AD #3253 – Why GM Sees a Profitable 2022; UAW Cleared for Direct Elections; Jeep Gladiator Shocking Sales Results

February 3rd, 2022 at 11:45am

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Listen to “AD #3253 – Why GM Sees a Profitable 2022; UAW Cleared for Direct Elections; Gladiator Hits #3 in Mid-Size Sales” on Spreaker.

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Runtime: 9:52

0:07 Highlights of GM’s Letter to Shareholders
1:38 UAW Cleared for Direct Elections
2:17 Jeep Gladiator Reaches #3 in Mid-Size Pickup Sales
3:29 Ford F-150 Lightning Can Power an Owner’s Home
3:59 Opel Reveals New Astra Station Wagon
4:49 JLR Expands Alexa Across Its Lineup
6:25 Renault Helps Financially Strapped Customers Get Cars
7:13 Polestar Creates One-Off Winter Performer
8:13 Toyota Pushes Its AVs to the Limit

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27 Comments to “AD #3253 – Why GM Sees a Profitable 2022; UAW Cleared for Direct Elections; Jeep Gladiator Shocking Sales Results”

  1. S65AMG Says:

    Sean,

    I looked at the link you gave on the Jan 22 US car sales, and elsewhere on the web, but I could never find a decent summary of the sales numbers (all of them, so I could then find out the market share), every site including Wards was asking for a subscription. You gave a few of the lesser makers on your show a day ago, but left out all the biggies (Toyota, GM, Ford, Stella! Honda and Nissan, in that order). It’s only 6-8 numbers, could you give them tomorrow, plus the total? Then we can easily get the all-important market share.

    Today I saw an Edmunds comparison of the new Tundra with the F150, and despite being new, the Tundra lost in all but a couple categories. It seems Toyota has the same problem breaking into the Pickup Truck market (the full size one) that Hyundai-Kia has had for decades, even when, recently, it disguised its models as “Genesises” (LOL).

    Now if one says that the new Tundra would have easily beaten the (almost new) Silverado, I’d not be surprised, the F150 is by far the best pickup and sales leader and cash cow for Ford. The Ram also easily beats the Silverado, and probably the Tundra too.

    IF the Tundra was a 10-year old model, like the Tesla Model S is, it would have an excuse. But to put out a brand new model and get its rear kicked by an oldie, is at least embarrassing.

  2. Kit Gerhart Says:

    It’s interesting to me that the Tacoma still dominates its class. By most criteria, like ride, noise, handling, braking, load capacity, and tow rating, it is mid-pack, at best. Even its reliability is only “average” in CR’s survey results. It apparently still has the right image to people who buy “mid-size” trucks, and may have more aftermarket equipment available than the others, for those who care about such things.

  3. S65AMG Says:

    From Yesterday’s show:

    Aston SUV. I have seen maybe a couple Astons up close (other than in museums) over 40 years. It is a far rarer supercar (or better, grand touring car) than Ferrari, but its sales are a dismally low fraction of Ferrari, despite far lower average prices of Astons.

    I have seen probably 10 times more Ferraris on the road here than Astons over 40 years, and recently too, and I am not surprised, knowing the sales numbers. Maybe that stupid breadvan will change things, but I hear Ferrari is coming out with one too.

    What’s next? A Rolls ROyce pickup? I christen thee the “silver Vegetable”!

    I got to laugh when I hear GM’s whistling in the dark about its future ALLEGED profitability. Only the resident GM propagandist, the same guy who touted Criminal Trevor Milton of Nikola infamy, would believe such nonsense.

    GM is throwing tens of billions out the window for EVs, none of which looks like a winner. Its poor judgement is most obvious in the expensive to make Silverado, which will get its butt kicked by the F Lightning, which costs far less to make and makes a big profit even at a lower sale price than the S.

    I would be less surprised if we see bankruptcy 2.0 for these serial incompetents in the next decade, unless they see the danger and scale down big time their EV investment. But their bailout master would not like that, so they really have their hands tied.

  4. DanaPointJohn Says:

    #1. I have driven all the Genesis models, and they are excellent vehicles. Not all at all “Hyundai-Kia has had for decades, even when, recently, it disguised its models as “Genesises” (LOL).” Drive them before commenting next time.

  5. Buzzerd Says:

    Ground hog day yesterday has made me think this message board has become ground hog day, the same guy has to endlessly go on about GM or Ford .. and then be the Tesla cheerleader in between blathering on about his political nonsense. Like a bad rash he just won’t go away.

  6. Kit Gerhart Says:

    1 By most criteria, the Ram is the best big pickup. The V8 mild hybrid Ram basically ties
    the turbo V6 Ford and Toyota in mpg, and should match them in performance. The Ram has the best interior, best ride, and comparable capability to the others.

    https://www.fueleconomy.gov/feg/Find.do?action=sbs&id=44895&id=44869&id=44395

  7. Dave Says:

    chevy Colorado vs GMC Canyon aren’t they the same truck and shouldn’t they be counted as one same goes for the full sized pick up by both made by GM Silverado vs Sierra? then you’d have a different leader? How to lie with statistics?

  8. Kit Gerhart Says:

    4 Exactly, and none of the Geneses share platforms with Hyundais and Kias, except the G70 sedan, which shares a platform with the Kia Stinger, a sporty hatchback. Both are on a longitudinal engine, RWD/AWD platform.

  9. Kit Gerhart Says:

    7 That’s been going on for 40-some years with F series being the top selling vehicle in the US. A number of those years, the Chevy/GMC big pickups together outsold F series. GM people figure that their total sales would be lower if they dropped GMC, and they are probably right.

