The few remaining automakers who still report monthly U.S. sales are delivering mixed January results so far, with supply chain issues continuing to weigh on the industry’s post-pandemic recovery.
Hyundai snapped a months-long slide in January with a 10% bump compared to a year ago and its highest January sales ever, but the company’s ongoing supply struggles are more obvious when January’s numbers are put up against December’s. Volume dropped 7% to 47,872 from a month ago, but Hyundai announced that its January numbers came with zero aid from fleet sales; 100% of the units delivered were retail.
Kia’s inventory constraints likewise held it back. Its sales slipped more than 5% compared to last January and more than 12% from December.
The story was similar at Mazda, where only the Mazda3 had a better January than it did in 2020. The small automaker finished the month down nearly 17% in volume compared to last January.
Likewise, Subaru reported 44,158 vehicle sales in the U.S. for January 2022, a 4.8% decrease compared with January 2021. Subaru cited semiconductor shortages and supply chain issues.
We will update this post as more results are reported.