Automotive Titanics? Volkswagen & Stellantis

[SSO]

Just took a look at the situations are Volkswagen and Stellantis:

Automotive Titanics?

They are both in full on crisis mode.

 

[Matski]

Oh no, that's terrible... just think of all those clicks you're hoping to channel to your web page off the back of this sun-dried nugget of info...

Also, I went to your webpage, and I looked for links back to GCF... and SHOCK... HORROR, there were none... it's almost like.. like you're only here to pimp your own page! Crazy, I know.

 

[Rolf]

It's not just VW and Stellantis, I think Nissan is in an even worse position. They only have 12 to 14 months left to survive and are scrambling to find investors with deep pockets. Their CFO was recently fired as well so their management is probably going to have a massive reshuffling. Honda could be a potential buyer so let's wait and see.

All the legacy car brands (GM, Ford, Toyota, Honda, Hyundai and the French brands etc. including the Germans) are all facing massive profit drops due to their lower sales in China and some in the US as well.

 

[Design FIRST]

Volkswagen ?

Perhaps not exactly a "Titanic", but a plausible destiny could be a corporation that is significantly reduced, streamlined and with a far different shareholder structure than is the case today. Audi, Bentley and Porsche cooperating more closely and under the stewardship of Porsche with far more clearly defined respective market "assignments and objectives". Significantly increased investment in the U.S. is probable. The Scout/Rivian proposition could pay hefty dividends. Increasing vertical integration will be of essence. The Volkswagen brand needs to be re-defined. It is neither here nor there, somehow attempting to straddle pedestrian and premium and not doing either very well. BEV proliferation is an inevitability, although it may come later than originally anticipated. The Volkswagen brand will need to cull its model lines. In the BEV era, an electric Polo, Golf, T-Cross, Tiguan, Passat shooting brake-like crossover and bus/commercial transporter will suffice.

 

[SSO]

Volkswagen ?

Perhaps not exactly a "Titanic", but a plausible destiny could be a corporation that is significantly reduced, streamlined and with a far different shareholder structure than is the case today. Audi, Bentley and Porsche cooperating more closely and under the stewardship of Porsche with far more clearly defined respective market "assignments and objectives". Significantly increased investment in the U.S. is probable. The Scout/Rivian proposition could pay hefty dividends. Increasing vertical integration will be of essence. The Volkswagen brand needs to be re-defined. It is neither here nor there, somehow attempting to straddle pedestrian and premium and not doing either very well. BEV proliferation is an inevitability, although it may come later than originally anticipated. The Volkswagen brand will need to cull its model lines. In the BEV era, an electric Polo, Golf, T-Cross, Tiguan, Passat shooting brake-like crossover and bus/commercial transporter will suffice.

I do believe at some point the Volkswagen Group will likely be broken up/reconfigured into "healthy & "unhealthy" brands based on the chance of future success. On the US, VW has tried for years and never really cracked the US market. Rivian tie up may help but they are also burning cash at an alarming rate.