Chart Of The Day: Imagine The U.S. Auto Industry Without Pickup Trucks

Fascinating charts.

GM marketshare went up in 2011 even with only 4 brands, and has been on a decline since.

The supply constraints of the earthquake and tsunami both hurt Toyota and Honda in 2011 – that charts are very clear. What is interesting is they never fully gained their 2010 recessionary level marketshare back even as the economy picked up and annual car sale volumes returned to pre-great recession levels.

It appears Ford, GM, and FCA all benefited from the earthquake. This chart really shows how much impact the disruption had (hello, emergency planners in the Pacific Northwest, look at these charts)

Really fascinating to see that Toyota’s marketshare has essentially flatlined since 2012. Had I not seen a representation this way, I would think that Toyota was still growing.

I wouldn’t think Honda is losing ground either, but I guess a string of really bad decisions and product mix mistakes are catching up to the brand.

With all the “bad” news coming out of FCA about product roadmap and some high profile mistakes like the Dart launch, you would think they would be doing worse – but they aren’t.

I’d be curious to know how much of that marketshare growth at FCA is Ram and Jeep – I would suspect most of it.

Is it really that simple to say that Honda and Toyota have lost share to FCA? Or is some of that share going to Hyundai/Kia?

Some of the most interesting charts Mr. Cain has provided. Wish you could drill down into the data!

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