Updated my spreadsheet with the link below. Some observations:
- Trailing 3 month daily production numbers are 472/day, down from 482/day in Mar 2022
- Trailing 3 month daily sales are 360/day, up from 262/day in Mar 2022 and essentially flat through Feb (T3M daily sales in Feb 2023 was 363/day)
- Bronco production is not growing more quickly.
- Are they reaching plant capacity?
- Are supply chain issues still a big problem?
- Are the quality issues not yet solved?
- Or is it a combination of the three above preventing further production volume growth?
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