Nissan Sales

Dealers Are Buying Nissan Stores for the Factories Behind Them

Nissan posted a ¥77.89 billion operating profit on August 3 against a ¥6.01 billion consensus, its first quarterly profit in two years. The same week, Matt Bowers Auto Group moved to 14 stores with two Texas acquisitions and Holler-Classic closed on four Nissan and Infiniti stores in South Carolina. The shared thesis: Nissan builds roughly 95% of its US volume in Tennessee and Mississippi.

Analysis & Insights

Three Western Capacity Trades, One Chinese Buyer

Three disclosures inside 36 hours on May 5-6 describe the same trade. Nissan cut 900 EU jobs and consolidated Sunderland UK to one line, with Chery in talks to take the second. Geely VP Alex Gu confirmed Ford-Ranger platform talks. Ford-Geely EU plant sale in 'very advanced' stage.

Analysis & Insights

Nissan’s 1-Million-Unit US Vision Is the Cleanest Bet Against VW’s Q1

Nissan CEO Ivan Espinosa outlined a 1 million unit US sales target within 3 to 5 years, up from the current 700,000-unit run rate. The product road map includes the next-generation Rogue with an embedded AI assistant, a returning twin-turbo VR30 V-6 in the Q50 successor and revived Skyline, and an explicit de-emphasis of entry-level EV commodity competition. The Tennessee and Mississippi production footprint is the tariff protection. Q1 Pathfinder up 45.2% is the quick proof point.

Analysis & Insights

Brexit’s Second Auto Reckoning Is Not About Tariffs. It’s About What Counts as European.

The UK's Society of Motor Manufacturers and Traders warned the EU on April 16 that the draft Industrial Accelerator Act risks £70 billion in annual UK auto trade by excluding UK-built vehicles from corporate-fleet tax incentives, government grants, and CO2 super credits. 57% of UK-built cars are exported to the EU. Fleet sales run roughly 60% of the UK's domestic market. If the IAA passes without UK inclusion, the economics tilt away from Sunderland, Burnaston, Solihull, and Oxford toward Germany, Spain, and Slovakia. This is the rules-of-origin sequel to Brexit.