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smk4565

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Everything posted by smk4565

  1. smk4565
    Ford has a problem in that Escape, Edge and Explorer were all down at a time when people are buying crossovers like there is no tomorrow. And Fusion was down 37%, Taurus is dead in the water, that is basically a fleet sale car until the day they cancel it. Good thing they have the F150 kicking butt, because the rest of the brand is in trouble. And Lincoln is flat, and doesn't really have anywhere to go, luxury sedan sales aren't going up unless they have a 3-point star on the hood, and Lincolns crossovers can't match the performance of the Euros, and Lexus and Cadillac have more sub $40k crossovers about to hit the market to go after MKC and the segment below MKC which puts a block on Lincoln introducing and MKA based on the Ecosport. Zero growth opportunity for Lincoln right now. Subaru just keeps chugging along, I read something like they sold 250,000 cars in the US 10 years ago, and they could top 600,000 this year. People like that all wheel drive.
  2. smk4565
    But the take rate is already there for performance EVs, in time it will spread down. Tesla is selling 2,000 Model S per month or around that, no Cadillac sedan can sell at that rate or that price. Ditto for Audi A6 and A8. What if Tesla sells 5,000 Model 3 a month? That would beat ATS, CTS and CT6 combined. So then what does Cadillac do? And Tesla doesn't even have the production capacity or dealership network to move big numbers, but BMW, Mercedes and Audi/Porsche do. Once they dive in, they still steer the luxury market that way.
  3. smk4565
    The Volt has added range and gotten cheaper. I doubt the Bolt is selling for $50k base in 2025. These things will get more cost effective. And if you want performance you'll have to have electric or plug in. The emissions and fuel economy standards around the world will kill V8s and larger engines. So the future sports cars and sport sedans, big luxury cars etc, will have to have some form of electrification.
  4. smk4565
    XTS down 34%, CTS down 41%, ATS down 26%. It is near time to make Cadillac an SUV brand. Sort of like how Buick has become an SUV brand.
  5. smk4565
    Probably why a 640 hp CTS-V does 0-60 in 3.6 seconds and a 444 hp Audi S6 does 0-60 in 3.8 seconds, and the Audi weighs more.
  6. smk4565
    Cars don't get cheaper, but EVs will to some degree and they will add range and power. The problem with most EV's now is poor range. If a Nissan Leaf starts at $30k now with 125 mile range or whatever it is, supposed in 5-to years it is still $30k but has a 350 mile range. By that point in time an Altima will be $30k also, and the Leaf looks like a good buy. The shell and interior of the car are going to cost the same, once you can build batteries and electric motors for the same price of a gas engine and transmission, the EV takes over.
  7. smk4565
    Rear drive crossover sales are booming! You can see the end of coupes coming, the 4-series is dropping fast
  8. smk4565
    640 horsepower isn't any good if you can't put it on the ground. The Hellcat has 707 hp, doesn't make it a better car than a CTS-V. The E-class will crush any mid-size sedan in interior, refinement, interior noise, luxury amenities, etc. The new E63 is going to surprise some people on it's performance data. Credit to the CTS V-sport for being 2nd place in C&D's recent comparison, it had good performance numbers and handling, but again, Cadillac build quality plagues it. Until they fix their refinement, interior and build quality issues, doesn't really how much power they put into the CTS or ATS V-series.
  9. smk4565
    C, E, S all up, and at a time when people don't buy cars. The red flag is the GLC, it is still pretty new and in a booming segment, they should move at least 4,000 of those a month, especially if they can sell 5,000 of the more expensive GLE.
  10. smk4565
    $2,500,000 hyper car to be fair. I was looking at the CTS line overall, CTS is not a high end car. E-class isn't either, it is the mid-level Mercedes, they have a CLS, S-class, SL, AMG GT, and G-wagen above it. Escalade starts near $75k so even if it tops out at $99k, there isn't a low end model out there. Escalade is the top level Cadillac right now. The E43 AMG starts at $72k yes, and it did just win a Car and Driver comparison beating the CTS V-sport, 540i and A6. But the E63 which isn't on sale yet will probably start at $100k. Looking at CTS sales numbers though, how much longer will the car even be around? E63 not on sale yet, goes on sale this summer. The E43 should be compared to the CTS turbo V6. E63 S is on sale now in UK for £88,295 for whatever that is worth.
  11. smk4565
    It won't whoop up on an E63 S, and AMG has several offerings above the E-class with the 65 series cars and the GT series. Plus they have the Project 1 Hyper car that will beat everything, LaFerrari included, however at a crazy price.
  12. smk4565
    By high end I mean cars with base price of $80 or even 100k. CTS-V is like a $90k car but based on a $46k car. it is still a mid size luxury segment car. Cadillac lacks the S-class, SL, Porsche 911, Audi R8, BMW i8, M760iL sort of cars in the $100-200k range.
