mdrobc1213

Just browsing around on the forum and keep hearing folks saying there are NO allocations out there to be had by dealers and/or the dealers have extremely limited stock on hand on their lots. I think there may be some truth to both of these comments as I did look virtually at about 1/2 dozen dealers across the US who have some of the larger stocks normally and I found on average 1-3 cars avail for sale on the lots or at least listed online. Some had none others one. Well Porsche of Bellevue WA (my old dealer actually had the most on the lot advertised at SEVEN cars). The low amount of avail MY21 and leftover MY20 911's though was a bit surprising to me...not sure if I've seen that before in recent years. Also some cars found were ah...questionable as hell IMHO and can see why they are still on the lot....either due to cost like the 1st example below or color combo for the 2nd example...you gotta ask WTH were they thinking as a $176K Carrera S or a $207k C4S Targa is ah something I think would have me take a pause stroking the check for either monthly or all at once as well as one where every-time I opened the door someone questioned my color vision and/or my sanity! Just saying gents/gals.....

Beautiful color but my lord the price tag!
https://www.porschebeachwood.com/new...AB2A95MS221546

Just can't do it...what in the hell! The interior....even Ferdinand is rolling over saying "mein got!"
https://www.porschenorthscottsdale.c...AB2A9XMS221218

These two are nice but the price...for a Targa 4S just leave me wanting....what else is out there in the $200k north territory?
​​​​​​https://www.manhattanmotorcars.com/i...b2a95ms235144/
https://www.manhattanmotorcars.com/i...b2a9xms235141/

Porsche of Bellevue WA
​​​​​​https://www.porschebellevue.com/new-...-anchor-trim-5

detansinn

The $174k Carrera S is a PTS car, so, nothing really shocking there.

The Targa’s that you shared are both Heritage Package cars with the graphics package. Yes, that’s makes them $200k+ cars.

There have been a few threads on this, but a typical C4S build is right around $140-150k. A C2S lands at $130-140k. There are folks who do disciplined builds below that and there are also a lot of folks who go above that. Most dealer orders land right around the average number.

The last one you shared is a pretty lean Base car. If anything the Base Carreras have even a wider price range with some of them exceeding the average C2S and C4S with long option sheets. Again, $20-30k in options is a typical car.

I didn’t think that there were many MY20 leftovers out there. These are used cars. There is so much demand that people have been able to get incredible deals on trading in their MY20 911s for a TTS, Taycan, etc. Some dealers are offering serious cash to buy MY20 cars, because there aren’t MY21 cars to sell.

rk-d

209k for a Targa and it doesn't have PCCBs or Burmester. Ooook.

I can build a TTS with sports exhaust and SPASM for about the same.

markchristenson

This.

drcollie

On that PTS car at Beechwood, I will wager that was a special order car that the buyer backed out of. Due to 70 % of people leasing 911's vs outright buy, that car will exceed the lease threshold max from Porsche Financial, therefore it just lost 70% of its customer base. That means they will have a very hard time moving it and if you got got on the phone with the Sales Manager I would expect a 12% discount from MSRP on it, perhaps as much as 15%.

Those meatballs w/numbers on the two Heritage Targas at Manhattan are ridiculous. They add nothing and I can't see many buyers wanting that boy racer look on a car that isn't a racer at all. Might be more successful a look on a GT3RS, out of place on a Targa. Ugh.

detansinn

Totally agree re the PTS car. Somebody will get a “deal” on that one.

John Mclane

Yet, there's crazy ADM on turbos. They'll take any advantage as long as there's people willing to cough it up. Wait until the GT3 is out (should be the next couple of days).

De Beers and the diamond market. Excellent study on how supply and demand can be "tweaked".

Porsche444

Well, do what I did, after searching for manual 911 for 3 months, I gave up, prices are crazy, so I bought an amazingly agile manual Chalk GT4 for $120k and damn, really love this car.

997usa

Porsche Southpoint (NC) has a Carrera S in Dolomite Silver;

https://www.porschesouthpoint.com/ne...anchor-model-2

Russian Mafia

When I joined RL (8/20) discounts of 7% were very doable, some posters claimed as much as 10%, my two area dealers each had about 10 cars on their lots and allocations were readily available in many markets. Since then inventory has almost disappeared, especially well specced cars, the stock market has been roaring, luxury home prices in Covid desirable markets are up 20-50% and Porsche’s production capacity has decreased. My affluent friends are more flush than they’ve ever been. So it isn’t surprising to find pricing and availability has changed the way it has.

The interesting question is what will things will look like a year or two from now? Will demand hold? Will a meaningful percentage of future cars be fattened (hybridized)? Will BMW’s brand continue to decline (just got a settlement notice for a class action on a Beemer I owned 8 years ago). If so will it matter? Is it plausible discounts will disappear completely and allocations for builds will be rare for first time buyers? If used prices reflect these conditions, how many more of us will be trying to sell/buy? If I get a call from my SA in a year that he can get me an allocation and buy back my car for say a $10,000 less than I paid for it, I’m probably going to say yes. If many of us can access that, will allocations for first time buyers become even more difficult putting further pressure on discounts even leading to above sticker pricing? On the other hand are we merely witnessing a temporary layer of demand such that new buyers will begin to evaporate? I’d argue the money supply alone from Covid aid is going to superheat things to a level we still haven’t seen, particularly if the vaccine holds and we enter a post Covid economy. Interesting times!

SFAVGUY

I might be in the minority here but I really like the first one, if it didn't have the blue inserts I would say I love it. $170+ is too much but as others have said if it were offered at a fat discount it would be tempting if I hadn't already ordered a PTS car. Mine was a little over 150 but that could be very close cost wise if they are offering it at a reduced rate.

Not sure the Heritage cars are a fair example, I would never pay that much but aren't they somewhat limited? Ive never seen one in the wild.

I do agree with your main point though, stock is crazy limited, I called 14 dealers before I found one who even had one available to test drive.

smiles11

I visited a friend of mine in Tahoe a few weeks back. He had decided he wanted to move on from his 991 & get into a 992S he can custom spec. He’s been searching all over CA for weeks now & hasn’t been able to secure an allocation.

Didn’t realize the 992CS was going to be a pseudo-GT3... I can’t even imagine the effort it’s going to take for an actual 992 GT3 allocation 😅

ipse dixit

The paucity of 911 allocations has less to do with increased demand, and more to do with limited supply.

There's a global shortage of semiconductor microchips for the auto industry, including VW (and Porsche).

dadc4s

production

Was told by folks at my dealer that Porsche is unable to make cars due to Covid related edicts in Germany. Dealer has no 911s in stock and can't get allocations.

gohawks23

I worked in this industry for many years and supply to demand is all over the map (usually follows a varying frequency sine wave pattern over time) and building semi fabs is extremely costly and time consuming...a lot of companies hesitant to make the 1B+ investment in fabs due to great possibility of an upcoming oversupply phase...it's a balancing act of course but near impossible to meet short term demand spikes if at capacity.