  10. Albemarle Says:

    Sean, when you started the article about Renault helping the poor, I was pleasantly surprised and until the point about the French government helping. What that means is that Renault can now make good money on their very cheap cars. The French government is world leading at giving away taxpayer’s funds. Do they not have used cars there? What about public transit?

  11. Albemarle Says:

    9. It is interesting that GM likes to keep the numbers separate for Chevy and GMC and Ford will add anything with an ‘F’ in its name to get a higher total.

    No idea why Toyota is so far ahead in mid-sized truck sales. Although they are all decent, it shows that the best does not always win.

  12. cozy cole Says:

    Hello John, just listened to AAH this morning. Your comment about chips got my attention. First of all, yes chips in cars live in a very harsh enviroment, but the chips in our phones and computers etc usually do not go bad either, It is the upgrading of the software and the speed that they operate at, that usually makes your 3 year old item turn into a brick. I have had many phones and computers that work many years, but become out dated rather quickly. Its like if they improved gasoline every year and your car’s performance would suffer each year the gasoline got better.

  13. Stu Says:

    Re: Tacoma
    I think that what people here are forgetting is that, for a lot of people, the Tacoma is the truck the Top Gear couldn’t kill. Yes, that was a long time ago, but people seem to have a long memory when it comes to marketing like that.

  14. GM Veteran Says:

    Renault – sounds like a subsidized lease to me, with the government doing the subsidizing. Not really all that unique, just very French.

    News flash for S65AMG – the Lightning will only be produced in its current form for two years. Then Ford will move it to a platform created just for EV trucks. Essentially the same thing GM has done. GM just skipped the interim step of producing a modified ICE platform truck. Ford did this to get an EV truck to market soon while they develop their own EV platform. Why? Because GM was two years ahead of them and they knew it. Its a smart move on Ford’s part to not give GM that market for two years, but its not because they want to market a modified ICE truck.

  15. GM Veteran Says:

    11- The main reason is that if you go back about six years (approx.), the only midsize trucks you could buy were the Tacoma, the somewhat odd Ridgeline and the rapidly aging Frontier. Everyone else left the midsize market. So, Toyota was by far the best choice if you wanted a midsize truck. And they offered lots of choices in body styles, bed lengths, etc.

    When GM re-entered the market, Toyota was hugely dominant. They still were when Ford got back in. And the same for Jeep. All of the new choices grew the overall midsize truck market, and so Toyota was able to hold onto most of its market share. They also have a great brand and many loyal buyers.

    As the old saying goes, its much easier to keep a customer you already have than it is to take one away from another brand.

  16. GM Veteran Says:

    Polestar – this company started as a modifier of Volvo products and created a number of high performance variants of Volvo models. They were Volvo’s AMG. So, its not surprising that some folks there would like to see a higher level of performance in the models they now produce on their own.

    The only question is, since they aren’t going to produce a higher performance Polestar 2 model, how long will it be before you can buy Polestar Performance Parts, allowing enthusiasts to build this vehicle in their own garage?

  17. Kit Gerhart Says:

    12 I had 4 or 5 smart phones between ~2010-2017, and got new ones as the old ones became obsolete. By 2017, when I got a Samsung GS8, they had matured to the point that I didn’t want a new one, until my ~4 year old battery was losing noticeable capacity, and it didn’t cost a lot more to get a new phone with more memory, and a somewhat bigger screen, than to have the battery replaced in my old phone. My current phone is a GS20 FE. I doubt if I’ll get another phone until/unless this one quits working properly.

  18. RS Says:

    Try this site for sales stats:
    http://www.goodcarbadcar.net

  19. RS Says:

    7, 9, 11
    The “Ranger” name still conjures up a vision of little Mazda pickup. What if Ford had named its new version the F100? The name would be a throwback to the 50s a history and would benefit from all Ford’s truck marketing.

  20. Kit Gerhart Says:

    18 Unfortunately, many manufacturers are missing, like GM, VW Group, Mercedes, Stellantis, Tesla, BMW, and probably others, at least for recent data. I guess that’s because they report quarterly, at least with some of them.

  21. MERKUR DRIVER Says:

    19) Technically the F100 had a RANGER trim. It was known as the F100 Ranger and the Ranger badging was used for that trim level. Ranger was first used as a low spec trim on the Edsel line. It was used again starting in 1965 on the F-Series trucks through 1981. It was used on the Bronco from 1972 to 1981. It signified a mid-level trim for the F-Series line until the compact Ranger was introduced in 1982 for the 1983 model year.

    The ford Courier however was a rebadged Mazda as you point out. Ford replaced the Courier with the Ranger in 1983 at which point Mazda and Ford compact trucks had no connection. Mazda kept using the old courier platform for their truck until 1994 when they switched to the Ranger platform.

    Some may think the name Ranger conjures up images of a Mazda(although they would be inaccurate), others may think Edsel, others may think F100, and even others may think Bronco. It all depends on when you grew up I guess.

  22. Eugene Polan Says:

    And I remember when a Maverick was a Ford compact car that cost something like $1995.

  23. Kit Gerhart Says:

    21 A lot of Edsel trim levels, well, all of them have been reused on other vehicles, Ranger, Citation, Corsair, and Pacer.

  24. Kit Gerhart Says:

    21,22 Ranger, Pacer, Corsair, and Citation, low to high

  25. REY Says:

    I wonder if GM is still going to be around come year 2028-30, maybe they will under the brand Govt Motors.

  26. REY Says:

    The new UAW will be lead by USA President Joe Biden.

  27. joe Says:

    1,3
    what makes you such an expert about GM? It’s quite obvious you hate GM and would say unfounded negatives even if GM built a
    superior vehicles. Get honest!!