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Ford sales jump 8%


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Van sales were the best in 38 years.

Transit sales - 57% increase in Q1.

 

F Series sales improved in California by 13% and Florida by 15 %.

 

Lincoln's ATP increased by $2,100 last month and that's with increased total sales

Cadillac's ATP increased by $1700 last month with decreased total sales..

 

Mark LaNeve also mentioned Edge sales 14,005, with 38% of them being high series Titanium....

 

 

 

While Fleet sales were 37% that is broken up as

Commercial 14%

Govt 6%

Daily rental 17%

 

In spite of that Ford brand ATP had a $1600 increase versus a year ago....

and Lincoln had a $2100 increase compared to a year ago.($700 increase sequentially over February)

"

LaNeve advises that Ford is Front Ending" its fleet sales in the first half of the year

and that those Fleet percentages will stabilize with fewer sales in Q3 and Q4.

 

Ford maximizes Q1 and Q2 sales with restricted production by building out Inventory

through the Winter months and filling that heavier mix of fleet sales to bring down inventory

while leaving them model year switches until after that happens. By dong that, Ford avoids

the need for having overflow plants....very clever.

 

 

Explorer's sales are strong with millennials,

 

F Truck - best March performance in 10 years...

Edited by jpd80
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The circle jerk among Ford fans on the GM site (GMinside...) is crazy because Ford outsold GM for one month. Congrats to Ford for a solid month anyways.

It's not a circle jerk, just turning the knife that is GMI hardcore' key metric- Sales

39% increase in fleet sales with an accompanying $1,600 increase in ATP

 

GM increases ATP by cutting fleet sales while Ford increases fleet sales and ATP at the same time

 

That is what is doing in the GMI hardcore heads, how can Ford what GM either can't or won't?

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The circle jerk among Ford fans on the GM site (GMinside...) is crazy because Ford outsold GM for one month. Congrats to Ford for a solid month anyways.

It's not a circle jerk, just turning the knife that is GMI hardcore's key metric- Sales

39% increase in fleet sales with an accompanying $1,600 increase in ATP

 

GM increases ATP by cutting fleet sales while Ford increases fleet sales and ATP at the same time

 

That is what is doing in the GMI hardcore heads, how can Ford what GM either can't or won't?

 

 

I think GM is also doing a great job but understand that posting environment,

Most there think it's a GM fan site and dive bomb any Ford / Lincoln thread.

Some of us restore the balance......

Edited by jpd80
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Wow, that's allot of Daily Rentals. Hope those are Transit fans.

And Ford"s ATP went up $1,600 at the same time fleet sales went up.

LaNeve said that Ford expects daily rentals will drop back to 11% by the end of the year.

Edited by jpd80
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It's not a circle jerk, just turning the knife that is GMI hardcore's key metric- Sales

39% increase in fleet sales with an accompanying $1,600 increase in ATP

GM increases ATP by cutting fleet sales while Ford increases fleet sales and ATP at the same time

That is what is doing in the GMI hardcore heads, how can Ford what GM either can't or won't?

I think GM is also doing a great job but understand that posting environment,

Most there think it's a GM fan site and dive bomb any Ford / Lincoln thread.

Some of us restore the balance......

Core example is this post but for the GM site Its a bunch of Ford invaders on a GM site telling all how great Ford is and ATPs and ROIs and kill less bunnies, etc. You don't see FCA, Euros or Asia inc on there just constantly seeing "Ford is God" garbage there . The mods there need to shut it down or kick people off its GMinsidenews not jackoffFordnews. Edited by Fgts
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And Ford"s ATP went up $1,600 at the same time fleet sales went up.

LaNeve said that Ford expects daily rentals will drop back to 11% by the end of the year.

 

 

The ATPs were going up YTD by around $2,700 so that's actually falling back down. So either fleeting ate into that gain or F-150 is selling less expensive models. Historically Ford has been a few grand under GM's ATPs but had been at parity until recently. Commercial fleeting is quite a bit smaller than I expected with Transit and F-150 around. With very little going on in Ford's car business over the next 2 years and capacity reduction for Fusion, we can probably expect significant declines in their car business unless it's propped up with daily rentals over the next 2 years. They don't have much capacity left for their Utilities so it might be hard to offset those car declines. All of that should be easily negated by F-Series and the new SuperDuty in the interim as they build toward a factory reorg and new models. It's looking like a flat year for Ford overall in terms of sales, but they will continue to shift more of their sales to more profitable F-Series and Midsize Utilities.

 

It's good to see Lincoln sales up, but it's still under 10K for the entire brand and only marginally higher for such low volume. MKX sales are back to their pre-launch levels, the growth is stilted due to the transition months (same with Edge). MKC appears to have topped out quite a bit lower than I expected.

Edited by BORG
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