Volkswagen May Divest Brands as Part of 2030 Strategy

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Thread: Volkswagen May Divest Brands as Part of 2030 Strategy

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    Volkswagen May Divest Brands as Part of 2030 Strategy

    One would expect a corporate plan called "Vision 2030," looking 11 years ahead through wildly tumultuous times, to involve great change and numerous forks in numerous roads. According to Automobile's breakdown of Volkswagen's path forward, though, the plans contain some lurid potential surprises. The ultimate aim is return on investment, and that means ruthless reorganization of a conglomerate with eight primary car brands, two car sub-brands, and Ducati motorcycles.

    The first two Vision 2030 cornerstones Automobile mentions are near boilerplate: Production network restructuring, and "streamlining of key technologies." The latter two are the ones that could upend what we know as the Volkswagen Group: focusing on the Group's core brands meaning Audi, Porsche, and VW and transitioning to EVs, autonomy, and other mobility solutions. Based on the report, a quote from Audi's CTO referring to the Audi brand could cover how the Group plans to handle all of its brands: "We need to find a sustainable solution for the indefinite transition period until EVs eventually take over."


    https://www.autoblog.com/2019/05/11/...#slide-7575020

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    Re: Volkswagen May Divest Brands as Part of 2030 Strategy

    Wow, wow, wow. The curse of being number 1 in the world strikes again. Let the wild speculation begin!!!

    What's getting sold, and what's getting consolidated/absorbed by whom??????

    That leaves Bugatti, Bentley, Lamborghini, Skoda, SEAT, and Ducati out in the cold. Powerful brands, but I don't see GM taking any of them on, they all seem out of GM's wheelhouse.

    I can see VW absorbing Skoda and SEAT into VW models...

    Does ChryCo take a second crack at Lamborghini?!?

    BMW could probably snatch up Bugatti and Bentley to add to Rolls Royce easily and without hesitation.

    Should Harley Davidson take on Ducati instead of trying to extend its reach through Europe? Or use them to sell side by side and extend it's reach?
    Last edited by JimmyDiablo; 05-11-2019 at 11:17 PM.

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    Re: Volkswagen May Divest Brands as Part of 2030 Strategy

    Quote Originally Posted by JimmyDiablo View Post
    Wow, wow, wow. The curse of being number 1 in the world strikes again. Let the wild speculation begin!!!

    What's getting sold, and what's getting consolidated/absorbed by whom??????

    That leaves Bugatti, Bentley, Lamborghini, Skoda, SEAT, and Ducati out in the cold. Powerful brands, but I don't see GM taking any of them on, they all seem out of GM's wheelhouse.

    I can see VW absorbing Skoda and SEAT into VW models...

    Does ChryCo take a second crack at Lamborghini?!?

    BMW could probably snatch up Bugatti and Bentley to add to Rolls Royce easily and without hesitation.

    Should Harley Davidson take on Ducati instead of trying to extend its reach through Europe? Or use them to sell side by side and extend it's reach?
    From time to time, VW talks about a budget brand, which Skoda was many decades ago but has changed out of all recognition and in Europe Skoda is what VW used to be so it may be VW itself is dropped as a brand.

    Given the skullduggery over the sale of Rolls-Royce Motors to VW but the R-R brand rights to BMW, it would be ironic of BMW bought Bentley to reunite them again - but the history is that in joint ownership, Bentley was just a rebadged R-R with poor sales.

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    Re: Volkswagen May Divest Brands as Part of 2030 Strategy

    I could see and END goal of
    VW - the appliance autonomous drone car - a competitor to Toyota / CHEVY - cars NOT aimed at owner/drivers but "pool" usage
    skoda OR Seat becomes a "hold out" EV NON-autonomous for "lower cost" markets / where EV coverage has not reached - entry personal car for areas that still NEED them the other brand is S-caned
    Audi - autonomous and and "dual drive" cars for PRIVATE ownership / CORPORATE ownership and PREMIER / black car service - competes with LEXUS and CADDY - biggest VOLUME private sale brands
    Porsche - niche for DRIVERS low volume with a return to the CORE sports cars

