Americas The threat to Ineos Dealers

[AWo]

The October sales numbers by Marklines for the US:

10/2025 553 units (10/2024: 148 units)
YTD 2025: 4,035 units (YTD 2024: 5,104 units)
2025 to 2024 YTD October: -20.9%

AWo

 

[HereinDaRockies]

The October sales numbers by Marklines for the US:

10/2025 553 units (10/2024: 148 units)
YTD 2025: 4,035 units (YTD 2024: 5,104 units)
2025 to 2024 YTD October: -20.9%

AWo

The 2nd derivative is trending up

 

[ryanjl]

I suspect price hurt them more. Not scientific evidence, but myself and two friends placed reservations the day they opened. In the years after that, the price kept climbing. Only I ended up sticking with my order to the actual purchase.

Adjusted for taxes and duties, the US paid the most of any market Ineos launched in. The difference wasn't just the cost of shipping.

I long said the same thing about the Landcruiser 200 series. The 2012 version I had in Saudi Arabia (I lived there for 13 years) had the twin turbo diesel v8, two fuel tanks, cloth seats, a basic stereo, basic AC, and that's about it. It cost me 156,000 Sar (USD 41,600), back then there were no taxes on vehicle purchases in Saudi. My point though is imaging how well the LC200 would have sold if they had sold that version in the US. Instead, all they offered in the US was the fully loaded leather seats all the bells and whistles version starting at $70K but almost all of them were in the $80's.

I know this post is a few months old, but to jump back in this thread:

For me, it's service locations. Price is not a factor. I currently have a 24 Land Cruiser, and the Ineos dealers are knocking off so much on price I can pretty much get the Ineos optioned the way I'd want it for only around $15k more than I can trade in my current vehicle. Hell, $80k isn't really a premium price for a vehicle anymore. Above average? Sure. But it's not really out of this world. I see 20 or more $80k-plus vehicles every morning on my 5 mile commute to work.

For me, I would buy one of these in a heartbeat if it was not for the fact that there are no places that can reset a service light closer than 7 hours away from me. At least, that's what I would have said a few months ago. Now, it appears another concern would be whether Ineos will even exist in a few years, which I have to think is a situation created in part by the service situation.

Earlier in this thread someone posted that a dealer believed they'd sell 2 or 3 times as many Ineos vehicles if service was not an issue. Based on my own situation, I'd wholeheartedly agree.

 

[chtucker]

I know this post is a few months old, but to jump back in this thread:

For me, it's service locations. Price is not a factor. I currently have a 24 Land Cruiser, and the Ineos dealers are knocking off so much on price I can pretty much get the Ineos optioned the way I'd want it for only around $15k more than I can trade in my current vehicle. Hell, $80k isn't really a premium price for a vehicle anymore. Above average? Sure. But it's not really out of this world. I see 20 or more $80k-plus vehicles every morning on my 5 mile commute to work.

For me, I would buy one of these in a heartbeat if it was not for the fact that there are no places that can reset a service light closer than 7 hours away from me. At least, that's what I would have said a few months ago. Now, it appears another concern would be whether Ineos will even exist in a few years, which I have to think is a situation created in part by the service situation.

Earlier in this thread someone posted that a dealer believed they'd sell 2 or 3 times as many Ineos vehicles if service was not an issue. Based on my own situation, I'd wholeheartedly agree.

Yeah, routine service (reset the light) not being "over the counter" available is an issue. I could deal with a few hours each way for an issue, but the regular maintenance thing should be solved.

Thankfully I live 30 minutes away from a dealer. The experience at the dealer has be great. Hopefully the next few years the bumps get smoothed out and they start selling 10k plus in the US.

 

[AWo]

The December and 2025 yearly sales numbers by Marklines for the US:

12/2025 531 units (12/2024: 395 units)
2025: 5,012 units (2024: 5,565 units)
2025 to 2024: -9.9%

AWo

 

[CrazyOldMan]

The December and 2025 yearly sales numbers by Marklines for the US:

12/2025 531 units (12/2024: 395 units)
2025: 5,012 units (2024: 5,565 units)
2025 to 2024: -9.9%

AWo

Service access - open it up, take the risk on warranty costs, negotiate a deal with the dealer network. 5000 units ain’t gonna cut the mustard. They should be aiming at 15,000 for the US. Literally first question everyone asks me - “where do you get it serviced?” Every. Single. Time.

 

[Tazzieman]

Macron would love to be making more for export to the US. So would Lynn.
However, dealer network or no dealer network. there is a T Rex in the room.
Awkward conversations.

 

[CrazyOldMan]

Macron would love to be making more for export to the US. So would Lynn.
However, dealer network or no dealer network. there is a T Rex in the room.
Awkward conversations.

I actually don’t thInk the big deal is tariff or trade policy. It’s priced maybe a little high - but I think service access is the big deal. I bet they could hit 15k with little to no pricing adjustment.

