Stellantis Needs Fast Fix As Shares At Lows, China Advances. “We need time. These are not challenges that you address overnight. We are on track. We are executing properly as fast as possible” Stellantis investors must be running out of patience. The shares are down more than 55% this year, and the global auto giant […]
Author Archive | Neil Winton
Ferrari Financial Results Hint At Good Times Return
Ferrari Financial Results Hint At Good Times Return. “It remains to be seen how strong Ferrari’s brand really is—and whether that strength is sustainable” Ferrari’s latest financial numbers point to an end to investor unease when it seemed the glory money-making days might be over for this purveyor of magnificent machines to the rich and […]
Radical Reset Required By BMW As China Advances
Radical Reset Required By BMW As China Advances. “Too expensive, too slow, lacking modern tech” German automakers in general and BMW in particular are stumbling as Chinese manufacturers outcompete them in the premium market they once dominated, according to a report from Professor Ferdinand Dudenhoeffer’s Center for Automotive Research. The German automotive business model […]
Europe 2026 Auto Sales Rise As Germans In Crosshairs
Europe 2026 Auto Sales Rise As Germans In Crosshairs. “The global rise of Chinese (manufacturers) remains the top challenge for European manufacturers and suppliers in 2026” The good news for Europe’s automakers is that home sales will rise a bit in 2026. The trouble is, sales by rivals from China will likely accelerate; result – […]
Europe’s EV Sales Surge; Not Necessarily Local Good News
Europe’s EV Sales Surge; Not Necessarily Local Good News. “We expect in the 2nd half, only limited gains in Chinese penetration will be sustainable as the market environment becomes more competitive, increasingly driven by incumbents rather than by Chinese brands” Accelerating sales in Europe might be welcome news for its car dealers but might be […]
Volkswagen May Have To Put Investors First, Union Second
Volkswagen May Have To Put Investors First, Union Second. “VW capacity and headcount cuts are required to safeguard its profits as Chinese competition strengthens” For decades, Volkswagen defied the logic that a leading global corporation had to be a cutthroat capitalist to survive and thrive. Instead of being driven by shareholders’ demands VW managed to […]
Chinese Pressure Europe Automakers As EU Hesitates
Chinese Pressure Europe Automakers As EU Hesitates. “If that trajectory holds, the country could comfortably beat earlier forecasts of around 10 million sales abroad for the full year,” It’s no surprise that Chinese auto imports pose an existential threat to even Europe’s most iconic brands. The trouble is, the threat is moving into a higher […]
VW Hurt By China, But So Is Toyota
VW Hurt By China, But So Is Toyota. “if Škoda can do it, it’s possible for VW, too” Volkswagen investors looking for reassurance after Thursday’s inconclusive board meeting may find some comfort in one fact. Even the mighty Toyota is unlikely to emerge unscathed from China’s assault on the global auto industry. Volkswagen’s meeting on […]
VW Needs Urgent Survival Reform; Don’t Hold Your Breath
VW Needs Urgent Survival Reform; Don’t Hold Your Breath. “Blume has to get this done. With the market becoming hyper competitive there is no other option“ “Kicking the can down the road” is a metaphor that might have been designed to describe Volkswagen‘s 89-year corporate history. VW is facing another crisis which demands it reform […]
European Car Sales Strong, Chinese Benefit
European Car Sales Strong, Chinese Benefit. “EV sales remained strong thanks to elevated fuel prices due to the Middle East crisis, tax and cash incentives, and the U.K.’s ZEV mandate” European sales of sedans and SUVs were surprisingly strong in the first half of 2026. So why have major automakers been slashing profit forecasts and […]