238 episodes

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier is a regular weekday show where progressive Automotive Dealers and industry partners aren’t afraid to make some trouble by pushing back on many popular, but failing, beliefs that persist in the Retail Automotive Industry. Beliefs that are degrading both the customer experience and the future of retail Auto Dealers. Paul and Kyle give their fresh take on industry news, technology, culture, and retail while trying not to have too much fun.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier ASOTU

    • Business
    • 5.0 • 19 Ratings

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier is a regular weekday show where progressive Automotive Dealers and industry partners aren’t afraid to make some trouble by pushing back on many popular, but failing, beliefs that persist in the Retail Automotive Industry. Beliefs that are degrading both the customer experience and the future of retail Auto Dealers. Paul and Kyle give their fresh take on industry news, technology, culture, and retail while trying not to have too much fun.

    Target Gets Pummeled, F150 Lightning Real-World, Apple Doing Its Thing Again

    Target Gets Pummeled, F150 Lightning Real-World, Apple Doing Its Thing Again

    On this glorious Thursday we’re covering the continued retail drama as Target reports major Q2 Losses. We also cover a very real-world F-150 Lightning review, as well as Apple’s next big thing. 
    Target’s profit down 90% in Q2 citing major discounting and inflation affected shoppersThe environment for Target and similar retailers remains "challenging," CEO Brian Cornell told investors, but he said they are seeing "an encouraging start to the back-to-school" shopping seasonAfter 7 straight quarters of growth the last two have been rough. Cornell assured investors by saying "The high-level story is: The vast majority of the financial impact of these inventory actions is now behind us."Target has been hit harder than Walmart since their customers rely on them for more discretionary purchasesTake away: Another indicator and validator of the current consumer retail mindset




    A non-auto industry writer’s take on the new E150 is a mixed bag of candid commentaryNilay Patel, Co-Founder of tech publication The Verge recently reviewed the new E150 and it is a very entertaining read that gives a good feel for what an EV truck owner might experience. He even took it to the dumpHighlights: comfort, speed, handling, self driving, front storageLowlights: very slow and confusing interface and os, charging station woes, range inconsistency“The result is that the software experience of the Lightning often feels trapped in the past, with no clear path to the future because Ford’s real software efforts lie elsewhere. The instrument cluster features the same cryptic icons and fundamental menu layout Ford has used in its cars forever. That huge portrait infotainment screen is woefully underutilized and the menu layout can feel like a randomly generated maze with no destination.”Note: Ford is working with Google to launch an Android powered OS sometime next yearTake away: For real, read this article, it will help you empathize and understand the potential CX with EVs


    Bloomberg reports that Apple Inc. is aiming to hold a launch event on Sept. 7 to unveil the iPhone 14 line, according to people with knowledge of the matter, New phone, Macs, high and low end iPads, as well as a new rugged Apple Watch are expectedTypically the announced new products are available for purchase about a week later and this looks to be the trend as Apple employees have been instructed to be ready for a launch the week of Sept 16thThe most significant iPhone 14 Pro changes will be to the camera system, which will appear slightly larger to consumers. The Pro models will gain a 48-megapixel wide-angle camera alongside 12-megapixel ultrawide and telephoto sensors. Apple is also planning improvements to video recording and battery life. 


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    • 16 min
    EV Tax Credits, Meet the New Walmart Shopper, GM Goes Luxury