  13. smk4565
    I could see Police departments going to Edge and Acadia size vehicles, even Escape and Equinox for city use when you don't really need highway acceleration power. Even an Explorer is pretty large and thirsty; Police cars will downsize in time just like every thing else. Holden could be gone soon too. EV will rise, it hasn't hit that tipping point yet. EV is still too expensive, but when the price eventually drops, it could replace gas cars in a hurry, so car makers have to be ready. All the more reason for Cadillac to be on board with EV's and this product plan doesn't include any.
  14. smk4565
    That is an interesting take, it probably would spur sales a lot, but would be a different direction for Cadillac. There is a good argument for that plan, or you could argue raising prices by $10,000 across the board and putting in more content and power. Even the current price structure undercuts BMW and Mercedes, so undercutting by a little clearly doesn't work.
  15. smk4565
    They don't have anything high end except the Escalade though. That has always been a struggle since the Allante in the 80s, they can't crack into that top tier of high end cars.
  16. smk4565
    But if they can make $4000 profit on a Cadillac Traxx vs $700 profit on a Chevy Traxx, what do you think GM will want to do? Cadillac needs more volume because selling 1 Cadillac can make as much money as selling 5 Chevy and GM wants profit at the bottom line. That was said about luxury sedans in the 80s and 90s also. Front drive was better in snow, etc, and by the time Cadillac switched to a rear drive heavy line up aroun 2004 it was too late.
  17. smk4565
    Tesla Model S sold like 25k units in the USA last year, 50k world wide. The Model S is also a mid size car, with a starting price $30,000 below the S-class before the $7500 tax credit. But Mercedes recognizes the threat of Tesla for sure, that is why they are launching this 10 model assault aimed directly at Tesla.
  18. smk4565
    And the CT6 range topper engine is 116 lb-ft shy of the S-class's base engine. They should have developed a CT6 exclusive V8 and made the 3.0TT the base engine for livery and rental spec cars. They brought a knife to a gun fight.
  19. smk4565
    In 2016 (in usa) Mercedes sold 158,600 SUV and 181,637 cars. Cars still make up the majority of their business. I didn't add all BMW and Audi's full year sales, but Audi puts a new SUV on sale every 6 months, and any car they make above A4 doesn't sell here. Regardless, C, E, and S class are all #1 seller in their segments, so it makes perfect sense to make electric cars of equal size, because they know how to sell sedans in those segments, and they want the Tesla Model S and Model 3 business. People buy the Tesla because it was the new thing and nothing else is like it, when Mercedes sells Tesla performance with a Mercedes interior and build quality, goodnight Tesla. And that is what this push is half about, half is about the European Eco-mentalist green movement and the other half is about taking out Tesla.
  20. smk4565
    I hope they start using Omega in a big way, however what I am seeing here is Front wheel drive XT2, XT4, XT5 and XT7, and a front drive CT2. It will be interesting to see the course they go. But Johan has been there a while, Alpha platform is 5 years old, and yet XT5 and XT4 are coming out front drive, I think Cadillac wants front drive so they can just platform share with Chevy and cut cost. It is "old GM" at it's finest. What I am not seeing in this list of new products are any coupes, convertibles, sports cars or electric cars. Shouldn't they have EV's? Shouldn't they make a sports car if they are a top tier brand? Shouldn't they make 1 freaking convertible if they are an aspirational brand?
  21. smk4565
    I agree, I don't like the names either, never did. And I will believe a CT8 when I see it in the showroom. Here is the problem with a S-class fighter, it will cost then $3 billion to do it right, that is probably more than the Silverado and Sierra's development budget and Cadillac will just never get that kind of budget. It won't happen.
  22. smk4565
    Because they need volume, and their dealers want product to sell. And GM sees dollar signs by taking a Chevy Traxx and making it a Cadillac and selling it for $30,900.
  23. smk4565
    Mercedes I believe is the only luxury brand that sells more cars than they do SUVs other than Bentley or Rolls, so they still have a large sedan business. C and E class can total over 700,000 a year globally. Making C, E, and S class sized EV sedans makes a lot of sense. Especially if they use the EV platform then put the same basic interior of the gas car in there. What Tesla lacks is cash, R&D budget and production facilities. Mercedes has all that, they can build these electric cars in any of their existing factories. And especially with electric cars, once you have a scalable platform you can build a ton of body styles rather easily because you don't have to work around the engine, drive shaft, exhaust, etc.
  24. smk4565
    That should shut down Tesla's 4 model line up. I bet an all electric SL turns up around 2020 for the new generation and that would be epic.
  25. smk4565
    Yawn, it is still an Accord, it certainly is not "precision crafted performance" because it has no performance. I just read the other week how the MDX hybrid is the most powerful Acura SUV ever and it has like 315 hp. That is a joke.
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