F23A4

Any chance the brand ramps up '22 Type S production? Seems like a business case can be made to do so.

BEAR-AvHistory

Don't think you can read anything into the numbers. They sold 1000 less cars due to the shortage. Lack of inventory & empty lots said they were selling every car they could manufacture.

Since they were selling as much as they could build model sales numbers would vary due to the allocation of parts many of which fit all models. Would have expected after the big introduction dance that the Type-S was top dog for sedan parts allocation.

The narrative with the numbers "Acura TLX Type S creates strong demand, representing one-quarter of TLX October sales" is 100% marketing speak.

Look at the marketing speak words for the CIVIC & see how it matches up to the TLX comment.

"All-new Civic tops 13,000 units in spite of very low supply,"

Break it out & based on October 2020 they have capacity to move 21000+ cars in a normal month. This October they sold 13,000+ units which was every unit they could get their hands on. If another 1000 cars were produced they would have sold 14,000 cars. So I expect to the marketing guys an even greater achievement.

Euros all shifted key common parts into the high margin tiers of their product lines.

mapleloaf

As of Last week my Acura Dealer had 10 new vehicles to sell. They sold 39 new vehicles in the last 3 weeks, a record for them. Supply is now a big problem.

Tony Pac

Agreed! Acura/Honda were managing pretty well the chip and other material shortages in the last year or so. As per my dealer, there is nothing to sell. My rep was very sad and disappointed. He said, he has no choice but to tell customers wait 2-3 months and some of them they just leave and purchase another vehicle. He was mentioning that this family has a RDX and their family is growing. They wanted a MDX. When they heard the delivery date end of December, they went with a VolvoXC90.

Also, we see Acura's sales number is terrible for October. Let's hope they recover soon. Acura lineup has never been this great. Honestly, I would say after a decade

leomio2.0

All this talk like there isn't a single car to be sold, and every Acura dealer on Long Island has a decent, albeit small, supply of cars to sells. RDXs all in the 20+ range, TLX's in the teens+ and MDX is the most scarce with some in the single digits. But with how "desperate" some people are claiming to be, if you really needed a car, you'd pick the scraps from the dealer. Who knows, maybe they're all just scumbags asking for ADM to anyone walking in the door ... I mean, it's Long Island after all ...

Honda430

Don't know what's going on in Long Island, but of the 8 So Cal dealerships whos' inventory I viewed none had a double digit number of TLX models on the lot. Most actually had less than six for sell. Currently the model with the highest inventory totals is the 2021 RDX. A couple of dealers have over 30 with most having far less.

CheeseyPoofs McNut

If you're going off what's shown on their website it's likely not accurate. Call them and tell them your interested in making a purchase and ask what they have today to sell you.

TSX69

https://acuranews.com/en-US/releases...-supply-issues

Crossovers Highlight November Sales as American Honda Continues to Manage Industry Supply Issues

• Release
• Photos

December 1, 2021

• American Honda auto sales totaled 85,055 units due to limited inventory of key Honda and Acura models
• Honda HR-V sets 10th straight monthly sales mark, establishing a new annual sales record in just 11 months
• CR-V tops 20,000 units with record hybrid sales; Ridgeline posts best November in five years
• Honda electrified vehicles set a new November record and are on pace to surpass 100,000 units for the year
• Demand for all-new Civic remains extremely high with very low supply limiting sales
• Acura brand sales top 9,300 units with low supply slowing the hot-selling MDX flagship
• Acura RDX tops lineup in November with nearly 4,000 units, as refreshed 2022 model begins sales
• Acura TLX Type S demand remains strong and continues to represent a quarter of TLX sales

American Honda




# # #

F23A4

25% of TLX sales?

Edit: I guess I shouldn’t be surprised as the Type S is currently 30% of the TLX inventory at my local store.

Honda430

On overall very low volume, yet that is about the percentage the early TLX-2 sales slides targeted. Once we get over the chip shortage there should be a lot more units of the Type S available for sale.

