Scelte strategiche gruppo Stellantis NV

[Mansell82]

Ma c'è qualche nota sul marchio Lancia da parte di Stellantis?

☏ CPH1951 ☏

[nucarote]

Questo fatto di usare Lancia come un badge per rimarchiare qualunque cosa e venderla a prezzi "premium" mi sembra una grossa scemenza ma soprattutto una grossa mancanza di rispetto per quello che è stato questo marchio.

Detto ciò per sapere la strategia dei marchi Stellantis si dovrà probabilmente  attendere l'ultimo trimestre dell'anno.

[nucarote]

17 minuti fa, Gil scrive:

Direi che bisogna fare i conti con la realtà dell oggi.

il passato è storia.

Mancanza di rispetto , bella e inutile frase.

da tifoso , la capisco , ma non significa nulla.

unico modo di tenere in vita il marchio , è utilizzare la roba che c’è già oppure investire tanto di più.

Dove sta scritto che Lancia deve sopravvivere ad ogni costo?

Rendetevi conto che i tempi delle Fiat con l'alcantara sono finiti da un pezzo e col seguito di Ypsilon ci si fa poco, se non contribuire a diminuire la media della CO2 di Stellantis, il tutto in attesa dei suvvetti EV.

[V6 Busso]

9 minuti fa, nucarote scrive:

Dove sta scritto che Lancia deve sopravvivere ad ogni costo?

Rendetevi conto che i tempi delle Fiat con l'alcantara sono finiti da un pezzo e col seguito di Ypsilon ci si fa poco, se non contribuire a diminuire la media della CO2 di Stellantis, il tutto in attesa dei suvvetti EV.

 

Precisamente.

Lancia produce solo Ypsilon dal 2014 e dal 2017 esiste solo in Italia. Non esistono piani prodotto né strategie, è un lombrico con la testa tagliata che continua a muoversi per qualche minuto. Praticamente esiste solo nelle pagine social per raschiare il fondo del barile con l'obsoleta Ypsilon, peraltro facilmente rimpiazzabile con una 500 5 porte.

Cosa vi fa pensare che Tavares voglia risuscitarla?

secondo me se esiste un modo per farla tornare grande è proprio chiuderla per una decina d'anni almeno.

 

[4200blu]

FCA-PSA brands: Jeep, Peugeot likely to shine; Chrysler, Alfa Romeo face uncertain futures

 

The 2008 small SUV has been a strong seller for Peugeot, which ranks second in sales to Jeep among future Stellantis brands.

TURIN – A big question is whether Stellantis -- the new company that will result from the merger of PSA Group and Fiat Chrysler Automobiles -- will be able to support all its 12 brands in the future because of the huge investments that will be needed for electric cars, autonomous driving, and connectivity.

Stellantis' top-selling brand will be Jeep, followed by Peugeot. Those brands seem safe from being axed. Fiat, the third largest, could have a brighter future using PSA platforms.

At risk could be Dodge, whose high-horsepower cars will come under more pressure from tougher emissions rules, and Chrysler, which has not been promised any new models. PSA's upscale DS brand and FCA's upmarket Lancia marque face uncertain futures.

Alfa Romeo may be retained but this will mean Stellantis CEO Carlos Tavares, who moves to the role from his current job as PSA CEO, will have to find a successful niche for a storied brand that inspires huge enthusiasm among auto fans but doesn't make money.

Neither PSA nor FCA have said that they plan to reduce the number of brands that will be owned by Stellantis. In an interview with Automotive News Europe in November, Tavares said the merged company will leverage its double-digit brand portfolio to compete with larger rivals such as Volkswagen Group.

The following analysis of the brands is based on January-September 2020 global sales provided by JATO Dynamics. Brands are ranked by sales.

Jeep: 860,753 sales (-23% from 2019). Status: safe.

A growing global appetite for capable SUVs pushed Jeep to become Stellantis largest brand in terms of volumes and the champion in terms of absolute profits.  

