Ford May 2024 Sales - Up 11.2% Overall

[rmc523]

https://s201.q4cdn.com/693218008/files/doc_news/2024/Jun/04/ford-may-2024-sales.pdf

 

 

I'll add my charts later.

 

 

From an Autoblog article - I'm surprised F-150 PowerBoost sales are only 5,766 - I'd have expected a lot more with how they hype it up:

https://www.autoblog.com/2024/06/04/fords-u-s-sales-soar-11-2-in-may-powered-by-hybrids-trucks-and-even-evs/

 

Quote

The all-new F-150 pickup, which saw sales slip earlier this year because of a delayed rollout, rebounded in May. Ford’s overall truck sales climbed 11.2% in May to 109,143, with total pickup sales jumping 7.7% on sales of 87,786 pickups. Ford said sales of the hybrid version of the F-150 rose 51% on sales of 5,766 trucks.

 

[DeluxeStang]

Not bad, people need to realize just because Ford isn't selling a hundred thousand EVs a month, that doesn't mean it's all doom and gloom. We're seeing somewhat robust demand after these price reductions. I imagine once Ford gets their CE1 EVs to market, we'll start to see some truly impressive sales figures. Contrary to popular belief, EVs aren't just a passing fad. 

[Sherminator98]

17 minutes ago, DeluxeStang said:

Not bad, people need to realize just because Ford isn't selling a hundred thousand EVs a month, that doesn't mean it's all doom and gloom. We're seeing somewhat robust demand after these price reductions. I imagine once Ford gets their CE1 EVs to market, we'll start to see some truly impressive sales figures. Contrary to popular belief, EVs aren't just a passing fad. 

 

There is so much of a perception problem with EVs and the general stupidity of social media/If it bleeds, it leads reporting headlines that make it sound like EVs are an absolute disaster, when its going to be slow and most likely a drawn out process that takes at least the next 10 years or so. 

 

I'm willing to bet that EVs will make up around 50% of the market by the end of the decade. 

[Andrew L]

It would be nice if Lincoln can hit 100k this year.  Their sales are up but Navigator is lagging.

[Flying68]

I wonder if the gross stock numbers include vehicles in transit or only vehicles on the showroom floor, because based on the numbers of Nautiluses vs Corsairs, Aviators, and Navigators you would think my dealer had a bunch of Nautiluses available for sale, but right now they have 18 Navigators, 13 Nautiluses, 12 Aviators and 9 Corsairs listed, but if you narrow down by eliminating the "in transit" vehicles you end up with 15 Navigators, 3 Nautiluses, 11 Aviators and 4 Corsairs.  And I am pretty sure the 3 Nautiluses listed as in stock aren't actually on the floor yet.  Shipping and logistics from China are hurting sales for the Nautilus.

[rmc523]

56 minutes ago, silvrsvt said:

 

There is so much of a perception problem with EVs and the general stupidity of social media/If it bleeds, it leads reporting headlines that make it sound like EVs are an absolute disaster, when its going to be slow and most likely a drawn out process that takes at least the next 10 years or so. 

 

I'm willing to bet that EVs will make up around 50% of the market by the end of the decade. 

 

Media built up the EV hype and sales aren't living up to the hype, so naturally media will hype up the "failure".   When anyone with a brain that actually gives it 5 seconds of thought knew that transitioning millions of vehicles and their infrastructure from one form of propulsion to another wouldn't happen overnight like they tried to proclaim would happen.

[rmc523]

2 hours ago, Andrew L said:

It would be nice if Lincoln can hit 100k this year.  Their sales are up but Navigator is lagging.

 

It looks like it's possible, but they'd have to continue having months like this to get there!

 

1 hour ago, Flying68 said:

I wonder if the gross stock numbers include vehicles in transit or only vehicles on the showroom floor, because based on the numbers of Nautiluses vs Corsairs, Aviators, and Navigators you would think my dealer had a bunch of Nautiluses available for sale, but right now they have 18 Navigators, 13 Nautiluses, 12 Aviators and 9 Corsairs listed, but if you narrow down by eliminating the "in transit" vehicles you end up with 15 Navigators, 3 Nautiluses, 11 Aviators and 4 Corsairs.  And I am pretty sure the 3 Nautiluses listed as in stock aren't actually on the floor yet.  Shipping and logistics from China are hurting sales for the Nautilus.

 

Nautilus is having one of its best years, I think (I'd have to go dig into some numbers to say for sure) - what I'm not sure of is how much inventory is the outgoing model vs. the new model.

[jpd80]

11 hours ago, rmc523 said:

 

Media built up the EV hype and sales aren't living up to the hype, so naturally media will hype up the "failure".   When anyone with a brain that actually gives it 5 seconds of thought knew that transitioning millions of vehicles and their infrastructure from one form of propulsion to another wouldn't happen overnight like they tried to proclaim would happen.

I did notice that F Series inventory is up to 211,000 so that could be a sign that Ford and dealers

are prepared to start doing deals with walk in customers.
 

Maybe part of the new strategy to go back to what works, pushing tin.

Edited June 5 by jpd80

[2005Explorer]

It's nice to see Maverick production really improving. People need affordable vehicles in the market. I'd like to see more offered because $60k+ full sized trucks are getting hard for most people to afford.

[DeluxeStang]

1 hour ago, 2005Explorer said:

It's nice to see Maverick production really improving. People need affordable vehicles in the market. I'd like to see more offered because $60k+ full sized trucks are getting hard for most people to afford.

