[vBD]

And this in a bull market!

Imagine how STLA tock will be doing when the market crashes, which the experts say is now inevitable.

Elkann's problem, one he and exor are fully prepared for? At any rate not stla's....as long as , as Filosa emphasizes: they can get back to 'net cash' i.e., at some positive , higher 'free' cash flow.

The bump of 9% just on his word at his first investor conference is a good sign that filosa&team are being 'rated', trusted somewhat...more than can be said of Tavares, or indeed last 3 Ford ceo s, or indeed gm barra and reuss until 2024 etc.

Just a start...fingers crossed! Very thin ice...

 

[Mopar Jerry]

Good morning, watched a 15 sec. (maybe 30) commercial about a new 2025 car the other day & absolutely no mention of any attributes of the vehicle, it's crazy.
MOPAR Always ! 🤞

 

[valiant67]

Elkann's problem, one he and exor are fully prepared for? At any rate not stla's....as long as , as Filosa emphasizes: they can get back to 'net cash' i.e., at some positive , higher 'free' cash flow.

The bump of 9% just on his word at his first investor conference is a good sign that filosa&team are being 'rated', trusted somewhat...more than can be said of Tavares, or indeed last 3 Ford ceo s, or indeed gm barra and reuss until 2024 etc.

Just a start...fingers crossed! Very thin ice...

That's a nice spin. Ford and GM stock didn't tank like Stellantis.
If we look back six months ago, Ford and GM stocks are up over 20% each.
Stellantis is still down 25%. It far easier to get an upward jump when you're in the cellar.

 

[aldo90731]

That's a nice spin. Ford and GM stock didn't tank like Stellantis.
If we look back six months ago, Ford and GM stocks are up over 20% each.
Stellantis is still down 25%. It far easier to get an upward jump when you're in the cellar.

Plus, STLA's overall trend is moving against the total market, especially for the last 18 months or so.

 

[Dave Z]

What I've generally wanted is specifics on their methods, as valiant wrote. Not just "we're improving quality." Gotta tell us how, now. A few inspectors in white boiler suits are not going to help much.

Commercials solely based on emotion do work, though they can also alienate people who see through their themes or find the constant power turns to be a turnoff. I'm more concerned about everything else

Other automakers also have pure-emotion commercials, including ones which proudly list standard features that have been required by the US for the past ten years.

 

[Powdered Toast Man]

Show your customers that you stand behind your products. Make your warranty the industry leader. That's action, not press releases.

Also, comeback? With what vehicles? Your brand with only a minivan? Or the other brand with only a large sedan, a 13 year old SUV, and a CUV that you can't sell in NA because the tariffs are too high to continue importing it?

 

[Dave Z]

In the 1990s, Chrysler didn't hide its turnaround. All these stories are from Chrysler PR. They WANTED people to know what they were doing so they would trust their cars.

USA vs Japan: plant changes for a new Chrysler (1989-94)

SCORE: Saving billions with supplier ideas

Extended enterprise: Bringing in the suppliers

Empowerment Makes The Team - Quality Digest (if not available try Empowered work teams at Chrysler - Allpar Forums)

Dealer quality at Chrysler (didn't entirely work, but it was great for some dealers)

• Cultural change at Chrysler. (2005). In N. Taher (Ed.), Dynamics of Change Management, ICFAI University Press (ISBN 8178815842)

 

[valiant67]

What I've generally wanted is specifics on their methods, as valiant wrote. Not just "we're improving quality." Gotta tell us how, now. A few inspectors in white boiler suits are not going to help much.

Commercials solely based on emotion do work, though they can also alienate people who see through their themes or find the constant power turns to be a turnoff. I'm more concerned about everything else

Other automakers also have pure-emotion commercials, including ones which proudly list standard features that have been required by the US for the past ten years.

