❓WHAT HAPPENED: Jaguar Land Rover (JLR) reported a 17.1 percent drop in vehicle sales for the July-September period, citing a cyber attack and higher U.S. tariffs as major challenges.

👤WHO WAS INVOLVED: JLR, its suppliers, and JLR’s CEO Adrian Mardell, with broader impacts on the automotive supply chain.

📍WHEN & WHERE: Sales figures cover July to September 2025; manufacturing operations are set to restart this Wednesday at various British and global sites.

💬KEY QUOTE: “It has been a challenging quarter for JLR. We know there is much more to do but our recovery is firmly under way.” – Adrian Mardell

🎯IMPACT: A cyber attack and halted production have disrupted JLR’s global operations and affected its suppliers, prompting new financing measures to stabilize the supply chain.

Jaguar Land Rover (JLR) has reported a significant drop in sales, with figures showing a 17.1 percent decline in the July-September quarter compared to the same period last year. United Kingdom sales fell by nearly a third, and global wholesale volumes dropped by 24.2 percent year on year. The British carmaker attributed the downturn to a cyber attack that disrupted production since early September and the impact of higher U.S. tariffs. However, earlier this summer, JLR’s sales saw a catastrophic slump due to both a production shutdown and a woke rebrand, with these issues likely continuing to impact sales.

The National Pulse reported in June that JLR rolled out a rebrand that ditched the iconic “leaper” logo, used a lower-case monogram, and focused on electric vehicles. The rebrand received stiff backlash and mockery, with automobile enthusiasts accusing Jaguar of becoming more of a fashion or luxury brand rather than a car company after its widely-panned inaugural commercial, which featured a series of bizarrely dressed, androgynous models and zero cars.

JLR announced plans to restart production on Wednesday at multiple British sites, including its Wolverhampton engine plant, Coleshill battery assembly center, and stamping operations in Castle Bromwich, Halewood, and Solihull. Key areas of its Solihull vehicle production plant, such as the body shop and paint shop, will also resume operations. Additionally, its Nitra, Slovakia facility and Solihull’s Range Rover production lines are set to follow later in the week.

The company has unveiled a new financing scheme to support struggling suppliers affected by the cyber attack. The initiative aims to fast-track payments, with eligible suppliers receiving cash up to 120 days earlier than usual terms. JLR also committed to reimbursing financing costs for those participating in the scheme during the restart phase.

Adrian Mardell, JLR’s CEO, acknowledged the difficulties faced by the company, stating, “It has been a challenging quarter for JLR. In the first two months our performance was robust and in line with our expectations, against the backdrop of the planned wind down of legacy Jaguar models and the impact of incremental US tariffs. From the start of September, we have been responding to a cyber incident, which shut down our production. This morning we announced the phased restart of JLR’s manufacturing operations following the cyber incident. We know there is much more to do but our recovery is firmly under way.”

The British government recently announced a £1.5 billion loan guarantee to assist JLR in stabilizing its supply chain, which employs around 120,000 people. The company’s supply chain support package will initially prioritize production-critical suppliers before expanding to non-production suppliers also impacted by the disruption.

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