Sales Performance - Mazda Motor Corporation reported a 10% decline in global vehicle sales to 91,024 units in January 2026 from 101,293 units in the same month last year [1] - Domestic sales fell by 10.6% to 11,654 units, while overseas sales declined by 10.1% to 79,370 units [1] - Sales in the US declined by 14% to 28,958 units, and sales in China plunged by over 34% to 3,775 units [1] Model Performance - The CX-5 was the best-selling model globally in January with 25,903 deliveries, down by 3.9% year-on-year [2] - Sales of the CX-30 fell by almost 18% to 14,368 units, while the Mazda 3 saw a 10% decline to 11,744 units [2] Production Trends - Global vehicle production declined by 11.6% to 93,261 units in January 2026, following a 9.4% increase to 99,018 in December [3] - Production in Japan was down by almost 7% to 61,328 units, despite a 36% rise in CX-30 output to 8,916 units [3] - Overseas vehicle production fell by almost 20% year-on-year to 31,933 units in January [4] Export Dynamics - Exports from Japan rose by 5.6% year-on-year to 52,848 units in January, following a decline in December [5] - Shipments to North America dropped by 25% to 20,033 units, while exports to Europe surged by 135% to 19,021 units [5]

END OF THE DECADE, DESPITE INCREASED COSTS AND THE THREAT OF TARIFFS. AND THEY'RE DOING IT IN A KIND OF FAMILIAR WAY. THE CROSSOVER SUV THAT WE SEE EVERYWHERE.NOW, LET'S BRING IN THE HEAD OF MAZDA'S NORTH AMERICAN BUSINESS, TOM DONNELLY, WITH OUR VERY OWN PHIL LEBEAU. >> PHIL THANK. >> YOU KELLY.>> TOM, GOOD TO BE HERE WITH YOU. AND WE'LL TALK ABOUT THE NEW CX FIVE, WHICH IS IN THE BACKGROUND HERE. PART OF A LOT OF YOUR SUCCESS HERE IN THE US.BUT I WANT TO START, FIRST OFF WITH YOUR VIEW ABOUT THE STATE OF ...

Consumer Sentiment and Shopping Behavior - The current state of the US consumer is characterized by a degree of uncertainty, with some consumers experiencing anxiety regarding purchase decisions [2][3] - Dealers report that consumers are taking longer to make decisions, extending their typical timeframe from two to three weeks to five to six weeks [4] - Despite the extended decision-making process, overall shopping volume remains historically strong, indicating continued consumer interest [3][5] Vehicle Production and Market Strategy - Mazda's plant in Alabama has a production capacity of 150,000 units, currently operating at about 130,000, reflecting successful market reception of the CX-50 [7] - The CX-5, produced in Japan, has been a best-selling model for Mazda since its introduction, with year-over-year growth in sales [7] - The base price of the CX-5 ranges from approximately $29,000 to $39,000, positioning it well within the market for auto affordability [8][9] Demand Trends and Model Portfolio - There is increased demand for vehicles priced between $30,000 and $40,000, with the Mazda 3 experiencing double-digit month-over-month gains [12] - Certified pre-owned vehicles in the $25,000 to $35,000 range have also seen significant sales, with over 75,000 units sold in the past year [12] - Demand for the Mazda 3 sedan has outpaced that of the hatchback version, contrary to initial forecasts, indicating a shift in consumer preferences [14]

Core Viewpoint - Mazda Motor Corporation experienced a rebound in global vehicle production in December 2025, with a 9.4% increase compared to the previous month, indicating a recovery from earlier declines in production and sales [1][2][4]. Production Summary - Global vehicle production reached 99,018 units in December 2025, up from 95,232 units in November, marking a recovery from a 5.2% year-on-year decline [1]. - Domestic production in Japan increased by 6% to 66,024 units, with notable increases in specific models: CX-30 production surged by 69% to 8,961 units, Mazda 3 production rose by 25% to 11,207 units, and CX-5 volumes increased by 6% to 26,546 units [1]. - Overseas vehicle production rose over 17% to 32,994 units in December, recovering from a 9.4% decline in November [2]. Export and Sales Summary - Exports from Japan fell by 4% year-on-year to 57,223 units in December, with a significant drop in shipments to North America by 18% to 22,591 units, while exports to Europe surged by 38% to 19,047 units [3]. - In 2025, Mazda's total global production was 1,156,707 vehicles, a decrease of 3.7% from 1,201,049 units in 2024, with domestic output declining by 4.4% and overseas production falling by 2.6% [3]. - Global sales decreased by 1.7% to 1,256,215 units in the previous year, with a 5.3% increase in Japan but a 2.5% decline in overseas sales [4].

Production Overview - Mazda Motor Corporation reported a 5.2% decline in global vehicle production to 95,232 units in November 2025, down from 100,478 units a year earlier [1] - Production in Japan fell by 2.3% to 58,088 units, with CX-5 output decreasing by 1.6% to 22,463 units, while CX-30 production increased by 37% to 10,341 units and Mazda 3 volumes rose by almost 11% to 12,222 units [1] Export and Overseas Production - Exports from Japan increased by 7.3% to 55,474 units, with shipments to North America rising by almost 15% to 23,053 units and exports to Europe rising by 25% to 12,162 units [2] - Overseas vehicle production declined by 9.4% to 37,144 units in November, primarily due to a 46% drop in CX-30 output to 7,008 units and a 40% decrease in Mazda 2 output to 6,416 units, while CX-50 production fell by nearly 13% to 8,529 units [2] Year-to-Date Performance - In the first eleven months of 2025, Mazda produced 1,057,689 vehicles globally, down by 4.8% compared to 1,110,536 units in the same period of 2024 [3] - Domestic output declined by almost 5.3% to 650,666 units, while overseas production fell by 3.9% to 407,023 units [3] - Global sales fell by 1.4% to 1,148,950 units in the January-November period, with sales in Japan rising by 5.7% to 138,751 units, while overseas sales fell by 2.3% to 1,010,199 units [3] - US sales were 1.7% lower at 377,733 units, while in Europe sales fell by 10% to 143,896 units, China saw a decline of 12% to 64,899 units, and other markets experienced a 2% increase to 423,671 units [3]

Core Insights - Mercury Insurance has released its annual list of the most affordable sedans and subcompact crossovers to insure, aimed at helping budget-conscious consumers maximize insurance savings [1][2][3] Vehicle Affordability - The list includes vehicles from various manufacturers, highlighting a diverse range from entry-level premium cars like the Acura Integra to more affordable options such as the Nissan Kicks and Kia K4 [3] - The top 10 vehicles listed for affordability in insurance include: Volkswagen Golf R, Acura Integra, Mazda 3, Kia K4, Nissan Versa, Volvo S90, Hyundai Venue, MINI Cooper, Kia K5, and Nissan Kicks [6] Insurance Cost Factors - Factors influencing insurance costs include claims on similar vehicles, repair costs, and vehicle safety records, which were analyzed by Mercury's research and development team [2][3] Company Background - Mercury Insurance has been providing insurance services since 1962, focusing on personal auto, homeowners, renters, and commercial insurance across multiple states [4][5] - The company has over 4,200 employees and a network of more than 6,340 independent agents, earning an "A" rating from A.M. Best and recognition as a top auto insurance company by Forbes and Insure.com [5]