When Fiat merged with Chrysler in 2014, Jeep sold 1 million units and had four plants in the U.S. By 2018, Jeep’s global sales had grown by over 50 percent to 1.55 million units, with a total of 10 manufacturing facilities in the U.S., Mexico, Italy, Brazil, China and India. Its iconic model is the Wrangler, an heir to the original World War II-era Jeeps. In its latest generation, it is also available in a low-emission plug-in hybrid variant.

A big boost to Jeep sales in Europe could come from an entry model to slot below the Renegade that FCA has announced and postponed several times. The so-called B-Jeep now seems slated for a 2022 launch and will be underpinned by PSA’s CMP platform and built in Poland.

Jeep will expand its reach in the U.S. and in China with the new Wagoneer/Grand Wagoneer. Production begins in the second quarter of 2021 for the pair of body-on-frame premium-level SUVs. The three-row vehicles will go up against the likes of the GMC Yukon and Lincoln Navigator.

Peugeot: 764,720 sales (-29%). Status: safe.

The "P" in PSA has a history that dates back more than 200 years. The family business that preceded the current Peugeot company was founded in 1810 to manufacture coffee mills and bicycles.

The Peugeot group remained under family control until February 2014, when to stave off financial collapse it accepted a capital hike in which Dongfeng Motor of China and the French government each bought a 14 percent stake for about 800 million euros each. The Peugeot family stake was consequently reduced to 14 percent; it will have about a 7 percent stake in Stellantis.

The majority of Peugeot sales are in Europe, where it is the third best-selling brand after Volkswagen and Renault. Peugeot has renewed its product portfolio in recent years to emphasize SUVs and crossovers, with the next mayor launch being a new generation of the 308 compact model, set to appear in late 2021.

 
Jeep leads the way
PSA's and FCA's top-selling global brands
      Sales (Jan.-Sept. 2020)     % change (Jan.-Sept. 2019)
1. Jeep     860,753     -23
2. Peugeot     764,720     -29
3. Fiat     760,541     -24
4. Ram     526,966     -15
5. Citroen     507,800     -33
6. Opel/Vauxhall     443,160     -43
7. Dodge     237,422     -39
8. Chrysler     79,021     -21
9. Alfa Romeo     41,116     -39
10. DS     32,777     -18
11. Lancia     29,393     -36
12. Maserati     11,456     -40
Stellantis Total     4,295,125     -29

Source: JATO Dynamics

Fiat: 760,541 sales (-24%). Status: repositioning needed.

The namesake brand of the Italian side of FCA turned 121 years old in July. It has substantial manufacturing and sales operations in Europe and Latin America, two regions strongly affected by the pandemic. The brand has abandoned China and is fading in the United States, where sales through September halved to a mere 3,569 units.

Starved of investments for over a decade, the Fiat brand currently has uneven market coverage. With the Panda and 500, it dominates the minicar segment in Europe. It has no entry in the small and midsize segments, although it plays in the compact segment with the Tipo family. Its crossover and minivan entries, the 500X and 500L, are sized between small and compact segments.

Stellantis could decide to fill out Fiat’s lineup, which could increase potential intra-group cannibalization with Citroen, Opel/Vauxhall and Peugeot, or completely reposition the brand. Fiat brand CEO Olivier Francois has long described Fiat brand as having two souls: the practical side, the strength of the Panda; and the stylish, as seen in the near-premium pricing of the 500 hatchback.  

FCA CEO Mike Manley has said that the company will abandon the low-margin minicar segment, suggesting that it will try to move buyers up to the small car segment.

The battery-electric New 500 is small car in terms of size. Other small and compact models could be launched based on PSA's CMP architecture, starting with a model inspired by the Centoventi concept unveiled in March 2019.

Fiat also sells high-performance versions of the 500 under the Abarth sub-brand, mainly in Europe.

A Ram pickup. The brand had the smallest sales decline this year within the future Stellantis, falling just 15 percent in the first nine months of 2020,

Ram: 526,966 sales (-15%). Status: safe.

The Ram brand is probably the biggest surprise of 2020. Thanks to the resilience of the U.S. market and to buoyant sales of pickups, Ram was the brand with the smallest decline within the future Stellantis, falling just 15 percent in the first nine months of 2020, while the pro-forma merged group declined by 28 percent.

