RadicalX Posted December 3, 2018 Share Posted December 3, 2018 (edited) Expedition: 4.264 (up 7.9%) Heavy Trucks: 1048 (up 85.2%) MKC: 2.263 (up 11.1%) Navigator: 1.566 (up 27.3%) Nautilus: 3.153 (up 20.4%) November_2018_Sales.Final.pptx.pdf Edited December 3, 2018 by robertlane Quote Link to comment Share on other sites More sharing options...
akirby Posted December 3, 2018 Share Posted December 3, 2018 Highlights November U.S. sales at Ford Motor Company totaled 196,303 vehicles, representing a 6.9 percent decline As a result of a decline in daily rental sales due to order timing, Ford fleet sales were down 7.1 percent; daily rental was down 32.7 percent, while commercial sales were up 11.8 percent A stronger mix of Trucks and SUVs increased Ford’s overall average transaction pricing, hitting a new record of $37,000 in November, a $1,600 increase over last year. This compares to a $780 increase for the overall industry, with average transaction prices of $33,400 Ford F-Series has now recorded a record nine straight months topping 70,000 trucks sold, on sales of 72,102 pickups Overall Ford Expedition sales increased 7.9 percent last month with 4,264 SUVs sold. At retail, Expedition sales grew at a faster pace of 17.7 percent Lincoln Navigator sales rose on strong demand and tight inventory; 88 percent of retail sales were high series Reserve and Black Label Navigator models. Navigator posted gains of 27.3 percent overall Lincoln began selling its new Nautilus SUV last month; overall MKX and Nautilus sales were up 20.4 percent, with Nautilus representing approximately half of the retail mix Quote Link to comment Share on other sites More sharing options...
RadicalX Posted December 3, 2018 Author Share Posted December 3, 2018 3 minutes ago, akirby said: Highlights November U.S. sales at Ford Motor Company totaled 196,303 vehicles, representing a 6.9 percent decline As a result of a decline in daily rental sales due to order timing, Ford fleet sales were down 7.1 percent; daily rental was down 32.7 percent, while commercial sales were up 11.8 percent A stronger mix of Trucks and SUVs increased Ford’s overall average transaction pricing, hitting a new record of $37,000 in November, a $1,600 increase over last year. This compares to a $780 increase for the overall industry, with average transaction prices of $33,400 Ford F-Series has now recorded a record nine straight months topping 70,000 trucks sold, on sales of 72,102 pickups Overall Ford Expedition sales increased 7.9 percent last month with 4,264 SUVs sold. At retail, Expedition sales grew at a faster pace of 17.7 percent Lincoln Navigator sales rose on strong demand and tight inventory; 88 percent of retail sales were high series Reserve and Black Label Navigator models. Navigator posted gains of 27.3 percent overall Lincoln began selling its new Nautilus SUV last month; overall MKX and Nautilus sales were up 20.4 percent, with Nautilus representing approximately half of the retail mix With the arrival of the Aviator, Lincoln will be able to approach Infiniti Quote Link to comment Share on other sites More sharing options...
akirby Posted December 3, 2018 Share Posted December 3, 2018 1 minute ago, RadicalX said: With the arrival of the Aviator, Lincoln will be able to approach Infiniti 1 3 Quote Link to comment Share on other sites More sharing options...
twintornados Posted December 3, 2018 Share Posted December 3, 2018 Nice number for heavy trucks... Quote Link to comment Share on other sites More sharing options...
rmc523 Posted December 3, 2018 Share Posted December 3, 2018 Guess it makes sense they combined MKX and Nautilus numbers (I'm guessing they wouldn't have had it been an all-new model, not just a refresh). Nice to see Lincoln have a bump in the positive direction. 1 Quote Link to comment Share on other sites More sharing options...
robertlane Posted December 3, 2018 Share Posted December 3, 2018 2 hours ago, RadicalX said: With the arrival of the Aviator, Lincoln will be able to approach Infiniti We've heard that before. Hopefully in time though. Quote Link to comment Share on other sites More sharing options...
