Excellent thread CD, I know this must have taken a lot of time to compile. I really appreciate the effort taken to put all of these numbers together in easy to understand formats. These joint figures combined with the details in the monthly sales thread provides a wealth of information on the market.
Some observations from my side with the caveat to readers that these are all
dispatches and not actually
sales figures. There is a big difference. If you see the December 2018 sales thread, Kawasaki didnt dispatch any Versys 650s in the second half of the year but dealers were selling the bikes in the last quarter of 2018. That means dealers are sitting on piled up inventory i.e. dispatches from Q1 and Q2 of last year. So the unsold inventory from the 2018 dispatch numbers in this thread (
again I say, dispatches and not sales!) will carry forward to 2019 and skew those numbers a bit. With that said
- If we keep in mind that the Harley Davidson Street Rod is actually a mildly tarted up and improved Street 750 (
fatter forks, wider MRF tires, difference in rake, larger rear wheel, 7 horsepower more and 3 more NM of torque Link https://evoindia.com/harley-davidson...vs-street-rod/), then it draws obvious comparisons to the Street Triple S and RS. With the Triumph, the top of the line RS also gets better forks, better tires, difference in rake, 12 more HP and 5 more NM of torque plus others like 3 additional ride modes, 3 levels of traction control, bi directional quick shifter, TFT screen, etc. (
Link - https://www.zigwheels.com/news-featu...fferent/28934/). So if I were creating this thread, I would have actually clubbed the sales of the Street Rod and Street 750 together in post number 1, just as the Tiger 800 XR and XC as well as Street Triple S and RS. When we do that, the total figure from HD's entry level motorcycles adds up to
1,979 units which is astounding especially when you consider they dispatched only 4 units in December 2018. That is easily more than double that of the next highest dispatched competitor.
- Coming to the Royal Enfield 650 twins, I think its safe to say that they will dominate the charts in 2019.
- The Z900 total dispatch numbers paint a potentially false narrative when linked to sales because they dispatched 78 units in December out of 393 for the year which is
19.8% of total annual dispatches. As pointed out in the December dispatches thread, Kawasaki is aggressively pushing a 0% interest scheme on its Z900 (
among others) so dealers will definitely be sitting on this inventory in Q1 of 2019.
- The Ninja 1000 finally seems to have balanced out in the demand supply equation. Earlier dealers didnt even have test ride bikes as they all had sales backlogs. 2019 will be a good test for the Ninja 1000. Will it sustain these figures?
- Not a great year for the Street Triple S as Triumph has priced it out of the park and its not value for money. Its predecessor arguably was. As an entry level naked sports bike, it is facing tough competition from the above mentioned Z900 and Suzuki's GSX S750. The Street Triple RS has brought in some good dispatch figures for Triumph, because it offers a lot of kit for the price. Now when we consider that the RS wasnt available in the first 4 months of 2018, then the real picture of the performance in the showrooms between the entry level S (
which should ideally be bringing in the volumes) and the RS emerges.
- The Triumph Street Twin also had some aggressive 0% interest schemes in Q4 of the year which would have helped its numbers. With the Interceptor just getting warmed up to play, 2019 will be a tough year for this model.
- Other manufacturers must really envy Suzuki. They dont have test ride bikes of the Hayabusa (
at least the last time I checked) and they just need to launch a new paint scheme every MY and they still manage to do good numbers.
- More dispatches in the year for the Vulcan 650 against the Z650 makes me confident that dealers are sitting on a lot of unsold inventory. The Vulcan didnt have any dispatches since June 2018. Kawasaki is providing the same 0% interest scheme for the Vulcan as well. Expect dealers to come off their high horses in 2019 and give good discounts, Anzen Kawasaki is already offering free accessories worth Rs 46,000 till the end of Februrary. The offer is visible on social media.
- The heading
top 20 profitable models by revenue is misleading since many of these dispatched bikes are not sold. I would safely assume all ZX10Rs dispatched have found good homes already whereas many Vulcans are still sitting in dealer warehouses gathering dust and will likely be sold on discounts. So Top 20 motorcycles by revenue (
without the word profitability) is a better heading.
- Having the actual dispatch figures in the first chart of post 2, along with the percentages, like you have in the first chart in post 4 would have been most helpful. Also would it be possible to have 2016, 2017 and 2018 pie chart data side by side? That way we can how the market dynamics have changed especially since some manufacturers have gone aggressive in recent times.
- The first chart on post #3 is fantastic and really gives a clear picture of how the market stacks up. Im quite impressed by the number of HD dispatches towards the higher end of the spectrum, this clearly is their let the owners upgrade philosophy at work. I usually dont comment on HD as Im not too well versed with their motorcycles, but from a business perspective, HD is the perfect example of how to do things right. They have a well established dealer network. They have a huge range of upto date motorycles including affordable entry level 750s (
Street and Street Rod). They encourage group rides and meets. They take reasonably good care of their customers from what I hear. So upgrading within the HD family is usually a given. That said, there are concerns about HDs lineup globally and it will be interesting to see if they can reinvent themselves and come ouf stronger than ever.
Compare that to say the Triumph world, where many Street Triple owners can upgrade to the very different Tiger if they want to stay in the Triumph family. There is no sign of the Daytona globally and the still missing in India Speed Triple is a head scratcher. Kawasaki has done well in bringing a healthy range of motorcycles to encourage upgrading (
N300 to N650 to N1000 or ZX6R to ZX10R or V650 to V1000 etc) but they dont take good care of their customers and hence Kawasaki owners will be the first ones to tell you to not buy one. Honda is the best in pampering their customers with excellent affordable service but they dont have volumes or the variety of models on offer today. For years, many of us TBHPians have been crying out for the 500 cc bikes from Honda. Sigh! That said, they are setting the foundation for a long term Rahul Dravid-esque innings in this segment that should off in the long run.