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Hertz to sell one-third of EV fleet in shift back to gas-powered cars...20,000 cars on the block amid weak demand, high repair costs
Financial Post ^ | Jan 11, 2024 | Richard Clough and David Welch

Posted on 01/11/2024 5:09:37 PM PST by Red Badger

Hertz Global Holdings Inc. plans to sell a third of its United States electric vehicle fleet and reinvest in gas-powered cars due to weak demand and high repair costs for its battery-powered options.

The sales of 20,000 EVs began last month and will continue over the course of 2024, the rental giant said Jan. 11 in a regulatory filing. Hertz will record a non-cash charge in its fourth-quarter results of about $245 million related to incremental net depreciation expense.

Article content Article content The dramatic about-face, after Hertz announced plans in 2021 to buy 100,000 Tesla Inc. vehicles, underscores the waning demand for all-electric cars in the U.S. EV sales growth slowed sharply over the course of 2023, rising just 1.3 per cent in the final quarter as consumers were put off by high costs and interest rates.

“The elevated costs associated with EVs persisted,” Hertz chief executive Stephen Scherr said. “Efforts to wrestle it down proved to be more challenging.”

Hertz’s shares fell 4.3 per cent to US$8.95 as of 10:01 a.m. in New York. The stock declined 32 per cent last year.

Going forward, Hertz will keep a close eye on EV demand both at dealerships and within its own operations to decide whether the company should buy more vehicles, Scherr said. That means its agreement to buy 175,000 EVs from General Motors Co. over the next four years and another 65,000 from Polestar may take much longer to complete, he said.

Hertz plans to use some of the money raised by selling off EVs to buy gas-powered vehicles. “The company expects this action to better balance supply against expected demand of EVs,” it said in the filing.

The shift back to more conventional cars marks a reversal of a strategy centred on EVs, which the company hoped would fetch higher prices at the counter and hold their value. Tesla’s price cuts over the past year lowered the value of the cars in Hertz’s fleet and with EV sales growth slowing, it’s not clear if consumers will have an appetite for them in the used-car market.

Hertz is keen on GM’s plan to sell cheaper EVs, like a future redesign of the Chevolet Bolt, which sold for under US$30,000 before ending production last year, and a US$35,000 Chevy Equinox that is going into production. Those vehicles could be easier to rent profitably, Scherr said.

“We’re committed to the strategy,” Scherr said. “It will take more time to execute it.”

Earnings boost The plan to unload EVs should improve Hertz’s cash flow and earnings this year and next. By year-end 2025, the company expects improved financial results driven by higher revenue per day and lower depreciation and operating expenses. The company sees incremental free cash flow of as much as US$300 million in the aggregate over 2024 and 2025.

Article content Scherr had signalled this shift would come, saying in October that the company would scale back on EVs, which had made up 11 per cent of its total fleet. Teslas represented 80 per cent of that.


TOPICS: Business/Economy; Military/Veterans; Society; Travel
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1 posted on 01/11/2024 5:09:37 PM PST by Red Badger
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To: Red Badger

What do they expect to get for these turkeys when they attempt to sell them? No matter how cheaply they go for, they will be no bargain.


2 posted on 01/11/2024 5:13:08 PM PST by oldtech
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To: Red Badger

Who will buy them?


3 posted on 01/11/2024 5:13:56 PM PST by Mark (DONATE ONCE every 3 months-is that a big deal?)
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To: Red Badger

Why the hell is it so hard for them to simply say that virtually NO ONE WANTS TO DRIVE the damn things...for many, many, reasons.


4 posted on 01/11/2024 5:15:12 PM PST by BobL (Trump gets my vote, even if I have to write him in; Millions of others will do the same)
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To: Red Badger

Who would buy a used battery EV? How would you know what you were getting? Even if you really wanted an EV, you would buy a new one right? Hertz needs to have a “fire sale!”


5 posted on 01/11/2024 5:16:23 PM PST by hinckley buzzard ( Resist the narrative.)
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To: Red Badger

I guess that scrap-metal companies could buy them, but leave the batteries behind.


6 posted on 01/11/2024 5:16:32 PM PST by Mark (DONATE ONCE every 3 months-is that a big deal?)
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To: BobL

The Regime is totally invested in EVs.

And Regime loyalists like the corporate managers of Hertz have to go along or lose their positions - regardless of corporate losses.


