Comparative SWOT & Strategy Focus - 2018-2023 - North America's Top 4 Class 6-8 Truck Manufacturers - Daimler, Volvo, PACCAR, Navistar
The Trucking industry continues to be at the forefront of a technology led transformation phase marked by confounding uncertainties and disruptions which are likely to be sustained over medium term. The focus on CASE (Connected, Autonomous, Shared & Services and Electric) technologies continues to be at the core of this trend with OEMs continuing to integrate an array of sensors, equipment & technologies on-board truck models with digitalization forming the backbone of this technology led trucking revolution. The battle for electric trucks is getting fierce with the world’s top 2 largest truck manufacturers, namely, Daimler & Volvo lining up electric versions of their flagship truck models to take on recent industry incumbents & start-ups head on with the duo planning start of commercial, full scale production of electric trucks from 2021.
Daimler has outlined the electric version of its North American market leader, Cascadia, christened eCascadia, in the U.S. Class 8 market. Volvo has rapidly unveiled its contenders for the electric medium duty truck segment, with the new electric FL and FE models for Europe. The VW Group, represented by MAN & Scania in Europe, too, has been structuring & shaping its trucking business steadily as evinced by the introduction of its manufacturer agnostic RIO digital brand, aimed at the transport & logistics sectors and plans for capital markets listing over near term. The industry supply chain, too, has been gearing up rapidly for the electric bandwagon with suppliers outlining & fine tuning their business strategies for EVs and setting up new units to execute them. Electrification, in commercial vehicles, thus, is reaching the inflexion point now.
North America has traditionally been one of the biggest markets globally for medium and heavy duty trucks, classified under Class 6-8. The North American Class 6-8 truck market has been on a strong footing in 2017 and the projections for 2018 point towards a robust double digit growth rate with a buoyant economy, strong housing starts and growth as well as positive developments in e-commerce and construction activity. Further, the proposed infrastructure development bill, outlining massive planned investments worth $1.5 trillion towards infrastructure repair and rebuilding, are likely to have tremendous potential for the industry over medium term once the modalities are thoroughly fine-tuned and if it gets the green light from the Congressional leaders. Overall, The North American Class 6-8 truck market has been on a strong upswing with the U.S. economy gaining growth momentum and supply side constraints driving freight rates up as strong & sustained freight demand is met by capacity shortfalls. The overall operating environment, too, has been favorable with robust utilization and profitability across operators boosting fleet renewals and expansions at an accelerated pace.
The current phase of trucking industry’s development and its likely evolution over medium term is going to be defined and shaped by technology which has been rapidly evolving and is poised to disrupt markets at a lightning pace. The industry OEMs & players; which are able to adopt & incorporate right technologies for right applications to deliver overall value to customers, end users & stakeholders while creating significant competitive advantages for themselves by leveraging this technology led differentiation; will be at the forefront of this one of the most disruptive phases for the industry going forward which is likely to be marked by the introduction of a number of technology enabled entirely new business models and concepts.
The report provides a comprehensive Comparative SWOT framework analysis on the Top 4 Truck manufacturers in the Class 6-8 Truck market besides analyzing the overall, near term strategy focus across these OEMs. The framework analyzes the Strengths & Weaknesses of the OEMs from a standalone as well as relative perspective based on a comprehensive analysis of their Key Business Aspects, which include:
For Whom: Key Decision-Makers across Industry Value Chain
The report will be essential & a key resource for those associated with and having strategic interest in the North American Class 6-8 Truck Market. The report will be especially useful for
Daimler has outlined the electric version of its North American market leader, Cascadia, christened eCascadia, in the U.S. Class 8 market. Volvo has rapidly unveiled its contenders for the electric medium duty truck segment, with the new electric FL and FE models for Europe. The VW Group, represented by MAN & Scania in Europe, too, has been structuring & shaping its trucking business steadily as evinced by the introduction of its manufacturer agnostic RIO digital brand, aimed at the transport & logistics sectors and plans for capital markets listing over near term. The industry supply chain, too, has been gearing up rapidly for the electric bandwagon with suppliers outlining & fine tuning their business strategies for EVs and setting up new units to execute them. Electrification, in commercial vehicles, thus, is reaching the inflexion point now.
