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SE ESTÁN PUDRIENDO!! Los GRINGOS NO SABEN COMO VENDERLAS!!! — Transcript

by Andresito · 2,671 words · 488 segments · language en · Watch on YouTube

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0:00Have you seen the prices of a new car
0:02lately? 80,000, 90,000 for a truck
0:05you're going to beat up and wear out.
0:10>> US dealerships are bursting at the seams
0:12with unaffordable trucks that nobody
0:13wants to buy.
0:16>> How does a Jeep Wrangler cost 100,000
0:18dollars?
0:19How does a RAM 1500 cost 95,000?
0:22It's insane, it makes no sense.
0:26They compete with Mercedes-Benz prices
0:28and domestic manufacturers, but now you
0:30go to that same dealership and see
0:32discounts of 24,000, 30,000, and it's
0:34still not enough, it's still expensive
0:36because vehicles went up 50%in 5 years.
0:42>> I bought it for about 125,000 dollars,
0:44put 50,000 down, and my payment ended up
0:47being 1,375 a month.
0:49Today I still owe about 69,000.
0:52If I want to sell this truck, it's worth
0:5480,000 at most.
0:57>> Ford CEO Jim Farley has repeatedly
0:59called Chinese electric cars an
1:01existential threat to Western
1:03manufacturers.
1:07>> To put it in perspective, 3 years ago
1:09the Chinese market share in Australia
1:11was 3%.
1:12Now it's 30%and they no longer have a
1:15domestic manufacturer to protect.
1:18>> Detroit brands thought they were
1:20invincible, charging up to 90,000
1:22dollars for a work truck, but their
1:25party is over.
1:26Inventory is rotting on the showroom
1:28floors. China is selling 25,000 dollar
1:31electric cars to crush them. How did the
1:34most powerful industry in the world fall
1:36into its own trap?
1:38For years, US manufacturers lined their
1:41pockets at the expense of squeezing the
1:44consumer.
1:45They put giant screens on ordinary
1:47chassis, and tried to charge
1:49Mercedes-Benz prices for work trucks.
1:52The result is a mountain of stranded
1:54metal. Buyers simply can no longer
1:57afford them.
1:59>> Dealerships are full and their profit
2:01per vehicle has fallen significantly
2:04from the 2022 and 2023 highs.
2:07Before, they were making a fortune per
2:09car by scamming you with extra fees,
2:11market adjustments, tires filled with
2:12nitrogen, the list goes on.
2:15We have seen so many extras that
2:16dealerships add, and it's not just that
2:18.
2:20>> Dealerships are trapped in a death trap
2:23called floorplan financing costs.
2:26Every day a truck is parked on the lot
2:28in the rain.
2:30The dealership pays gut-wrenching bank
2:32interest and there are already 3 million
2:34new vehicles sitting across the country
2:36.
2:38>> The longer a car spends on the lot, the
2:40more interest the dealership pays to
2:42keep it there.
2:44If you see a vehicle that's been on the
2:46lot for, I don't know, 220 days, that
2:48dealership is more eager to sell it than
2:49one that's been there for 20 days.
2:54>> Since 2019, the business is starting to
2:55look like it did before.
2:57It's crazy. Those who were there before
3:00see it coming back. We have 3 million
3:02new cars on the lots. We haven't had
3:04that in 5 or 6 years.
3:07>> To make matters worse, brands are trying
3:09to disguise the disaster. They offer
3:12supposed discounts that fool no one.
3:14They knock 20,000 dollars off an
3:16inflated model. They expect the customer
3:19to celebrate paying 80,000 dollars for
3:21something that isn't worth it.
3:24And that's after Jeep dropped the price
3:27by 20,000 dollars. It used to be a
3:29vehicle over 100,000 and they couldn't
3:31sell it. And you know what? They aren't
3:34selling it at 83,000 either.
3:36In seventh place, we have the GMC Savana
3:38Cargo Van.
3:41>> A truck is not tested when it leaves the
3:43factory.
3:45It is tested when hundreds of thousands
3:47have been driven hard, used for towing,
3:49left idling in Phoenix in July, started
3:51in Duluth in January, and someone kept
3:53track of what broke.
3:56>> Detroit is trying to resolve the
3:58oversupply of its own nonsense.
4:00The real danger lurks from Asia.
4:03Chinese manufacturers have achieved what
4:05the United States thinks is impossible.
4:08They produce high-tech, efficient cars
4:10at a fraction of the cost.
4:12If that tide manages to dodge tariff
4:14walls, the North American giants will
4:16become history.
