As you may recall, earlier this month I said based on data provided on Ford’s May sales conference call, Ford dealers might be stocked with too many trucks and not enough cars. 

I articulated this concern because the mix of car sales were over 50%, but dealer inventories seemed disproportionately weighted toward trucks. 

Earlier this week, Mr. Pipas (Ford’s head of sales analysis) emailed me and explained some of the confusion:

“Your comment reminded how I can get myself into trouble going back and forth between traditional views of the business (i.e., cars and trucks) and more contemporary views (car based products vs. truck based products).  Thank you.

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Related Companies: Dealer Inventories
Ford Motor Company
Penske Automotive Group (formerly UnitedAuto)