Ford pickup sales down again others mostly up.
Ford pickup sales were down both year over year and month over month. The GM twins were both up in the single didgits. The Ram up 22% year over year 33% over last month. Pickup sales Nov 1
Forum Discussion
RAM has certainly had a resurgence in the truck market thanks to a vastly improved truck. However, Ford's slack in sales is probably due to manufacturing capacity. About 1/3rd of their F-150 capacity is gone right now as Dearborn is being retrofitted. They will lose 2/3rds capacity when they retrofit KTP. So expect down percentages for the time being. However, the real telling story will be 3 to 6 months after KTP's retrofit when they're back to producing like normal.
However, if I were GM, I'd be concerned that my all new line-up isn't averaging any gains similar to RAM. Don't remember where I read it, but a majority of RAM's sales have been conquest sales. That's why they've increased so much market. Seems like GM's sales are more or less keeping with its customer base. With sales barely at double digit growth, I would be trying to figure out how to be more inventive and get more people to look at my product.
However, if I were GM, I'd be concerned that my all new line-up isn't averaging any gains similar to RAM. Don't remember where I read it, but a majority of RAM's sales have been conquest sales. That's why they've increased so much market. Seems like GM's sales are more or less keeping with its customer base. With sales barely at double digit growth, I would be trying to figure out how to be more inventive and get more people to look at my product.
