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Allocations out till 2025….

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Old 03-09-2024, 11:49 AM
  #31  
Justaroofer
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Originally Posted by Nick
Your experience illustrates my point perfectly. Porsche has grown faster than they needed to. Chasing profits can lead to customer alienation.

If Porsche delays my build for over six months, I'll have to reconsider ordering the car. This much I know, PTS is fraught with uncertainty. Thankfully my car isn't PTS.
The BIGGEST problem was all the "special" edition 992s. When in reality the excessive push wasn't necessary as a brand. This required an unimaginable logistics and supply chain nightmare and can all be traced to the start of those runs. Even prior to the 3RS builds. The SC(1250), Dakar(2500), ST(1963), all unique in their own fit and finish especially the SC and Dakar. The ST is more of a cut and paste of the 3RS body, just not requiring as many bespoke parts as the 3RS does being is a superior technology car over the ST. Peanut gallery will say thats blasphemy, when in reality it's just facts.

There will likely be less 3RS made than all those special editions combined, or even individually.

Baseline crude data shows the consumables trending up, and the GT cars and special cars more sought after than ever before and Porsche has to do one thing to funnel the demand and that's increase pricing.

https://www.statista.com/statistics/...upe-cabriolet/
Old 03-09-2024, 12:20 PM
  #32  
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20% price increase and 10% luxury tax, maybe I will have to reconsider this .2 Touring order.
Old 03-09-2024, 12:59 PM
  #33  
mass27
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I think this thread is eliciting more questions than answers. With regards to pricing, it is abundantly clear that the trend for the last 5 years is assertive price increases, which should continue. This has nothing to do with ADMs. The cars are priced too low. And yes, there will be a $300K GT3. And yes, it will still sell out. And no, people will not run to another brand because they are priced out.

The whole enigma surrounding Model Year v. North America v. ROW v. PTS allocations v. CXX allocations v. Years of production v. When things move to the next model v. Quantity produced v. Quantity planned to be produced v. When allocations are released...it should be an Oliver Stone movie. There is absolutely no way it is this convoluted within the 4 walls of Porsche.
  • Is this just for NA or ROW or both
  • Does this mean allocations till Q1 2025 or build until Q1 2025
  • What about the 992.2...I thought that is starting production this year
  • Does this mean both 992.1 and 992.2 will be produced concurrently
  • What 992.1 models does this apply to
  • How does this affect the GT line up
  • Does this have anything to do with other models (Cayman, etc)? Are they going to continue building other Porsches that may be a prior generation?
  • Are they reducing production for other Porsches so they can build more 992.1
  • Does all of this have to do with a production quantity of each model that is "set" at the beginning and bc of all the issues they have to keep producing until they hit that "set" quantity
  • Why keep building 992.1 when you can just start building 992.2 at presumably a higher MSRP

Last edited by mass27; 03-09-2024 at 01:01 PM.
Old 03-09-2024, 02:03 PM
  #34  
Justaroofer
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Originally Posted by mass27
I think this thread is eliciting more questions than answers. With regards to pricing, it is abundantly clear that the trend for the last 5 years is assertive price increases, which should continue. This has nothing to do with ADMs. The cars are priced too low. And yes, there will be a $300K GT3. And yes, it will still sell out. And no, people will not run to another brand because they are priced out.

The whole enigma surrounding Model Year v. North America v. ROW v. PTS allocations v. CXX allocations v. Years of production v. When things move to the next model v. Quantity produced v. Quantity planned to be produced v. When allocations are released...it should be an Oliver Stone movie. There is absolutely no way it is this convoluted within the 4 walls of Porsche.
  • Is this just for NA or ROW or both
  • Does this mean allocations till Q1 2025 or build until Q1 2025
  • What about the 992.2...I thought that is starting production this year
  • Does this mean both 992.1 and 992.2 will be produced concurrently
  • What 992.1 models does this apply to
  • How does this affect the GT line up
  • Does this have anything to do with other models (Cayman, etc)? Are they going to continue building other Porsches that may be a prior generation?
  • Are they reducing production for other Porsches so they can build more 992.1
  • Does all of this have to do with a production quantity of each model that is "set" at the beginning and bc of all the issues they have to keep producing until they hit that "set" quantity
  • Why keep building 992.1 when you can just start building 992.2 at presumably a higher MSRP
Why build 992.2 when you have people wanting 992.1s still and the machines and supplies for the .1s across the board (excluding GT or bespoke cars).

​​​​​The problem isn't overall supply, the problem is slots and allocation availability as a whole. "IF" mothership didn't limit specific trims and just let people spec any trim of 911(excluding TTS, GT, Or limited) that will.

