Does the constraint percentage indicate what percentage of the orders that can be filled or cannot be filled?Numbers shared last night on Tim Bartz's @FordVideoGuy livestream were:
Commodity Constraint % Current Order %
Hard top 67% 85%
Sasquatch 40% 50%
Lux 40% 46%
Wildtrak 15% 27%
Trailer Tow 65% 31%
There was not any explanation on the Wildtrak constraints. E.G. is that the sum of the three constraints or does the 15% constraint percentage come from the Hoss 3.0 system (or, maybe there is a shortage of Wildtrak digital camo fabric seat covers )
He didn't give any 2 door constraint percentages but historically they have been 17% constrained and 28% demand. Maybe Ford will try to divert MIC top construction to 2 doors from 4 doors to fulfill those orders?
Tim did say that Ford would release new Order % numbers before March 7th. So it would seem to be smart to wait and see how the numbers move before choosing to drop constrained items
For example can they fulfill 67% of the current MIC top orders, or only 33%?
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