Brew Markets Automakers Hit the Brakes on EV & Can Macy’s Be Luxurious Again?
10 snips
Dec 3, 2025 The discussion kicks off with the rollback of EV fuel standards, prompting automakers to pause or cancel their electric vehicle launches. Share prices for Ford, GM, and Stellantis come under scrutiny as the market reacts. Then, the team dives into Macy's strategy to modernize its stores and focus on luxury to boost sales. Lastly, a listener's question leads to a breakdown of why companies prefer buybacks over dividends, highlighting tax benefits and flexibility in financial strategies.
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US Rollback Hits EV Momentum
- The Trump administration rolled back Biden-era fuel efficiency rules, reducing pressure on automakers to accelerate US EV sales.
- Many manufacturers have delayed or canceled US EV models amid cost and manufacturing challenges.
Automakers Pull Back From US EV Plans
- Automakers have publicly delayed or scrapped many planned EV models for the US market.
- Examples include Volkswagen, GM, Dodge, Kia, Ram, Nissan and Ford shifting or canceling EV plans.
EV Losses Amid Strong Auto Revenues
- Strong overall auto revenue can mask EV division losses and impairments.
- Ford posted record revenue while its Model E losses widened and GM took a $1.6B EV impairment.