Quote:
Originally Posted by SmartSaves
It is available in Canada. Don't think it is supply related.
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That would indicate it
is supply related - it comes down to level of reliable supply as obviously the assembly lines are config'd for the options.
For example, if covid cut reliable supply by 50% and the Canadian take rate consumes 30% of overall supply then you could either cut it in both markets or shift all of your supply to Canada and cut the US market. Depending on local market factors, take rates, and margin I can easily see continuing Canadian supply and cutting US (e.g., Canadian sales+margin is +3% with those options, -8% without, US is equal - then you move supply to Canada).
Given all of the little things that have been cut (cup holders, soft close, night vision, off-road package, steering, etc) to me that reeks of supply chain.
EDIT: Could also be assembly line issues, for example pushing through those options slows things down too much given the take rate of the US market so they limit it to certain markets.