 

[TCMColorado]

I actually don’t thInk the big deal is tariff or trade policy. It’s priced maybe a little high - but I think service access is the big deal. I bet they could hit 15k with little to no pricing adjustment.

I would be more happy with my Grenadier if I could simply drive across town to the dealer instead of 90 miles each way.

 

[CrazyOldMan]

I would be more happy with my Grenadier if I could simply drive across town to the dealer instead of 90 miles each way.

I would just be happy if my own mechanic could take care of it - I don’t expect a dealer on every corner - but I think we’re in violent agreement. Service access is the secret sauce for sales.

 

[TCMColorado]

I would just be happy if my own mechanic could take care of it - I don’t expect a dealer on every corner - but I think we’re in violent agreement. Service access is the secret sauce for sales.

For sure, if my local mechanic could perform all needed service I would be fully satisfied. And prospective owners would feel better about making a purchase.

 

[Ovrland Bill]

there is a T Rex in the room.
Awkward conversations.

A relative of T-Ariff?

 

[Tazzieman]

A relative of T-Ariff?

Forbidden word , nicely hidden
But in reality, He wants little rocket man type cars
"I have just approved TINY CARS to be built in America."
"These cars of the very near future are inexpensive, safe, fuel efficient and, quite simply, AMAZING!!! START BUILDING THEM NOW!"

 

[Gaffer]

Fwiw, I live in the Philadelphia area and my dealer is a convenient 15 miles from my house. A few days ago, I got my Y2K service notification fixed. Driving home, at a stoplight near the Devon horse show, a couple in an Audi Q5 or something signaled to me to roll down my passenger side window. They asked me how I liked it (I gave my 15 second enthusiastic summary) and they told me how much they love the way it looks. I don't know these people but, considering the neighborhood, maybe they are in the market for something to tow their horse trailer. Anyway, it happens pretty often that people stop me to ask about the car. (Usually not in traffic though. ) Perhaps the Ineos plan is let growth occur slowly but organically while conserving working capital. Once a target penetration is achieved, then they expand outward. Also perhaps they don't wish to mess with the economics of dealers who rely on service revenues. Again, fwiw.

 

[PalmCoveWagon]

Fwiw, I live in the Philadelphia area and my dealer is a convenient 15 miles from my house. A few days ago, I got my Y2K service notification fixed. Driving home, at a stoplight near the Devon horse show, a couple in an Audi Q5 or something signaled to me to roll down my passenger side window. They asked me how I liked it (I gave my 15 second enthusiastic summary) and they told me how much they love the way it looks. I don't know these people but, considering the neighborhood, maybe they are in the market for something to tow their horse trailer. Anyway, it happens pretty often that people stop me to ask about the car. (Usually not in traffic though. ) Perhaps the Ineos plan is let growth occur slowly but organically while conserving working capital. Once a target penetration is achieved, then they expand outward. Also perhaps they don't wish to mess with the economics of dealers who rely on service revenues. Again, fwiw.

I think sales are increasing as they achieve greater visibility with more on the roads. Since they don’t really advertise, that and online videos are the main ways awareness is growing. I strongly believe that the service lock-in is a strategic decision to encourage dealer adoption, and that it likely has a contractual basis. Perhaps not forever, but for a period of time. I have no evidence, but this would explain IA silence on the matter.

 

[CrazyOldMan]

I think sales are increasing as they achieve greater visibility with more on the roads. Since they don’t really advertise, that and online videos are the main ways awareness is growing. I strongly believe that the service lock-in is a strategic decision to encourage dealer adoption, and that it likely has a contractual basis. Perhaps not forever, but for a period of time. I have no evidence, but this would explain IA silence on the matter.

I’m sure it’s in their contract - and I’m sure it’s inhibiting sales. People are scared to buy something where the closest service is 4 hours away - understandably.

 

[Commodore]

I see one damn near every time I’m on the road. I saw one today at the Burbank airport and Sunday at Painted Canyon trailhead. There are 3 others within a few blocks of my home.

They continue to sell. The issue is going to be soccer moms buying to transport kids. They are going to get tired of driving a truck compared to an SUV

 

[CrazyOldMan]

I see one damn near every time I’m on the road. I saw one today at the Burbank airport and Sunday at Painted Canyon trailhead. There are 3 others within a few blocks of my home.

They continue to sell. The issue is going to be soccer moms buying to transport kids. They are going to get tired of driving a truck compared to an SUV

@AWo just gave us the year-end Marklines numbers - down almost 10% YoY. Maybe that’s just the economy, but I think they were hoping for more in year 2. Service access. I’ll just keep harping on that point.

 

[AWo]

No, US numbers, not UK. UK is much, much lower.

AWo

 

[ADVAW8S]

No, US numbers, not UK. UK is much, much lower.

AWo

Thanks, I stand corrected