THE BRADLEY REPORT
STAT
ATTACK
UK: Data from the MCIA shows that
new motorcycle registrations in the UK
were up in July by +41.96% (13,093
units) and have now recovered to
"just" -16.73% for the first seven
months of the year (54,494 units).
Registrations were +13.43% in June
(12,520 units), having been -51.86%
in May (4,965 units), -83.93% (1,467
units) in April and -22.19% in March
(12,484 units). For the YTD, the UK is
running at -16.73 (54,494 units). Total
PTW registrations were +41.72% in
July (13,945 units) and are -16.13%
YTD (57,807 units in total).
Suzuki reports a -53.1% drop in
corporate consolidated net sales
revenue (to 425.2bn yen) for the first
quarter (April to June). Operating
income was -97.9% and net income
-95.6%. The company produced
189,000 powersports vehicles (3,000
of them were ATVs), which was -56%
down, with no production recorded at
all for the United States (with no US
sales either), 6,000 units in Japan and
170,000 in Asia.
Kawasaki first quarter results (to June
2020) show that its global
powersports industry business had sold
67,000 units compared to 110,000 for
the year-ago quarter (-39%) for
58.9bn yen (-9.3%; including 8.5bn
yen worth of general-purpose gasoline
engines). Motorcycle unit sales in
developed markets were 29,000,
worth some 24.7bn yen, with 25,000
units sold (for 9.1bn yen) in emerging
markets. The segment posted a -5.9bn
yen loss for the quarter compared to a
-2.8bn yen loss in the year-ago quarter.
Unsurprisingly, it says of its Motorcycle
and Engine division that "the market
has been significantly affected due to
the impact of COVID-19 in the major
markets of Europe, North America and
South East Asia."
KTM: PIERER Mobility AG has reported
sales of KTM, Husqvarna and GASGAS
motorcycles and e-bikes as being
124,682 units for the first six months
of the year (down from 135,711 last
year). "The motorcycle market
developed surprisingly strongly,"
particularly in the US (+20%) and
Australia (+39%), with 4% global
growth reported, and additional
employees recruited to meet demand.
According to CDK Global
Lightspeed U.S., same store retail
data for June 2020 published by
PSB (from more than 1,600
dealerships of all kinds), June new
and pre-owned unit sales
sustained the "record setting"
momentum seen in May. The
worst performing region of the
USA was the West, where stores
only recorded an average of
44.9% revenue growth in
major units.
Honda
Honda released its results for the first
quarter of its 2020/2021 financial year
(the period ending June 30) stating
that, not surprisingly, "business
stagnated and demand declined
significantly on a global basis due to
the COVID-19.
Total corporate consolidated sales
revenue was 2,123.7bn yen (a yearon-year
decrease of 46.9%) due
primarily to a decrease in sales
revenue from all businesses. Operating
loss was 113.6bn yen (a year-on-year
decrease by 366.1bn yen); loss before
income taxes: 73.4bn yen; the impact
of the COVID-19 is estimated to be
approximately 440.0bn yen.
Honda's motorcycle business sales
revenue was 274.2bn yen (a year-onyear
decrease of 258.7bn yen), due
primarily to a decrease in unit sales,
mainly in Asia.
Ducati
Ducati is reported as producing
24,157 motorcycles in the first
half of 2020 (down from 34,759
for the first half of 2019,
-30.5%), with parent company
Audi estimating the global 500
cc+ market being down by
-14.7% in the first half year.
In production terms, Ducati
made 4,706 Scramblers (6,277
in the first half of 2019), 8,731
Diavel, Monster and
Streetfighter (10,050), 5,321
Hypermotard and Multistrada
(11,879), and 5,399 Supersport
and Panigale models (6,553 in
the first half of 2019).
Of those, 19,620 were produced
at the Ducati headquarters at
Bologna (30,159 in the first half
of 2019), 4,011 at its Amphur
Yamaha
Yamaha is reporting 1.709 million
total global motorcycle unit sales for
the first half of 2020, generating net
sales of 375.2bn yen, down from
2.516 million units and 504.2bn yen
for the first six months of 2019.
Units sales in Europe totaled 99,000,
down from 109,000 for the first half of
last year, with North American sales at
28,000 units (down from 32,000);
domestic sales in Japan were 42,000
units (from 46,000), with Asia
reporting 1.364 million units sold,
compared to 2.115 million in 2019.
Interestingly, net motorcycle sales
revenue from Europe was down, at
20.2bn yen, but from 21.8bn yen in
This is what you call and
Adventure Tourer...
Motorcycle operating profit was
11.2bn yen (a year-on-year decrease
of 58.6bn yen). Despite a decrease in
unit sales, profit was still made,
primarily due to a decrease in R&D and
SG&A expenses.
Consolidated unit sales of motorcycles
Now that's what you call a 'Streetfighter'...
Pluakdaeng site in Thailand and
a further 526 on a contract
manufacturing basis at Manaus,
Brazil.
As Audi's "motorcycle
segment," Ducati is reported as
having made a € 7m operating
the first six months of 2019.
In the Land Mobility (Motorcycles)
segment, net sales were 429.0bn yen
(a decrease of -133.6bn yen/-23.7%),
with an operating loss of -6.7bn yen
(the same period the previous fiscal
year showed an operating income of
20.8bn yen).
In RVs (All-Terrain Vehicles,
Recreational Off-highway Vehicles
This is also what
you call a midsize
Adventure/dualsport
- the Ténéré
700 six-speed,
chain drive parallel
twin with riderswitchable
ABS.
were 1.221 million units, compared to
3.264 million for the year-ago quarter;
for the 2019/2020 full year
consolidated motorcycle unit sales
were 12.426 million, and Honda is
now forecasting 9.715 million for
2020/2021.
result in the first half of 2020,
down from € 44m, representing
an operating return on sales of
10.2%, with total motorcycle
sales revenue reported at
€ 331m (down from € 435m for
the first half of 2019).
(ROVs) and snowmobiles), the deficit
widened as a result of the decrease in
ROV sales and the closure of US
factories due to lockdowns.
22 AMERICAN MOTORCYCLE DEALER - SEPTEMBER 2020