4:19>> Without strict barriers and tariffs, the
4:21United States could be the next to
4:23receive a huge wave of ultra-cheap
4:25Chinese electric cars.
4:28A wave that could completely change the
4:29market for traditional manufacturers and
4:31global players.
4:34They are looking at the 25,000 to 30,000
4:36dollar price segment, where many
4:38manufacturers are focusing a lot of
4:40attention now.
4:43If you look at the big picture, we are
4:44at a fascinating crossroads in the
4:45automotive industry.
4:48>> The arrogance of truck brands left them
4:51blind. They didn't launch reliable
4:53vehicles for working people. They
4:56preferred to use the buyer as a guinea
4:58pig. They tested incomplete technologies
5:00and abusive prices.
5:03>> Industry veterans used to say it like
5:05this.
5:06Never buy the first year of anything.
5:10The one who buys the third year of a
5:12truck isn't stingier, just better
5:13informed.
5:15And that information didn't cost them
5:17anything.
5:18>> The dust-covered lots are just the
5:20symptom. There is a much deeper crisis.
5:24It threatens to change what you drive
5:26forever.
5:27And now I'm going to tell you about the
5:28desperate maneuvers. Dealerships use
5:31them behind closed doors to save
5:32themselves.
5:34And I will tell you why the Chinese wave
5:36is closer than they want you to believe
5:38.
5:39For years, Detroit executives celebrated
5:42record profits. They did it in their
5:45offices. They raised prices year after
5:47year. They thought easy credit would
5:50last forever.
5:52How wrong they all were at the
5:54traditional brands.
5:56Dealerships played along without asking
5:58the manufacturers.
6:00They filled their lots with gigantic
6:02100,000 dollar trucks. They added absurd
6:05markups and useless accessories to the
6:07contract. They put nitrogen in the tires
6:10. They also added inflated warranties
6:12with no real value.
6:14They turned the buying process into a
6:16complete nightmare.
6:18Between 2022 and 2023, they made
6:20historic fortunes.
6:23They squeezed the pockets of American
6:25buyers.
6:26Unbridled greed finally snapped the rope
6:28completely.
6:30Maintaining that inventory costs them up
6:32to 8.5%in interest. That interest is
6:35paid annually.
6:36Families shut off the spending tap.
6:40The average buyer can no longer afford $
6:4250,000, let alone $ 90,000 for a work
6:45truck.
6:46Wages never rose at the pace of
6:48industrial audacity. Banks began to
6:51tighten the screws on loans. Today, a
6:54car eats up to 20%of a monthly paycheck
6:57.
6:58The ghost of negative equity destroyed
7:00the usual commercial turnover.
7:02Millions of drivers owe more than their
7:05current vehicle is worth. They cannot
7:07trade in their old car due to a lack of
7:09capital. Banks are rejecting the most
7:11dubious financing applications.
7:14The business model collapsed like a
7:16house of cards.
7:18The consequences for distributors are
7:21devastating right now. Inventory
7:23financing costs are suffocating their
7:25daily finances. Some lenders are ending
7:28up suing dealerships for unpaid
7:30installments.
7:31Others prefer to sell their facilities
7:33to digital commerce giants.
7:36To try to save themselves, they applied
7:38desperate $ 30,000 discounts.
7:41They removed the markup stickers that
7:43outraged people in showrooms, but the
7:45medicine arrived too late to save the
7:48patient.
7:49Nobody wants to finance a vehicle that
7:51devalues instantly.
7:53Salespeople spend the day begging for a
7:55simple signature.
7:57The strategic blindness of the U.S.
7:59domestic industry was colossal.
8:02They abandoned affordable cars to
8:04manufacture only high-margin giants.
8:06They believed brand loyalty would
8:08withstand any financial abuse. They
8:11ignored that the global market demanded
8:13efficient and accessible vehicles.
8:15They built a giant empire on foundations
8:18of quicksand.
8:20While Detroit inflated bubbles, the rest
8:22of the world kept turning.
8:24Historic Asian brands are also feeling
8:27the hard impact of the paralysis. Nissan
8:30is facing its worst year of global sales
8:32since 2003. Its deliveries on Chinese
8:35soil fell 27%this year.
8:38The automotive earthquake does not
8:39respect rank or illustrious names.
8:42Honda had to hurriedly reorganize its
8:44North American production lines. It
8:47delayed the launch of its new model
8:49until April 2027. It canceled sedan
8:52production to rescue its best-selling
8:54model.
8:55It barely has 17 days of inventory left
8:57for that key vehicle.
9:00Supply chains are creaking everywhere.
