General Motors Ended 2025 With a Strong Statement for Investors

Industry Overview - The automotive industry faced significant challenges in 2025, including a transition to electric vehicles (EVs) hindered by changing trade policies, tariffs, and the expiration of the $7,500 federal EV tax credit [1] - Advanced Chinese competitors are increasingly entering the global market, posing a threat to U.S. manufacturers [1] General Motors Performance - General Motors (GM) reported a strong fourth-quarter sales figure, indicating resilience and a solid market presence [2] - GM led the U.S. auto industry in sales for 2025, achieving a 6% increase in sales for the full year despite industry challenges [4] - GM maintained its position as the U.S. leader in full-size pickups for the sixth consecutive year, with the Chevrolet Silverado and GMC Sierra achieving their best combined sales in 20 years [5] Brand Performance and Market Position - All four GM brands experienced sales growth in 2025, with GMC setting a new sales record for the second year in a row and Cadillac reporting its best sales in a decade [6] - GM has been the leader in the full-size SUV market for 51 consecutive years and is the second-best-selling EV brand, following Tesla [6] Sales Strategy and Consumer Trends - GM sold nearly 700,000 Chevrolet and Buick models priced below $30,000, which is significant for attracting first-time consumers and ensuring long-term brand loyalty [7] - The focus on more affordable models is crucial as vehicle prices remain high, making affordability a key factor for automakers [8]