Volkswagen sai joukkokanteen niskaansa

Volkswagenin saaga emissiosotkuissa näyttää jatkuvan ja jatkuvan. Tänään Saksan kuluttajansuoja viranomainen nosti joukkokanteen VW:tä kohtaan. Joukkokanteessa on takana 40.000 saksalaista VW, Audin, Porschen omistajaa. Kanteessa vaaditaan Euroopan VW:n omistajille tasapuolista korvauskäytäntöä vrt. mitä USA:ssa VW:n omistajat saivat. VW on tähän mennessä jyrkästi kieltäytynyt kaikista korvauksista Euroopassa, koska siihen ei ole VW:n mielestä mitään perusteita. Jos joukkokanne menee läpi, se voi tarkoittaa vastaavien oikeudenkäyntien jatkumista ja korvauksia noin 2 miljoonalle VW Groupin auton omistajlle.

VW Group ilmoitti tänään -19% tulospudostuksesta viime vuoteen. Syynä on emissioskandaalin kustannukset, uuden WLTP:n kustannukset ja heikentynyt kysyntä varsinkin Euroopassa ja USA:ssa. Varsinkin uusi high-end SUV -luokkaan tähdätty Touareg oli floppi jenkeissä, samoin sedanien myynti käytännössä pysähtynyt jenkeissä.

Autoteollisuudesta positiivistakin. Fiat/Chrysler ilmoitti +13% nettovoiton kasvusta, johtuen Jeepin ja RAMin kovasta kysynnästä. Jeep tahkoaa rahaa uudella Wranglerilla (esitellään Auto 2018 -näyttelyssä Suomessa) ja uudella Cherokeella, jonka Euroopan tuonnista ei ole vielä päätöstä. Ja kolmas tukijalka on RAMin uudistunut pickup -mallisto. Samoin Dodgen SUV-maasturi Durango on lähtenyt myymään todella hyvin uudistuksen jälkeen. FCA ei ole yksin sillä Kenraali Moottori eli General Motors ilmoitti +25% nettotulos kasvusta. GM antoi samalla positiivisen tulosvaroituksen ja odottaa tekevänsä parhaan tuloksensa kautta aikojen tänä vuonna. GM:n rahat tulevat pääasiassa SUV-maastureista (Cadillac Escalade, GMC Yukon, Equinox, Traverse, Terrain, Tahoe, Suburban…) ja pick-upeista (Silverado, GMC Sierra ja Colorado). Se kolmas suuri eli Ford on vaikeuksissa. Euroopan myynti pyörii rajusti tappiolla, Kiinassa myynti on flopannut lähes täydellisesti. Jos katsoo millä Ford tekee rahaa niin ensimmäiseksi nousee tietysti F-sarjan pickupit ja isot SUVit Lincoln Navigator, Explorer ja Expdetion. Keskiluokan Escape ja Edge ovat floppanneet ja sedan -mallisto tekee rajusti miinusta. Edes Mustang ei myy, se on hävinnyt hevosvoima taistelussa FCA:n Dodge Challengerille ja Chargerille. Varsinkin nyt, kun SEMAssa julkistettiin 1000hv/426cid  Elephant -moottori, jonka päätyminen Challengerin ja Chargerin nokalle on vain ajan kysymys. Fordin ongelmia lisää, että Moody’s luokitti Fordin joukkovelkakirja lainat melkein roskalaina luokkaan. Fordin lainat ovat yhden askeleen päässä roskalaina luokituksesta. 

Kaksi vaikeuksissa olevaa eli Ford ja VW ovat lyömässä käsiään yhteen. Kesällä julkistettiin sopimus, jossa Ford ja VW ilmoittivat rakentavansa yhteisen pakettiauto -malliston korvaamaan Transit, Transporter ja Crafter -mallit. Lisäksi VW on aloittamassa yhteystyön sähköautojen tekemisessä Fordin kanssa. Isot analyytikkotoimistot ovat jo naittamassa Fordia ja VW yhteen, mutta siinä on varmasti ongelmia. Historia ja kulttuurierot eivät suinkaan tue tällaisen joint venturen onnistumista (vrt. Mercedes-Chrysler tai Simca/Rootes- Chrysler tai Renault-AMC). Onnistumisiakin on eli Fiat-Chrysler, mutta siinä tanssissa Chrysler vie ja Fiat vikisee.

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