Volkswagen's global deliveries fell 4% in Q1, while the Western European market bucked the trend and increased.

Volkswagen Group’s global deliveries declined in the first quarter of 2025, with several core markets under pressure; growth in Western Europe and South America could only partly offset the overall drag. On Monday, Volkswagen announced that its global deliveries fell 4% to 2.05 million vehicles in the first quarter, attributing the pressure to overall market downturns and the impact of U.S. tariffs. Meanwhile, deliveries in the Western European market grew against the trend by 4.2%, and South America saw a 7% increase, providing some support for the group’s performance. The U.S. market was particularly weak, with shipments down 20.5% in the first quarter, and electric vehicle sales were especially impacted. This situation has made it even more difficult for Volkswagen to tackle tariff pressure and maintain its share in North America. The figures have also sparked renewed investor concern about the profit outlook for traditional car manufacturers. At the same time, Volkswagen is actively enhancing product competitiveness through cooperation with Chinese manufacturers. Volkswagen has partnered with XPeng Motors to develop models better suited to Chinese consumer preferences; its Audi brand is collaborating with SAIC Group to develop electric models. Risk Warning and Disclaimer The market has risks; please invest cautiously. This article does not constitute personal investment advice and does not take into account specific investment goals, financial status, or the needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable to their particular situation. Investing accordingly is at your own risk.