Sparkie
Well-Known Member
- First Name
- Sparkie
- Joined
- May 16, 2025
- Threads
- 1
- Messages
- 84
- Reaction score
- 172
- Location
- Massachusetts
- Vehicles
- 2 door Bronco, manual
I have a very nicely equipped two-door Bronco.You really want to ask, "how many truly appealing small trucks with two doors are being sold in the USA each year". The answer is none. Because nobody builds small trucks in the USA, let alone appealing small trucks.
But a good bit of information might be the two door Bronco. Everyone sneered at it, but the two door Bronco generates pretty decent sales (see AI search graphic at bottom)
I owned multiple two-door Rangers. It was a crude, basic, thirty-year old platform with zero meaningful updates. I would argue that nobody has sold an appealing small two door pickup truck in several decades. So I suggest that the Slate will be the first real test. The problem with the Slate is that it's not appealing for large numbers of people for any number of reason (they dislike BEVs, they want their amenities, and so on). So even the Slate won't fully test whether or not enough buyers want want a smaller two door pickup.
I argue there are more buyers out there than the product planners and media credit. But my opinion doesn't matter, because I'm not the CEO who has to pony up $1.5 billion to design, engineer, test, and manufacture a truly small two-door pickup. Happily, Slate stepped up to the plate for us. They're still not the mass-market test that would truly answer the question, but if they sell 100,000+, then we know all the market know-it-alls out there got it wrong (but maybe they actually got it right).
BTW, I'm not sure people really understand the automotive industry all that well. It's an industry that rewards production scale. To truly make money and amortize that $700,000,000 invested so far, Slate is going to have to build at scale, consistently, for many years. So seeing them move 100,000 trucks in the first year is nice - but doesn't answer the question of whether they'll survive as a franchise. Can they sell 100,000+ trucks EVERY year is the question. The standard of the industry is that a factory loses money until it reaches 80% capacity. After that it mints money. But it has to keep minting money, because it takes multiple years to amortize the capital investment.
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I had to special order it in 2024.
And it cost less than a less equipped four-door Bronco.
But it was a struggle to find a dealership that still had available allocations (that's the finite number of each model that Ford allows the dealership to buy). And that dealership's management was very unhappy that I refused to buy any of their many 4 door Broncos they had on their lot. My salesman understood me. We couldn't continue the process until I explained to his manager's manager that I'm fine waiting 3 months or longer while they had my $1000 non-refundable deposit.
So, as you, @sodamo , @E90400K , and others have been describing, it is the dealerships that determine/fix today's automotive market. It's the nature of how dealerships make money -- only show customers the most expensive cars on your lot.
Slate Auto is skipping over that with direct sales. I am happy that is their plan.