The Detroit Bailout
Ford Retools While GM Scraps Plans
Ford is working reinventing itself as a small car maker that knows what today's shopper will demand. GM, on the other hand is scrapping or delaying new programs that could help their bottom line in the interest of preserving what little cash it still has. Ford is bringing out an all-new Fiesta next year, which is already on sale in Europe. In Dearborn the plan is trucks are out; sub-compacts are in! Generous Motors, as their dealers like to refer to them, has delayed its recently announced world sub-compact, the Chevy Cruze for a year. GM appears to have their back to the Ropes. And it may be time to toss in the towel!
Toyota, Honda & BMW Show Focus
Ford seems willing to down-size. They may even shed Mazda, which might add more cash to that war chest! They understand that being all things to all people can lead down the road to ruin. Toyota, Honda & BMW focus on core products. GM, on the other hand, is a confusing array of too many brands and way too many dealerships. A slimmer GM emerging from bankruptcy would be leaner and more competitive.
Who Will Buy a Car Made by GM Now?
Unless the bankruptcy judge makes a special exception for owners of GM's cars the warranties might be worthless. Imagine your 100,000 mile warranty being dishonored by the dealer. When you take your car to a dealer for warranty work they do the work and install the parts and send the bill to GM. Do you think if GM is not reimbursing them that the dealers will carry this financial burden? I think sales will really tank for GM dealers and I expect the wholesale value of these cars to take a Big Hit.
Foreign Car makers Have Fewer Dealers
It's uncanny how Toyota & other foreign dealerships, which are far fewer in number, out-sell GM, Chrysler & Ford dealers. When you add up what it costs to build a store it makes sense to have fewer dealers.
TOYOTA STOCK DOWN 50% in '08
JAPAN - Toyota's stock is down 50% since the beginning of the year. Even automakers that make small, fuel efficient cars are struggling because car buyers are not buying cars. They have little money, are worried about their jobs and can't get loan.
Toyota expects to make over $5 billion this year, about one third of last year's take. Meanwhile they have postponed the building of a plant in the US to build the popular Prius model.
Honda is cutting back on production of the Civic. Gas prices have fallen and the US economy is paralyzed.