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Mike Levine saying outright he does NOT care about Granger/Chapman/SAC

DaveH

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Yeah, I Ggogle Earth'd Granger a few months ago to compare its foot print to my dealership's footprint. It's much larger than mine. My dealer's MY '21 allocation was just over 10 for the entire year. It had just under 30 total MY '21 reservations. So a ratio of about 1/3 of order fulfillment to total allocation. That was before the theoretical MY '22 allocation system was devised. The way I see it based on my dealer's MY '21 allocation situation, what Granger claims its MY '22 potential allocation numbers might be is on par with my really small dealership's MY '21 allotment was. The problem with my dealership was their MY '21 orders were not buildable based on constraints and MIC top 1.0. I think they have delivered 4 total MY '21 orders. Two of those have been 2-door units; an FE and a Base.

The data about my dealer I quoted are how counts evolved from November 2020 through May 2021. So what I think is Granger’s situation for MY '22 order fulfillment is, is no different than any other dealership's original allocation situation for MY '21. It looks like the whole Bronco production plan shifted to the right by 8 months at a minimum. I don't see evidence that the "large" dealers have really influenced anything regarding allocation that is different between 2021 and 2022. I think it is just internet hype at this point.
At its core, this is not a big vs small dealer issue. See my further explanation from earlier in this thread: https://www.bronco6g.com/forum/thre...-about-granger-chapman-sac.25523/post-1071683

The change in the allocation formula from MY21 to MY22 is a change from a formula that favors dealers with a lot of Bronco orders to a formula that favors a dealer with a lot of historical sales.

However, a small volume dealer could also benefit. If there is a small volume dealer that is only getting an allocation of 1 Bronco for MY22, but they have zero reservations, that dealership benefits from the formula change.

The allocation issue gets framed as a big vs small dealer issue because we know of three dealers that are impacted that not among the 1/3 biggest (thanks to @Razorbak86 for digging up this info), and in terms of absolute numbers of Broncos allocated, large dealerships are more likely to benefit.
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Efthreeoh

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At its core, this is not a big vs small dealer issue. See my further explanation from earlier in this thread: https://www.bronco6g.com/forum/thre...-about-granger-chapman-sac.25523/post-1071683

The change in the allocation formula from MY21 to MY22 is a change from a formula that favors dealers with a lot of Bronco orders to a formula that favors a dealer with a lot of historical sales.

However, a small volume dealer could also benefit. If there is a small volume dealer that is only getting an allocation of 1 Bronco for MY22, but they have zero reservations, that dealership benefits from the formula change.

The allocation issue gets framed as a big vs small dealer issue because we know of three dealers that are impacted that not among the 1/3 biggest (thanks to @Razorbak86 for digging up this info), and in terms of absolute numbers of Broncos allocated, large dealerships are more likely to benefit.
I read your earlier post when you first posted it. My dealership Sales Manager/Bronco Specialist indicated he didn't even know for sure what the MY '22 allocation actually is. I've not seen anywhere where the MY '22 has been officially released by Ford and that Ford has officially stated it is not going to prioritize buildable original order holders (reservations from the reveal) before filling dealer lots with Bronco walk-in stock. With lack of such information, it appears to be merely speculation based off of internet rumor.
 

CPL_Rabbit

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Your information is very outdated…
For clarification, that's 42 for '22 Q1. Assuming it stays at that level, it's ~160. Which would work out to about 10 years to fill reservations. Obviously, that number will change (hopefully) a lot as production increases.
 

swooshdave

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I read your earlier post when you first posted it. My dealership Sales Manager/Bronco Specialist indicated he didn't even know for sure what the MY '22 allocation actually is. I've not seen anywhere where the MY '22 has been officially released by Ford and that Ford has officially stated it is not going to prioritize buildable original order holders (reservations from the reveal) before filling dealer lots with Bronco walk-in stock. With lack of such information, it appears to be merely speculation based off of internet rumor.
I suspect because of the constraint on the hard tops it's difficult to predict how the allocations and deliveries will happen. As long as a majority of the reservation holders refuse to budge on hardtop they will continue to wait until there are enough hardtops. In the meantime Ford has to produce something so that means any soft top order that comes in will be made as soon as possible.
 