People want 911s as a whole, not just the highline trims.
Old 03-09-2024, 06:48 PM
  #35  
Nick
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Originally Posted by mass27
I think this thread is eliciting more questions than answers. With regards to pricing, it is abundantly clear that the trend for the last 5 years is assertive price increases, which should continue. This has nothing to do with ADMs. The cars are priced too low. And yes, there will be a $300K GT3. And yes, it will still sell out. And no, people will not run to another brand because they are priced out.

The whole enigma surrounding Model Year v. North America v. ROW v. PTS allocations v. CXX allocations v. Years of production v. When things move to the next model v. Quantity produced v. Quantity planned to be produced v. When allocations are released...it should be an Oliver Stone movie. There is absolutely no way it is this convoluted within the 4 walls of Porsche.
  • Is this just for NA or ROW or both
  • Does this mean allocations till Q1 2025 or build until Q1 2025
  • What about the 992.2...I thought that is starting production this year
  • Does this mean both 992.1 and 992.2 will be produced concurrently
  • What 992.1 models does this apply to
  • How does this affect the GT line up
  • Does this have anything to do with other models (Cayman, etc)? Are they going to continue building other Porsches that may be a prior generation?
  • Are they reducing production for other Porsches so they can build more 992.1
  • Does all of this have to do with a production quantity of each model that is "set" at the beginning and bc of all the issues they have to keep producing until they hit that "set" quantity
  • Why keep building 992.1 when you can just start building 992.2 at presumably a higher MSRP
Your forgetting Porsche's brand identity. "Porsche's are known as performance value". If Porsche GT cars begin to approach $300,000 they will be priced out of the market. I watched a Z06 come within .06 seconds to a 992GT3RS driven by a pro driver on track with many esses and couple of straights. The 06 cost around $125,000. There are only so many buyers that are willing to spend over $325,000 for cars that are for the most part impractical for daily driving. My RS MSRP is $305,000 before taxes and dealer markup. Most people either can't afford to pay that amount or unwilling to do so or just crazy. Am I crazy? Obviously, YES!
Old 03-09-2024, 07:10 PM
  #36  
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Originally Posted by Nick
Your forgetting Porsche's brand identity. "Porsche's are known as performance value". If Porsche GT cars begin to approach $300,000 they will be priced out of the market. I watched a Z06 come within .06 seconds to a 992GT3RS driven by a pro driver on track with many esses and couple of straights. The 06 cost around $125,000. There are only so many buyers that are willing to spend over $325,000 for cars that are for the most part impractical for daily driving. My RS MSRP is $305,000 before taxes and dealer markup. Most people either can't afford to pay that amount or unwilling to do so or just crazy. Am I crazy? Obviously, YES!
Even with my 3RS being 340k without Markup its heavy spec for the RS and while I'm incredibly grateful, the performance of the car isn't what lures me to it for that price. The boldness and my definition of practical is why I'm ok with it. The only other car that would mayyyybe be on a short list is the 765LT. I personally cannot stand the sound of a V12 and consider Porsche and McLaren my only options. The Lambo V10 is OK, but the V10 Viper is still king.

I do thInk the days of Porsche is a racecar geared brand are out the window.

This is heavily a US created problem of sit amd hold cars and not drive them. The amount of 992 cars for sale in Europe with 20-30-40k miles is astonoshing compared to the US.
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Old 03-09-2024, 07:23 PM
  #37  
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Originally Posted by Nick
Your forgetting Porsche's brand identity. "Porsche's are known as performance value". If Porsche GT cars begin to approach $300,000 they will be priced out of the market. I watched a Z06 come within .06 seconds to a 992GT3RS driven by a pro driver on track with many esses and couple of straights. The 06 cost around $125,000. There are only so many buyers that are willing to spend over $325,000 for cars that are for the most part impractical for daily driving. My RS MSRP is $305,000 before taxes and dealer markup. Most people either can't afford to pay that amount or unwilling to do so or just crazy. Am I crazy? Obviously, YES!
It's an interesting question. Back in 2007, my (stripper) 997.1 GT3 was $107K and mid-spec '19 GT3- $170K. Now 2024 GT3 with ADM- $250K. Perhaps everyone else doubled or tripled their income during this timeframe, but given that Medicare and insurance reimbursement is flat, that is not true for most of us in medicine. It's becoming increasingly difficult to justify the cost of these cars- cannot wrap my head around paying $150K for a used Carrera T, and almost $200K for a GTS- which is imo is nuts for a mass-produced, "garden-variety" P-car. Even now after a drive in the 4RS or Evora- it just reminds me how much I miss the steering and perfect cabin of the '07 GT3...
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Old 03-09-2024, 07:36 PM
  #38  
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I know someone just paid $500k for an RS and its not even weissach pack.

