Stellantis is experiencing weakness in the US market, with dealer inventories on the rise. The company is less disciplined than its major competitors in the United States. Frequent executive departures mark a break in the company's remarkable execution. Nissan and Stellantis do not execute as well as Toyota or General Motors.
Renault, under the leadership of Luca Di Maio, is improving its profitability. The company is cutting costs and focusing on more profitable models, notably SUVs. Although challenges remain in the field of electric vehicles, Renault is avoiding splitting its battery and electric vehicle businesses, which is proving beneficial.
Nissan, on the other hand, continues to struggle since the departure of Carlos Ghosn. The Renault-Nissan Alliance is deteriorating, and Nissan seems disorientated. The product range is ageing, and the luxury brand Infiniti lacks a clear strategy. Nissan's efforts in electric vehicles remain weak, and the company faces problems of volume, execution and branding.
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