The "we're so American" stuff can only go so far.
I fly a US flag at my house. I despise the flag emblems on my Gladiator. The Ram commercials are really starting to annoy me. I know I'm jus tone data point.
Right now, I see this an attempt at distraction from their serious issues.

 

[LouJC]

They really really need to put the 10 year warranty across the board. It's a good start.

it sure worked for Hyundai/Kia didn't it? look at where they are sales wise now!

 

[vBD]

That's a nice spin. Ford and GM stock didn't tank like Stellantis.
If we look back six months ago, Ford and GM stocks are up over 20% each.
Stellantis is still down 25%. It far easier to get an upward jump when you're in the cellar.

Ford is junk. Etc.

Just look at their stock price charts from 2016 through to say q12024. Dead flat....exactly where they were in the (near)bankruptcy aftermath of 2008.

Vs. ExFCA, then stla.

"Just" a bad year for stla courtesy Tavares (extinct automotive Darwin ;-))? No it is not so reducible BUT

Anyone that thinks Ford and GM are not and have not been for years in a parallel FINANCIAL soup (in n america, in europe, in latam, in china...) is foolish.

Call it Marchionne's Iron Law: the auto industry exTesla does not , just cannot seem to be capable of, earn/ing its cost of capital over a full cycle. Witness: GM, Ford, VW....et al. From 2016 to today. Admittedly, exFca then stla seemed exception but threatens to not be anymore. We'll see over next 2,3 years.

What is of better note: stla is by now less than 20% of exor's still buoyant nav. Its ex FIAT group sibling Ferrari is worth 5 times as much. Another exfca sibling Iveco has just been soldoff for 6billion euros, too. Even caseNewHolland cnhi is a decent go. I.e., exor can stomach this hopefully temporary (for 2 years?) Deep slump in stla shares. Time is on Filosa side...? ;-)

 

[aldo90731]

Offering a 10-Year warranty only works in support of other, more pressing, initiatives: a focus on quality, safety, value for money, and a product strategy that meets the needs of the bulk of customers in that market.

In N.A., such product strategy means a strong presence in Compact Car, Subcompact SUV, Compact SUV and Midsize SUV (2 and 3-row).

Hyundai-Kia tick all of these boxes; STLA doesn't.

BTW, Mitsubishi is a good example of what happens when you offer a 10-Year warranty by itself without all the other initiatives.

 

[valiant67]

Ford is junk. Etc.

Just look at their stock price charts from 2016 through to say q12024. Dead flat....exactly where they were in the (near)bankruptcy aftermath of 2008.

Vs. ExFCA, then stla.

"Just" a bad year for stla courtesy Tavares (extinct automotive Darwin ;-))? No it is not so reducible BUT

Anyone that thinks Ford and GM are not and have not been for years in a parallel FINANCIAL soup (in n america, in europe, in latam, in china...) is foolish.

Call it Marchionne's Iron Law: the auto industry exTesla does not , just cannot seem to be capable of, earn/ing its cost of capital over a full cycle. Witness: GM, Ford, VW....et al. From 2016 to today. Admittedly, exFca then stla seemed exception but threatens to not be anymore. We'll see over next 2,3 years.

What is of better note: stla is by now less than 20% of exor's still buoyant nav. Its ex FIAT group sibling Ferrari is worth 5 times as much. Another exfca sibling Iveco has just been soldoff for 6billion euros, too. Even caseNewHolland cnhi is a decent go. I.e., exor can stomach this hopefully temporary (for 2 years?) Deep slump in stla shares. Time is on Filosa side...? ;-)

So as far as I can tell, Ford, GM, and Stellantis are all rated about the same.
Ford is rated BBB- and stable.
GM is rated BBB and steady.
Stellantis is rated BBB and negative.
Seems the financial world does not share your take.

 

[johnb300m]

The "we're so American" stuff can only go so far.
I fly a US flag at my house. I despise the flag emblems on my Gladiator. The Ram commercials are really starting to annoy me. I know I'm jus tone data point.
Right now, I see this an attempt at distraction from their serious issues.

