Scelte strategiche gruppo Stellantis NV

[4200blu]

49 minuti fa, pumadog scrive:

You should always view the broader picture to sort it out. The whole industry faces rough times. There's absolutely no surprises in the new numbers, it's like predicted in the fall. They started to take actions like adjusting prices and reducing surplus vehicles at the sales channels. New models like Charger, C3 and Panda are finally out, more coming in 2025. It doesn't look so bad.

 

But none of the competitors has these bad relation between lost in revenue - lost in earnings plus lost in market share. The japanese and german OEM's have most of their problems/losses in chinese market, not in Europe and America like Stellantis. The problems of Stellantis are too much brands, too few precise brand profiles, too much plant capacity and an unefficient sales organisation - it's a reorganization case.

 

 

 

 

[panda3O]

1 ora fa, 4200blu scrive:

Quasi tutti questi cifre di 2024, sopratutto il trend contro 2023 e il trend intorno 2024 (H1-->H2), sono un disastro e cosa centra GM oppure Toyota per la situazione attuale di Stellantis?

 

 

Come che c'entra. È per capire lo stato patrimoniale di stellantis che nonostante un anno terribile ( senza dubbio) è ancora molto buono nel settore. 

[pumadog]

Vor 1 Stunde schreibt 4200blu:

 

Aber keiner der Wettbewerber hat diese schlechte Beziehung zwischen verlorenen Einnahmen - verlorenen Gewinnen plus verlorenen Marktanteilen. Die japanischen und deutschen OEMs haben die meisten ihrer Probleme/Verluste auf dem chinesischen Markt, nicht in Europa und Amerika wie Stellantis. Die Probleme von Stellantis sind zu viele Marken, zu wenig genaue Markenprofile, zu viel Werkskapazität und eine ineffiziente Vertriebsorganisation - es ist ein Reorganisationsfall.

 

 

 

 

I see mainly these problems by Tavares' management:

• Keeping prices high in a cooling market for too long = piling up stock = losing market share
• Failing to get new models (or successors) to the market in time = losing market share
• Too centralised management = slow to react regionally = losing market share
• Negotiating too hard with partners, dealers, politicians = harming trust and motivation = losing market share

External problems:

• Slowing demand for BEV in EU
• Drastically different political climate in NA

All of this has been addressed by Elkann, actions have been taken. Most of the lost profits belong to heavy rebates for masses of unsold vehicles in NA. That's mostly done now.