It’s hard not to notice the fact that the 1964 Mar/Apr orders currently in progress could be used to complete all of the remaining Oct and Nov orders along with a good chunk of the Dec orders.
In theory there's something in their JIT (Just In Time) approach that's keeping those from being built. In theory.
Your order is from January; and they're making progress on those.
Correct, my order is from Jan, so the price hike already got the best of me. I don’t see myself ordering a 2nd (esp since options are restricted now), but the what-if thinking is definitely there ?
I'm not aware of any risk in ordering another one, but you might consider waiting until June 15th when we're expecting 2023 ordering to open. It'll probably be more expensive, but the options should open back up significantly.
Edit: that was only looking at sold orders. Doh.
| day | build sheets | window stickers | in progress |
|---|---|---|---|
| 2022-04-05 | 1 | 0 | 1 |
| 2022-04-06 | 4 | 0 | 5 |
| 2022-04-07 | 11 | 0 | 16 |
| 2022-04-08 | 11 | 0 | 27 |
| 2022-04-10 | 18 | 0 | 45 |
| 2022-04-11 | 0 | 0 | 45 |
| 2022-04-12 | 5 | 1 | 49 |
| 2022-04-13 | 3 | 0 | 52 |
| 2022-04-14 | 6 | 1 | 57 |
| 2022-04-15 | 4 | 1 | 60 |
| 2022-04-16 | 1 | 3 | 58 |
| 2022-04-17 | 0 | 1 | 57 |
| 2022-04-18 | 5 | 0 | 62 |
| 2022-04-19 | 5 | 7 | 60 |
| 2022-04-20 | 0 | 0 | 60 |
| 2022-04-21 | 11 | 10 | 61 |
| 2022-04-22 | 7 | 4 | 64 |
| 2022-04-23 | 1 | 3 | 62 |
| 2022-04-24 | 1 | 13 | 50 |
| 2022-04-25 | 8 | 2 | 56 |
| 2022-04-26 | 8 | 5 | 59 |
| 2022-04-27 | 8 | 4 | 63 |
| 2022-04-28 | 11 | 9 | 65 |
| 2022-04-29 | 5 | 3 | 67 |
| 2022-04-30 | 2 | 5 | 64 |
| 2022-05-01 | 0 | 0 | 64 |
| 2022-05-02 | 5 | 0 | 69 |
| 2022-05-03 | 11 | 8 | 72 |
| 2022-05-04 | 14 | 7 | 79 |
| 2022-05-05 | 3 | 0 | 82 |
| 2022-05-06 | 5 | 10 | 77 |
| 2022-05-07 | 0 | 1 | 76 |
| 2022-05-08 | 0 | 4 | 72 |
| 2022-05-09 | 3 | 12 | 63 |
| 2022-05-10 | 12 | 7 | 68 |
| 2022-05-11 | 9 | 10 | 67 |
| 2022-05-12 | 0 | 2 | 65 |
| 2022-05-13 | 9 | 11 | 63 |
| 2022-05-14 | 0 | 6 | 57 |
| 2022-05-15 | 0 | 0 | 57 |
| 2022-05-16 | 10 | 3 | 64 |
| 2022-05-17 | 7 | 9 | 62 |
| 2022-05-18 | 11 | 15 | 58 |
| 2022-05-19 | 0 | 0 | 58 |
| 2022-05-20 | 0 | 0 | 58 |
| 2022-05-21 | 4 | 13 | 49 |
| 2022-05-22 | 14 | 13 | 50 |
| 2022-05-23 | 22 | 1 | 71 |
| 2022-05-24 | 5 | 9 | 67 |
| 2022-05-25 | 8 | 6 | 69 |
| 2022-05-26 | 3 | 8 | 64 |
| total | 291 | 227 | |
I tracked that down to the definition of what constitutes November was tweaked based on input that I'd received. November 30th dropped from 125500 to 125125, so some builds that were previously associated with November more appropriately moved to December.OK, I subtracted that out of Oct only. Nov still shows -76 negative build progress.
There's gonna be certain imprecision inherent in the system.
| month | # domestic window stickers found in the past two weeks |
|---|---|
| Oct 2021 | 41 |
| Nov 2021 | 259 |
| Dec 2021 | 451 |
| Jan 2022 | 618 |
| Feb 2022 | 1,196 |
| Mar 2022 | 2,732 |
| Apr 2022 | 3,195 |
| May 2022 | 82 |
