BMW Group Worldwide Sales Analysis To 30 June 2006


  • Abstract
  • Group Sales, 2000-2005
  • 2Q 2006
  • 1H 2006
  • FY 2005
  • FY 2006 Outlook
  • Summary
  • Nota Bene


  • Abstract.

    From the first slide below, which was presented by BMW AG, on 2 August 2006, for their Interim Report press conference, as clearly indicated, growth in worldwide sales has been dramatic from 2000 to 2005.

    This record-breaking trend continues into 2006. But where has the growth come from recently?

    The facts indicate that the growth in overall Group sales of late has been primarily driven by BMW cars! Not BMW SAVs. Nor MINI. Rolls-Royce, in unit terms, is immaterial.


  • Group sales, 2000-2005:




    Source: BMW Group Interim Report To 30 June 2006 - Presentation




  • 2Q 2006 Breakdown:




    Source: (Same as above)

    +5.0% = BMW Brand
    -7.0% = MINI
    +13.2% = R-R
    +3.2% = Group


    BMW Brand = BMW Cars + BMW SAVs
    +8.6% = BMW Cars = 263,864 vs. 242,946 in 2Q’05
    -10.5% = BMW SAVs = 49,959 vs. 55,799 in 2Q’05

    Therefore,

    BMW Cars vs. rest of Group (BMW SAVs +MINI+R-R)

    +8.6% = BMW Cars

    vs.

    -8.7% = Rest of Group = 101,683 vs. 111,378 in 2Q’05


    BMW Cars are fueling the company’s record-breaking success! The SAVs & MINI are currently dragging the entire Group…




  • 1H 2006 Breakdown:




    Source: (Same as above)

    +11.0% = BMW Brand
    -6.5% = MINI
    +0.7% = R-R
    +8.0% = Group


    BMW Brand = BMW Cars + BMW SAVs
    +16.2% = BMW Cars = 502,073 vs. 432,064 in 1H’05
    -10.4% = BMW SAVs = 95,047 vs. 106,068 in 1H’05

    Therefore,

    BMW Cars vs. Rest of Group (BMW SAVs +MINI+R-R)

    +16.2% = BMW Cars

    vs.

    -8.4% = Rest of Group = 196,397 vs. 214,467 in 1H’05


    Again! BMW Cars are fueling the company’s record-breaking success!…




  • FY 2005 Breakdown:

    Source: Annual Report 2005

    +10.0% = BMW Brand = 1,126,768 vs. 1,023,583 in FY’04
    +8.7%% = MINI = 200,428 vs. 184,357 in FY’04
    UNCH = R-R = 796 vs. 792 in FY’04
    +9.9% = Group = 1,327,992 vs. 1,208,732 in FY’04


    BMW Brand = BMW Cars + BMW SAVs
    +10.7% = BMW Cars = 914,512 vs. 826,347 in FY’04
    +7.6% = BMW SAVs = 212,256 vs. 197,236 in FY’04

    Therefore,

    BMW Cars vs. Rest of Group (BMW SAVs +MINI+R-R)

    +10.7% = BMW Cars

    vs.

    +8.1% = Rest of Group = 413,480 vs. 382,385 in FY’04


    BMW Cars outperformed the other model lines last year!…




  • 2006 Outlook:

    See: "Outlook remains optimistic" - "The BMW Group forecasts that business will continue to develop positively in the second half of 2006. The strong first half-year performance will be instrumental in achieving the targeted record car sales volume for the full year..."

    This despite MINI being projected to be down for the year; See also: Dr. Panke's statement to shareholders at Annual General Meeting, 16 May 2006

    Interestingly enough, back in 2002/2003, BMW announced their goal of selling 1.4mln units Group-wide by 2008. Yet, also at this year's AGM, they stated that that ambitious goal will be reached a full year ahead of schedule, in 2007.

    Hmm...With 698,470 units already sold thru 30 June, is there a chance that they'll reach that 1.4mln target this year, two years ahead of schedule???



  • Summary:

    From the facts that BMW has published, over the past year and a half, especially this year, it is very clear that the company’s record sales successes are primarily attributed to BMW Cars.


    Repeat after me...


    Thank you, Mister Bangle!




  • N.B. The 'fair & reasonable' conclusion is based solely upon the facts that BMW has published...As anyone with a calculator & half a brain will attest. Further, the above contains all the relevant facts, which can be easily checked with the links provided. Unlike the garbage posted here recently on the topic of BMW's sales, the above does not contain any tortured opinions on my part, no errors of omission or comission, no BS, and most certainly no outright lies, e.g., November '05 being the last full monthly sales report released, BMW includes motorcyles in the automotive sales totals - No, Autos, Motorcycles and Financial Services are The Group's three separate, distinct business segments, etc.



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    ~bmv