John Casesa
John Casesa
desire full gm large launching size snap
If consumers' desire for large SUVs does not snap back, GM will be launching its new full size SUVs into an unwelcoming market.
explorer ford good guess issue people tire view
My guess is most people view this as a tire issue than a Ford Explorer issue. But there are a lot of good competitors to Ford Explorer out there on the market.
campaign declined employee last nine pricing sales saved
GM's sales have declined year-over-year in nine of the last 12 months, saved only by the employee pricing campaign this summer.
break ford pack potential
If Ford makes Volvo work, it has the potential to break out of the pack of second-tier automakers,
cuts falling high inventory massive price production reflect sales shift tactics vehicle
The massive cuts reflect high inventory levels, falling new vehicle sales and a shift in automaker tactics from price cuts to production cuts,
ford hold lasting likely negative press relatively remains stock
In short, while the negative press will likely hold back the stock near-term, we don't think it will have a lasting impact, and in our view, Ford remains relatively attractive,
ability dependent growth identify labor market responding segments speed success
GM's competitiveness is not only dependent upon labor costs, but also on the speed of its decision-making, its success in responding to the market appropriately and its ability to identify the growth segments in the market.
anywhere effect gm lost percent quarter represents ripple sales second supplies
The ripple effect on GM supplies is profound. GM represents anywhere between 15 and 20 percent of the sales of most big supplies, so these are lost sales and lost profits. And you'll see it in their second quarter results.
gm inventory likely maintain sales strong
GM likely doesn't have enough inventory to maintain a strong sales pace.
bound easier fairly former less outsiders parents shared simply
Its easier for outsiders to be hard-nosed with the former parents of these companies. They're simply less bound by the fairly long, shared history.
bought car everybody growth needs though
Even though the U.S. economy's pretty healthy, there's not much growth in demand. Everybody who needs a car has already bought one.
auto continue european operations
Even excluding the charge, European auto operations continue to be a big drag.
bonus car cash eventually gm happened host inventory likely losing maintain program sales strong
GM likely doesn't have enough inventory to maintain a strong sales pace. And inevitably, the employee-pricing program is losing its effectiveness, as eventually happened to zero-percent financing, hot-button bonus cash programs, talk-show host car giveaways and other promotions.
business driver great lots mix north operations rich selling
The North American operations are the driver of the results. Business is great this year, and the mix is very rich -- they're selling lots of trucks,