Upfitters experienced a whipsaw effect of robust fleet orders straining their pre-pandemic production capacity and within the space of a month were struggling with chassis shortages due to the suspension of vehicle production.
Fewer Railcar Constraints but Transporter OTD Issues Persist
During the 2020 model-year, the fleet industry did not experience significant railcar-related issues as seen in past model-years. However, fleets did report transportation issues with car haulers and last-mile deliveries to the dealers.