    EV Tax Credits, Meet the New Walmart Shopper, GM Goes Luxury

    Welcome to Wednesday as we take a look at Walmarts earnings report which indicates a new type of clientele at its stores. We also cover GM welcoming a luxury brand member to its board, as well as an candid EV review we think every Dealership employee should read. 
    Credits for 70% of previously eligible EV models ended with a stroke of Joe Biden's PenThe Inflation Reduction Act has substantially changed the game for EV tax credits now requiring EVs to be assembled in North AmericaThere is a full list of eligible EVs in the AutoNews article hereAll Toyota, Hyundai, Porsche, Kia EVs are no longer eligibleAccording to the IRS "if a customer has made a non-refundable deposit or down payment of 5 percent of the total contract price, it is an indication of a binding contract."GM and Tesla who have burned through their 200k allocated EV credits will again be eligible for the credit on Jan 1Starting in 2024, the credit can transfer credits directly to Dealers at the point of saleGM welcomes Lux brand CEO of Tapestry Inc, Joanne Crevoiserat, to its boardTapestry holds brands Coach, Kate Spade and Stuart Weitzman From her bio on the Tapestry site: Joanne has deep industry, financial, and operations expertise having spent over 30 years in a variety of retail companies. She has held a variety of leadership positions in multi-brand, global companies with a focus on helping organizations successfully transform.From the Tapestry mission: By bringing together different people and ideas under one roof and giving them a place to grow, we stretch what's possible for our brands, our consumers, our industry, and society.Mary Barra commented:  "As we accelerate our transformation, we have an incredible opportunity to drive loyalty for our iconic brands and attract new customers, which is exactly what Joanne has done at Tapestry."From Crevoiserat: "This is an exciting time to join the GM Board. The company is innovating across every part of the business to drive growth. I look forward to serving the Board and GM's shareholders through this transformation."Walmart beat sales expectations in its Q2 earnings report as trend of retail consumers trading down continuesSales up 8% with much credit going to higher income individuals shopping for groceriesGrocery sales to 100k plus earners grew 75% in the quarter“Trading down” trend is when consumers trade high priced items for cheaper alternatives and has happened before in 2009-2011 and then rebounded when the economy was strongerOther areas we see the trend are with Applebees and iHop as their value proposition is more attractive to those typically splurging on more exotic mealsSpending on those restaurants has decreased among families earning less than 50kThis is also a reason discount stores like Dollar General do well in tough economiesGet the Daily Push Back email at https://www.asotu.com/
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    • 20 min
    The Dealership Doctor, Free Streaming, Apple Back To Work, BestBuy Lays Off

    The Dealership Doctor, Free Streaming, Apple Back To Work, BestBuy Lays Off

    This Tuesday we’re talking about unconventional healthcare with big time satisfaction. The Walmart - Amazon rivalry takes another step up. We also cover Apple's return to work (finally) and layoffs at Best Buy which could benefit Dealership employee searches.
    One Florida Dealership provides some very special health care services, including a Dr who sees patients several days a week at the storeAfter a 35% rate increase in 2019-2020, Greg Balasco, owner of Lakeland Automall who is a Ford, Hyundai, and Genesis dealer had enough and began looking for other options"There was sheer frustration over the lack of quality health care and the continual increase in expenses for me and our employees every year," Balasco told Automotive News. "Now, we're managing our health care ourselves instead of allowing these big companies to do it and take advantage of the employee and employer.”Worked with advisor Health Rosetta to find a fit and now manages their own healthSaved 25% for everyoneMany no deductible services and no-cost durable medical equipQuick call/text access to the Dealership doctor anytimeHealth card bears the Dealership logoThe “Dealership Dr” Dr. Christopher Salud, said in an interview w ABC Action News in Tampa, Fla., that he enjoys spending more quality time with fewer patients.The store sold 5200 vehicles last yearTake away: We bet they have a lower than normal turnover rate.Walmart has reached a deal with Paramount + to offer the ad supported version of the streaming platform to all members of Walmart+ subscription service for freeDirect move to remain competitive for its 16 million members with rival, AmazonParamount has had an office in Bentonville for many yearsWalmart+ is $98 per year and includes free shipping, gasoline discounts, and 6 months of Spotify premium. Amazon Prime costs $139 and features a robust streaming offering for video and musicApple tells its employees they will need to return to in-person work 3 days per week starting September 5thEmployees will be required to be in-office Tuesday, Thursday, and one other day of their choiceThe return was originally planned for July of 2021 but was shelved due to employee protestFrom CEO Tim Cook, “We are excited to move forward with the pilot and believe that this revised framework will enhance our ability to work flexibly, while preserving the in-person collaboration that is so essential to our culture. We also know that we still have a lot to learn. And we are committed to listening, adapting, and growing together in the weeks and months ahead.”Best Buy announces layoffs likely including hundreds of jobs at the store levelCiting waning demand and sales down 11%, more than the 3-6% initially estimated, the chain is restructuring to combat persistent inflation

    Get the Daily Push Back email at https://www.asotu.com/
    Rock with us LIVE at ASOTU CON! Tickets: https://www.asotucon.com
    JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
    Read our most recent email at: https://www.asotu.com/media/push-back-email
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    • 21 min
    Used Car Market Moves, Movers Make Used Cars, Making Meals At Home