1984Poke Posted December 3, 2018 Share Posted December 3, 2018 Just out of curiosity, I wonder in which month’s numbers the MKZ that I ordered is included. I met with my salesman, signed some paperwork, handed over a deposit check, and (in my view) placed an order for a 2019 MKZ-H with my dealer on Wednesday, 17 October 2018. I was told my dealership places its orders with Lincoln on Tuesdays, thus I expected the order for my Z to be put into the dealer order system the following Tuesday, which would be 23 October. However, due to some issue/screwup at the dealer that was not fully explained to me (and, I admit, I did not ask for a detailed explanation because I was driving when my salesman called me to give me this news and because the issue was “water under the bridge” at that point), the order was not placed by the dealer until mid-November, 4 weeks after I expected. So...even though I think I placed the order in October (that is when I signed the customer order form and handed them a check as a deposit), is it likely that my MKZ is reflected in the month of November numbers because that is the month that Lincoln got the order? Quote Link to comment Share on other sites More sharing options...
Assimilator Posted December 3, 2018 Share Posted December 3, 2018 I believe it's counted only when the vehicle is sold, not ordered. Quote Link to comment Share on other sites More sharing options...
robertlane Posted December 3, 2018 Share Posted December 3, 2018 https://marketrealist.com/2018/12/f-series-sales-fell-again-requires-fords-immediate-attention Quote Link to comment Share on other sites More sharing options...
robertlane Posted December 3, 2018 Share Posted December 3, 2018 (edited) FCA sold 181,310 vehicles / 25% fleet Ford sold 196,303 / 25.9% fleet Driving FCA are Jeep and Ram, which is why Ford wishes to be more like them. http://www.autonews.com/article/20181203/RETAIL01/181209930 Edited December 3, 2018 by robertlane 2 Quote Link to comment Share on other sites More sharing options...
robertlane Posted December 3, 2018 Share Posted December 3, 2018 Here's a summary of November 2018 / some haven't reported their sales yet and GM only reports quarterly now: http://www.autonews.com/article/20181203/RETAIL01/181209939/ford-toyota-honda-sales-drop-on-weak-car-volume November 2018 Sales By Manufacturer Table: http://edit.autonews.com/section/usdcsales&nocache=1 Quote Link to comment Share on other sites More sharing options...
Assimilator Posted December 3, 2018 Share Posted December 3, 2018 (edited) Ford is still doing a fairly good job offsetting volume for a richer margin mix. The car-pocalypse at Ford is more like a renovation than an implosion. It does appear we have reached peak F-Series which I likely alarming to investors. I imagine F-Series will likely spend most of 2019 in the red with Ranger and competition eating at them. Ford's utility sales are also struggling to stay in the black this year, Expedition and EcoSport appear to be shouldering the loss from the others which is both a high and low margin product. Ford still has to fix its utility business which should start happening by the end of next year. MKX/Nautilus must be benefiting from incentives on the old and sales of the new, this might be the first time a Lincoln has cleared 3,000 sales this year. Edited December 3, 2018 by Assimilator Quote Link to comment Share on other sites More sharing options...
1984Poke Posted December 3, 2018 Share Posted December 3, 2018 (edited) 13 minutes ago, Assimilator said: I believe it's counted only when the vehicle is sold, not ordered. Ah. Of course, that makes sense. Didn’t think of that possibility. Thank you. Edited December 3, 2018 by 1984Poke Quote Link to comment Share on other sites More sharing options...
Assimilator Posted December 3, 2018 Share Posted December 3, 2018 (edited) 21 minutes ago, robertlane said: We've heard that before. Hopefully in time though. Aviator should grow Lincoln's customer base, we also have the new Corsair and Nautilus to hopefully hang onto or grow their existing customers. But Lincoln is also trying to offset MKZ volume so it's going to be harder to keep those overall numbers up. And then there is the softening in the car industry which may further tighten Lincoln's potential even with a virtually all-new suite of utilities. Edited December 3, 2018 by Assimilator 1 Quote Link to comment Share on other sites More sharing options...
