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  1. #1
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    Yes | No

    BMW Group Sales Analysis -> A Honest Approach

    BMW Group Worldwide Sales Analysis To 30 June 2006


  2. Abstract
  3. Group Sales, 2000-2005
  4. 2Q 2006
  5. 1H 2006
  6. FY 2005
  7. FY 2006 Outlook
  8. Summary
  9. Nota Bene


  10. 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.


  11. Group sales, 2000-2005:




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




  12. 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…




  13. 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!…




  14. 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!…




  15. 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???



  16. 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!




  17. 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








  18. #2
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    Yes | No

    One utterly simple question


    Your first chart touts a 62% sales growth by BMW from 2000 to 2005.

    Please indicate what portion of that growth came from increased sales of existing models of BMW branded cars (1, 3, 5, 7, and Z series), what portion came from new formerly non-existent models (1, 6 series), and what portion came from SUV sales increases (X3, X5).


    StoneWalk, Santa Barbara California

  19. #3
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    refinement and rough numbers for 00 to 05


    Question is to measure 2000 to 2005 BMW sales increases in the following simple categories:

    ========

    Existing BMW branded cars: 3er, 5er, 7er, Z.

    New formerly non-existent BMW cars: 1er, 6er.

    BMW Suvs: X3, X5

    Mini:

    Rolls Royce:

    ========

    Count them up and show us the results - after all you attribute the massive sales growth of 62% over this era as being due to existing BMW branded cars and Bangles styling changes to them. Quit cherry picking numbers from one half of one year (where you simply compare already-bangled numbers to yet more post-bangled ones), and just put out the full total sales growth across the time in question.

    I'll give you a hint. Of the ~500k increase in total BMW sales from 2000 to 2005, ~200k came from Mini, ~150k came from the 1 series, ~75k came from SUV's, and ~25k came from the 6 series. Those right there add up to 450k out of the 500k increase. Oops. So much for claiming it's all about increases in existing BMW cars.

    Don't agree? Get your own numbers. How many mini's were sold in 2000 vs 2005? I say +200k - what say you? How many X3's and X5's sold in 2005 vs 2000? I say +125k - what say you? How many 1 series sold in 2005 vs 2000? I say +150k.

    Have at it Bangle apologist boy.

    StoneWalk, Santa Barbara California

  20. #4
    geetee
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    Yes | No

    Doesnt matter stone. BMW selling more cars=$$$


  21. #5
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    Yes | No

    And as a followup exercise


    Once we've finished demonstrating that the vast majority of BMW sales growth from 2000 to 2005 came from Mini, Suv's, and new formerly non-existent cars, there's a followup question to answer:

    What was the total change in global vehicle sales volume of all kinds from 2000 to 2005? This number would be what BMW would have to match in order to simply tread water and maintain its existing market share of the world vehicle market.

    I'll give you some hints. It was 53M in 2005. It was 50.7M in 2004. It was 48.9M in 2003. Are you seeing a trend yet?

    StoneWalk, Santa Barbara California

  22. #6
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    Yes | No

    BMW selling more Mini's and SUV's.


    BMW's sales of it's core models are actually BELOW the rate of increase in size of the global car market.

    BMW is making lots of $$$'s due to excellent sales of Mini, sales of SUV's, and introduction of new formerly non-existent models such as the 1 series.

    BMW is giving up market share in the core 3er, 5er and 7er segments, and backfilling with SUV's, hatchbacks, and Minis.


    StoneWalk, Santa Barbara California

  23. #7
    geetee
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    Yes | No

    Bottomline is that they are making more money.

    that is all that counts. THey dont care if people hate a certain designer or style.

  24. #8
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    Yes | No

    yep. By selling Mini's and SUV's.


    StoneWalk, Santa Barbara California

  25. #9
    geetee
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    Yes | No

    but they are still bmws so who cares


  26. #10
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    I can only imagine what the sales numbers

    have been had BMW cars been attractive.
    I wonder if someone can compare to E39 sales in 97-99.

    But hey, I don't like McDonald's food and it's the most popular restaurant.

  27. #11
    geetee
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    yeah yeah yeah


  28. #12
    geetee
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    I disagree.


  29. #13
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    The spirit of BMW is dead going by new slogan

    "The Ultimate Driving Machine" slogan, part of the reason for BMW's move from zero to hero, a move taking Bimmer from 11th place in euro-brand US sales to 1st place over the 31-year history of the campaign, will no longer be pushing its driving machines as "ultimate." Instead, it'll be replaced by the much more descriptive slogan: "A Company of Ideas"


    Ad Age

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    Yes | No

    Z8 is statisitically anomolous throw it -> 1.3%

    _______
    GC RTAB shims, RSMs, T/S Coilover with Koni DA f/SA R & 450#f/550#r Eibach ERS
    Sunbelt CAMS w chip for 24# injectors, Euro MAF, Conforti/ITG CAI
    96+ exhaust manifolds
    Euro fLoAtErS, Mintex C-Tech 1144 blend
    accessory UDPs
    M roadster lever
    All done in my garage

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    thank you bangle for making BMWs dime-a-dozen

    and ugly

  32. #16
    Radiation Joe
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    Yes | No

    An Honest Approach?

    Although I believe BMW is expertly run, profitable, and basically on the right track, I also believe this post is an example of what many of us have seen from incompetent middle management shills in other corporate environments. Take a piece of data and misinterpret it in a PowerPoint presentation to support a non productive or counterproductive program. MS should make its products more difficult to use.
    I don't know who bmv is, but obviously, this person is not in posession of any reasonable amount of integrity and/or intelligence. Stonewalk clearly pointed out the misleading interpretation of financials. Attributing the sales growth to Bangle is just lame.

  33. #17
    meem
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    Yes | No

    yep.


  34. #18
    spook
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    Sales are not hard to manipulate...


    ...just ask GM and Ford...you throw enough incentives at buyers, and vehicles will move off the showroom floor.

    Profits, on the other hand, are not as easy. Not one word of profits in this little propaganda piece.

    That said, there's no doubt in my mind that BMW has managed to cut costs in recent times (which would therefore be on 'Bangled' models). So profit margins might actually be OK...but my point is that sales numbers alone don't tell the whole story.



  35. #19
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    Re: BMW Group Sales Analysis -> A Honest Approach

    Hi guys,

    The circular blue and white BMW logo or roundel is often alleged to portray the movement of an airplane propeller, to signify the white blades cutting through the blue sky. An interpretation that BMW adopted for convenience in 1929, which was actually twelve years after the roundel was created. Thanks

    NYK
    Used Cars
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