BEAR-AvHistory

Smart business to put your "Chips" in the more profitable upper car lines. The M4C came through with all the boxes checked. Was concerned about possibly loosing the HUD.

mike03a3

I think the high % of Type-S (which is actually an unknown number) more likely represents an overall lack of TLX sales, which are down 16% compared to last month.
The chip problem actually helps the Type-S since two significant features of the Advance are not available on the Type-S: HUD and 360 cameras, both of which are features that are being left off of many manufacturer's high end cars due to shortages. Not a problem for the Type-S.

Tony Pac

Inventory is a huge issue right now. Acura was doing so well until this stupid chip shortage hit. Not just Acura, all dealers are struggling. I passed by Bentley dealer this morning. The floor is empty. Not even a single car there. VW is the only brand I see they have brand new cars on the sales floor and it seems like no inventory issue...at least from a display perspective

BEAR-AvHistory

Beating a dead horse on the HUD as some don't like it. Am going into my 4th car with a HUD & will not order a car without one. Was the one potential delete I was worried about with the M4C. No issue with the wireless phone charger. Have one in the Z4 & don't use it much, heats the iPhone up too much. Other phones may do better but its a loser with Apple.

I would have seriously considered not taking delivery if the HUD was missing. Would have sat it out & ordered when they were being installed again.

BEAR-AvHistory

Yeah seems spotty. Local BMW store is offering incentives up to $1500 on 3/5 cars & some X SUV's. Noticed from my other forum that some of the backlog on ordered cars is breaking up. Last month you could have fired a shotgun in my dealers side lot & not hit a car. Zero cars in the 100+ capacity lot & last years cars in the showroom

bilirubin

Not too many sales numbers in yet, but this bodes well for Acura considering the chip shortage issues...
TLX 1,147 (prior month 2,014)
G70 1,122 (prior month 683)
Lexus IS 86 (prior month 1,228)
...seems like Genesis is putting all their... wait for it... chips in the G70.

KeithL

Supply is a huge problem for everyone. Some of you know I moved in a while back to Volvo and Volvo is not really shipping cars to dealers. They hold them at the port and when you look at a dealer website you are seeing the regional allotment. If you want one you order it and then wait as they have it directed to your dealer. To further put it in perspective, my wife traded her RDX (leased) for a XC40 R-Design T5 and made $2500 from the RDX toward the Volvo. She was OTD for $44K on a car that had $48K sticker. They discounted the car also a little. Roll forward to last week and we wanted to upgrade to another EV and Carmax offered her $47K. When I looked on Carmax site the same car is being sold for $52K, which is $4K over MSRP assuming your could find a 2022. Most manufacturers are concentrating on building their most profitable models. Sales numbers are somewhat meaningless indicators right now.

Tony Pac

You’re absolutely right. It’s crazy out there. Dealer lots are empty and I see cars with 20,000-30,000KM are selling at the price of new.

billxlisa

My Type S VIN ends in the low 1500’s, and I picked it up in late October. I remember reading that they planned to produce around 2000 units, so that seems about right for 2021.

BEAR-AvHistory

Anyone just getting a 2021 S have a higher VIN? Be interesting to see how many they sold compared to the regular TLX version.

Honda430

The highest VIN I was able to find on the few available 2021 models here in So Cal is 1842. I’m thinking they were actually able to meet or at least come very close to their 2,000 unit build target.

BEAR-AvHistory

Made it counting by total cars built in 2021. Local dealer Leith Acura has a 2021 S on the lot #1869. Hendricks has a 2022 coming in #330 so thats at least 2199 manufactured this year.

mike03a3

I found a 1901 VIN. The question is: were the 200 Canadian ones part of the 2,000, or was the total 2021 production 2,200?

WTF.Acura

653 TLX sold in December.
26,100 TLX sold in 2021.

BEAR-AvHistory

Don't think it means anything as I don't think they had any cars to sell. Lots showrooms were empty. My dealer also sells Acura & by the end of November they had no cars. They are a high volume dealer & right now they have 1 2021 TLX Advance. Unlike brands that sell a lot of built to order cars you can't sell what you don't have. No chips are killing sales. No reflection on the cars.

F23A4

Agreed!! The store I shop at only had about 4 new TLXs throughout all of December and NONE at the moment.

Tony Pac

653 is very disappointing! i cannot comment on other regions but our dealers have barely any cars on their lots.

