EV Rollback, jaGUar Copies Nothing, Flying ShakeShack

Paul J Daly  0:00  
Good morning. Wednesday, November 20, we are still in Virginia on site at the shooting season two of more than cars, but we got to talk about EV rollbacks. Jag, you are copying nothing and flying. Shake Shack,

Unknown Speaker  0:13  
wow. The

Paul J Daly  0:14  
timing. I can't even hear the song

Kyle Mountsier  0:18  
so good. Just felt right last yesterday was amazing. They were I cannot wait to show people what we uncovered here in just south of Richmond. I

Paul J Daly  0:30  
mean, we went back 100 years. Yesterday is unbelievable. And we went in 100 plus building. Yeah, we saw a really, really, really, really old service department at the top floor of a really, really old building.

Kyle Mountsier  0:41  
You saw a really, really, really old toilet. Listen really small.

Paul J Daly  0:46  
Go to Kyle's LinkedIn profile and look at one of his last posts, because that was the toilet that everyone had to use in the service department.

Kyle Mountsier  0:54  
If your service, if you're a technician today, and you're like, Ah, my bathrooms are just go look at that. We have

Paul J Daly  0:59  
your reference picture. We a we do want to make sure that, you know, we have a webinar coming up this Friday, the 22nd essential technologies for digital merchandising success, with our friends at car cutter, Daniel Abel and Brian free, who is Daniel with car cutter, Brian free, former VP with a little company called Auto nation. They sold a couple cars. Got a little expertise on there. So if you're thinking about digital merchandising, making some decisions, I know a lot of people came back from MRC. End of the year is a time when, naturally, people are looking for, what are we going to deploy in 2025 Yep, great time to be on a webinar to talk about it and cut

Kyle Mountsier  1:34  
it up Absolutely. Also, if you are interested in getting the low price possible ever on sodu con tickets this year, and you want that discount code, the only way to get it is to sign up first at ASOTU con com. On Black Friday through Cyber Monday, we'll have a four day sale, lowest price ever. You will not be able to get a lower price ticket. It's kind of before hunt before, yes,

Paul J Daly  1:57  
because only if you're on that email list is the only time. So the two things we just said, the ticket, go to ASOTU con com, get on the first to know email list for the webinar on Friday. Just go to asotu.com and you can sign up for the webinar. Be there in person with us, or you get the recording and watch it when it makes sense for you. Let's get into some news. ASOTU. Sean Duffy has been nominated to head of US Department of Transportation by President Elect Donald Trump with a vision to lead America into a quote, golden age of travel, his nomination is bringing significant implications for automotive and transportation policy. So he's a former congressman and Fox News host. His he's expected to roll back this is the important part of this article. Roll Back EV supportive policies aligning with Trump's day one initiatives. So we're talking meaning right away. Evie advocates have expressed concerns about potential climate change impacts under his leadership, but he is advocating for right to repair laws saying high repair costs linked to automate your patent restrictions is not good for consumers. He also, I'm sorry. Jim Farah, CEO of autonomous vehicle industry association. I don't think we've quoted them yet. I

Kyle Mountsier  3:04  
don't think so. The old A, V, I, A,

Paul J Daly  3:07  
B, he says it's imperative a federal agent, a federal policy framework on AVS or autonomous vehicles be put in place. So he's like, we need a policy on this. We don't have a policy on this federally, a lot of state regulations. So yeah,

Kyle Mountsier  3:20  
so there's a lot kind of baked into this, but it's clear that policy across Auto is important here to this new administration, and it seems like the regulation is going to be primarily on, like, how these Cars operates, and a lot of the market changing, like how the government and how tax incentives are impacting the market will be pulled back. I actually saw Alex Lawrence post yesterday. He was on tick tock. He's on LinkedIn, just saying, hey, look on these used cars, even, like, not just the new car $7,000 tax credit, the $4,000 tax credit on the hood of used cars is at risk too. So, you know, he was just encouraging his network that if you're interested in a used dv, not that there's 100% pressure, but there's a good chance that that won't be available. So the next couple months is actually a time that it might be smart to go ahead and lock that down. It's

