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I agree with your points on why it should be selling in record numbers, but I think a big factor hurting the number of allocations at the moment is dealers trying to sell cars at premiums. I had one dealer call me when allocations were first released and said they were selling it to the first buyer at a target premium, they contacted me again this week as I assume the cars are unsold still. Another dealer told me they took no deposits and were just selling them on a first come first served basis of $50k over - I don't know where they are on their sales.
I suspect a lot of these allocations available at premiums are configured for stock at the moment. Builds aren't locking until June, so it might be a month or 2 before PCNA and PAG get a true read of market demand. |
Originally Posted by NateOZ
(Post 12168844)
I agree with your points on why it should be selling in record numbers, but I think a big factor hurting the number of allocations at the moment is dealers trying to sell cars at premiums. I had one dealer call me when allocations were first released and said they were selling it to the first buyer at a target premium, they contacted me again this week as I assume the cars are unsold still. Another dealer told me they took no deposits and were just selling them on a first come first served basis of $50k over - I don't know where they are on their sales. I suspect a lot of these allocations available at premiums are configured for stock at the moment. Builds aren't locking until June, so it might be a month or 2 before PCNA and PAG get a true read of market demand.
So number 2 on the hurt sale would be, Dealers got allocations but wants $30-50k over sticker. Porsche RS buyers and especially RListers don't want to pay over sticker. The waiting game begins. Time PAG don't have when it comes to RS production. Meanwhile we have the 918 buyers that got their cars at MSRP and early. Hopefully very few decide to flip their cars because that could hurt sales even more. |
Originally Posted by NateOZ
(Post 12168844)
I agree with your points on why it should be selling in record numbers, but I think a big factor hurting the number of allocations at the moment is dealers trying to sell cars at premiums. I had one dealer call me when allocations were first released and said they were selling it to the first buyer at a target premium, they contacted me again this week as I assume the cars are unsold still. Another dealer told me they took no deposits and were just selling them on a first come first served basis of $50k over - I don't know where they are on their sales.
I suspect a lot of these allocations available at premiums are configured for stock at the moment. Builds aren't locking until June, so it might be a month or 2 before PCNA and PAG get a true read of market demand. |
Originally Posted by Texas RS
(Post 12168180)
Trakcar,
You have always been bullish on RS builds, I hope you are correct, but what gives you this confidence? They did only build 600 4.0s.
Originally Posted by usctrojanGT3
(Post 12168356)
Good point, if they sold 918 918s then they will surely sell more than 918 RSs. :roflmao:
Originally Posted by NateOZ
(Post 12168746)
I took another look at some of the public PAG and PCNA numbers while on the train this morning. So another cut at the global numbers, which actually makes it look worse is:
2014 Total 911 Sales: 30,500 (Announced at above 30,000, other numbers in the same PR are rounded to the nearest 1,000 so this should be about right). 2014 US 911/918 sales: 10,529 US 911 sales as a % of Global: 10,529 / 30,500 = 34.5% Total implied Global Allocations assuming 500 US: 500/0.345 = 1448 US 918 Customer takeup: 225/266 = 84.6% Total Global 918 Customer Orders: 918 * 84.6% = 776 Total Potential Allocations so far = 776 + 1448 = 2,224 Assumes that the US customer 918 behavior is the same as other markets and assumes that the allocation method as widely reported is number of 911 sales. I still think that: 1) PAG will send additional allocations to whichever markets appear to have additional demand; and 2) A number of US dealers are still sitting on allocations trying to sell them at premiums, which is hurting point 1 above.
Originally Posted by 997rs4.0
(Post 12168807)
Has anyone been given a reason why this RS is going to be produced in smaller numbers than the market demands?
I understand that we as buyers want to keep production numbers low so the car depreciates less, but the facts are against it! 1. The 991gt3 sold in great numbers. It's a great car and with the PDK it's more of a DD than previous gen. 2. My guess is that the 1RS will be a beast on track but still very good and comfortable on street. Very luxurious interior, PDK and high ride hight. 3. The economic climate is massively improved compared to when the 997rs was on sale. The things that might hurt sales for the 991rs is as I can see it! 1. Paint issues. If I can't get a $200k in a color I like why spend the money? Personally I don't compromise when it comes to these kind of purchases. Please add to the list. No reason because its not so. IMHO they will just pump them out as fast and as long as they can, only if history repeats itself. The ONLY difference could be that they stop making the RS for some reason when the 991.2 model comes out as some speculate, but I think they can just make them side by side until the 2017 arrives and then they likely stop and skip a year for the 2019 991.2 GT3 to arrive.
Originally Posted by usctrojanGT3
(Post 12169047)
I wonder how many RS allocations dealers took for themselves to sell to the highest bidders. It'll also be interesting as to what they do as people don't bid up...at what point do they fold and try to sell it for MSRP? Or will they spec it and order it to sell later on?
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The 30 or 40 RS crack smokers on this forum make us think that demand is huge. How big is the demand really for a 200K raw Porsche with a giant spoiler on it in orange? Could each big dealer sell 20 or 30 of these? I doubt it.
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The demand will be very high I think, maybe still more than they will build. but they will build at least as many as previous generations I bet.
Just based on how high the demand was for those manual for track junkies and now the additional plappy accepters and enthusiasts. Whats the alternative? A GT4.. Maybe between all the previous generation GT3's the new the GT4, GT3 and RS demand will be filled.. |
When the reviews of the car start there's will be another wave of interest, then more panic...if the reviews are good.
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Originally Posted by carcommander
(Post 12169539)
The 30 or 40 RS crack smokers on this forum
:roflmao: |
Originally Posted by TRAKCAR
(Post 12169562)
The demand will be very high I think, maybe still more than they will build. but they will build at least as many as previous generations I bet.
Just based on how high the demand was for those manual for track junkies and now the additional plappy accepters and enthusiasts. Whats the alternative? A GT4.. Maybe between all the previous generation GT3's the new the GT4, GT3 and RS demand will be filled.. |
Originally Posted by consolidated
(Post 12169595)
When the reviews of the car start there's will be another wave of interest, then more panic...if the reviews are good.
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Originally Posted by usctrojanGT3
(Post 12168352)
Wow, lovely...please provide the name of the dealer so we can all make a point to avoid them. :grr:
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Originally Posted by aznkuja328
(Post 12168338)
where is your dealer located?
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Originally Posted by NateOZ
(Post 12168746)
I took another look at some of the public PAG and PCNA numbers while on the train this morning. So another cut at the global numbers, which actually makes it look worse is:
2014 Total 911 Sales: 30,500 (Announced at above 30,000, other numbers in the same PR are rounded to the nearest 1,000 so this should be about right). 2014 US 911/918 sales: 10,529 US 911 sales as a % of Global: 10,529 / 30,500 = 34.5% Total implied Global Allocations assuming 500 US: 500/0.345 = 1448 US 918 Customer takeup: 225/266 = 84.6% Total Global 918 Customer Orders: 918 * 84.6% = 776 Total Potential Allocations so far = 776 + 1448 = 2,224 Assumes that the US customer 918 behavior is the same as other markets and assumes that the allocation method as widely reported is number of 911 sales. I still think that: 1) PAG will send additional allocations to whichever markets appear to have additional demand; and 2) A number of US dealers are still sitting on allocations trying to sell them at premiums, which is hurting point 1 above. I think PCNA will get at least 50% of total rs number. |
Regardless of market supply & demand, it seems the limiting
factor for the GT3 / GT4 / GT3 RS is the production capacity of Porsche Motorsports. |
Originally Posted by TRAKCAR
(Post 12169562)
The demand will be very high I think, maybe still more than they will build...
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