TSLA325.5909.53%
GM53.4500.05%
F11.280-0.185%
RIVN13.780-0.23%
CYD23.130-0.3%
HMC33.2400.13%
TM187.180-1.31%
CVNA336.3304.21%
PAG170.250-4.77%
LAD307.070-5.87%
AN196.260-6.99%
GPI425.540-10.98%
ABG229.200-8.46%
SAH76.360-2.45%
TSLA325.5909.53%
GM53.4500.05%
F11.280-0.185%
RIVN13.780-0.23%
CYD23.130-0.3%
HMC33.2400.13%
TM187.180-1.31%
CVNA336.3304.21%
PAG170.250-4.77%
LAD307.070-5.87%
AN196.260-6.99%
GPI425.540-10.98%
ABG229.200-8.46%
SAH76.360-2.45%
TSLA325.5909.53%
GM53.4500.05%
F11.280-0.185%
RIVN13.780-0.23%
CYD23.130-0.3%
HMC33.2400.13%
TM187.180-1.31%
CVNA336.3304.21%
PAG170.250-4.77%
LAD307.070-5.87%
AN196.260-6.99%
GPI425.540-10.98%
ABG229.200-8.46%
SAH76.360-2.45%
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Volkswagen Q2 sales up globally despite 16% drop in North America

Volkswagen boosts global sales 1.2% in Q2, driven by China and EV demand, as U.S. tariffs and North American losses pressure profitability.

Volkswagen reported a 1.2% increase in global vehicle deliveries during the second quarter of 2025, with gains in China and South America offsetting a significant decline in North America. The automaker delivered 2.27 million vehicles globally, including 669,700 in China, where a strong performance in the combustion-engine segment helped Volkswagen meet internal expectations despite avoiding the country’s ongoing price war. In contrast, deliveries in North America fell 16% to 224,700 vehicles, as President Donald Trump’s 25% tariff on imported vehicles and parts continued to pressure European brands.

Here’s why it matters:

Volkswagen’s results underscore the increasing influence of U.S. trade policy on foreign automakers and their dealer networks. With North American deliveries falling double digits due to tariffs, dealers may see reduced inventory flow and shifting incentives as manufacturers recalibrate global supply strategies. Meanwhile, Volkswagen’s strength in China and its rising EV share in Europe signal a market realignment that could shape product availability, pricing strategies, and investment decisions for dealers moving forward.

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Key takeaways:

  • Global deliveries rose 1.2% in Q2
    Volkswagen delivered 2.27 million vehicles worldwide, with gains in China and South America helping offset declines in the U.S.
  • North America deliveries fell 16%
    The automaker’s deliveries in the region dropped to 224,700 vehicles, as Trump’s 25% auto tariff continues to weigh on European automakers.
  • China’s performance driven by combustion vehicles
    VW grew its market share and deliveries in China in June by focusing on its traditional engine lineup, avoiding price-cutting tactics.
  • Electric vehicle momentum builds
    Battery-electric vehicles made up 11% of VW’s global deliveries in H1 2025, rising from 7% last year, led by demand in Western Europe.
  • Profitability over volume in China
    Volkswagen reaffirmed it will not join China’s EV price war, sticking to its pricing model to preserve margins and long-term brand strength.

Volkswagen’s second-quarter results reveal both resilience and pressure across key markets. As U.S. tariffs reduce shipments to North America, the automaker’s success in China and Europe underscores a strategic pivot toward EVs and market-specific profitability. Dealers should watch closely for how global supply adjustments and trade shifts may affect local inventories, model availability, and customer demand heading into the second half of the year.

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Jaelyn Campbell
Jaelyn Campbell
Jaelyn Campbell is a staff writer/reporter for CBT News. She is known to cover the latest developments impacting automotive retailers, manufacturers, and industry professionals. Based in Atlanta, Georgia, Jaelyn brings a journalistic focus to key trends shaping the retail automotive landscape, including dealership operations, evolving consumer behavior, EV adoption, and executive leadership strategies.

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