Paul J Daly  4:17  
interesting. I was talking to John Foley yesterday, so John and Alex doing a lot of, like, similar advocacy things, different, yeah, different sides of the country. And John was predicting that if the tax incentive goes away, or if it stays or goes away, he he's more along the lines of feeling like it just, it just adjusts the sales price, just like when people talk about, oh, we're gonna give you this credit for buying a house globally, it's like, well, that's going to raise the price of houses. Yes, so he thinks that's what it's doing already to the EVS. What it doesn't make a difference for is the affordability right now, because you can't bet on what it's going to be three months from now. So well, you

Kyle Mountsier  4:51  
know what's interesting and what we what dealers should pay attention to over the next two months is if this really looks like it's going to be a day one policy that goes in, why? Watch out for the whole set which watch out for auction values, and buying those cars, holding them when it happens at too high of a mark, potentially, and all of a sudden being in over your head. Yeah, on those EVs. I

Paul J Daly  5:10  
think we're in the middle of a lot of EVs right now. We're at a Hyundai store, Kyle store, right across the street. And I do think that there's a lot of play for dealers to lean into the fact that these things may be going away to sell or lease new EVs in the next 60 days. It's, frankly, it's got me considering it.

Kyle Mountsier  5:27  
I know right, because I've been talking about it for a long time, but now I'm like, Okay, do I have to, especially on the new side, because you're not going to see pricing parity go quickly like that. You know more you side, and especially if

Paul J Daly  5:36  
you're trying to dip your toe in, like I am, like a 24 month lease that you can apply 7500 it makes a massive difference in the monthly price, massive low commitment, speaking of high commitment, though, into a bold new era as it prepares to go fully electric by 2026 alongside plans For an all electric lineup, they have unveiled a reimagined logo. We could call it that, an identity that apparently attempts to blend its classic heritage with modern flair, interesting with an emphasis on modern flair, not with the logo. The new logo is really cool, though, spaces out the letters. Do we have it to put on screen? We have a, oh, is it on screen? I'm sorry, I can't see. It mixes upper and lower case letters for an interesting look that. So it's j, A, lowercase g, U, uppercase, A, R, so J, you are Jaguar. That's how fancy people say it. Yes, the founder's motto of Jaguar actually is a Jaguar should be a copy of nothing. So they've reduced that to their mantra of copy, nothing. Taglines also include delete ordinary and live vivid with pop art. Pop art inspired ads. Are we watching something? We gotta watch a video.

Kyle Mountsier  6:52  
Let's, let's. But before we do that, like we have to wine, we can. We love a good rebrand. We always love a good rebrand. And we've both already said, hey, look the word mark. It stands out. I think it's really nice. The question is, is, is copy nothing possible in the world of Jaguar, right? And, you know, now, let's, I

Paul J Daly  7:15  
think they started that

Kyle Mountsier  7:16  
way. Yeah,

Paul J Daly  7:17  
they started that way. But design is, has been democratized.

Kyle Mountsier  7:21  
It's kind of ubiquitous, yeah, at this point, like, how do you get outside of of design? But I will say copy nothing definitely applies to video ads like this. It is. Check it

Paul J Daly  7:32  
out. Brace yourself.

Kyle Mountsier  7:38  
Okay, so bunch of models, just like walking forward another model.

Paul J Daly  7:43  
I mean, this looks like a Gucci head. It's amazing. And that that looks like the Joker. There's a sledgehammer involved with the person in an orange dress. And now they all got together on the moon, and they're just and they're looking mad or sad, I can't tell, not sure, copy nothing, but we are not seeing any vehicles. I have a really big concern. It's strange, okay, go for it.

Kyle Mountsier  8:06  
What's the concern? Well, the

Paul J Daly  8:07  
concern is I would never imagine anyone that is like in that realm, that what we just saw in a Jag, right? And all the people who bought a Jag because it was a very sophisticated, right? Debonair kind of vehicle. I understand moving from that, but is this too far well?

Kyle Mountsier  8:26  
And you think about, like the F pace brand of a jaguar, and the performance side of things, it's like sleek, stylish, sophisticated performance is what you think of when you think about, especially like some of the newer models within Jaguar, even, even some like the font face that they've chosen on their primary website, when you get to a vehicle, search result is very like high brow, yeah, and high brow and modern are actually very different things. So it's interesting to me. We'll kind of see how this plays out.

