chickensevil
Active Member
I don't think people are saying they didn't have inventory cars for sale, just that it clearly wasn't a big push this time around. It was a big deal in Q4 2013 which we know what that was about and Q3 2014 which we also know what that was about. One to make the year look like an amazing blowout and the other to make up for unexpected lack of production. All other quarters have just been the "normal" clearing of old inventory. Which means I give us a 99% chance we cleared the 33k number and a pretty high chance (greater than 60%) that we have a ok beat (nothing blow out worthy). Now that combined with an overly high anticipated ASP and I think we are still set up for a really great ER.
They had inventory to sell if they needed to. They didn't push it, so I am at the very least inclined to think we are safe hitting the revised guidance.
They had inventory to sell if they needed to. They didn't push it, so I am at the very least inclined to think we are safe hitting the revised guidance.