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Old 08-30-2023, 04:59 PM   #14 (permalink)
JSH
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Quote:
Originally Posted by rmay635703 View Post
The historical days of inventory was around 100 but varied greatly by season
90 days used to be considered edge of lean and too low of inventory July/august

So We still are nowhere near an excessive inventory problem

2009 Ford had 200+ days of F-series as an example . (That’s a problem)

Sounds like vehicle makers forget in the last 3 years how to sell in any market
"Days of supply stood at 56 at the end of June, up 51% from a year ago when days’ supply was 37. Days’ supply has been relatively stable for much of the year, hovering in the mid-50s. Historically, a 60-day supply across the industry was considered normal and ideal.

The Cox Automotive days’ supply is based on the daily sales rate for the most recent 30-day period ended July 3, when 1.1 million vehicles were sold, up 18% from the same period in the previous year."


https://www.coxautoinc.com/market-in...revious%20year.

Quote:
Originally Posted by redpoint5 View Post
I expect global supply chains to be like a highway. Quite efficient when everyone is flowing along. Once a car accident (WuFlu) disrupts the flow, it takes a long time to achieve flow again, even long after the wrecked car is removed.
In the USA we lost production of 8 million vehicles in the last 3 years and plants are still shutting down on a regular basis due to lack of parts. We are getting there but I don't see the industry average inventory getting back to normal in 2023.
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