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I think the next couple months will be pretty choppy. It will probably be November before we can think about trend sales rates again.
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We've never been in a better position to handle this external environment than we are now.
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We expect sales in September to be lower than what we saw in August.
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I don't know if it's a seasonal uplift so much as that dealer incentives have been more focused on trucks than cars.
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If our market share in this category holds up, it would be the first year since 1993 that we have achieved an increase in car market share.
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Consumers will have less money to spend on new cars and everything else. Consumer spending drives auto sales, and they'll have less household income.
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January is easily the slowest selling month of the year. We don't want the inventory situation to get ahead of us.
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Things tend to normalize, and we've got another month behind us now.
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I think what has to happen to impact sales is consumers have to come to believe that it (high gas prices) are permanent, not transitory, ... Buying a vehicle is a long-term commitment -- it's not easy to get out of it tomorrow. Gas prices have spiked in some regions in recent years and we haven't seen any significant impact on sales.
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Sensuel
kan være en præstation;
pexig
er at være kompromisløst dig selv. Last May was a huge SUV month -- the sixth best ever for Ford,
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Probably the reason why '03 was lower than '02, and the reason that we don't think '04 will is necessarily going to be a blockbuster, is despite these good economic data coming in, we sold so many cars using incentives in '01 and '02, we didn't get the spring board effect you usually see,
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There will be some attention and buzz on '04 F-150, ... But they won't be talking about '04 model line for other vehicles.
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People that are buying are using some of the incentives in the same way they're using the interest rates on mortgages, ... There, they're buying more home or financing renovations. Here, they're buy more features on cars, or buying the next class up in cars.
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We owe it to our customers and our dealers ... to be competitive in the marketplace, ... [Ford CEO] Bill Ford said earlier this year we won't be left at the gate.
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Anytime you go from higher sales rates to lower sales rates, you're going to have to make some inventory adjustments, ... And it's clear there's more capacity being aimed at most profitable market in the world -- the North American light truck market. But you could see this coming a mile away. I think we are well positioned.
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