Individual analysis on US automobile industry particularly within focus on FCA Fiat

1. Now, future, and opportunities
12/7/2016

2. Fig 1: Average Total Vehicle Retail Sales (Millions)

3. Fig 2: November 2016 vs 2015: Year to Date Vehicle Sales
Total Car Sales Total Truck Sales

4. Fig 3: Vehicle Unit Sales YTD 2016 by Category

5. Fig 4: Nov YTD 2016
marketshare data
(Percentage)

6. Ford Motor (F)
 Core Line: Ford and Lincoln
 Ford F Series, Ford Escape
Strengths
 Strength in Ford F Series Pickup trucks
 Ford Transit Vans market
 Lincoln popular in the Chinese Market
 Crowdsourced Shuttles – Chariot
Weaknesses/Risks
 Slow sales in car brands such as Fiesta, Focus,
Fusion, and Mustang
 Heavy reliance on pickup truck sales. Limited
appeal outside North America
General Motors (GM)
 Core Line: Chevrolet, Buick, GMC, Cadillac
 Chevrolet Silverado, Escalade
Strengths
 Strong US Retail Sales (+ 8%YOY)
 Technology Innovation – Maven and Cruise
 Strength in China Sales
Weaknesses/Risks
 Full size pickup trucks and SUVs weighted
 High Vehicle Recall
Toyota Motors
 Core Line:Toyota
 Camry, RAV4, Highlander
Strengths
 Diversified Portfolio of Product Lines
 Pioneer in Hybrid Technology (Prius)
 Improved sales in Asia and Europe
Weaknesses/Risks
 Dependence on Japan and US markets
 Increased vehicle recalls in recent years

7. Fiat Chrysler Automobiles(FCA)
Core Line: FCA Italy and FCA US
Fiat, Chrysler, Jeep Cherokee,Dodge Ram
Strengths:
 Jeep Brand, (+8% SalesYTD)
 Luxury Brand, Maserati (Levante)
 Growth in both Asia and European markets
 Technology (Uconnect)
Weaknesses:
 Sales in North America market (Q3)
 Very small market share in cars with
competitors

8. Ways Fiat Chrysler can strengthen:
1.Technology and innovation
2.Big Data and its applications
3.Midsize Small Car Market
4.High End Product Market
Opportunities in US Market
 R&D in the self driving/ automation
• (Small startups such as nuTonomy)
 What do customers really want ? Drive consumer
insights and put them into the car.
 Midsize and Small Car market?
• (Creating high value car with convenient price)
 Leveraging Luxury and European car
technologies such as Maserati)

9.  Fig 1, data provided by economic bureau
 Fig 2- 4, Data provided by Motor Intelligence
 Macro- analysis provided by companies public financial filings