[bryanlarsen]

The carmakers are selling every car they make, but that's now because dealers are rebuilding their inventories. The number of cars sitting in dealer inventory has gone up quite a bit over the past few months. GM can count that as a sale, but at some point dealers are going to stop buying cars faster than they are selling them...

[m348e912]

This is surprising to hear since the interest payments on sitting inventory has been steadily rising due to rate increases.

[maria2]

At the same time people aren’t as flush with cash. During the pandemic, car dealerships were selling cars sight unseen and months from delivery. Buyers aren’t going to accept that anymore. The dealerships need inventory to show people.

[frumper]

Our local ford dealer went from 20-40 new cars on the lot in 2020-2021. They're at over 400 on the lot now.