Who will come out the strongest after this recession?
13 replies (most recent on top)
Toyota/ Honda/not ford.
The f150 ev is dead
None of the above.
Dodge and Jeep make products people want.
Chevy makes affordable fuel efficient vehicles.
None of the above have the recall rate that we do.
Stellantis and GM will be fine. Ford is screwed and will be OOB by 2027.
Meta.......
The future is all in the cyber / data world..... Cars and transportation will all but cease to exist in the future. We've all proven with WFH you don't need to go anywhere and can solely exist in one spot. Once virtual manufacturing is sorted out, it's all but over for the mechanical world.......
But don't just take my word for it
Likely GM. They seem to be best equipped for a market with buyers looking for cheaper options.
Toyota, oops not an option. However let’s ignore it like senior leadership.
Stellantis. They buy everything from those who know. They know if they try to do it themselves, it will end in disaster. They have been in that movie before. Played a starring role.
None of the above.
I'm not going to name names, but who do you think is the largest Tier 1 supplying all the electrical automotive needs to ALL automakers? If any one of the big OEM's go down, their business is unaffected.
The power resides with T1, especially electrical driven.
Stellantis, good mix of cars/truck. Best management team led by Carlos and Double Digit margins which are some of the highest in the industry. They are quietly becoming a force with the disciplined management team posting 15 billon in profit last year
Gm probably. They got most ev lined up. Cruise going full steam on launching service. BrightDrop working on ev delivery van. Already ramping up on selling battery packs for residential use.
definitely not Ford, if there is still Ford afterwards
Magna
GM