Economic And Policy ChallengesGM among the hardest hit from proposed 25% Trump tariffs on Mexico/Canada; Could see higher capex/operating costs and slowdown in sales.
Financial PerformanceRising market discounts, persistent EV losses, and lease-co weakness limit earnings and FCF forecast.
Long-term StrategyLong-term strategy is lacking as GM dismantles its plans for BEV, China, and AV, making previous revenue and margin targets outdated and beyond reach.