Based on this, I think Acura is chasing the MDX, which is new and big time in demand. Also, ILX is probably their best car in terms of margin.

Honda430

Cargurus lists a grand total of 9 new TLX models available for sale here in So Cal. 7 of the 9 are Type S. Nationwide they show total cars available at 203 with 55 being Type S. The only model year 2022 cars available are Type S.

ESHBG

Yeah I think the inventory is to blame for this but you could pay a $14,500 markup on a Civic Si if you're looking for something

https://carbuzz.com/news/2022-honda-...-dealer-markup

The car in question is being sold at Honda Lake Elsinore in California. Listed as new with only five miles on the clock, this Sonic Gray Pearl example - a $395 paint option - is retailing for $42,694. Considering there are no other options attached to this one, that makes it a ridiculous $14,999 more expensive than the MSRP. To put it another way, the dealer markup is 55% over MSRP, or enough to buy an entire Mitsubishi Mirage or Chevrolet Spark. At that price, you could buy some serious performance, too, like a 315-hp 2022 VW Golf R ($43,645), a fully-loaded 268-hp 2021 Subaru WRX STI Limited ($41,945), or for a little more, a 2022 Audi S3 ($44,900).

YEH

According to iseecars, the TLX takes 196.2 days to sell

https://www.iseecars.com/slowest-sel...study#v=202111


Seems off if supply is indeed low.

fiatlux

Probably all those $10K+ ADM Type S that’s still sitting on the lots

YEH

Maybe, but there are $8-10k ADMs on Tellurides and Mavericks and they're still selling.

Plus, selling only 653 last month can't simply be a supply issue as Acura sold twice as many ILX's and like other automakers, Honda is prioritizing higher priced/higher margin models.

Pens Fan

I'd venture a guess that Acura is building out the last of the ILX and used their chips for that since they have not built any 2022 TLX versions yet other than Type S.

sombasol

Ya there is only 1 base TLX at my dealers lot since mid november, they just stopped making them. We have a large gm/chevy/caddy dealer in my town and they havent had more then 6 new cars on their lot in months. The overhead at some of these dealerships is massive they must be getting just destroyed.

leomio2.0

This shit makes my blood boil. People who are too stupid, too impatient or have no spine to negotiate or walk away. You know dealerships and manufacturers are taking notes. Even when supply is back to “normal” … prices are going to take even longer to come back down. Manufacturers are probably going to increase prices across the board and incentives are going to be out the window indefinitely.

F23A4

Earlier Telluride/Palisade buyers (prior to the chip shortage going full swing) were already paying above MSRP; just became outlandish soonafter. What I will say (and I'm repeating what the SM of my Acura store said to me after attending a meeting with Honda Corporate) is that the new car market will very different going forward. Generally, low(er) inventory, far less incentives and higher lease costs overall.
I wonder when/how lenders will adjust their practices; rates are already low so, 10+ year terms? (probably a topic for a different thread )

pyrodan007

Once that happens, what's the point of having sales reps. They hardly know their products from most well educated folks. Save consumers money from commission and just push sales online through a system like Tesla. Less chance of mistakes that way too

Regarding TLX sales of only 653, something seems off. Accord's numbers is not that off in comparison. And the pieces they share should be similar. Not like the Accord has way less tech for chips.

Honda430

Here’s a quote from Honda AFVM that was posted on TOV.

“We sell every one of them, but Acura just hasn't been making them the past 3 months. They were supposed to make 5,000 2021's for November/December...... They ended up making only 90 and we got 2 of the 90 and they were sold within Hours.”

BEAR-AvHistory

CPI says

Car prices could remain high for another two years as dealerships continue to struggle to maintain their inventory of used and new cars due to a shortage of Chinese-made semiconductor chips,

The price of used cars and trucks rose 31.4% over the past year, while new vehicles climbed 11.1%, the latest Consumer Price Index showed. The car dealers estimated that prices would continue to be high for the next one to two years.

fiatlux

Tellurides and Mavericks may be worth the ADM when compared to what else you could buy on the market. $10K ADM for a Type S? It might be a good value at $54K, but that completely vanishes if you can buy an M340i for the same price (or less).