The forecast is 79 million shipped by end of this fj. Shipping 2.5M in the last quarter.
If we go by vgc numbers, they already sold over 2.8M units this quarter, with two weeks remaining, so there will be some empty shelves at random places here and there by the end of this month.
Well there was a 2.9 million shipped vs sold difference at the end of 2017, 76.5m shipped vs 73.6m sold.
So even if this quarter sales are 3.4m with shipments of 2.5m, there would still be a 2m shipped vs sold difference.
When the herd loses its way, the shepard must kill the bull that leads them astray.