Back to the day job

Back to the day job - 2023 - to infinity and beyond

I thought I would do a survey on how optimistic the industry felt on work day 1 of 2023 ....... There is an argument that the number of walking floor trailers and tipping trailers entering the market in 2020, 2021, and 2022 was below the trend replacement line. All for known reasons, Brexit, Covid supply chain shocks etc.  Therefore 2023 should be a good uptick year for sales. However price inflation and interest rates changing affordability will dampen this uptick. As Donald Rumsfeld famously hashed - what are the unknown unknowns? Optimism, strikes, and UK viability will work their own factors heavily through Q3 and Q4. The first signs of this will be full order books being peppered by customer cancellations. This could lead to a rout.  However I am a natural optimist and I think it will end up an ok sort of year. God bless.

Posted by Andrew on 03/01/2023