DaveH

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I read your earlier post when you first posted it. My dealership Sales Manager/Bronco Specialist indicated he didn't even know for sure what the MY '22 allocation actually is. I've not seen anywhere where the MY '22 has been officially released by Ford and that Ford has officially stated it is not going to prioritize buildable original order holders (reservations from the reveal) before filling dealer lots with Bronco walk-in stock. With lack of such information, it appears to be merely speculation based off of internet rumor.
Tweeted to Mike Levine:
Fill your Bronco reservation orders ahead of allocations. We’ve already waited 15 months. Stop punishing your customers.

Response from Mike Levine:
That’s exactly the plan for more than 98% of customers that didn’t place orders with a small dealer that created a special deal to attract a large number of orders.



He doesn't say which "small dealer", but I'm guessing all of the Big 3 are impacted. I'm not sure how you interpret Mike's response to mean anything other than at least one dealer will not get enough allocation to fulfill all their reservations before other dealers start getting dealer stock.

I wouldn't expect your dealer to know what their MY22 allocation is. I don't think any dealers know. At best, they only know what their allocation is for the first 3 months of MY22.
 

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Efthreeoh

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Tweeted to Mike Levine:
Fill your Bronco reservation orders ahead of allocations. We’ve already waited 15 months. Stop punishing your customers.

Response from Mike Levine:
That’s exactly the plan for more than 98% of customers that didn’t place orders with a small dealer that created a special deal to attract a large number of orders.



He doesn't say which "small dealer", but I'm guessing all of the Big 3 are impacted. I'm not sure how you interpret Mike's response to mean anything other than at least one dealer will not get enough allocation to fulfill all their reservations before other dealers start getting dealer stock.

I wouldn't expect your dealer to know what their MY22 allocation is. I don't think any dealers know. At best, they only know what their allocation is for the first 3 months of MY22.
Exactly, this is my point, so you nor anyone else can say anything absolute about how Granger et.al. are impacted by the "MY '22" allocation scheme. Granger's 900 or so orders are a few shifts of production once there are no constraints on parts availability. So what it appears to be is Bronco production still has several constraints in place that are limiting ALL dealer's allocation fulfilments regardless of the dealership's size. This is what I pointed out in my original post, that based on what my understanding of my dealer's allocation numbers are and what Granger has posted on B6G, my dealer's situation is no better nor worse than what Granger is experiencing; my dealer is a lot smaller than Granger.

If Ford's revised MY '22 allocation scheme truly accounts for a dealership's volume of sales vs. amount of Bronco orders, but full-model trim production is constrained and each dealer is basically (at this point right now) getting 1/3 of its allocation, the larger dealers will get a larger count of Bronco units against orders based on the Reveal-Event reservation timestamps. Granger's problem is their historic sales volume doesn't support their artificially large Bronco order count. That's the gamble Granger took by offering such a steep discount on the Bronco. I think that is what Levine's reply was trying to convey, ineloquent as it was.

I'm not sure if the situation at Granger is any different for MY '22 vs. MY '21. My dealership did not get all of it's March 19, 2021 orders allocated to it because its allotment from Ford was less than the full number of 2021 production allocation.
 

DaveH

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Exactly, this is my point, so you nor anyone else can say anything absolute about how Granger et.al. are impacted by the "MY '22" allocation scheme. Granger's 900 or so orders are a few shifts of production once there are no constraints on parts availability.
You could be correct, but it seems highly unlikely that Ford is going to play catchup and ship 900 Broncos to Granger as it runs out of reservations with other dealers. Time will tell.
 

Efthreeoh

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You could be correct, but it seems highly unlikely that Ford is going to play catchup and ship 900 Broncos to Granger as it runs out of reservations with other dealers. Time will tell.
I'd bet as soon as Ford can hit unconstrained full-rate production, Granger's orders will get built prior to lot stock units being produced. I've not seen where Ford has backed away from prioritizing orders converted from the Reveal-Event reservations.
 

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I honestly get amused at how offended people get like they entered into some holy covenant with Ford when they put $100 on their CC for a $50k vehicle.

My wife says I am obsessed with the Bronco. I show her some of these threads and she says, "wow - guess you're not as crazy as I thought".

Wait and buy it. OR don't wait and go buy something else.

It's really as simple as that.
part of the reason Ford and the dealers can/are getting away with this is there literally is nothing else to buy right now
 

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I'd bet as soon as Ford can hit unconstrained full-rate production, Granger's orders will get built prior to lot stock units being produced. I've not seen where Ford has backed away from prioritizing orders converted from the Reveal-Event reservations.
how much you want to bet?
 
 


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