GLG News by Automotive OEMs Experts

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

"35 Percent of Zero" is Not Positive

August 13, 2009

Analysis of:Analyst Predicts YRC Bankruptcy | www.ohio.com

A leading trucking industry analyst is predicting the demise of YRC Worldwide, the nation's largest trucking company by revenue. David Ross of Baltimore-based Stifel Nicolaus says that YRC's bankruptcy, while not imminent, "is becoming increasingly likely." Whether YRC opts for Chapter 11 reorganization or Chapter 7 liquidation is unclear. For its part, YRC's management continues to say its restructuring plan is on course despite losses in excess of $2 billion in the last 10 operating quarters.

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC

Ford Leading the Way with New Models

August 10, 2009

Analysis of:Ford Speeds New Models to Build on Gain in U.S. Sales | www.bloomberg.com

Ford's acceleration of its vehicle development is starting to pay dividends. Their next generation vehicles both look good and are well matched to projected demand.

William RussoPresidentSynergistics Limited

China Auto Trend 2: Global Redistribution of Assets to Capture China Growth

August 10, 2009

Analysis of:A Lesson For Detroit From VW | 247wallst.com

 As noted in the introduction to this series, we are witnessing the early stages of an economic revolution: a shift of the global center of gravity of economic strength towards the east which will result in profound changes in numerous industries.  As an economic bellwether, the automotive industry captures a great deal of interest.

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC

Toyota Adjusts to Global Industry Changes

August 7, 2009

Analysis of:Toyota Streamlines North American Management to Speed Recovery | www.bloomberg.com

Toyota has realigned its US management to both respond to market changes faster and proactively adjust its product mix and planning volumes.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

YRC Isn't Dead Yet, But That Isn't Stopping the Competition

August 6, 2009

Analysis of:As YRC Struggles, Rivals Stalk Clients | online.wsj.com

Rival competitors in the less-than-truckload sector are busy selling against financially troubled YRC Worldwide, which has lost in excess of $2.1 billion in the last 10 operating quarters. At $6 billion, YRC has nearly a 20 percent market share of the $34.5 billion LTL sector. If it fails, a free-for-all for YRC's customer list would ensue. Some competitors are not waiting as they are actively discounting in the market trying to lure some current YRC customers.

William RussoPresidentSynergistics Limited

China Auto Trend 1: Policy-driven Consolidation of Chinese Vehicle Manufacturers

August 1, 2009

Analysis of:GM Said to Consider European and Global Proposals for Opel Unit | www.bloomberg.com

In my last article, I introduced the Eight Overarching China Automotive Trends That Are Revolutionizing the Auto Industry. I will describe in this and subsequent articles how each trend is manifested, and how they cumulatively result in a transformational force which is fundamentally changing the business model and competitive landscape of the global auto industry.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Is November the End for YRC Worldwide?

July 31, 2009

Analysis of:YRC Swings to Loss as Sales Fall | online.wsj.com

YRC Worldwide, the nation's largest trucking company by revenue, continues to post huge losses on declining revenue. The Overland Park, Kan.-based LTL carrier posted a $309 million loss in the second quarter, compared with $35.8 million earnings in the year-ago period, on a 45 percent decline in revenue to $1.33 billion. YRC CEO and Chairman Bill Zollars says he continues to have "guarded optimism" about the future of his company.

William RussoPresidentSynergistics Limited

Eight Overarching China Automotive Trends That Are Revolutionizing the Industry

July 31, 2009

Analysis of:Ford Loss May Narrow, Letting Mulally Sell Stock, Reduce Debt | www.bloomberg.com

We are witnessing the early stages of an economic revolution: a shift of the global center of gravity of economic strength towards the east which will result in profound changes in numerous industries. This article is a preamble of a series which will highlight eight overarching trends which are shaping the China automotive industry: now the largest in the world and the new battleground for domination of the global auto industry.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Big Brown's Quarter Not So Bad ... Especially Compared With FedEx's Results

July 25, 2009

Analysis of:UPS Earnings Decline 49 Percent as Downturn Cuts Demand | query.nytimes.com

United Parcel Service posted second-quarter net income of $449 million on $10.8 billion in revenue. That was a 49 percent drop in earnings and a 17 percent drop in sales compared with year-ago figures. The company's chief financial offer, Kurt Kuehn, told analysts that the world's largest transport company is "cautious, frankly" about the rest of 2009's earnings. The company says it has no confidence that either demand or activity is going to pick up substantially" for the next several months. 

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

This is No Way to Win the Hearts and Minds (and Votes) From the Teamsters

July 23, 2009

Analysis of:YRC Reverses Comments That Upset Teamsters | pd.kansascity.com

YRC Worldwide Chairman and CEO Bill Zollars has been forced to apologize to the company's Teamsters employees after making public comments hinting that the company's non-union work force would not have to take further cuts in pay. That angered YRC's 30,000 Teamsters, who already have taken a 10 percent wage cut and freezes in their pension payments. Currently YRC's Teamsters are in the process of voting on approval an additional 5 percent wage cut and more cuts in pension payments.

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