Re: Article: Cadillac's Problem of the Cars It Can't Sell
That wasn't an "Article".
Kryst, if the author knew anything of the subject, he'd not even mention the ELR which is dying soon.
He would also know that the ATS and CTS are now covering a market where Cadillac had only one car for about a decade.
It is a hit piece of sorts.
Author is a well known source for that, especially with regard to GM.
Had a real long run as a Toyoski Tool although to no surprise, when Farley moved that started to change up to include some other - just like it did elsewhere - including here.
Seems the things those that wish Cadillac no real
genuine good...... including with regard to here btw, have to do with all the Global numbers and also separately, the positive numbers / developments within the mix of USA data for 2016 Q1.
( Cadillac Revenue / Revenue Improvement is that which
must never be spoken of .... Think this is likely about getting a few more cheap ass shots in - that a few competitors definitely could use now and later .... before the positive impacts of XT5 / CT6 and the continued evolution of the Brand take it all up another level. )
By necessity, and perhaps even by deliberate purpose, this minimizes all the impressive gains and or improvements that all the 'other' sometimes simple changes are providing for Cadillac results.
The 'remanagement' / 'repurposing' of the Brand
is already paying off - and likely bigger, better, and faster than most anticipated - and than some would like to see - somewhere.
One of the many completely ignored and somewhat desperately spun away from items ( especially here @ GMI ) by the spin docs is just how well all these 'other' items have synergistically improved not only the gross / 'net of Consumer Incentive' ATPs in the USA, but also Globally.
And that btw, is
the first Game - @ the first Big Table.
--
Have to back up for a sec because two critical pieces outside, have a lot of bearing here and are also ignored in all the spin.
One, the first thing ignored from the outside that really matters is .... how... many of the individual vehicles, Brands and some cases, Premium OEMs have been doing - which is far less cheery and also flat out lousy in many cases and with regard to many things. Since about the last half or third of 2015 and then in 2016 Q1. ( And likely with regard to the first 2016 trimester. ) So the 'comparative ruler' to measure against is always left out because of the favorable effect it would bring.
Two, the earlier, recent, initial Yo Yo Up section and also the Problem Period ( Yo Yo down section ) ) that came right after create both a perception problem of sorts - which semi intelligent discussion can handle easily enough, but also ... created an overhang 'problem'. Quite frankly in a really good way, one of the biggest shocks with that last is just how much positive progress has been made - so quickly. They have some more to go, but that ain't nothing compared to what has been clawed back - by almost sheer will of effort in a sense.
So anyway, the sum of all these other outside / inside things plus two others ( 'inside') deserve a strong mention because of the results provided.
Two of the results that are surprisingly good are that one, as per JdN on AutoLine, Cadillac was the only Premium Brand to decrease and or not increase ? Incentive Spend Globally over CYR 2015.
That is huge, even if not by much Dollar change for one or two other.
Second, Global ATP on ATS was up around 2,000 US $ per unit - which is also ( incontrovertibly ) huge, given the ATS Global Volume increases in 2015.
While the Segment as a whole went down with regard to both.
CTS went up ( yet again ) almost 3,500 US $ Globally although volume was in fact down and down substantially. We all need to remember though, that the Comparitor, CYR 2014 benefited hugely from having essentially two Lines of CTS to sell....
One factor mentioned with regard to all this - that likely has effect beyond many here's expectations and ah, hope, was the Optional Equipment unbundling and reconfiguring.
That plus the Inventory improvements ( and yes, they are in fact much improved ) , Build scheduling improvements, and Production process flexibility improvements has, is, and likely will continue to provide some seriously good and well needed improvement.
Many of the other changes concerning what and how a Dealer receives basic payouts and incentives seems to have seriously helped stiffen the total amount of Discounting as well.
And yet, when the twits and twats even bother to mention some of these and the others I left out for brevity's sake, they boil it all down to Escalade effects - which while certainly a positive and in the USA a good sized one at that - goes beyond a bad joke when Global results are considered.
Maybe JdN slightly misspoke it somehow unintentionally, but the almost 8,000 $ Global ATP improvement he mentioned in the same interview for CYR 2015 Global results is about a hell of a lot more more than Escalade / Escalade effects.
In fact the humor involved in the spin against can be even more fully appreciated when one considers just how much ATS and SRX contributed to the volume result and volume gain versus Escalade, and also tellingly, XTS, ELR, and for all the all the Volume Roses, CTS Global Volume did not...... although CTS Global ATP was hugely positive.
I'm just gonna guess........... that the ah, 'greenest eyes' furtively looking their way have to include more than a few @ Lincoln - and Lexus.