9:03But the real danger was lurking
9:05patiently on the other side of the
9:07planet.
9:08China did not improvise its industrial
9:10plan on just any afternoon. They
9:12designed five-year plans with
9:14mathematical precision for entire
9:16decades. They secured global control of
9:18rare minerals and batteries. They set a
9:21perfect trap for the traditional Western
9:24industry.
9:25The paralysis in sales lots is just the
9:27beginning of it all. The collapse in
9:30sales and price gouging created the
9:32ideal scenario. The perfect storm is
9:34already forming on the North American
9:36horizon.
9:37In the next chapter, we will analyze the
9:39cold figures that terrify Detroit.
9:42The real numbers that manufacturers try
9:44to hide from you at all costs.
9:47Let's talk about the numbers that cause
9:49cold sweats in Detroit.
9:51There are 3 million new vehicles
9:52gathering dust at dealerships.
9:55A metal desert left out in the sun. For
9:58the Chevrolet Silverado alone, there are
10:00almost 40,000 units sitting idle. Of the
10:02famous Jeep Wrangler, there are over
10:0427,000 floating without a buyer.
10:07Executives believed that charging $
10:0950,000 for a car or that people would
10:11happily pay $ 100,000 for a truck was
10:13fine.
10:16What a way to go against reality. On the
10:19lots, there are desperate discounts of $
10:2124,000 and $ 30,000, and even then,
10:23people don't want to sign the contracts
10:26. In 2016, a fully loaded Silverado cost
10:30that much. Today, that's the price of
10:32the most basic version. Banks have
10:34turned off the tap for fear of defaults
10:36.
10:37Today, 3 million cars are racking up
10:39millions in costs at showrooms. The
10:41great American dream of 0%interest
10:44turned into a trap.
10:46But the Western headache doesn't end at
10:48its borders.
10:50In China, domestic demand fell by 21%
10:52this year.
10:54Factory profits fell by 23%, and what
10:57did the Asian giants do in the face of
10:59the crisis?
11:01They launched a global export offensive
11:03with no historical precedent.
11:05China manufactures almost 40%of the
11:08planet's vehicles. Its annual production
11:11capacity nears 50 million units.
11:15Ford CEO Jim Farley drove a Chinese car
11:17.
11:19He confessed it was an industrial
11:20monster and didn't want to return it.
11:23The price difference borders on absolute
11:25insolence.
11:27In Great Britain, the electric BYD
11:29Dolphin Surf model costs $ 25,000.
11:32A modern car equipped with the latest
11:34technology and an efficient battery.
11:37Meanwhile, Detroit expects to sell you a
11:39basic truck for triple that.
11:42The math is so simple that even an
11:44executive would understand it.
11:46On British soil alone, BYD sold more
11:49than 48,000 cars. That happened in 8
11:52months.
11:53In continental Europe, not even tariffs
11:56are stopping the Asian advance. Their
11:58cars remain 40%cheaper.
12:02Look at what happened in Australia in
12:04just 3 years. The Chinese market share
12:06went from 3%to 30%.
12:08The commercial value of traditional
12:10dealerships has been cut in half. The
12:13mythical loyalty to historic brands has
12:15evaporated completely. If the product
12:18costs half as much, loyalty simply
12:20doesn't exist.
12:22The West thought China was simply
12:24copying old designs. What a costly
12:27blindness for the legacy brands.
12:29Beijing executed 15 five-year plans to
12:31secure rare earth minerals. They control
12:34the global battery chain from the mine
12:36to the port.
12:38While Detroit played quarterly poker,
12:40China bought the whole casino.
12:43And the onslaught won't stop at the
12:45cargo ships. By 2030, China will
12:48manufacture 1.3 million European cars.
12:51That will represent 9%of local European
12:54production.
12:56It’s the Chinese strategy game: surround
12:57the rival until they suffocate.
13:00In the United States, they entrenched
13:02themselves behind a 100%tariff. But the
13:05proposal to allow Chinese factories
13:07sparked total panic. Detroit brands
13:10screamed bloody murder.
13:13They know that without state barriers,
13:15their trucks will die very quickly.
13:18The numbers don't lie, and the storm is
13:20already at the door.
13:22The traditional industry faces the
13:24biggest challenge in its history. The
13:26question keeping thousands of families
13:28up at night is inevitable.
13:30Who will pay the final bill when this
13:33empire of markups explodes? In the final
13:35chapter, I will reveal the catastrophic
13:38outcome.
13:39Dealerships are paying dearly for their
13:41own greed. The financial cost of keeping
13:44thousands of trucks parked is eating
13:46their profits.
