Sales Battle: Ram VS The Competition Through Q1 Of 2022

SALES BATTLE: Ram Versus The Competition Through Q1 Of 2022!​

Full-Sized Pickup Sales Hit Hard Through Q1 Of This Year...​

A continued semiconductor shortage and record-high gas prices across the United States have created the perfect storm to adversely affect the full-sized pickup market. During the Q1 2022 period, full-sized pickup sales have fallen from 566,851 to just 472,288 units across all manufacturers, a decrease of 16.7%.

SALES BATTLE: Ram Versus The Competition Through Q1 Of 2022!

A continued semiconductor shortage and record-high gas prices across the United States have created the perfect storm to adversely affect the full-sized pickup market. During the Q1 2022 period, full-sized pickup sales have fallen from 566,851 to just 472,288 units across all manufacturers, a...

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[cgseller]

Of note, General Motors outsold Ford Motors. Is that new?

 

[Rustydodge]

Of note, General Motors outsold Ford Motors. Is that new?

If you combine GMs total trucks sales, no - not new.

What is new is Ram being within 13,500 of F-Series YTD.

Historically, Ram hasn't been much over 50% the sales of Fseries. Until 2019 when 5thgen+classic+HD / 3truck plants existed.

 

[Rustydodge]

Real question is can RAM maintain the trajectory or hold #2 position once the 4th gen goes to pasture in 2023. Or are they content to be profitable and go back to #3 brand?


When you've got Ford stumbling over themselves in the monthly sales report, trying to combine F-series+ranger+maverick sales numbers to compare against RAM pickup which doesn't even sell a midsize or compact truck, you're doing something right. Note their error - F-series actually leads by only 13Kish. They meant to combine all "pickup sales" to get to that 45K number over RAM.

 

[Mike201]

The big question on this, which we can't get the answer, are the real Ram numbers on sales between Gen #4 and Gen#5. If the sales for Gen #5 have been out pacing Gen#4 every year, then I think Rams sales will continue to stay ahead of Chevy once Gen#4 is done in 2023. If the numbers have not changed and Gen#4 and Gen#5 are split 50/50 that maybe a problem staying ahead of Chevy. Unless Ram gives us a stripped down version of Gen#5 at Gen#4's price for that working truck. No bells, no whistles, just a basic dependable and affordable work truck.

 

[Rustydodge]

The big question on this, which we can't get the answer, are the real Ram numbers on sales between Gen #4 and Gen#5. If the sales for Gen #5 have been out pacing Gen#4 every year, then I think Rams sales will continue to stay ahead of Chevy once Gen#4 is done in 2023. If the numbers have not changed and Gen#4 and Gen#5 are split 50/50 that maybe a problem staying ahead of Chevy. Unless Ram gives us a stripped down version of Gen#5 at Gen#4's price for that working truck. No bells, no whistles, just a basic dependable and affordable work truck.

In previous dives using recall data, I was getting near a 30/30/40 split between them (classic/5th gen/HD). But that was a couple years ago. Recently, as Warren was down some of last year for wagoneer prep, i believe there have been less and less classic sales, and it may be a 20/40/40 split or even 15/45/40. Really hard to determine. I do remember compared to Ford for example that Ram had a closer to 40% HD mix while Ford had 30%, but again that was a while back using recall data. Ram has probably shifted closer to 30% HD mix with the classic/5gen running.

It shouldn't be that difficult to maintain. They have to fill out the 5th gen 1500 offering though as you state - mostly for fleet sales.

If you price them out, they are not that far off. 4x4 crew cab short bed is 41,900 for classic vs 42,100 for 5th gen tradesman. A mere $300 difference

 

[1960D500]

They should have a reg cab on the newer body style to compete better once the old style is discontinued. And hopefully with a short box.