Paul J Daly  8:57  
We will. I have an idea of how it's going to play out. I'm going to predict that there's going to be such pushback on this campaign that they're going to roll back, they're going to keep the logo, they're going to roll back the visuals. Wow, I think they should have taken a much more similar approach to how Lincoln did with Matthew McConaughey, but I think they should have gone like YouTube internet celebrities, because going down market and saying, hey, there are a lot of younger generation with money that want to stand out, that want to be seen as copying nothing, and I don't think anybody relates to who they just showed on the screen. So that's just our two cents, yeah, but we'll see

Kyle Mountsier  9:29  
speaking of our two cents. Oh, yes. Segue, Nathan pays so much attention to what

Paul J Daly  9:36  
we're saying, so excited about what we're saying. He's just in the show. He's like, Oh, I'm the Segway button guy today,

Kyle Mountsier  9:43  
our two cents might be spent on this. We're going to go to Boston just for it, but Delta Airlines is taking in flight dining to the next level with a delicious new partnership with Shake Shack starting December 1, passengers in first class on select flights out of Boston are going to be able to enjoy shake shacks i Con. Cheeseburger while cruising overhead and 30,000 feet. Obviously, they'll plan to scale this nationwide by 2025 the burger is a 100% Angus beef potato bun. They got the lettuce, the tomatoes, Shake Shack sauce, the whole nine yards. They're gonna give you even chips, a Caesar salad and a dark chocolate brownie. I'm all in. Passengers can select a burger up to 24 hours before departure through the fly Delta app. So they're going to give you that little preview. Select it. You don't have to order it on the flight. Obviously. Union Square Hospitality Group, founded by shake shacks creator Danny Meyer, is the main partnership here. Shake shacks. Michael Clark says we're proud to partner with Delta to elevate the in flight. Dining Experience is a great way to bring our iconic cheeseburger to new heights. Well, I like that.

Paul J Daly  10:48  
We're a little bit familiar with Union Square Hospitality Group because of our relationship with will gada. So we have him on the show today to give his two cents. Oh, what's that? Oh, we just lost him. Okay, we had a little little breakfast table conversation around this story, and there's one really big question, yes, is this really a good idea? Is it great? Because anyone who's had Shake Shack knows that is not exactly like I'm on a plane, Light Fair, fingers everywhere. I might not have to get up and use the one restroom for all of these people. So Nathan thinks it's a good and, I mean, on paper, it's a great idea, yeah, right, practically speaking, is it a good idea? Al is over here shaking his head. I wouldn't touch it, but look, I would definitely try. If you have Shake Shack on a plane, the question is, is, like, what's

Kyle Mountsier  11:36  
what's actually, what's the size of the plane? Is it the restaurant style plane, or am I getting a burger that got made, like, plane? Well, yeah, because, like, the big, the biggest planes have, like, slightly bigger restaurants in them, right? And you don't have to make that burger, like, right? If it no, like, okay, no, slightly bigger Delta planes was like, the Oh,

Paul J Daly  11:56  
like, you can make it. They have a little galley, and you make the thing, and you put it all together. Like, I don't know, there's a thing about the Shake Shack burger where it's like, got the crispy outside, like a patty is crispy. I even deliver a crispy patty on a plane. It's really, I don't think you can, but hey, look, maybe we'll take a flight to Boston and we'll vlog it. Just because,

Kyle Mountsier  12:13  
why not? That's actually a great idea what one thing is actually. The only reason I do this is that pairing food with experience there there are things, and this is what some dealers do so well, is there are things about engaging all of the senses, touch, smell, sight, that connect a brand a lot closer to a person. So like delta is looking to connect these multi senses to the people that are front runner in that too. And that's, that's, that's, I think what's important for us to take away from this is that, is that when you can engage multiple senses in an experience, that's when you start to, like, really connect people to a feeling of that brand long term. Well,

Paul J Daly  12:52  
look, we're going to ask our friend Steve Greenfield, who is like Delta's best friend. They're going to drive him up to the gate in a Porsche. Perfect. Get him up, get him a Shake Shack burger, he can review it. Roll the outro music, all right. We have a full day of filming to do. We have intros, outros, dealers to hang out with, stories to tell. Listen. Make sure you go to ASOTU con com. Get on the pre sign up list you want the cheap tickets, trust me. And if you have Shake Shack, let us know you move the right.

Unknown Speaker  13:20  
You.

Transcribed by https://otter.ai

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