R1200RS + R1250RS Forum
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Zitat von Valks im Beitrag #15 they don't have the heft of Ducati, Triumph, BMW & Piaggio to ride out the ups and downs of being in the motorcycle business. If the others have cash flow problems they can draw on the resources of their parent companies to borrow money at competitive rates. KTM will not get good rates for finance due to their risk profile. Although, Ducati might catch a cold if VAG doesn't get itself out of the big hole it seems to be sinking into.
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Zitat von Valks im Beitrag #15 I doubt there's enough profit margin on small bikes for PM to feed their creditors. While BMW doesn't say it, they seem to be following harley's premium model (maximum profit margin) plan. It's been many quarters since we've seen BMW unit sales numbers for North America. In fact, it seems to be an intentional omission from the reports. But, that's all part of the game......more profit from fewer bikes. Until the customer realizes they're paying more for less (the definition of maximizing profit), the company has a winning plan.
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Here is another "click bait" YouTube KTM troubles report: https://www.youtube.com/watch?v=nhXwI7OdIjo
Current motorcycle collection: 2002 Yamaha FZ1; 2020 KTM 390 Duke; 2009 BMW F650GS; 2018 Zero S 16.6 kWh
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Tue Nov 26, 2024 3:46 pm (Last edited: Tue Nov 26, 2024 3:47 pm)
Zitat von Richard230 im Beitrag #18 The comments below the video were the most interesting part... Will we see KTM exit MotoGP, as Suzuki did? |
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Here is a more understandable Motorcycle.com article with an update on the situation at KTM. It doesn't seem to be getting any better: https://www.motorcycle.com/bikes/news/kt...e-debt-44613250
Current motorcycle collection: 2002 Yamaha FZ1; 2020 KTM 390 Duke; 2009 BMW F650GS; 2018 Zero S 16.6 kWh
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Et tu, Nissan? |
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And Stellantis, closing the UK van factory making Vauxhall and Peugeot branded vehicles. Some production moves to the other UK plant but most to France https://inews.co.uk/opinion/vauxhall-lut...-policy-3403625
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I didn't realize Renault had cut their share of Nissan to 25%. Perhaps, the Honda partnership will work, but does Honda need any of the Nissan or Mitsubishi product lines beyond Nissan trucks? In the US, it doesn't seem so. Especially, the Mitsubishi products.
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Renault owns 15% of Nissan according to https://www.topgear.com/car-news/busines...ance-plan-means with Nissan also owning 15% of Renault
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Zitat von Mr. 36654 im Beitrag #24 I mis-stated the source, it was the BEA PCE inflation index, not the BLS CPI. I honestly forgot that we were at the end of November instead of the beginning of December. Anyhow, spending on vehicles and parts was up 7% in October.
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Reading about the troubles at KTM, Stellantis, Nissan, etc., it's difficult to rationalize economic headlines declaring the "strength of the economy" or the "resilience of the consumer". |
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Zitat von BEARR im Beitrag #27 Well, consider the acquisitions and changes of ownership these companies have recently undertaken during a period of healthy sales growth. Compound that with the post COVID activity in dealership acquisition. In the US, car and truck dealerships became much more profitable during and after COVID, leading to rapid consolidation under regional owners. So, both manufacturers and dealers bought in at the high end of the market and are expecting to maintain profit growth. But the growth cycle is never continuous, and these folks (manufacturers and dealers) appear to at risk and unable (or unwilling) to cut prices to increase sales. Therefore, cutting production capacity and the associated cost is their only alternative. On a much smaller scale, we witnessed this phenomenon in my area when the NG fracking boom hit in 00s. Rapidly, every little hotel/motel and restaurant was bought at high prices by new owners cashing in on the new customers. NG drilling service providers built shops and bought existing industrial sites. One side of our legislature, the one's in control, claimed the NG drillers were going to pave our roads in exchange for us not taxing NG extraction. That lasted a few years, until wetter (more profitable) NG was found further west and the NG supply was driving down the spot price. Most of the drilling activity disappeared, just as rapidly as it appeared. And, of course, without customers and large business loans to repay, those hotels, motels, restaurants and service/repair shops are readily available business opportunities for the next guy. And, the roads paved by the NG drillers? Don't ask.
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There was a time when the semiconductor business was booming that a major manufacturer of DRAMs decided to build a major new fab facility near here. Millions invested in the new factory. Of course, this was at the exact top of the semi boom (at the time) and the factory was abandoned. |
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Considering the amount of public money that southern states threw at car plants, it'll be interesting to see how this plays out. I see a lot of finger pointing and pontificating in the future, when it's really corporate business decisions gone wrong. This isn't the first time Chrysler, Fiat or Nissan has been in financial trouble.
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