    Used Car Market Moves, Movers Make Used Cars, Making Meals At Home

    It’s a fantastic Monday to sell and service some cars. Today we’re talking about the shifts Dealerships are seeing in used cars, and how hundreds of Dealers and Industry Partners are coming together to take advantage of the changing landscape head-on. We also cover a Utah grocer who is breaking convention to serve consumers the way they want. 
    Many dealers are in the midst of a Used Car business model shift as consumers continue to search for less expensive used carsAffecting the publics most directly as inflation and higher interest rates are leading consumers to look down market, and retailers to extend their existing parameters for used car age and pricingGroup 1 Automotive CEO Earl Hesterberg said in late July, "We're seeing demand shift to lower price points. That shift is happening most prominently among middle-class consumers and those buying mass-market brand and used vehicles.Asbury Automotive Group CEO David Hult said, “Consumers who were "impulsively buying" six months ago are more deliberate in their selection now.”Sonic President Jeff Dyke said, they are seeing demand for vehicles up to 8 years old and started to include such vehicles in EchoPark's inventory earlier this year after having challenges securing 1- to 4-year-old vehiclesDyke also said the demand for a $640 payment for a used car is dropping forcing some buyers out of the marketPenske’s CarShop had a target price of $20k for a used vehicle but that has inflated to 30k. They still chose to pass on the $8k-12k vehicles, considering them wholesaleThe hottest segment are used cars between $10k-15k according to Michigan Dealer Aaron ZieglarOver 350 Dealers and Industry Partners came through “I could buy more used cars if….” on Friday’s ATUC session with Dealers and Industry PartnersConsistent equity mining, Service drive is your friend, POS Material/Kiosk, Appoint a champion, Stop your turnover, Follow the data on new and rental markets as indicators, Have a plan and measure the efforts, Have the right prices. Treat each vehicle as an investment. The right price, the right advertising, the right process. It all matters and is different for each and every car.Dale Pollak even showed upListen to the full discussion hereTake away: Victory goes to the practitionersMarcellus Foods, A grocer in Utah is opening a store that focuses on meal prep instead of just selling groceriesWill only carry about 80 items as opposed to the 260 that the average consumer purchases From a recent Instagram post: Did you know that 98% of people prefer a home cooked meal, but only 10% say they #lovetocook?!That’s because #mealprepping is the WORST & until now, there’s never been a real solution 💡👋 We are @marcellusfoods, and our mission is to make it easy for everyone, and we mean everyone, to eat well at home. Get the Daily Push Back email at https://www.asotu.com/
    Rock with us LIVE at ASOTU CON! Tickets: https://www.asotucon.com
    JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
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    • 21 min
    An Auto Entrepreneur Buys Lots of EVs, GM Retools, Gen Z Prefers Search on TikTok

    An Auto Entrepreneur Buys Lots of EVs, GM Retools, Gen Z Prefers Search on TikTok

    Walking into a much cooler Friday than last week for most of the country, we’re covering a move by startup Autonomy to boost EV offerings, GM retooling and simplifying its chip infrastructure, as well as the Gen Z trend of trusting TikTok for search. 
    EV Subscription Company, Autonomy (formerly NextCar) placed orders for 23K EV’s across 17 Automakers, partnering with Auto Nation for both sales and service“The orders are for 45 different models and are valued at $1.2 billion per an Autonomy press release Will take delivery of all 23,000 vehicles within 18 months, Founder and CEO, Scott Painter told Automotive News.Until now the company only had Tesla Model 3s, and is moving to including the Model Y, several GM models including the Chevrolet Equinox, GMC Hummer EV and Cadillac Lyriq. Also about 1000 vehicles each from Volkswagen, Ford, Hyundai, Kia and Rivian and fewer than 500 each from Polestar, Volvo and CanooPainter founded TrueCar and FairTake away: We don’t know if the business model will work or not, but it definitely will promote overall EV adoption


    GM is retooling and significantly reducing the number of ‘chip families’ it’s using to clear backlogs and prevent them in the futureWere sitting on 95k assembled vehicles waiting on chips at the end o f Q2 and have cleared more than 20K of them in JulyPlan  to reduce the number of chip families by 95% in future designs, to prevent future shortage CFO Paul Jacobson said the number of chip families used will drop by 95% down to 3 total. He also noted increased involvement throughout the manufacturing chainTake away: These aren’t flashy announcements, but most nuts and bolts improvements aren’t. That’s a good thing. 


