I like Demuro's writing style, and maybe it's because I analyse this shit for a living, but obvious article is obvious. This was the story 3 years ago when the Jetta went shitty and then the Passat moved to Chattanooga. Chasing volume should not be VW's game, it simply doesn't have the product portfolio for it. What segments have the highest share of industry in the US? SUVs. Compact, in particular. The Tiguan exists, but it's an also-ran compared to the CR-V, Escape, Equinox, and RAV4. No small SUV (which will be the big segment the next few years), no competitive Mid SUV (look at how expensive the Touareg is), no small car (which is a rapidly growing segment), no Large car (which has always been big here). It's a portfolio full of mediocre compact cars, a decent mid car, and that's about it. It's got clever marketing, but that's not enough to move the needle here. VW doesn't get the US market. Until it gets serious about it and really starts to examine the entire portfolio, it's going to continue struggling.
Though globally, it ain't care. Strong performance in China and developing markets will make it successful. The US market is big, but not growing at the rates that China and emerging markets are. VW corp gets that, and might ratchet down the expectations for the US.