[Martinjlm]

Originally Posted by Evergreen6

That's great information, thanks for sharing, and I can't say I fully understand it all but it is interesting to me. But based on the graph, I think? it's good news that most of the circle is above the "meets" red line.

I can assure you that nothing called Silverado, Sierra, Tahoe, Yukon, or Escalade is above the red line. That’s why Trailblazer, Equinox, Terrain, Encore GX are important. They are the ones above the red line that make it possible to sell the stuff that’s below the red line.

Originally Posted by Evergreen6

I think that might also speak to niche. Toyota and Honda are good at sedans. Not that GM isn't or can't be good at sedans, but T/H captured a lot of the market in the 80's and have held on to it. Meanwhile, GM and Ford have held on to the truck market and they do trucks really, really well. It may be a good business decision that GM isn't trying to compete in a saturated, lower-margin sedan market where people have largely moved away in favor of more utilitarian vehicles.

Reflecting on what I wrote above, since GM (and Ford and Stellantis) have limitations on how many vehicles they can invest in and bring to market at any particular time, they tend to lean more towards those that help balance the CAFE for the money makers in the portfolio. So, given the choice of keeping an Impala in the portfolio or bringing in a Traverse, Traverse wins every time. Cruze or Trailblazer? Trailblazer wins because it helps balance the Truck CAFE.