    Bentley do they don't they I just don't know if sold BMW OR Mercedes BMW to reunite with RR Mercedes to "get in the game" ABOVE the S class - would be VERY costly for ANYBODY ELSE to make something of the level of Bentley would DEMAND a single GM / Toyota PART and it is DONE
    IF VW KEEPS it they will chase whatever the top 1% WANTS in a car and BUILD that

    Lambo sell it off hate to say it someone Chinese FCA is to far behind the EV "8ball" to worry about a LOW volume exotic EX with Ferrari GM/Toyota TO exotic and LOW volume for BIG volume makers to "understand" let alone make a go of ++ the EV/AV is going to have those companies EYE'S

    Ducati I could see a Euro presence brand taking it on as a "side piece" but FINDING one NOT broke chasing GM/Toyota around the EV/AV "dreamscape" so likely CHINESE UNLESS motorbikes do NOT get the "squeeze" like petrol cars do then I could see it being KEPT OR BOUGHT as a hedge IF EV's do not take off as expected / flounder in MARKETS that can't support EV cars

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    Re: Volkswagen May Divest Brands as Part of 2030 Strategy

    Interesting, I had assumed all of the VW luxury brands were making profits. So of the VW empire (pre diesel scandal) was only making profits via Porsche and Audi? I feel like we were in awe of the "great VW machine", how well run it was, why can't GM be like them? Turns out GM was just like them (at least as far as profits), just without the good fortune of having Porsche and Audi to float the company. VW kept their eye on the consumer the whole time, giving us what we wanted but took their eye off profits. GM kept their eye on profits and took their eye off the consumer, actually, I think GM kept their eye on volume even more than profits.

    So by having all of these regular brands (VW, SEAT, etc) dumping quality cars at no profit and with huge market share, they pretty much drained the entire European mainstream auto market of the ability to make real profits. In other words, VW was dumping product. Did GM or Ford's comparatively small scale in Europe ever really have a chance to turn their operations around to make meaningful profits in such an environment?

    I bet Lambo & Bentley keep changing hands until they fade away. At least right now BMW and Mercedes are focused on building electrics, they do not have the spare capital to put into acquisitions that don't make profits. (meaning they need a lot of capital to turn around).

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    Re: Volkswagen May Divest Brands as Part of 2030 Strategy

    I'd hate to see Bentley sold to the Chinese.

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    VW can take all the non core brands and make them semi autonomous based in Italy or England, with them retaining some ownership

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    Re: Volkswagen May Divest Brands as Part of 2030 Strategy

    Is it just me or does VW talk about divesting brands every few years only to turn and around acquire more?
    "The irony of the Information Age is that it has given new respectability to uninformed opinion" -- John Lawton

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    Re: Volkswagen May Divest Brands as Part of 2030 Strategy

    Quote Originally Posted by emh View Post
    Is it just me or does VW talk about divesting brands every few years only to turn and around acquire more?
    The last car brands bought by VW Group were Bentley, Bugatti and Lamborghini two decades ago in 1998 (it has bought MAN, Scania and Traton truck/bus brands and Ducati motorbikes since then).

    I've not heard previous talk of getting rid of any brands.

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    Re: Volkswagen May Divest Brands as Part of 2030 Strategy

    Quote Originally Posted by Ruperts Trooper View Post
    The last car brands bought by VW Group were Bentley, Bugatti and Lamborghini two decades ago in 1998 (it has bought MAN, Scania and Traton truck/bus brands and Ducati motorbikes since then).

    I've not heard previous talk of getting rid of any brands.
    They also tried to screw Suzuki and are now trying to swallow Navistar

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    Re: Volkswagen May Divest Brands as Part of 2030 Strategy

    Quote Originally Posted by mbukukanyau View Post
    They also tried to screw Suzuki and are now trying to swallow Navistar
    VW settled in 2015 with Suzuki in breach of contract - in reality probably a similar row as GM-Fiat!

    All big automotive groups buy shareholdings in other automotive companies - that's how GM aquired most of its brands historically.

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