For as long as stock market continues to do what it does, this ADM stuff will not change. If and when stocks change their behavior, you will very quickly see its effect on ADM. This was already happening at the end of summer 2023 but then stocks did what they did and continue to do so. When you make free money (like literally free money), you dont give a **** about markups on sports cars. But when money is tight and you have to work for it, suddenly a $500k RS is too much.
Old 03-09-2024, 07:43 PM
  #39  
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Originally Posted by Fang911
It's an interesting question. Back in 2007, my (stripper) 997.1 GT3 was $107K and mid-spec '19 GT3- $170K. Now 2024 GT3 with ADM- $250K. Perhaps everyone else doubled or tripled their income during this timeframe, but given that Medicare and insurance reimbursement is flat, that is not true for most of us in medicine. It's becoming increasingly difficult to justify the cost of these cars- cannot wrap my head around paying $150K for a used Carrera T, and almost $200K for a GTS- which is imo is nuts for a mass-produced, "garden-variety" P-car. Even now after a drive in the 4RS or Evora- it just reminds me how much I miss the steering and perfect cabin of the '07 GT3...
Agree. My 2015 GT3 is way more car than i can experience on the street. The cost / benefit today does not make any sense.
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Old 03-09-2024, 08:44 PM
  #40  
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What troubles me is Porsche is aware that its dealers in the US are abusing Porsche customers. Rather than putting a stop to it as Ferrari and few other manufacturers have Porsche is piling on by increasing prices. Is this the way to treat us Porsche loyalists?
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Old 03-09-2024, 08:52 PM
  #41  
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Originally Posted by Nick
What troubles me is Porsche is aware that its dealers in the US are abusing Porsche customers. Rather than putting a stop to it as Ferrari and few other manufacturers have Porsche is piling on by increasing prices. Is this the way to treat us Porsche loyalists?
No one is abusing anyone. This is America. Try buying a house in a nice town. Its no different. People here love to make money and then they love to spend lots of it. We dream big and we live our dreams. Then we die with a lot of debt and no inheritance to our kids.

What makes 1% of earners here in US is 4-5 times of that of in most wealthy economies in Europe.
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Old 03-09-2024, 08:57 PM
  #42  
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Originally Posted by 3-Pedals
No one is abusing anyone. This is America. Try buying a house in a nice town. Its no different. People here love to make money and then they love to spend lots of it. We dream big and we live our dreams. Then we die with a lot of debt and no inheritance to our kids.

What makes 1% of earners here in US is 4-5 times of that of in most wealthy economies in Europe.
I was reading on this the other day. Generation X to be largest passing of wealth recipients.




Old 03-09-2024, 09:52 PM
  #43  
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Originally Posted by Fang911
It's an interesting question. Back in 2007, my (stripper) 997.1 GT3 was $107K and mid-spec '19 GT3- $170K. Now 2024 GT3 with ADM- $250K. Perhaps everyone else doubled or tripled their income during this timeframe, but given that Medicare and insurance reimbursement is flat, that is not true for most of us in medicine. It's becoming increasingly difficult to justify the cost of these cars- cannot wrap my head around paying $150K for a used Carrera T, and almost $200K for a GTS- which is imo is nuts for a mass-produced, "garden-variety" P-car. Even now after a drive in the 4RS or Evora- it just reminds me how much I miss the steering and perfect cabin of the '07 GT3...
Yep. Income flat/down, expenses up. Bad combo.
Old 03-09-2024, 10:37 PM
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I could see Porsche extending the run of 992.1s until the end of calendar year 2024 instead of switching to 992.2 after summer break. Would make sense since we havnt heard a peep about 992.2 yet.
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Old 03-10-2024, 01:11 AM
  #45  
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Originally Posted by Nick
Your forgetting Porsche's brand identity. "Porsche's are known as performance value". If Porsche GT cars begin to approach $300,000 they will be priced out of the market. I watched a Z06 come within .06 seconds to a 992GT3RS driven by a pro driver on track with many esses and couple of straights. The 06 cost around $125,000. There are only so many buyers that are willing to spend over $325,000 for cars that are for the most part impractical for daily driving. My RS MSRP is $305,000 before taxes and dealer markup. Most people either can't afford to pay that amount or unwilling to do so or just crazy. Am I crazy? Obviously, YES!
Didn't you hear?

300k is the new 225k
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