13:48Imagine being a salesperson in a lot
13:50full of trucks no one buys.
13:51You arrive every morning to a sea of
13:53metal with no customers.
13:56The markup business turned into a daily
13:58nightmare.
14:00Buyers suddenly woke up from the dream
14:02of unlimited consumption.
14:04People refuse to negotiate inflated
14:06contracts with absurd options and
14:08warranties. Among trucks turned in as
14:11trade-ins, almost a third are worth less
14:14. Their value doesn't cover what is
14:15still owed on them.
14:17Today, banks are turning off the tap and
14:19rejecting doubtful applications.
14:22The agony of traditional retail
14:23accelerated the sale of showrooms.
14:25Carvana is taking advantage of the
14:27debacle to buy bankrupt dealerships.
14:30Buyers prefer to purchase their vehicles
14:32online without abusive pressure. No one
14:35wants to waste hours enduring games in
14:37the finance office.
14:39The business model focused on maximizing
14:41margins collapsed miserably.
14:44Traditional intermediaries face a slow
14:47and painful extinction.
14:50The financial damage is not limited only
14:53to US soil. Look at what is happening
14:55with the value of global automotive
14:57businesses. In Australia, the value of a
14:59Toyota dealership fell by half. It went
15:02from six times its earnings to only
15:04three times.
15:05In Great Britain, profit margins are a
15:07third of those in the US.
15:09The traditional sales model is
15:11collapsing on a planetary scale.
15:14Manufacturers are attempting emergency
15:16maneuvers to avoid sinking.
15:19Stellantis shut down its Warren truck
15:21plant for weeks and its parent company
15:23reported losses of about $ 26 billion.
15:27Now it’s betting everything on its Fast
15:29Lane 2030 plan.
15:31Too little, too late for a fire already
15:33burning the wings.
15:36Desperation is forcing the
15:37reorganization of entire production
15:39lines.
15:40Honda canceled the production of the
15:42next Civic sedan at its Indiana plant.
15:44It will move that capacity to assemble
15:46its best-selling and most profitable
15:48truck.
15:49Short-term fixes to try and cover a
15:52massive gap.
15:53Ford seeks to defend itself by
15:55developing an affordable electric
15:57platform called Fathom. They are
15:59designing a $ 30,000 mid-size truck to
16:01compete in the market. Its CEO warned
16:04that China's 50-million-unit capacity is
16:07a threat. They know that relying solely
16:10on selling luxury giants is commercial
16:12suicide.
16:14The mass market demands prices aligned
16:16with wage realities.
16:18European brands will suffer the same
16:20devastating impact on their structures.
16:23The German industry faces high energy
16:25costs and stifling bureaucracy. They
16:28currently have 140,000 employees
16:30operating on American soil. They manage
16:331,400 plants that depend on global free
16:35trade. Closing borders with tariffs does
16:38not fix the lack of domestic
16:39competitiveness.
16:41Protecting inefficiency only delays an
16:43inevitable industrial surrender.
16:46Western nations are imposing trade
16:48barriers in a desperate effort.
16:51Turkey is the only market where the
16:53Eastern share fell after severe
16:55restrictions, but Asian brands responded
16:58by building local production plants.
17:01Trade lockdowns fail in the face of
17:03localization strategies.
17:05The question posed at the beginning of
17:07the documentary finds its definitive
17:09answer. Who will pay the final bill when
17:12this empire of overpricing explodes?
17:15Will it be factory workers who are
17:17already suffering cuts and layoffs?
17:20Will it be local dealerships forced to
17:22close their shutters for good?
17:24Will it be families indebted with
17:27predatory loans for years to come?
17:30Corporate greed has taken its toll on
17:32all of society.
17:34The myth of the $ 100,000 truck has been
17:36crushed to death.
17:38Detroit ignored popular demand to chase
17:41astronomical profit margins.
17:43They abandoned the common buyer and
17:45handed the market to Asian competitors.
17:473 million vehicles sitting in the sun
17:49testify to the collapse of the model.
17:52Brand loyalty did not survive the price
17:54gouging.
17:56The customer chose their wallet over an
17:58industrial badge.
18:00The global automotive map has changed
18:02forever and there is no turning back.
18:04Traditional brands must lower prices or
18:07become relics of the past. Do you think
18:10Detroit will manage to save its
18:11factories before being overtaken? Would
18:14you buy a cheap Asian vehicle if it were
18:16available at your dealership? Leave us
18:18your opinion in the comments to debate
18:20this exciting topic.

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