It reads very hollow and jingoistic, to appeal to a narrow, very certain audience in the 202 area code.

Regarding Filosa's turn-around juice speech for the investors, I see where this culture is at.
Apparently nobody with a voice at this company understands that if they lead with product and quality and customer service, the investors will be taken care of perfectly fine.
I KNOW contemporary business folks don't understand that. But I an a little surprised that European business folks don't understand it either. EU businesses used to be more solid, longer term thinking. Not so much anymore, it seem.

 

[valiant67]

It reads very hollow and jingoistic, to appeal to a narrow, very certain audience in the 202 area code.

Regarding Filosa's turn-around juice speech for the investors, I see where this culture is at.
Apparently nobody with a voice at this company understands that if they lead with product and quality and customer service, the investors will be taken care of perfectly fine.
I KNOW contemporary business folks don't understand that. But I an a little surprised that European business folks don't understand it either. EU businesses used to be more solid, longer term thinking. Not so much anymore, it seem.

Rather than being a car company that delivers financial results, FCA and Stellantis wanted to be financial companies and unfortunately they had to make cars.

 

[aldo90731]

Some of us have been saying for years that STLA is ONLY concerned with investors; customers, dealers, suppliers, employees can all be damned.

This thread only makes this same exact point one more time.

 

[Adventurer55]

Some of us have been saying for years that STLA is ONLY concerned with investors; customers, dealers, suppliers, employees can all be damned.

This thread only makes this same exact point one more time.

They aren't any different then a lot of fortune 500 companies. Shareholders are front and center. And really that's all that matters. My store I work at had a big round table meeting yesterday. Many middle corporate types were there. I told one of my coworkers, here they are making decisions that will never affect them, but it will certainly affect us.

 

[Adventurer55]

_

 

[GasAxe]

Some of us have been saying for years that STLA is ONLY concerned with investors; customers, dealers, suppliers, employees can all be damned.

This thread only makes this same exact point one more time.

Ironic that it was the lawsuit brought by the Dodge brothers against Henry Ford that cemented that shareholders are the first priority of publicly held companies.

That said, corporate suicide shouldn’t be so easy to enrich shareholders.

 

[AmbassadorSST]

Offering a 10-Year warranty only works in support of other, more pressing, initiatives: a focus on quality, safety, value for money, and a product strategy that meets the needs of the bulk of customers in that market.

In N.A., such product strategy means a strong presence in Compact Car, Subcompact SUV, Compact SUV and Midsize SUV (2 and 3-row).

Hyundai-Kia tick all of these boxes; STLA doesn't.

BTW, Mitsubishi, is a good example of what happens when you offer a 10-Year warranty without all the other, more pressing, initiatives.

It only keeps you alive in the market in Mitsu's case...the new Outlander (as good of a vehicle as it is) alone cannot sustain Mitsubishi in the US.
At least Mitsubishi has a plan unlike Stella...who seemingly doesn't have one for Chrysler...
Mitsubishi is launching one new or refreshed vehicle each year in the U.S. from fiscal year 2026 through 2030, as part of its "Momentum 2030" plan. This strategy aims to expand the current lineup by nearly double by 2030, introducing vehicles in segments where Mitsubishi does not currently compete. These new models will include a mix of powertrain technologies, such as internal combustion engines, hybrids, plug-in hybrids, and battery-electric vehicles.
Mitsu 2030

 

[Dave Z]

Ironic that it was the lawsuit brought by the Dodge brothers against Henry Ford that cemented that shareholders are the first priority of publicly held companies.

That said, corporate suicide shouldn’t be so easy to enrich shareholders.

They sued for money they were owed, and to be able to sell out. They didn't sue to claim that the corporation was only or primarily run for shareholders.

Legally, the idea that corporations exist solely for stockholders remains untrue.