    TikTok is becoming (or maybe IS) the preferred search engine of Gen ZWanda Pogue, Chief Strategy Officer at VaynerMedia cites a new study that shows 40% of Gen Z users prefer TikTok and Instagram over Google when it comes to search“...my Gen Z daughter had a group of friends over. I asked them about their behavior on TikTok, and they agreed: It’s the platform they go to now when searching for anything, from the highest-rated beauty products and clothing trends to the best restaurants in the area or recipes to try”Gen Z prioritizes authenticity and utility which is one of the reasons why they like the visual representation with more real-world application “Social channels have become brands’ digital storefronts, and the content shared on them is the cornerstone of building a modern brand. It’s an always-on game of relevance, where brand channels need to be “alive” to engage existing communities’Take away: What was that you were saying  about “organic content”?

    Get the Daily Push Back email at https://www.asotu.com/
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    JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
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    • 18 min
    Dealer Families Dealing, Disney Keeping Dreams Alive, Ethereum Approaching A Big Day

    Dealer Families Dealing, Disney Keeping Dreams Alive, Ethereum Approaching A Big Day

    We hope you’re up and at ‘em this Thursday as we share a great story about a recent acquisition deal between two families on a handshake. We also cover Disney’s moves in streaming and theme parks to keep consumers happy, as well as a big day coming for cryptocurrency Ethereum. 
    ASOTU CON Host, Ciocca Dealerships closed on the acquisition of six stores in Flemington, NJOwner Gregg Ciocca Sr grew up near the “Flemington Car and Truck Country” founded by the late Steve Kalafer and knew him personallySteve Kalafer, a prominent dealer known for speaking out against stair-step incentive and other automaker programs that he thought disadvantaged retailers, also founded a minor league baseball team and attained national acclaim for producing short films.The stores have been run by Kaalafer’s two sons since his death in 2021"It was really two family businesses that just shook hands very quickly," Ciocca said. "They wanted a good family to take over their great family business. So I felt very privileged and fortunate they chose me and my Ciocca family, my three sons, to be the stewards of that business, which is a high-performing dealer group."Ciocca ranks #83 on the most recent AN top 150 listTake away: What other industry is like this? Come meet Gregg in person at ASOTU CON! 

    Disney’s earnings and streaming prices up as well as theme park traffic and streaming subscribersRevenue is up to a higher than expected 26% which caused the stock price to jump 7% in after hours tradingSubscribers to Disney + were up however the company slightly lowered future expectations When combining all streaming properties (D+, Hulu, ESPN+) Disney now has over 221M subs,  surpassing than NetflixTheme park traffic is very strong albeit they are unable to staff to capacityProfit margins are higher than ever as spend per guest have risen significantly, helped by lower labor costs and tech introductions of Lightning Lane and Genie + which allow park visitors to map out their plans for the day and make reservations at restaurants, among other servicesDisney also outlined new pricing to make room for the ad supported tier of Disney+Cryptocurrency Ethereum executed successful test of its historic test ‘merge’Shifting from ‘proof of work’ to ‘proof of stake’, once the transition is complete, the currency will become far more efficient and inexpensive to transact on while using 99.95% less energyUnlike Bitcoin which is just an asset to hold and trade, ETH is a utility which can be used to carry and deploy smart contractsThe price of ETH reached over $1900 overnight which is up from recent low of $879 in June which is down from all time high around $4800 in Nov 2021Take away: Get the Daily Push Back email at https://www.asotu.com/
    Rock with us LIVE at ASOTU CON! Tickets: https://www.asotucon.com
    JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
    Read our most recent email at: https://www.asotu.com/media/push-back-email
    Share your positive dealer stories: https://www.asotu.com/positivity
    ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

    • 20 min

Customer Reviews

5.0 out of 5
19 Ratings

19 Ratings

jamiefarles ,

Awesome!

A great listen! I love staying connected to all the relevant automotive topics and news, and you are both great to listen to! Great job!! - Jamie/Get In Her Lane

DanoBuckeye ,

Like Ripping Two Shots of Perspective Everyday

Went from dealer to manufacturer (😳) and this little gem keeps me feeling fresh and connected to my roots

geronimotrexjones ,

Quick, fun, accessible

This podcast accomplishes a lot in 15 minutes. A fun grab bag of topics communicated enjoyable and at a level a total stranger to the subject can grab.

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