[bert]

The Ford and GM problem is that the trucks aren’t selling. Dealer pickup inventories are swelled to some say 50+ days of sales. The new models are soon to emerge only to face the extreme unsold back logs.

The EV’s have nothing to do with the existing truck problem. People are just not buying a truck that starts at $50 grand and up and up and up.

Ford has exacerbated the problem by going to war with the dealers.

[InkStone]

Bert, how do you think this will play out, short-term, and long-term?

[jdsteel]

“ People are just not buying a truck that starts at $50 grand and up and up and up.”

I saw a managers special price on an F150….red hot sale…$97,900.

[AlaskaErik]

The Ford and GM problem is that the trucks aren’t selling. Dealer pickup inventories are swelled to some say 50+ days of sales. The new models are soon to emerge only to face the extreme unsold back logs.

Ford and Ram may have a good supply of half ton trucks. But try finding a Ford or GM 3/4 ton or 1 ton on the lot. Those things sell as fast as they come in.