Here is updated data.
Trim:
-Limiteds continue to increase. They've exceeded Tradesmen. If you look at the 2024 graph, you'll see that the rate of sale of Limiteds and Tradesmen is about the same. If you consider the quantity of Tradesmen that are already on dealer lot, this surge of Limiteds makes sense - they're catching up. This is also supported by a slight decrease in Tradesmen production. I'd expect the two to level out at some point - or maybe Limited being lower than Tradesmen as Tungsten might cannibalize some Limited sales.
-Laramie is ticking up a bit. Maybe they're selling better than expected?
2024: Nothing too interesting.
Year: The 2024 model sales are slowing. They're selling on average 163 trucks per day since mid April, but a little less per day more recently. Maybe some incentives went away - I think someone said that this was intentional as SHAP will be down 3.5 weeks starting this weekend.
Pete, thanks for this information. It is always interesting.
Question #1: What is happening to production per day? Is it increasing or decreasing and by how much?
Question #2: Do you have any insight into the Model Years being built over this period?
Question #3: That is a big jump in Limiteds after being a small number. Does this indicate they are concentrating on Limiteds and once they fulfill orders in full or some part, they will move to another model and give its production a spurt? Or was there another reason for the low Limited production and they are catching up and they'll level out at some amount.
Question #4: Selfishly, I only care about the Rebel. Is there a way to tell if they are still producing 2024's or have moved on to the 2025 and in particular the 2025 Rebel X?