2023 Spring Order Sidewinders

[earthling]

Does anyone know how many sleds were sold by Yamaha for 2022?

I doubt anyone but Yamaha knows at this point. The short answer is " All of them "

 

[fxnytrortxkid]

That means that they are building 170 of them instead of 100.

I get that. Does that mean they made 10,000 in 21 and sold 17,000 in 22. Or 20,000-34,000 or 5,000-8500. Idk. That’s what I don’t know how it transfers number wise. I get how percentage works

 

[earthling]

If I had to take a guess, I would say around 7-10k across all models, worldwide.

 

[STAIN]

If I had to take a guess, I would say around 7-10k across all models, worldwide.

I think that number might be ALL the sleds to come out of Thief River Falls, Cat and Yamaha

 

[earthling]

I think that number might be ALL the sleds to come out of Thief River Falls, Cat and Yamaha

That's why I put the range in there. Since the agreement would Yamaha and Cat purchasing from each other, the operating margins are probably similar for both since each gets the benefits of not carrying as much design/manufacturing overhead for the items they purchase from the other. IOW, Cat has a very efficient 4-stroke program Basically, I was looking at it not from the perspective of who put the stickers and paint on the outside but instead on what it means for each respective manufacturer.

So, I give Yamaha some credit for some cat sales and you could argue the reverse (cat selling yamaha). I waffled on that lower number, whether its 5500 - 7,000 but at the end of the day I think 7k isn't unreasonable if you give Yamaha some credit for some of cats sales. The only alternative is to completely separate the two in which case the number is harder to guess at unless you have access to better data.

 

[earthling]

I heard someplace up 70% from last year. Idk what that means number wise tho.

I doubt they were up 70% across the board. That would be phenomenal growth, Jaret would look much happier in his VLOGs. Maybe in one category (kids sleds, utility, something) but not across the board. Maybe up 70% in snowcheck? Who knows where that number comes from. Its like sports stats. Joe Ballhugger is the 4th leading all time 3 point left handed shooter from 40' out when playing home games during rainy days while wearing colored socks. There is always a way to extract something impressive sounding from the data

 

[WinderFab]

Funny, yesterday big dealer in another area/province advertised the full 2023 models. I think the top dogs have more pull when it comes to ordering.

 

[number1kyster]

I was told Textron is building 10k sleds for 2023. So the 2022 sales must be north of that.

 

[fxnytrortxkid]

I doubt they were up 70% across the board. That would be phenomenal growth, Jaret would look much happier in his VLOGs. Maybe in one category (kids sleds, utility, something) but not across the board. Maybe up 70% in snowcheck? Who knows where that number comes from. Its like sports stats. Joe Ballhugger is the 4th leading all time 3 point left handed shooter from 40' out when playing home games during rainy days while wearing colored socks. There is always a way to extract something impressive sounding from the data

I actually wanna say it was Jarret who said that in one of his vlogs. What I heard be it him or another reliable source was snowmobile sales (all of them) was up 70% from previous year which is why they had trouble with demand last year.

 

[Upstater57]

Both cat and yamaha will only build what they can secure in parts from vendors. Makes no sense for them to sell what they cannot build. We all seen these issues start for MY 21' got worse for 22'. Lot of unhappy customers. Note that cat only has one model tcat and will a limited supply of riot 9000's for MY 23'. Cat could easily bring back the Pantera and the ZR 7000. I suspect yamaha can only supply a limited amount of engines and electronics. I also suspect there is lots of new stuff awaiting the 24' MY if the supply chain stabilizes. Cat had new stuff ready for MY 22' for their 60th Anniversary. The supply chain could not support it due to the pandemic so the new stuff waits.

 

[earthling]

I actually wanna say it was Jarret who said that in one of his vlogs. What I heard be it him or another reliable source was snowmobile sales (all of them) was up 70% from previous year which is why they had trouble with demand last year.

That would still be an incredible number. The 2020-21 season saw sales increase by 10% across the industry worldwide, within that number is a sales decline in some regions and the biggest growth was US and Canada where both grew by 16%. Within that 10% growth I suspect that Polaris and Doo exchanged some portion of their market share and cat/yamaha were relatively static (less than 1% growth in market share). Keep in mind, that there were 133,444 total units sold, and BRP+Polaris account for more than 70% of that. Growth of market share in any market is dominated by single digit percentage points. 1% of sled sales is 1334 units. For any manufacturer to gain/lose 1% of market share is significant especially if you are a smaller player.

New Snowmobile Sales Data for Winter of 2020-2021, ISMA (International Snowmobile Manufacturers Association)-Information for snowmobilers: snowmobiling trails and safety; facts and trends

Snowmobile sales statistics for the 2020-2021 season.

www.snowmobile.org

The trouble with demand was an imbalance between supply chain and the number of customers. It all comes down to supply chain. Like I said, any number approaching 70% would have to come from some sliver of extracted data. It would not be the growth number for any significant category, model, or even part.

 

[actionjack]

20 Percent Jump In Sled Sales Is National News | SnowGoer

Newspapers plus TV and radio stations are all looking for the local angle on great snowmobile sales.

snowgoer.com

 

[fxnytrortxkid]

That would still be an incredible number. The 2020-21 season saw sales increase by 10% across the industry worldwide, within that number is a sales decline in some regions and the biggest growth was US and Canada where both grew by 16%. Within that 10% growth I suspect that Polaris and Doo exchanged some portion of their market share and cat/yamaha were relatively static (less than 1% growth in market share). Keep in mind, that there were 133,444 total units sold, and BRP+Polaris account for more than 70% of that. Growth of market share in any market is dominated by single digit percentage points. 1% of sled sales is 1334 units. For any manufacturer to gain/lose 1% of market share is significant especially if you are a smaller player.

New Snowmobile Sales Data for Winter of 2020-2021, ISMA (International Snowmobile Manufacturers Association)-Information for snowmobilers: snowmobiling trails and safety; facts and trends

Snowmobile sales statistics for the 2020-2021 season.

www.snowmobile.org

The trouble with demand was an imbalance between supply chain and the number of customers. It all comes down to supply chain. Like I said, any number approaching 70% would have to come from some sliver of extracted data. It would not be the growth number for any significant category, model, or even part.

VLOG #24 – 2022 Yamaha Snowmobiles Delivery Update | On this episode of Sled Talk, Jaret is joined by Chris Poirier and Dan Rivito, sales managers for Yamaha Motor Canada and Yamaha Motor USA respectively.... | By Yamaha SnowmobilesFacebook

On this episode of Sled Talk, Jaret is joined by Chris Poirier and Dan Rivito, sales managers for Yamaha Motor Canada and Yamaha Motor USA respectively....

fb.watch

 

[Sledroll]

I was told Textron is building 10k sleds for 2023. So the 2022 sales must be north of that.

Why would you assume the sales this year will be less than ly ?
They were much more aware of the issues this year , so i think they are limiting the numbers , but the demand is up , and they have had time to try to raise the total build .
Has anyone ever heard , seen an article that references the total number of sleds made at TRF ever ?
This could give some insight to the current numbers ..
Didn't some organization use to publish sales figures regionally or world wide ?

 

[number1kyster]

I'm basing that on my local Cat dealer telling me that they are going to limit sales to 10k units for 2023 to avoid cancelations and late deliveries.