The leaders of General Motors Corp. are looking to increase the auto giant’s inventories—particularly of its very profitable full-sized pickup trucks—after ending the first quarter with about 47 days of supply on dealers’ lots.
Speaking to analysts after Detroit-based GM reported its first-quarter results, Chair and CEO Mary Barra said the company began 2026 with lower inventories after “a very strong close to the fourth quarter” and added that situation persisted as teams installed tooling for the next generation of market-leading large pickups. GM dealers finished March with about 516,000 vehicles in their inventory, which was down 6% year over year.
CFO Paul Jacobson said on GM’s conference call that retail sales were dinged by the lower inventory of full-size pickups and added that plans call for pushing up inventory “over the next several quarters while being mindful of the broader demand environment.” Barra said the production of next-gen trucks should start ramping in the third quarter.
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