China ExposureOngoing concerns surrounding China earnings and dealer inventory volumes persist, with GM International's profitability expected to be dragged down by GM’s China exposure.
Demand ManagementFort Wayne truck plant will have 1 week downtime, which is seen as potential demand management as large truck inventory has risen in recent months.
Industry HeadwindsIndustry headwinds such as price/mix normalization, inventory/incentive increases, EV strategy risk, and China profit decline have raised concerns.