I'd agree but the data/numbers are too small to make an educated guess.The insights are the numbers. 80% of the previews were 2.7. So, one could take the implication that the 2.7 isn’t a major constraint currently.
4% is the previews were SAS. This appears to be quite constrained vs the take rate.
Etc. etc.
Note that regarding total orders 60% are 2.7, 18% MT, and 50% SAS as of 3/25.
Of the total numbers above what is Fords capacity to meet demands (part availability and production)?
When you isolate that you get an idea of what they are capable of regarding delivery timeline hence why the deadly sins exist and Ford listed options with a potential delay. Hoping a dealer or someone with more insight has a feel on this one.
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