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Shortage of 911s? ...sales figures tell the tale.

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Old 01-04-2022 | 11:21 PM
  #31  
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Three dealers within 25 minutes of me have gotten in five 2022 911s for their inventory. Maybe one of them is a cancelled order but I doubt they all are. So much for “we don’t have any available allocations”
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Carlo_Carrera (01-04-2022)
Old 01-04-2022 | 11:29 PM
  #32  
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Originally Posted by supershaft
I mean I thought about it for a second before I returned to my senses.

It's astonishing to see cayenne and macans carrying porsche so hard.
As an owner of a Macan S, I’m not at all surprised. For me and my life situation, it’s the perfect single vehicle solution. 4 doors, a trunk, and some off-road chops make it practical for carting my kids around, getting to a trailhead, and stashing my tools for work while the performance and driving dynamics satiate a big portion of my daily sports car lust. As far as SUV’s go, I haven’t experienced anything better.

I hope these 911 sales figures bode well for availability of 992’s in the used market in 18-24 months. I keep toying with the idea of buying a new 911, but why buy a new C4S when (at least prior to Covid) you could get a 2-3 year old Turbo or Turbo S for the same price?
Old 01-04-2022 | 11:52 PM
  #33  
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Car markers will adjust to higher demand by building more cars and we'll see an oversupply in the next few years as demand calms down. I believe that both Ford and GM both said today that the bottlenecks (i.e. chip shortage) is easing.
Old 01-04-2022 | 11:53 PM
  #34  
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Originally Posted by Carlo_Carrera
State registration numbers these days are inaccurate because in some states there are tremendous delays in getting any DMV work processed due to COVID.

Porsche's press release says Porsche dealers sold, as in deposited customers' full payments, for 10042 911s in the USA from 1/1/2021 to 12/31/202. These are accurate yearly sales figures.

There is no reason for dealers to pull sales forward to pad the figures or meet sale incentives. There are zero 911s sitting on dealers lots.
State registration numbers are not inaccurate, and the delays are overstated. What does the number of grounded 911 inventory have anything to do with 911 sales at retail? Nothing, zero, nada, zilch. Look, Dealer reported retail sales and state registration data will match, there is always a delay as sales reports from dealer to manufacturer are immediate and there is a delay in registration data to catch up.
Not arguing the validity of Porsche press release, just saying, state registration is the benchmark in any final analysis. It is the arbiter in any performance dispute between dealer and manufacturer.
Old 01-05-2022 | 12:21 AM
  #35  
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My next Porsche will be a Taycan.

The 911 is just boring now.
Old 01-05-2022 | 01:52 AM
  #36  
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Originally Posted by rick brooklyn
On the other hand, Ford stock is up 11% on the day, on news that they're doubling production of the electric F150 because customer demand is through the roof
The law of small numbers, easy to double off the current sales rate. Let's see how long it takes Tesla for example, to double their sales from this point forward - and they are #1. Each "double" going forward will take an increasingly longer amount of time.
Old 01-05-2022 | 04:50 AM
  #37  
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Originally Posted by ipse dixit
My next Porsche will be a Taycan.

The 911 is just boring now.
Pretty sure this was meant to elicit some visceral reactions among a 911 Forum, but I’ll bite. Having gone from multiple 911’s then to a Taycan and now back to a 911 I can say my experience is exactly the opposite of what you wrote.
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CanAutM3 (01-06-2022)
Old 01-05-2022 | 09:01 AM
  #38  
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Originally Posted by ryandarr1979
Three dealers within 25 minutes of me have gotten in five 2022 911s for their inventory. Maybe one of them is a cancelled order but I doubt they all are. So much for “we don’t have any available allocations”
Want to bet they have ADP’s on them? Dealers can use their allocations as they see fit. Some are used for stock to maximize ADP.
Old 01-05-2022 | 09:18 AM
  #39  
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Originally Posted by ipse dixit
My next Porsche will be a Taycan.

The 911 is just boring now.
Good luck. Heavy and boring but if it is a second or third car in your fleet and you want to be able to tout you have an EV than I get it.
Old 01-05-2022 | 11:42 AM
  #40  
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Originally Posted by NastyHabits
State registration numbers are not inaccurate, and the delays are overstated. What does the number of grounded 911 inventory have anything to do with 911 sales at retail? Nothing, zero, nada, zilch. Look, Dealer reported retail sales and state registration data will match, there is always a delay as sales reports from dealer to manufacturer are immediate and there is a delay in registration data to catch up.
Not arguing the validity of Porsche press release, just saying, state registration is the benchmark in any final analysis. It is the arbiter in any performance dispute between dealer and manufacturer.
DMV delays are not overstated. In the state I live in and the ones nearby the DMV is complete mess. Months of delays.

The number of cars Porsche AG says it sold is accurate. It has to be because to fiddle with them would be corporate fraud. A crime.

Registration numbers are just a reaffirmation of what we already know.

Last edited by Carlo_Carrera; 01-05-2022 at 12:35 PM.
Old 01-05-2022 | 12:06 PM
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Would love to see annual 911 sales compared to annual stock market metrics…
Old 01-05-2022 | 12:30 PM
  #42  
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Porsche has no reason on this Earth to falsify sales figures period.
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Carlo_Carrera (01-05-2022)
Old 01-05-2022 | 12:34 PM
  #43  
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Originally Posted by icanthelpit
Porsche has no reason on this Earth to falsify sales figures period.
Especially 911 sales.
Old 01-05-2022 | 12:43 PM
  #44  
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Originally Posted by Fcassells
Pretty sure this was meant to elicit some visceral reactions among a 911 Forum, but I’ll bite. Having gone from multiple 911’s then to a Taycan and now back to a 911 I can say my experience is exactly the opposite of what you wrote.
Must be a troll post. Yours is the real experience of any human with an actual pulse.

The 911 is a pro athlete vs. Taycan, which is an obese person on novocaine with low stamina - comparatively speaking, of course.
Old 01-05-2022 | 12:46 PM
  #45  
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We can see which cars Porsche prioritizes.


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