North America has traditionally been one of the biggest markets globally for medium and heavy duty trucks, classified under Class 6-8. The North American Class 6-8 truck market has been on a strong footing in 2017 and the projections for 2018 point towards a robust double digit growth rate with a buoyant economy, strong housing starts and growth as well as positive developments in e-commerce and construction activity. Further, the proposed infrastructure development bill, outlining massive planned investments worth $1.5 trillion towards infrastructure repair and rebuilding, are likely to have tremendous potential for the industry over medium term once the modalities are thoroughly fine-tuned and if it gets the green light from the Congressional leaders. Overall, The North American Class 6-8 truck market has been on a strong upswing with the U.S. economy gaining growth momentum and supply side constraints driving freight rates up as strong & sustained freight demand is met by capacity shortfalls. The overall operating environment, too, has been favorable with robust utilization and profitability across operators boosting fleet renewals and expansions at an accelerated pace.
The current phase of trucking industry’s development and its likely evolution over medium term is going to be defined and shaped by technology which has been rapidly evolving and is poised to disrupt markets at a lightning pace. The industry OEMs & players; which are able to adopt & incorporate right technologies for right applications to deliver overall value to customers, end users & stakeholders while creating significant competitive advantages for themselves by leveraging this technology led differentiation; will be at the forefront of this one of the most disruptive phases for the industry going forward which is likely to be marked by the introduction of a number of technology enabled entirely new business models and concepts.
The report provides a comprehensive Comparative SWOT framework analysis on the Top 4 Truck manufacturers in the Class 6-8 Truck market besides analyzing the overall, near term strategy focus across these OEMs. The framework analyzes the Strengths & Weaknesses of the OEMs from a standalone as well as relative perspective based on a comprehensive analysis of their Key Business Aspects, which include:
- Product Portfolio Analysis & its Strategic Positioning
- Breadth & Depth of Presence across Key Geographic Markets & Regions
- Analysis of overall Cost Base, Structure & its Management
- Analysis of Revenue streams, Resource Base & Key Competencies
- Profitability, Key Profit Sources, Growth & Trend Analysis
- Capital & Ownership Structure and Financial Strength
- Key Competitor Analysis across Market Segments & Degree of Competitive Intensity
- Competitive Market Positioning across Key Global Markets & Market Share
- Overall Strategy Orientation & Focus, R&D Strategy, Technological Strength & Capabilities
For Whom: Key Decision-Makers across Industry Value Chain
The report will be essential & a key resource for those associated with and having strategic interest in the North American Class 6-8 Truck Market. The report will be especially useful for
- Key Decision-Makers
- Program Managers
- Top Management of Industry Players & Other Companies
- Industry OEMs
- Fleet Operators
- Suppliers, Vendors, Technology & MRO Services Providers and other Key Players in the Industry Value Chain
- Existing & potential Investors
- Industry & Company Analysts
- M&A Advisory Firms
- Strategy & Management Consulting Firms
- PE Firms, Venture Capitalists and Financing & Leasing Companies
- Researchers and all those associated with the industry in general
- Provides Macro View and Big Picture Quickly
- Blend of Quantitative & Qualitative Analysis for Strategic Planning Process
- Significant Time Savings with Ready, Comprehensive Analysis
- Quality & Reliability backed by Over a Decade of Research and Coverage of the Industry
- Most detailed & comprehensive resource available on Strategy and Analysis with detailed, Strategic Analysis on OEMs
- Gain a Competitive Edge with Our Cutting Edge Analysis
- Visual Representation enabling Easy Comprehension
- Meetings & Presentation Ready Format for Quick Application
- Superior & Enriched User Experience with Incorporation of Relevant Images, Graphs & Infographics
SECTION - 1
Business Structure & Snapshot – For each of the North America's Top 4 Truck Manufacturers
a) Founded
b) Headquartered
c) Business Segments
d) Employees
e) Revenues
f) Market Capitalization
g) Key Executives
h) Shareholding/Ownership Pattern & Structure
SECTION – 2
Financial Performance Snapshot - For each of the 4 Key Industry OEMs
1. Revenue Base & Growth Trend
2. Revenues Split by Key Segments
3. Revenues Split by Key Geographic Markets & Regions
4. Gross Earnings & Margin Trend
5. Operating Earnings & Operating Margin Trend
6. Return on Sales Trend
7. Profitability Growth Trend
8. Cash Flow from Operations
9. R&D Expenditure Trend
10. CAPEX Trend
SECTION – 3
SWOT Analysis – For each of the 4 Key Industry Players
Strengths to be Leveraged
Weaknesses to be worked on
Opportunities to be capitalized upon
Threats to be negated & mitigated
SECTION – 4
Comparative Analysis of Strengths
Daimler Trucks North America (DTNA)
Volvo Trucks North America
PACCAR Inc.