Together with Jeep, Ram is the profit driver of FCA's North America region, which in a normal quarter delivers about 2 billion euros in operating profit, equivalent to an operating margin of more than 10 percent.

The American nameplate had been used for Dodge pickup models before becoming a standalone brand under former FCA CEO Sergio Marchionne in 2009.

Citroen: 507,800 sales (-33%). Status: safe.

Founded in 1919 and part of PSA since 1976, Citroen has almost completed a strategic repositioning focusing on comfort and ease of use.
Newer models include the small C3 and the compact C4 – which has a battery-electric variant -- and the C3 and C5 Aircross crossovers.

Citroen sells most of its models in Europe and was hit hard by the regional slowdown due to the pandemic, with global volumes declining by a third through September. It is due to launch a model for the Indian market next year.

Opel/Vauxhall: 443,160 sales (-40%). Status: safe.

With its sister British brand Vauxhall, Opel is the latest addition to PSA's stable after the French group bought it from GM in 2017.
2020 has been a difficult year for Opel/Vauxhall, which was hit by the pandemic in the midst of two crucial model launches: the Corsa small car and the Mokka small crossover, both based on PSA underpinnings. From January to September, Opel/Vauxhall global sales declined by 40 percent, although some of that was due to the discontinuation of several GM-based models in 2019.
Opel is expected to launch a new generation of the Astra compact, based on PSA’s EMP2 architecture. That will leave the Insignia midsize sedan and wagon as the only legacy models of the GM era.   

Dodge: 237,422 sales (-39%). Status: at risk.

This American brand is focused on performance models and mainly sells in the U.S, where cars have been losing ground to SUVs and pickups, and now represent less than a quarter of the market. The incoming Biden administration is expected to push for stricter CAFE standards that will put Dodge’s high-horsepower (and high emissions) models -- the Charger large sedan, the Challenger coupe and the Durango large SUV -- at risk of compliance.

Dodge was one of the worst performers within Stellantis this year, with sales down 39 percent in the January to September period.

Chrysler: 79,021 sales (-12%). Status: at risk.

The namesake brand of the North American side of FCA is quietly fading away: It offers just three models, the 300 large sedan and two minivans -- the Pacifica and the Voyager -- that are in segments that are shrinking year after year in the U.S. market. FCA did not announce any new models for Chrysler in its five-year plan unveiled in June 2018.

The Giulia midsize sport sedan, shown in GTA performance variant, is one of just two Alfa Romeo models, but two SUV/crossovers are set to join the brand's lineup.

Alfa Romeo: 41,116 sales (-39%). Status: needs rethink.

Alfa Romeo had been a consistent problem, first at Fiat and then at FCA. The last three attempts to relaunch this Italian brand with a strong racing heritage failed badly. Founded in 1910 and bought by Fiat in 1986, Alfa had been constantly losing money for almost a quarter of a century.

Alfa Romeo’s range has been reduced to just the Giulia midsize sedan and Stelvio midsize SUV. The brand’s global sales from January to September declined by 39 percent to a mere 41,116 units.

A small SUV and a compact SUV will be added, the latter previewed by the Tonale concept displayed at the 2019 Geneva auto show and due in early 2022. The small SUV is expected to be one of the three models FCA will build using PSA’s CMP architecture and could arrive in 2023.

DS Automobiles: 32,777 sales (-18%). Status: uncertain.

PSA unveiled DS Automobiles as a standalone upscale brand in 2014, when it relied on versions of Citroen models. The name is an homage to Citroen's legendary flagship sedan, and PSA hoped that it would evoke an image of French luxury and design, especially among Chinese buyers.

But sales fell sharply until 2018, when the first model created specifically for DS, the DS 7 Crossback compact SUV, was introduced. It was then joined by the DS 3 Crossback small SUV, the DS 9 flagship sedan. A compact DS 4 is due to be revealed in early 2021.

Tavares and DS executives say the brand is profitable despite selling small volumes, but an open question is if Stellantis can afford to continue to invest to make DS a global success, or if that money could offer a better payoff with Alfa Romeo, which has a stronger heritage and is also distributed in North America.

