GM's CEO Mary Barra's 'EV Only' growth strategy is either stupid, or, she's crafting a master plan to kill her dealer network.
Barra's team looks at production
- Chevrolet - 64.4%
- GMC - 22.0%
- Buick - 7.9%
- Cadillac - 5.7%
-Buick US is on death's door. 
-GMC is a truck brand. (not a good EV fit... yet)
-Chevrolet is a lunch pail brand that has no brand affinity (i.e. high vol, low margin).
-Speaking of no brand affinity, Cadillac. 'nuf said.
Next, Barra must know:
- selling EV's OUTSIDE of major metropolitan areas* is a tough sell.
- The top 20 major metropolitan areas* = 45% of the US's total population.
- Chevrolet's 3000+ dealers, only ~600 are in major metropolitan areas*
- 2,400 Chevy stores will be getting a fresh product mix that is EV only (i.e. a tough sell)
So, 2,400-ish Chevy stores in non-metro settings will have to dedicate time and money into a totally new product category with no 'hybrid' powered middle ground. EV is still in it's pioneering days and affinity drives EV buying. GM's affinity game plan is beyond weak.
If I owned a 3rd generation GM point in BumbleFuck PA, I'd take my 1st buyout offer and open a used car store.
*ChatGPT3.5
