Yeah I saw it in a B6G post in the past couple of days. At the time I was thinking why is he ignoring the demand (order) percentages? I didn't write down the percentages he shared but MIC demand vs. constraint was the biggest differential by far. Squatch and Lux demand and constraint percentages weren't too far apart (maybe 5% delta if I recall correctly).Seems as though he took that video he posted about the constraints down from YouTube cause I could have sworn I watch it just yesterday or the day before, but it no longer posted to their page. Wonder the stuff behind this post is the reason they took it down.
MIC hard top constraints has been fuzziest to understand because Ford doesn't differentiate between 2 door and 4 door. I've always wondered if the 2 door constraint percentage is solely due to the 2 door MIC top or if their body stamping also has limitations?
What Mitchell showed on 2 door constraint percentage vs. demand was about a 35% delta. E.G. the constraint percentage was something like 17% but demand was 23%. That would mean 35% of the folks with a 2 door order won't get it fulfilled this year.
Sponsored