akirby Posted December 3, 2018 Share Posted December 3, 2018 34 minutes ago, 1984Poke said: Just out of curiosity, I wonder in which month’s numbers the MKZ that I ordered is included. I met with my salesman, signed some paperwork, handed over a deposit check, and (in my view) placed an order for a 2019 MKZ-H with my dealer on Wednesday, 17 October 2018. I was told my dealership places its orders with Lincoln on Tuesdays, thus I expected the order for my Z to be put into the dealer order system the following Tuesday, which would be 23 October. However, due to some issue/screwup at the dealer that was not fully explained to me (and, I admit, I did not ask for a detailed explanation because I was driving when my salesman called me to give me this news and because the issue was “water under the bridge” at that point), the order was not placed by the dealer until mid-November, 4 weeks after I expected. So...even though I think I placed the order in October (that is when I signed the customer order form and handed them a check as a deposit), is it likely that my MKZ is reflected in the month of November numbers because that is the month that Lincoln got the order? It only counts when you take delivery. 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted December 3, 2018 Share Posted December 3, 2018 1 hour ago, robertlane said: https://marketrealist.com/2018/12/f-series-sales-fell-again-requires-fords-immediate-attention It's not hard to look at Silverado/Sierra and Ram being new affects sales numbers. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted December 3, 2018 Share Posted December 3, 2018 (edited) 17 minutes ago, rmc523 said: It's not hard to look at Silverado/Sierra and Ram being new affects sales numbers. Or was it that last years sales were significantly stronger compared to 2016's numbers.. November F Series sales 2018.........72,103 2017.........72,769 2016.........72,089 October F Series sales 2018.........70,438 2017.........75,974 2016.........65,542 I would be willing to bet that something exceptional happened with sales last October and November, were they perhaps replacing storm or flood damaged vehicles? Edited December 3, 2018 by jpd80 Quote Link to comment Share on other sites More sharing options...
tbone Posted December 3, 2018 Share Posted December 3, 2018 It would be interesting to see what Expedition and Navigator could do if they weren’t capacity constrained. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted December 3, 2018 Share Posted December 3, 2018 1 minute ago, jpd80 said: Or was it that last years sales were significantly stronger compared to 2016's numbers.. That's true too. Did some research: _______2015_____2016_____2017_____2018 Sept....69651......67809......82302.......75092 Oct......65500......65542......75974.......70438 Nov.....65192......72089.......72769......72102 So for September and October, last years' numbers were significantly higher than previous years (up 14.5K and ~10.5K). November's numbers have been very consistent the last 3 years. 1 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted December 3, 2018 Share Posted December 3, 2018 (edited) 17 minutes ago, tbone said: It would be interesting to see what Expedition and Navigator could do if they weren’t capacity constrained. Actually they aren't as bad anymore, Ford builds around 7,000 Expeditons and around 2,500 Navigators a month. Inventory on Expedition is fairly good now but I can't speak to trim mix October production and YTD Expedition.......7,133........October YTD........63,305 Navigator.........2,519........October YTD........20,298 Inventory October 1, 2018 Expedition......20,300 Navigator.........2,900 Edited December 3, 2018 by jpd80 Quote Link to comment Share on other sites More sharing options...
Kev-Mo Posted December 3, 2018 Share Posted December 3, 2018 1 hour ago, robertlane said: https://marketrealist.com/2018/12/f-series-sales-fell-again-requires-fords-immediate-attention Looks like Dodge RAM is stealing some F-series sales... December is the big Truck sales month, with small business owners looking at 'spend it or get taxed on it...' advice from their accountants. We'll see if Ford F-series can regain dominance over Dodge... Quote Link to comment Share on other sites More sharing options...
tbone Posted December 3, 2018 Share Posted December 3, 2018 Trims could certainly have an impact on sales. The Expedition and Nav are significantly more expensive than they used to be. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted December 3, 2018 Share Posted December 3, 2018 5 minutes ago, Kev-Mo said: Looks like Dodge RAM is stealing some F-series sales... December is the big Truck sales month, with small business owners looking at 'spend it or get taxed on it...' advice from their accountants. We'll see if Ford F-series can regain dominance over Dodge... If anything Ram is stealing Silverado sales and as explained above 2017 F Series October, November sales were significantly higher than 2016 and 2018 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted December 3, 2018 Share Posted December 3, 2018 13 minutes ago, Kev-Mo said: Looks like Dodge RAM is stealing some F-series sales... December is the big Truck sales month, with small business owners looking at 'spend it or get taxed on it...' advice from their accountants. We'll see if Ford F-series can regain dominance over Dodge... Last time I checked 72K > 50k. Quote Link to comment Share on other sites More sharing options...
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