John Casesa
John Casesa
expect fleet gradually improve likely mix sales truck
We expect the truck mix to gradually improve through the remainder of the year, but fleet sales will likely recover, offsetting some of the mix benefits.
anywhere effect gm lost percent quarter represents ripple sales second supplies
The ripple effect on GM supplies is profound. GM represents anywhere between 15 and 20 percent of the sales of most big supplies, so these are lost sales and lost profits. And you'll see it in their second quarter results.
bright driven left sales spot year
The only bright spot left this year could be December, which is typically driven by year-end sales campaigns.
campaign declined employee last nine pricing sales saved
GM's sales have declined year-over-year in nine of the last 12 months, saved only by the employee pricing campaign this summer.
bonus car cash eventually gm happened host inventory likely losing maintain program sales strong
GM likely doesn't have enough inventory to maintain a strong sales pace. And inevitably, the employee-pricing program is losing its effectiveness, as eventually happened to zero-percent financing, hot-button bonus cash programs, talk-show host car giveaways and other promotions.
gm inventory likely maintain sales strong
GM likely doesn't have enough inventory to maintain a strong sales pace.
cuts falling high inventory massive price production reflect sales shift tactics vehicle
The massive cuts reflect high inventory levels, falling new vehicle sales and a shift in automaker tactics from price cuts to production cuts,
analysis based believe hearing outcome quickly recall stock storm
We believe that the Firestone recall is a storm that will intensify with the upcoming congressional hearing and then quickly pass. Based on our analysis of the outcome of other high-profile, controversial recalls, the stock should make a recovery.
airlines companies difficult environment expect industries involved radical undergone volatile
Like steel, textiles, airlines and other American industries that have undergone radical restructurings, ... we expect an increasingly volatile and difficult environment for the companies involved and for their shareholders.
justify number tangible tough
which is a tough number to justify without tangible results.
america clear fourth north outlook price quarter results
The outlook for the fourth quarter is not so hot. It is very clear that results in North America will be compressed by all this price cutting.
adopt aggressive gm greater management pressure turnaround
The pressure on GM management is greater than ever ... to adopt a more aggressive turnaround strategy.
hope reaction reflects simply strike
Today's reaction simply reflects the hope there's not going to be a strike that shuts down the industry.
concern deep deterrent highly investors near question respected term united
It's a very deep concern in the near term because there's no question it will be a deterrent to U.S. investors. He was highly respected by institutional investors in the United States.