Quote:
Originally Posted by joemac
In rebuttal, the Corolla and Camry were down month to month May to June roughly 20%. A manufacturer with production constraints doesn't lose 20% volume from one month to the next.
Some have eluded to a fleet dump last month for Toyota on the Corolla and Camry as they set new all time sales records for a single month. A manufacturer doesn't set a record one month, then drop 20% next with production constraints. Nor does one fleet dump (alleged) vehicles if retail sales are in short supply.
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The reason that ALL vehicle makers are down in the month of June versus May is that May is the 'thrust' month for 2nd quarter sales. All vehicle makers aim toward this month as the peak month of the 1st half of the year. Then June and July are mediocre until August arrives and that is the peak month for 3rd quarter ( and for the entire year ) then sales wind down again in Sept, Oct, Nov and peak somewhat in December to close out the year.
Then the seasonality starts all over again.
June will always be a 'down' month overall as compared to May. The numbers reported are not production numbers they are retail/fleet sales at the dealer level. In addition for this year in particular there were 24 selling days in June while there were 27 selling days in May. Right there is a 10% decline for all vehicle makers.