Vfacts March 2024

[jpd80]

Originally Posted by MITCHAY

I'm not surprised to see the F-150 outselling the Silverado at all. There is way more RAMs than them anyway by a large margin around here. The real story will be if Ford can close gap to RAM.

I wouldn't buy a GM brand anything on principle after all their bullshit in Australia.

Ignoring the local GM issue, it’s clear that the full sized pickup market is limited to about 800/month sales.
If Ford can manage not to self wound, the F150 is set to take a big bite out of Sliver and Ram sales.

[Sprintey]

That's nuts the Ram drinks less than a Raptor Naddis.

And Jeep sales here - I wonder if it is the upping of the pricing as well, like they did for the new generation Grand Cherokee? In the US Dodge is rapidly accumulating stock with eye watering sticker prices and their dealer lots are overflowing.

https://www.youtube.com/watch?v=yuN7uOOVUCU

[Sprintey]

In America the inventories are stacking up in the face of extremely high pricing:

https://www.youtube.com/watch?v=dfRuG26od1g

In Australia we're at record sales in the face of extremely high pricing

[whynot]

Originally Posted by Sprintey

In America the inventories are stacking up in the face of extremely high pricing:

https://www.youtube.com/watch?v=dfRuG26od1g

In Australia we're at record sales in the face of extremely high pricing

Yeah, Sprintey, I have noticed that as well. I think there are some complex economic interactions in play. Most automakers seem to have finally sorted out their supply chain issues. Unfortunately, timed perfectly with the US Feds interest rate rises starting to really bite into the US economy.

Toyota seems to be doing the best with its new car inventory in the US. But I am not sure if that is good management or good/bad luck. Toyota is still working its way though supply chain and IT issues (including a ransomware attack on its systems in Feb 22 and an undisclosed IT issue in Sep 23). Maybe the ball has curved Toyota's way this time around.

As for the Australian new car market ... I get the feeling that an economic crunch is coming.

[kypez]

Originally Posted by jpd80

Ignoring the local GM issue, it’s clear that the full sized pickup market is limited to about 800/month sales.

If Ford can manage not to self wound, the F150 is set to take a big bite out of Sliver and Ram sales.

Hasn't been the greatest start to the F150 sales locally with the recalls and having the model superseded before launch.

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[jpd80]

Originally Posted by kypez

Hasn't been the greatest start to the F150 sales locally with the recalls and having the model superseded before launch.

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I’m betting that some will still be going on and on even up to August…
Hopefully more than 1,000 delivered by then but still discussing Ford’s bad start….

[XR Martin]

Dont forget the crash safety of the older cheaper dual cabs (PJ Ranger, D22 Navara, 6th gen Hilux, 3rd gen Triton, RA Rodeo) are no better than an E-series.
7th gen Hilux was the first one to take it seriously (which was equivalent to an AU in terms of crash safety)

D22 for example (which were still sold here in 2015)
https://youtu.be/w6IsQSSSEj0?si=B4ox6M4UwC6LCDzZ