Auto Auctions Likely to Change Faster in Next 5 Years Than Past 20

In her latest post, Maryann Keller, principal of MK&A, explains that wholesale vehicle auctions will undergo major change as the space faces disruption from digital startups. Maryann states “auction incumbents are being forced to adjust, and whether they change from within or acquire attractive remarketing companies, the industry is likely to change faster in the next five years than it has in the past 20.”

The post can be read at the link below:

https://www.linkedin.com/pulse/auto-auctions-likely-change-faster-next-5-years-than-past-keller

Automakers Unlikely to Follow Tesla’s Online-Only Model

In his latest post, Jeremy Alicandri, managing director, explains why many industry pundits believe that other automakers will not follow Tesla’s move to online-only sales. He explains “While auto retail will continue to evolve over the next decade and longer, the disruptive changes will come from the mega-mobility trends, and not online sales.”

The article can be read at the link below:
https://www.forbes.com/sites/jeremyalicandri/2019/03/10/automakers-unlikely-to-follow-teslas-online-only-model

*Photo credit: Patrick T. Fallon/Bloomberg.

Tesla’s Online Model Confuses Industry Experts

In his latest Forbes piece, Jeremy Alicandri, managing director, explains why Tesla’s move to online-only sales is baffling many industry experts from multiple vantage points. Jeremy states “Many industry experts feel that the online-only model is not yet viable for a mass-produced vehicle, and they also question if it will improve Tesla’s profitability.” Jeremy’s post can be read at the link below:

https://www.forbes.com/sites/jeremyalicandri/2019/03/05/teslas-online-only-model-leaves-many-baffled/

*Photo Credit: AP Photo/David Zalubowski.

As Supercars Become Mainstream, Residual Values Suffer

In this post, Maryann Keller explains that residual values of super luxury and exotic vehicles are weakening, as these once specialty brands become mainstream. Maryann cites data from MK&A’s partner, Stamford-based RVI Group, which publishes a monthly index tracking wholesale supercar prices.

 
The post can be read at the link below:
https://www.linkedin.com/pulse/supercars-become-mainstream-residual-values-suffer-maryann-keller/

*Chart provided by RVI Group.

Tesla Might Solve Its Cash Woes with Franchise Dealers

In his second post as a Forbes contributor, Jeremy Alicandri, managing director, explains that some of Tesla’s cash woes can be solved if the automaker embraced the franchise dealer model. Jeremy states specific areas where cash can be saved, including inventory management and capital costs.

Jeremy’s post can be read at the link below:
https://www.forbes.com/sites/jeremyalicandri/2019/01/22/tesla-might-solve-its-cash-woes-with-franchise-dealers/

 

*Photo credit: Getty images.

Activist Investors Can’t Overcome Automotive Industry Headwinds

In this post, Maryann Keller, principal of MK&A, explains why certain activist investors are failing to understand the dynamics of the auto industry. Maryann explains that the industry is high cyclical, capital intensive, and highly dependent on macroeconomic factors, and that the initiatives of certain activist investors to improve shareholder value are misguided.

Maryann’s post can be read at the link below:
https://www.linkedin.com/pulse/activist-investors-cant-overcome-automotive-industry-headwinds/?published=t

*Photo credit: Bloomberg.

It’s Time for Nissan and Renault to Remake the Alliance

In this opinion piece, Maryann Keller, principal of MK&A, provides several reasons why the alliance between Nissan and Renault has “outlived its purpose.” She also explains why Carlos Ghosn’s past success was the result of common-sense measures that only a foreigner could take. Maryann’s post can be read at the link below:

 
https://www.linkedin.com/pulse/its-time-nissan-renault-remake-alliance-maryann-keller/

Electric Vehicles Will Destabilize the Automotive Industry

In this post, Maryann Keller, principal of MK&A, explains that electric vehicles are the most imminent threat to the global automotive industry. Electric vehicles, which require less investment capital and expertise to assemble than ICE vehicles, also contain commoditized parts that are available to almost any EV startup. Maryann also explains that China is the biggest winner as EV penetration grows.

 

Maryann’s post can be read at the link below:
https://www.linkedin.com/pulse/electric-vehicles-destabilize-automotive-industry-maryann-keller

 

*Photo Credit: Photo Caption: A vehicle from electric-car maker NIO sits outside of the New York Stock Exchange. Photo: Drew Angerer/Getty Images

Tesla’s Revolutionary Non-Vehicle Innovations Are Proving Otherwise

In this opinion post, Maryann Keller, principal of MK&A, explains that many of Tesla’s ideas to reinvent the vehicle ownership and purchase experience are failing. Maryann’s post can be read at the link below:

 
https://www.linkedin.com/pulse/teslas-revolutionary-non-vehicle-innovations-proving-otherwise/

 

*Photo credit: Bloomberg.