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>A 35% sales drop is pretty crazy. It's not, if you realize they started the quarter with almost no inventory (12 days in end of December, which is nothing for
by rcMgD2BwE72F 2y ago
>A 35% sales drop is pretty crazy.
It's not, if you realize they started the quarter with almost no inventory (12 days in end of December, which is nothing for an OEM with no dealership).
More importantly, they shut down the production lines for the Y model to convert them to the new 2025 Juniper version. That's 2/3 of their total sales.
You can't sell cars you have no produced, obviously. It's April-May that you have to watch for deliveries, now that they finally started shipping the new Y out of Texas.
- InsideOutSanta 2y agoBut then your point is not that 35% isn't a huge change; it's that the boycotts aren't causing the change.
- rcMgD2BwE72F 2y agoBoth. A 35% change in one month, when the production lines are being retooled for a new version of the most popular model… is nothing special. Because it was planned and couldn't be managed differently (except by stuffing inventories, which is stupid when you annonce a new model). This can easily be compensated with raising sales of the most popular vehicle being sold globally. That what's the Chinese market is proving already with ~130,000 units to be sold this quarter (same as last year).