Volkswagen China Sales Drop 26 Percent in First Half, Locking in Blume's Plan for Up to 100,000 Job Cuts

The German automaker's European and North American gains could not offset the China shortfall that has now hardened restructuring targets already facing board resistance.

Volkswagen's deliveries in China fell 26 percent in the first half of 2026, a contraction steep enough to override gains in Europe and North America and to confirm the scale of the overhaul Oliver Blume must now execute. The company reported a 4.2 percent decline in global vehicle deliveries for the second quarter alone, with the China market cited as the dominant drag.

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