Ram, Dodge, Jeep & Chrysler Can't LOWER PRICES FAST ENOUGH | Episode 1112

“Days supply of inventory” is a retail-sales metric that estimates how long current dealer inventory would last if sales stayed at the same pace. A higher number means inventory would take longer to sell (more sitting stock), while a lower number means dealers would sell through faster.

Toyota is used here as an example brand in a “days supply of inventory” chart. The host cites Toyota’s 37-day figure to argue that its dealer stock is relatively tight compared with other brands.

Honda is mentioned with a higher “days supply of inventory” number than Toyota in the host’s comparison. That higher days-supply figure implies more inventory sitting at dealers, which can increase the chance of deals.

Subaru is included in the host’s inventory-days comparison, with a cited figure of 67 days. In this framework, that suggests Subaru dealers would take longer to sell through their current stock if production stopped.

Cadillac is part of the host’s “days supply of inventory” comparison, cited at 69 days. Within the episode’s logic, that higher number points to more inventory pressure and potentially more room for deals.

Kia is named in the host’s list of brands with “days supply of inventory” figures, cited at 74 days. In this market snapshot, that implies Kia dealers have a longer runway to sell through inventory, which can affect pricing leverage.

Chevrolet is included in the host’s inventory-days comparison, cited at 76 days. The episode uses that to illustrate how higher days-supply can correlate with more consumer bargaining power.

The “industry average” is the benchmark days-supply figure the host uses to judge whether a brand’s inventory situation is tight or loose. Brands above the benchmark are implied to have more unsold stock and potentially more pricing pressure.

“Consumer leverage” refers to how much bargaining power shoppers have based on market conditions—especially how much unsold inventory dealers have. When inventory is high (or days supply is high), dealers typically have more incentive to negotiate on price and incentives.

Aged inventory refers to vehicles that have been sitting unsold for a long enough period to be considered “old” by the industry. Once inventory crosses a threshold (like 90 days in the segment), dealers face higher holding costs, including finance charges tied to floor-plan financing.

A floor plan is the financing arrangement dealers use to pay for vehicles while they sit on the lot. The dealer typically pays interest/finance charges on that borrowed money, so longer inventory aging increases the cost of holding cars.

The Dodge Ram is a full-size pickup truck line, typically bought for towing, hauling, and everyday truck use. It’s significant in discussions about sales and inventory because it’s a major player in the truck market and can be used as a reference point for how quickly supply moves. The podcast context suggests the conversation is about supply levels and how long inventory sits before it’s sold.

Jeep is a Chrysler-family SUV and off-road brand referenced in the discussion of dealer inventory and pricing. The hosts argue that Jeep (along with Ram, Dodge, and Chrysler) can’t reduce prices quickly enough to bring sales back in line.

Chrysler is named as one of the Stellantis brands being discussed in terms of pricing and dealer inventory. The segment frames Chrysler’s sales challenge as a result of prices rising too quickly and then being hard to lower enough to stimulate demand.

“Day supply” is an inventory metric that estimates how many days it would take to sell the current vehicle stock at the current sales pace. A higher day-supply number generally means more cars sitting on lots, which can pressure brands to discount or lower prices.

“Stalantis” appears to refer to Stellantis, the automaker formed from the merger of Fiat Chrysler Automobiles and PSA Group. The hosts are discussing how Stellantis brands changed pricing quickly during the pandemic and how that affected sales.

Dealer “allocation” is the portion of a manufacturer’s production (or supply) that a specific dealership is assigned to receive. When dealers refuse allocation, it means they’re rejecting the manufacturer’s shipments because they don’t want to take on more inventory at current pricing.

Carlos Tavares is the CEO of Stellantis mentioned here as being fired. The discussion ties his removal to a shift in strategy, specifically bringing prices down to regain consumer interest.

Antonio Fallosa is named as the person who replaced Carlos Tavares as CEO. In this segment, the hosts link the leadership change to a deliberate effort to reduce pricing.

Mini is a premium-leaning small-car brand within BMW’s lineup, known for compact vehicles and a more style-forward positioning than many mainstream small cars. In this segment, the hosts use Mini dealerships as a comparison point for inventory pressure seen at other automaker dealer networks.

“Day supply” is a dealership inventory metric that estimates how many days of sales the current stock would last at the current selling pace. A higher number (like 124 days) usually means inventory is sitting longer, which can signal weaker demand or supply chain/ordering issues.

The Mini Countryman is a compact crossover built by Mini, and it’s positioned as the brand’s larger, more space-focused model. It’s often discussed because Mini has leaned heavily on the Countryman for sales, making it a key part of the brand’s lineup. In the podcast context, it’s referenced as the biggest Mini they’ve made, which helps explain why it’s central to their strategy.

CDJR is an industry shorthand for the Chrysler, Dodge, Jeep, and Ram brands under Stellantis. In this segment, the host uses it to talk about how those brands are managing inventory and pricing.

“Production halts” are temporary stoppages or slowdowns in manufacturing when automakers can’t sell enough vehicles to justify continuing output. The host connects oversupply and rising inventory to the risk of pausing production.

The Dodge Hornet is a compact crossover from Dodge, positioned as a smaller, more mainstream alternative in the brand’s lineup. In this segment, it’s used as an example of a model that hasn’t sold as hoped, contributing to dealer inventory pressure.

