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Buildup of Stellantis inventories

6065 Views 84 Replies 25 Participants Last post by  plymouth1
Anyone notice that RAM, Jeep, Dodge and Chrysler have the largest inventories of vehicles.
The consensus is they have priced themselves out of the market. Any thoughts?
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Stellantis has margins in n america 30% or more higher than everyone else. And a finance subsidiary, finally. Does that mean an incentive war that it can win easily enough? At gm and ford 's expense?! "Bleed'em" via rebates? Watchout gm especially ;-) their finance units have contributed 20%+- to gm and ford earnings all these post2008 years. Not so fca. But as the business and macroeconomic cycle endgame is here: watchout since stellantis has the financial er margin to bleed em dry IF they decide to go that route (outspend on rebates, higher low margin fleet sales, cheapened financing....)
Compass is 20% off MSRP. Those "great" margins have already evaporated.
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2022 Compass Limited ONLY
Because inventories are high....the subject of this thread.

2023 Compass with the new powertrain already has 1.9% financing, $500 cash back, and special lease deals.

$2000 cash on 2023 Wrangler 4xe already.....
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Jeep’s response to Bronco ought to be the reintroduction of a Liberty/Cherokee with IFS, solid roof, traditional 4WD and QuadraCoil suspension.

There’s a lot of room in the Jeep lineup for something to bridge the gap between Grand Cherokee and Wrangler. It could share a frame with Ram Dakota. I’d seriously consider it as a replacement for my JL.

Unfortunately, I don’t see this happening in the current atmosphere fixated on electrification.
It is called the Recon.
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Some of this inventory is i believe meant for pre ordered vehicles that have taken months to deliver, so the excess inventory being cited here may in fact be lower....since they under delivered vehicles last year. Regardless if this is a recession at least for car sales then another shakeout will happen just like 2008. Having loss making compact sedans etc would'v only made matters worse. Besides the whole point of the merger is geographical diversification for survival in and through usa andor europe recessions. Now if recessionary conditions become extreme like 2008+.over the next year.... :-()
So, they are increasing rebates and offering special financing on pre-ordered vehicles?

Try to make up another story.
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Ugh, right. The starting price of $60,000 threw me off then.
The glimmer of hope is that Recon goes after Bronco/Scout/FJ while Wrangler remains true to its roots.

I will have to keep faith in Christian Meunier and Jim Morrison.
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There’s no indication that Recon will have an ICE version.
This is true. They only talk about the BEV. But that is not surprising given the backlash Toyota gets if they don't talk electrification every 2 seconds.

We do know that STLA Large can offer PHEV powertrains.

So, they may do a reverse of the Hornet where they offered the ICE first, then the PHEV.
With Recon it might be BEV first followed by PHEV.

The Recon suspension will be very interesting to see as it is supposed to be capable of crossing the Rubicon unassisted.
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