularity of larger vehicles. - FY2019-Q1SoftenedAnnual report
「Although sedan sales slowed in the US market, the market remained firm, supported by the popularity of larger vehicles.」
The description has changed to state that the slowdown in the US market has become evident in sedan sales, while the market as a whole remains firm due to the popularity of larger vehicles. - FY2018RestatedAnnual report
「The slowdown became more pronounced in the US market, although」
The view that the slowdown in the US new-vehicle market is becoming more pronounced is reiterated. - FY2018-Q3RestatedAnnual report
「The slowdown became more pronounced in the US market, although」
The view that the slowdown in the US new-vehicle market is becoming more pronounced is reiterated. - FY2018-Q2RestatedAnnual report
「The slowdown became more pronounced in the US market.」
The view that the slowdown in the US new-vehicle market is becoming more pronounced is reiterated. - FY2018-Q1RestatedAnnual report
「The slowdown also became more pronounced in the US market, although」
The view that the slowdown in the US new-vehicle market is becoming more pronounced is reiterated. - FY2017RestatedAnnual report
「In the US market, the new-vehicle market, which had continued to expand, showed increasingly clear signs of slowing.」
The view that the slowdown in the US new-vehicle market is becoming more pronounced is reiterated. - FY2017-Q3RestatedAnnual report
「In the US market, the new-vehicle market, which had continued to expand, showed increasingly clear signs of slowing.」
The view that the slowdown in the US new-vehicle market is becoming more pronounced is reiterated. - FY2017-Q2First statedAnnual report
「In the US market, the new-vehicle market, which had continued to expand, showed increasingly clear signs of slowing.」
The increasingly pronounced slowdown in the US new-vehicle market, which had previously continued to expand, is described as a new market risk.