Navistar International Corporation
SECTION – 5
Comparative Analysis of Weaknesses
Daimler Trucks North America (DTNA)
Volvo Trucks North America
PACCAR Inc.
Navistar International Corporation
SECTION - 6
Strategy Focus across OEMs – Near to Medium Term – Top 4 Industry OEMs
Daimler Trucks North America (DTNA)
Volvo Trucks North America
PACCAR Inc.
Navistar International Corporation
SECTION – 7
Comprehensive Analysis of Strategies & Plans for Key Industry OEMs – Daimler, Volvo, PACCAR, Navistar
Analysis Coverage:
Product Portfolio Strategies & Plans
Market Specific Strategies & Plans
R&D Strategies & Plans
Growth Strategies & Plans
Business and Corporate Strategies & Plans
Sales & Marketing Strategies & Plans
Production/Manufacturing Strategies & Plans
Financial Strategies & Plans
Acquisitions, Strategic Alliances & JVs
Other Strategies & Strategic Initiatives
SECTION – 8
North American Class 6-8 Truck Market - Force Field Analysis - Analysis of Driving & Restraining Forces and their Overall Dynamics
Driving Forces
Restraining Forces
SECTION – 9
Key Trends
Market Trends
Technology Trends
SECTION – 10
Key Issues, Challenges & Risk Factors
SECTION – 11
Strategic Market Outlook through 2026
Analysis of Emerging Market Scenario
Demand Outlook & Growth Projections for Class 6-8 Truck Market through 2026
Business Structure & Snapshot – For each of the North America's Top 4 Truck Manufacturers
a) Founded
b) Headquartered
c) Business Segments
d) Employees
e) Revenues
f) Market Capitalization
g) Key Executives
h) Shareholding/Ownership Pattern & Structure
SECTION – 2
Financial Performance Snapshot - For each of the 4 Key Industry OEMs
1. Revenue Base & Growth Trend
2. Revenues Split by Key Segments
3. Revenues Split by Key Geographic Markets & Regions
4. Gross Earnings & Margin Trend
5. Operating Earnings & Operating Margin Trend
6. Return on Sales Trend
7. Profitability Growth Trend
8. Cash Flow from Operations
9. R&D Expenditure Trend
10. CAPEX Trend
SECTION – 3
SWOT Analysis – For each of the 4 Key Industry Players
Strengths to be Leveraged
Weaknesses to be worked on
Opportunities to be capitalized upon
Threats to be negated & mitigated
SECTION – 4
Comparative Analysis of Strengths
Daimler Trucks North America (DTNA)
Volvo Trucks North America
PACCAR Inc.
Navistar International Corporation
SECTION – 5
Comparative Analysis of Weaknesses
Daimler Trucks North America (DTNA)
Volvo Trucks North America
PACCAR Inc.
Navistar International Corporation
SECTION - 6
Strategy Focus across OEMs – Near to Medium Term – Top 4 Industry OEMs
Daimler Trucks North America (DTNA)
Volvo Trucks North America
PACCAR Inc.
Navistar International Corporation
SECTION – 7
Comprehensive Analysis of Strategies & Plans for Key Industry OEMs – Daimler, Volvo, PACCAR, Navistar
Analysis Coverage:
Product Portfolio Strategies & Plans
Market Specific Strategies & Plans
R&D Strategies & Plans
Growth Strategies & Plans
Business and Corporate Strategies & Plans
Sales & Marketing Strategies & Plans
Production/Manufacturing Strategies & Plans
Financial Strategies & Plans
Acquisitions, Strategic Alliances & JVs
Other Strategies & Strategic Initiatives
SECTION – 8
North American Class 6-8 Truck Market - Force Field Analysis - Analysis of Driving & Restraining Forces and their Overall Dynamics
Driving Forces
Restraining Forces
SECTION – 9
Key Trends
Market Trends
Technology Trends
SECTION – 10
Key Issues, Challenges & Risk Factors
SECTION – 11
Strategic Market Outlook through 2026
Analysis of Emerging Market Scenario
Demand Outlook & Growth Projections for Class 6-8 Truck Market through 2026
