A planned wind down of the supply of its ‘legacy models’ and a pause in shipments to the US led to a sharp fall in quarterly wholesale and retail sales at Jaguar Land Rover. Tony McDonough reports
Carmaker Jaguar Land Rover is reporting a sharp fall in wholesale and retail sales in the three months to June 30 – but the slowdown was partly expected.
In what JLR called a “challenging quarter” and the first of its financial year, sales were impacted by the planned wind down of legacy Jaguar models ahead of the launch of new Jaguar.
However, sales were also hit by a and a pause in shipments to the US during April 2025 following the introduction of 25% import tariffs by President Donald Trump.
Last week the company, which employs more than 3,500 people at its car assembly plant at Halewood in Merseyside, was able to breathe a sigh of relief when a new UK-US trade deal on tariffs came into effect, cutting tariffs in what is its biggest single market to 10%.
Wholesale volumes for the first quarter were 87,286 units (excluding the Chery Jaguar Land Rover China JV), down 10.7% year‑on‑year and down 21.7% compared to Q4 FY25.
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Compared to the prior year, wholesale volumes for the first quarter were up in MENA2 (20.5%), overseas (4.6%) and China (1.0%), and down in North America (‑12.2%), Europe (‑13.6%) and the UK (‑25.5%).
Retail sales for the first quarter of 94,420 units (including the Chery Jaguar Land Rover China JV) were down 15.1% year‑on‑year and down 12.8% compared to Q4 FY25.
The overall mix of Range Rover, Range Rover Sport and Defender models was 77.2% of total wholesale volumes in Q1 FY26, up from 66.3% in the prior quarter and 67.8% year‑on‑year, reflecting the prioritisation of JLR’s most profitable models.