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Tough But Necessary Steps to Restructure GM

By Fritz Henderson
GM President and CEO

Four weeks ago, President Obama announced that GM’s overall restructuring plan did not go far enough to warrant substantial new support from the U.S. government. Tough medicine, given the progress and painful cuts we’d made up to that point. But the message was clear: we simply must go faster and deeper to restructure GM – out of court if possible, in court if necessary – and that’s exactly what we’re doing.

Today, we’re announcing a number of tough but necessary actions to ramp up our U.S. turnaround efforts in four focus areas:

Deeper, faster execution: First, we’re accelerating our U.S. brand and nameplate rationalizations, dealer consolidation, plant closings, and hourly employee and labor-cost reductions. We also expect to implement additional salaried employee and executive reductions.

Sustainable Results: The actions we’re announcing today position us for sustainable success by establishing stronger brands, fewer nameplates, and a world-class dealer network. They will also allow us to significantly increase our North American structural-cost reduction and dramatically reduce our U.S. breakeven volume, enabling the company to be profitable at today’s very low industry-sales volumes.

Healthy Balance Sheet: We’re also announcing today a number of key initiatives to restructure GM’s balance sheet, including a bond exchange aimed at reducing our unsecured debt by at least $24 billion, a goal of exchanging at least half of our VEBA obligations (about $10 billion) to GM common stock, and a request of the U.S. Treasury to convert at least half of GM’s government debt to GM common stock.

Technology: Finally, despite the challenging business conditions, we’re keeping development of our mainstream alternative technology vehicles on track, including the much-anticipated Chevrolet Volt.

The actions we’re announcing today are difficult but necessary, and they affect every single person associated with our company. I want to thank everyone who is working with us to make GM a more customer-focused, leaner, cost-competitive company.

Make no mistake, this is not just about sacrifice, this is about putting GM on a path to win. The reinvented GM will unleash our talented work force to work within a cost structure unrivaled in the industry. Our product line will be offered within sharply focused brands that lead in design, technology, quality and fuel efficiency. Our dealer organization will be resized to compete in today’s world with a volume and profitability to provide a great customer experience. Our world-class supplier lineup will be capable of providing leading-edge innovation and quality. Our balance sheet will give us the stability and flexibility to move quickly on new products, technologies and marketplace initiatives. And at the same time, we’ll listen and respond to the people who matter most – our customers.

Today’s announcements continue the reinvention of GM. I have every confidence that we will achieve our goal.

Editor’s Note: Originally we had live video footage here but the player has since been taken down as the presentation wasn’t archived.

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