https://www.coventrytelegraph.net/ne...ulent-25910626

Carlos Ghosn to the rescue??!!

 

The rescue can only come from quality control. When ones pay top dollar for a vehicle, expects top quality. We ain't getting it.
Electrification and pipe dreams, won't save JLR. Not that, not another take over or a new CEO.
If they don't take care of their customers, some one else will eventually ....

 

They have a backlog of 200k orders, with a total yearly production of 300k cars. That tells me that neither quality nor lack of demand are their issue, or they wouldn't have 200k orders sitting there unfulfilled. Hemorrhaging money when you have outstanding orders that total 2/3 of your yearly output is mismanagement of manufacturing and product mix.

 

As I said in a previous thread, LR has some age old issues related to a heavy management hierarchy with lots of luggage on top of non favorable regulations in the UK. Mismanagement is the number problem they face, and they need to think out of the box. Having owned LR products since 1982, quality has come a long way since then. The demand is there for their products and will stay there. If they would only step up and do something about it.....

 

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200k vehicles in the pipeline is only half the story.
They would have 400k vehicles if their target audience's perception wasn't that they are the least reliable vehicles on the road.
Heck, I think ford has 200k of just broncos waiting to be built.

 

With all the Bronco problems Ford has had to deal with, I'm not sure their product line screams reliability either. The business model sounds like it needs a revamp too as Ford lost two billion dollars in '22.

 

Agree with you about the reliability of the Broncos. LR reliability has come a long way since TATA took over. LR has serious management issues, and funny enough, this article dated January 27, 2023, states it is back in the black again. You just cannot ignore the demand for LR products, and the cachet it has in the market place.
​​​​​​https://www.roverparts.com/roverlog-...and%20Defender.

 

Bit of an irrelevant comparison, Ford is heavily investing in EV production (cap ex) right now. Meanwhile JLR's unit economics seem really poor on a lot of models and that's without significant electric vehicle investment/innovation. Still, the leadership issue is the biggest worry for me.

 

People that are buying Defenders and RRs (mostly) don't care about electrics.
JLR should concentrate on producing more profitable models and cut most of jaguars and slow selling LRs.
As for Ford, Lightning is a toy in cold climate, no towing range at all.