General Motors Company (GM) BofA Securities Automotive Summit summary

Brand strategy and momentum

• Cadillac has focused on innovation, technology, and customer experience, maintaining a consistent roadmap while adapting to evolving customer needs.

• The brand has achieved significant recognition, such as winning Car of the Year in Germany, and holds strong positions in after-sales service and sales rankings.

• Market share has grown to 8.1%, reaching the number four position in luxury, with EVs making up nearly 23% of Q1 business.

• Global expansion continues, with 294,000 units sold in 2024 and a 36% increase year-over-year, supported by strong performance in markets like the Middle East and Europe.

• F1 involvement has boosted global brand awareness, attracting new customers and enhancing Cadillac’s image as a performance and innovation leader.

Product portfolio and powertrain strategy

• Cadillac maintains a balanced portfolio of ICE and EV vehicles, with both segments contributing to growth and customer acquisition.

• The brand’s innovation legacy is reinforced by high conquest rates, especially with the Lyriq, and a younger, more affluent customer base.

• ICE models like the Blackwing and Escalade V remain integral, offering high performance and iconic experiences, while new EVs like Lyriq V deliver record acceleration.

• The approach is to meet customers where they are, maintaining flexibility to adapt to regulatory and market changes.

• The holistic lineup allows Cadillac to serve diverse customer preferences and future market shifts.

Dealer relationships and customer experience

• Dealers are seen as a competitive strength, supported by the Digital Retail Platform for a seamless, transparent customer journey.

• Consistent customer experience is prioritized across all touchpoints, with tools enabling full-funnel engagement from initial interest to purchase.

• After-sales service is a key pillar, ranking number three in the industry and driving repeat business and loyalty.

• The dealership ecosystem is managed holistically to ensure world-class experiences and brand loyalty.