Japan Autos Monthly Sales Tracker: Jun-2026 Japan & US: A supportive market environment, but outcomes vary by automaker

Research evidence excerpt

Japan Autos Monthly Sales Tracker: Jun-2026 Japan & US: A supportive market environment, but outcomes vary by automaker

2 July 2026

Japan Autos & Auto Parts

Japan Autos Monthly Sales Tracker: Jun-2026 Japan & US -

A supportive market environment, but outcomes vary by

automaker

Jun-2026 Japan sales +8.6% YoY: Jun-2026 Japan retail sales totaled 427 thousand Masahiro Akita

+81 3 6777 6998 units, up 8.6% YoY, marking three consecutive months of YoY increase. By segment,

masahiro.akita@bernsteinsg.com registered vehicles totaled 282 thousand units (+14% YoY), while Kei-cars reached 145

thousand units (-0.2% YoY), reflecting stronger demand for registered vehicles, which

Tomohiro Kashimoto benefited more from the tax changes. Among Japanese automakers, Toyota continued to

+81 3 6777 6975

tomohiro.kashimoto@bernsteinsg.com perform strongly (+10% YoY), as the new RAV4 began to make a meaningful contribution.

Honda also delivered solid growth of 18% YoY, supported by demand for registered

Seunghyeok Kim vehicles such as the new CR-V. Mazda returned to positive growth for the first time

+81 3 6777 6974 in 8 months (+18% YoY), driven by its flagship new CX-5. In contrast, Subaru was the

seunghyeok.kim@bernsteinsg.com

only automaker to record negative growth (-12% YoY), likely reflecting its recent new

model launches concentrated in BEVs. While Nissan's overall sales increased 7% YoY, its

registered vehicle sales fell 4% YoY.

Jun-2026 US sales +7.5% YoY: Jun-2026 US retail sales reached 1,379 thousand units,

up 7.5% YoY, remaining relatively resilient despite ongoing geopolitical uncertainty in the

Middle East. SAAR improved to 16.7 mn units from 16.2 mn units in May and 16.0 mn

units in May-2025. Demand for fuel efficient vehicles remained strong amid higher gas