7 posted on 01/11/2024 5:18:17 PM PST by Reverend Wright ( Everything touched by progressives, dies !)
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To: BobL

What else can we expect. They are liberals after all and liberals have never been very good accepting and dealing with reality when it gets in the way of their utopian fantasies.


8 posted on 01/11/2024 5:18:37 PM PST by Jean2
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To: Red Badger

Nobody ever went broke underestimating the intelligence of the public.

-somebody said that sometime


9 posted on 01/11/2024 5:19:27 PM PST by ImJustAnotherOkie
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To: Red Badger

The cost of pushing technology not yet in its prime into mass production vs. R&D instead.

Electric cars may have indeed become a fully viable option...but the power that be actually pushed that back by many years - perhaps very many years.


10 posted on 01/11/2024 5:19:36 PM PST by Republican Wildcat
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To: BobL
Why the hell is it so hard for them to simply say that virtually NO ONE WANTS TO DRIVE the damn things

I don't want one even if the government gave it to me for free. What would I do with it?

11 posted on 01/11/2024 5:19:40 PM PST by MinorityRepublican
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To: ImJustAnotherOkie

H. L. Menken..............


12 posted on 01/11/2024 5:26:20 PM PST by Red Badger (Homeless veterans camp in the streets while illegal aliens are put up in hotels.....................)
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To: hinckley buzzard

[Who would buy a used battery EV? How would you know what you were getting?]


Battery testers are easy enough to get. The real issue is price and convenience. Until chargers are as ubiquitous as gas stations, mass market buyers will want a discount, not the current premium, to gas vehicles, in order to buy EVs, new or used.


13 posted on 01/11/2024 5:29:48 PM PST by Zhang Fei (My dad had a Delta 88. That was a car. It was like driving your living room)
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To: Red Badger
What about tire replacement costs, and on RENTAL vehicles no less.. Due to their excessive weight and rapid acceleration when abused by customers, EV's go through tires like SH*T through a Goose!

BEFORE YOU BUY AN EV, DO SOME RESEARCH ON TIRE WEAR!

14 posted on 01/11/2024 5:44:00 PM PST by CivilWarBrewing (Get off my back for my usage of CAPS, especially you snowflake males! MAN UP!)
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To: MinorityRepublican

“What would I do with it?”

That would also be my question if someone offered to give me one. We live in a cold climate in the middle of nowhere. Shopping and doctoring is 90 miles away. There’s no way in hell I’d get in one of those things when it’s below zero and have to make a 90 mile drive. I’m not suicidal.


15 posted on 01/11/2024 5:59:40 PM PST by redfreedom (Joseph Stalin: "It does not mater how anyone votes, how votes are counted is what matters.")
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To: Red Badger

Come out of bankruptcy and buy 100,000 Teslas because everyone wants to rent an EV while on vacation or on business. Boy, these business schools are pumping out some real geniuses.


16 posted on 01/11/2024 6:03:49 PM PST by cp124 (80% of everything is fake or a lie.)
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To: Mark

Idiots
https://youtu.be/dr3mFzh0KSk


17 posted on 01/11/2024 6:06:27 PM PST by cp124 (80% of everything is fake or a lie.)
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To: Red Badger

Selling EVs nobody but tom brady wanted? Maintenance too costly? Replace a battery on a used one won’t matter on price.


18 posted on 01/11/2024 6:10:47 PM PST by rktman (Destroy America from within? Check! WTH? Enlisted USN 1967 to end up with this💩? 🚫💉! 🇮🇱👍!)
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To: CivilWarBrewing

My local mexi tire shop owner said he ordered a shipping container of Mickeylin Tesla tires direct from china that he is expecting next month. He said the sidewalls have Mickey steering a steamboat and he got them for $45 each

He said Tesla owners will pay 200 each and with taxes fees mounting etc. $1200


19 posted on 01/11/2024 6:16:24 PM PST by algore
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To: Red Badger

Guest I heard on local radio said he had to travel maybe 200 miles to another city to appear on their show and then back to the airport. He said all the available rental cars were EVs——no choice. Either drive one or walk.


20 posted on 01/11/2024 6:52:47 PM PST by frank ballenger (There's a battle outside and it's raging. It'll soon shake your windows and rattle your walls.)
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