The Dodge Charger is a long-running American performance sedan that’s been a core nameplate for Dodge. Here it’s referenced as another example of a model facing weak sales momentum, which ties into the broader discussion of incentives and inventory.

The Jeep Wagoneer is a large, upscale Jeep SUV nameplate. The host says it was “got rid of,” using it to describe how Jeep has been reshaping its lineup because certain vehicles “aren’t selling.”

“Day supply of vehicles” is a sales-inventory metric that estimates how many days it would take to sell the current stock at the current sales pace. If day supply rises while sales are falling, it signals that dealers are sitting on too many unsold cars, which often leads to larger incentives.

In this context, “incentives” are manufacturer-backed price reductions or offers (like rebates, special financing, or dealer support) used to lower the effective purchase price. The host argues that even with large incentives, sales aren’t keeping up with inventory levels.

The Jeep Grand Cherokee is Jeep’s midsize-to-large SUV, and the Overland trim is positioned as a more upscale, feature-rich version. The host uses a 2025 Grand Cherokee Overland example to show how deep discounts are being offered to move inventory.

The Jeep Gladiator is Jeep’s pickup truck, and the Mojave trim is aimed at off-road capability with desert-focused styling and equipment. The host highlights a 2026 Gladiator Mojave discount and then focuses on how long it’s sitting, tying it to “day supply” and incentive pressure.

“MSR” here refers to the manufacturer’s suggested retail price, which is a baseline sticker price used for advertising discounts. When the host says they’re advertising “off of MSR,” it means the advertised deal is a reduction from that suggested price rather than necessarily the final negotiated price.

Negative equity happens when you owe more on a car loan/lease than the vehicle is worth. The host argues that lowering MSRP can worsen this for existing owners because their cars may depreciate faster than their loan balance.

“Wholesaling to your dealer body” refers to automakers selling cars in bulk to their dealer network rather than only selling to end customers. If dealers can’t sell those cars quickly, inventory builds and discounts often follow.

Acura is Honda’s luxury brand, and the host discusses its pricing strategy on the Acura TL (referred to as “TLs”). The point is that when a model becomes stale and sales slow, lowering price and adding “goodies” can restart demand.

Incentive levels are the discounts and rebates a manufacturer offers to reduce the effective price a buyer pays. They’re often expressed as a percentage of the average transaction price and can be used to stimulate demand when inventory is high.

Average transaction price is the typical final sale price paid for a vehicle after discounts and incentives. It’s used as a baseline so analysts can compare how big incentives are relative to what cars actually sell for.

In this context, “manufacturer” means the automaker that sets pricing and provides dealer incentives. The speaker argues dealers can’t sell enough when the automaker doesn’t offer strong enough financial support.

Nissan is used as the example brand whose sales are rising month over month, yet the speaker says it still struggles. The argument is that even with better sales momentum, perceived product quality and offer strength affect how many units they can ultimately move.

“0% financing for 60 months” means the buyer pays no interest over a 5-year loan term, so the monthly payment is based mainly on principal. The speaker uses it to argue that stronger financing offers can move more units even when other factors lag.

This refers to an advertised auto-loan interest rate of 4.9% offered for either 60 or 72 months. The speaker contrasts it with 0% financing to show how different financing terms can change which brand sells more.

The Jeep Wrangler is a rugged, off-road-focused SUV known for its removable doors and roof options and its long-running popularity. It’s often discussed because it’s one of the most recognizable vehicles in its segment and tends to be a “default” choice when people talk about Jeep’s best-selling models. In a podcast, it may come up in relation to pricing, demand, and why it remains a strong seller.

A “negotiation power score” is a dealer-pricing analytics metric that estimates how much leverage a buyer has based on inventory aging and local sales velocity. In this segment, the score is described as “super high” because the Wrangler has been sitting on lots longer than typical.

“Days to play” is a dealer-lot timing metric that estimates how long inventory typically sits before it moves, based on local market conditions. If actual days on lot exceed days to play, it usually signals weaker demand and pushes dealers/manufacturers toward bigger incentives.

Stellantis is the automaker formed from the merger of Fiat Chrysler Automobiles (FCA) and PSA Group. In this segment, the host credits Stellantis with being more disciplined about incentives—meaning they’re trying to avoid cutting prices too aggressively to protect profitability.

“Incentivizing” here means using manufacturer offers to influence purchase decisions, such as rebates or financing/lease terms. The host frames it as a strategy that can be tightened or loosened depending on how quickly vehicles are selling.

A “sellers market” is when demand is stronger than supply, so sellers have more pricing power and discounts are harder to get. The host frames the current situation as not clearly sellers-leaning either.

A “buyers market” is when supply exceeds demand, giving shoppers more leverage and typically leading to discounts. The host says the market is not firmly in that state right now, implying pricing pressure is more nuanced.

“Day supply of inventory” is a measure of how long current stock would last at the current sales pace. A lower number means cars are selling faster (tighter supply), while a higher number suggests more sitting inventory and weaker demand.

The Subaru Outback is a popular crossover-wagon that tends to be heavily volume-driven in the U.S. market, so its pricing can reflect whether Subaru has tight supply or excess inventory in a given region.

Lucid is an EV brand known for premium electric sedans and strong efficiency claims. Here, the discussion uses Lucid as an example of cars sitting on lots, implying weak sales relative to supply in that specific area.

Scottsdale Fashion Square is a shopping mall in Scottsdale, Arizona. The host uses it as a real-world example of inventory accumulation by describing Lucid cars parked in the garage.