January NPD Data - Retail Sales Still Slow
The NPD data for January 2008 has been released. The NPD Group is the leading global provider of consumer and retail market research information for a wide range of industries. They provide critical consumer behavior and point-of-sale (POS) information and industry expertise across more industries than any other market research company.
The January data shows that overall satellite radio retail sales are still down on a year over year comparison basis. For Sirius January NPD tracked sales were down 36% as compared to January 2007. For XM December NPD tracked sales were down 46%. This translated into sector sales being down 40% on a January year over year basis. Sirius has maintained an NPD share advantage for 29 consecutive months.
YEAR OVER YEAR COMPARISON (JAN 08 vs. JAN 07)
SIRI - Down 36%
XMSR - DOWN 46%
SECTOR - DOWN 40%
MONTH OVER MONTH COMPARISON (JAN 08 vs. DEC 07)
SIRI - DOWN 86% (this is expected because December reatil is the strongest month for SDARS retail sales)
XMSR - DOWN 83% (this is expected because December reatil is the strongest month for SDARS retail sales)
SECTOR - DOWN 85% (this is expected because December reatil is the strongest month for SDARS retail sales)
The NPD tracked sales for Jauary 2008 are the weakest retail performance by either company in about three years. While “merger concerns” may account for a part of this, the retail channel has not seen improvement even when the comparisons should be getting easier. The OEM channel is still the driver of subscribers.
Position - Long Sirius, Long XM
February 26th, 2008 at 10:23 am john Says:
The reason SIRI has such a big percentage in retail is, people that are getting factory installed XMSR in their Toyota’s are ripping them out to install SIRI. LOL FrontMed.
April 21st, 2008 at 11:49 am Satellite Radio Retail Trend Improves In March - SiriusBuzz Says:
[...] the street as well as analysts, as the trend has improved substantially over the past three months. January’s NPD showed sector down 40%. February NPD had an improvement although sector sales were still down 17%. [...]