Lancia: 29,393 sales (-36%). Status: likely to disappear.

A one-model brand sold in just one market with the Ypsilon in Italy, Lancia did not have a defined future in FCA’s latest business plan, unveiled in June 2018. Within Stellantis, it also clashes with the same near-premium positioning of DS.

Lancia's fortunes began to decline a decade ago when Fiat drastically reduced its pipeline of new models. An attempt to rebadge Chrysler models as Lancias in Europe brought only limited sales, and the Ypsilon has remained Lancia’s sole model since 2016.

Maserati: 11,456 sales (-40%). Status: safe.

Maserati is the only truly luxury brand within Stellantis. It was born as a race car maker in Bologna, Italy, in 1914 and bought by Fiat in 1989.

Maserati will pursue a standalone strategy unveiled in September, with a complete renewal and full electrification of the range by 2024, when sales are planned to exceed 75,000 units a year.

At the unveiling of the MC20 high performance coupe in September, Manley said that Maserati would keep its role within Stellantis, but given the brand's luxury positioning, it could have limited synergies with other group brands. Volume brands do not generate margins hefty enough to pay for systems and components to be shared with a luxury brand, Manley added.

Maserati's next new product, the Grecale mid-size SUV, seems to be an exception. It is based on Alfa Romeo Stelvio underpinnings and will be built in the same plant in Cassino, central Italy.  

 

(Automotivenews)

[xtom]

4 minuti fa, V6 Busso scrive:

 

Precisamente.

Lancia produce solo Ypsilon dal 2014 e dal 2017 esiste solo in Italia. Non esistono piani prodotto né strategie, è un lombrico con la testa tagliata che continua a muoversi per qualche minuto. Praticamente esiste solo nelle pagine social per raschiare il fondo del barile con l'obsoleta Ypsilon, peraltro facilmente rimpiazzabile con una 500 5 porte.

Cosa vi fa pensare che Tavares voglia risuscitarla?

secondo me se esiste un modo per farla tornare grande è proprio chiuderla per una decina d'anni almeno.

 

Concordo su tutto, tranne sul chiuderla per 10 anni, ho la chiudono definitivamente o la riLanciano a breve.

[nucarote]

3 minuti fa, xtom scrive:

Concordo su tutto, tranne sul chiuderla per 10 anni, ho la chiudono definitivamente o la riLanciano a breve.

In Stellantis c'è davvero molta carne a fuoco a tutti i livelli, per iniziare a considerare seriamente un vero rilancio di Lancia i tempi sono più o meno quelli ossia 10 anni. Personalmente un operazione di rilancio la farei partire dalle parti di Modena, piuttosto che da Torino o Parigi.   

[stev66]

Per l'articolista, Fiat che ha in pratica lo stesso venduto di Peugeot ed ha perso molto meno in percentuale è da ripensare/ riposizionare, Opel che è in caduta libera è salva. Io onestamente mi chiedo chi fa la linea editoriale. 

[iDrive]

1 ora fa, Gil scrive:

Direi che bisogna fare i conti con la realtà dell oggi.

il passato è storia.

Mancanza di rispetto , bella e inutile frase.

da tifoso , la capisco , ma non significa nulla.

unico modo di tenere in vita il marchio , è utilizzare la roba che c’è già oppure investire tanto di più.

Dunque rifacciamo come con Chrysler?

[Aymaro]

9 minuti fa, nucarote scrive:

In Stellantis c'è davvero molta carne a fuoco a tutti i livelli, per iniziare a considerare seriamente un vero rilancio di Lancia i tempi sono più o meno quelli ossia 10 anni. Personalmente un operazione di rilancio la farei partire dalle parti di Modena, piuttosto che da Torino o Parigi.   

come detto in precedenza, a mio avviso, DS e Lancia sono perfettamente sovrapponibili (come mission) soprattutto se in futuro diventerà il brand full electric del gruppo (come Infiniti per Nissan-Renault)

DS ha i prodotti ma ha ancora l'aura di essere delle citroen arricchite, Lancia ha la storia (di marchio innovatore soprattutto)