Yeah, they're good trucks. A bit of a swing and a miss in the reliability/quality department, mine's been basically flawless, but we've seen horror stories on forums. But it's definitely been one of better affordable vehicle options out there besides all the recalls. 

[tzach]

On 6/4/2024 at 12:47 PM, silvrsvt said:

 

There is so much of a perception problem with EVs and the general stupidity of social media/If it bleeds, it leads reporting headlines that make it sound like EVs are an absolute disaster, when its going to be slow and most likely a drawn out process that takes at least the next 10 years or so. 

 

I'm willing to bet that EVs will make up around 50% of the market by the end of the decade. 

 

Do you mean 50% of all vehicles on the road or 50% of new car sales in 2029.  The former not a chance that will take way longer to get the middle of the county to transition.  50% of new car sales I still doubt it in 5 years.  First quarter 2024 sales were 7.3% of the market.  There are only 40 EV models for sale this year compared to how many ICE models?  It will of course grow each year in models available and sales.  I see more like 2040 to get to 50% new EV sales and longer to get to 90%.  I doubt it will ever be 100% and lets not forget any competing non-ICE vehicles that may pop up in the next 20 years that could compete with EV.

[Sherminator98]

3 hours ago, tzach said:

 

Do you mean 50% of all vehicles on the road or 50% of new car sales in 2029.  The former not a chance that will take way longer to get the middle of the county to transition.  50% of new car sales I still doubt it in 5 years.  First quarter 2024 sales were 7.3% of the market.  There are only 40 EV models for sale this year compared to how many ICE models?  It will of course grow each year in models available and sales.  I see more like 2040 to get to 50% new EV sales and longer to get to 90%.  I doubt it will ever be 100% and lets not forget any competing non-ICE vehicles that may pop up in the next 20 years that could compete with EV.

 

New car sales...EVs aren't a solution for everything either, esp when it comes to heavy duty trucks, but they can cover at least 80-90% of the light market.

 

[rmc523]

Finally got around to my chart:

 

[akirby]

2 hours ago, silvrsvt said:

 

they can cover at least 80-90% of the light market.

 

Uh…..no.

[rmc523]

11 hours ago, rmc523 said:

Finally got around to my chart:

 

 

It's nice to see so much green on the chart for a change.

 

EcoSport (and GT) is obviously dead, so we can throw it out.

 

I'm interested to see the interaction of Maverick and Ranger (and to a lesser extent F-series) now that the new Ranger is finally arriving.

[maginty]

7 hours ago, rmc523 said:

 

It's nice to see so much green on the chart for a change.

 

EcoSport (and GT) is obviously dead, so we can throw it out.

 

I'm interested to see the interaction of Maverick and Ranger (and to a lesser extent F-series) now that the new Ranger is finally arriving.

Hopefully, Ford will fix the 2024 Ranger blunder for 2025 and offer 4A, rear seat vents, and ventilated seats at least on Lariat. Canyon/Colorado offer all these features on multiple trims, Tacoma has ventilated seats on multiple trims. Overhead console with auxiliary switches should be optional on all trims as is offered on Canyon/Colorado and Tacoma.

[tbone]

1 hour ago, maginty said:

Hopefully, Ford will fix the 2024 Ranger blunder for 2025 and offer 4A, rear seat vents, and ventilated seats at least on Lariat. Canyon/Colorado offer all these features on multiple trims, Tacoma has ventilated seats on multiple trims. Overhead console with auxiliary switches should be optional on all trims as is offered on Canyon/Colorado and Tacoma.

Although the tests have shown the new Ranger is a competitive vehicle, it certainly is missing some pretty basic items by today’s standards.  It still feels like they are intentionally hamstring it.  Hopefully the items you suggested will get added, along with the sunroof option.  I personally wouldn’t buy one without 4A.  

[rmc523]

16 hours ago, maginty said:

Hopefully, Ford will fix the 2024 Ranger blunder for 2025 and offer 4A, rear seat vents, and ventilated seats at least on Lariat. Canyon/Colorado offer all these features on multiple trims, Tacoma has ventilated seats on multiple trims. Overhead console with auxiliary switches should be optional on all trims as is offered on Canyon/Colorado and Tacoma.

 

I'm shocked that with all of the complaints buyers had of Bronco not having rear air vents (and to a lesser extent A/c seats), that they moved forward without adding them to the Ranger.

 

 

Making it even worse, apparently the Chinese Bronco gets rear seat air vents:

 

 

But someone on Bronco6G said they know someone in Ford engineering and claims that this change is coming to our model for next year.

Edited June 7 by rmc523

[Andrew L]

1 hour ago, rmc523 said:

 

I'm shocked that with all of the complaints buyers had of Bronco not having rear air vents (and to a lesser extent A/c seats), that they moved forward without adding them to the Ranger.

 

 

Making it even worse, apparently the Chinese Bronco gets rear seat air vents:

 

 

But someone on Bronco6G said they know someone in Ford engineering and claims that this change is coming to our model for next year.

 

My g/fs father has a Bronco similar to yours same color and blue leather.  He was shocked it didn't have rear vents also.

[rmc523]

7 minutes ago, Andrew L said:

 

My g/fs father has a Bronco similar to yours same color and blue leather.  He was shocked it didn't have rear vents also.

 

I'm curious how complicated it'd be to retrofit it - sadly, I'd imagine it won't be the easiest or cheapest process.

 

I'm also guessing they'll swap to the digital cluster across the board too....there are already some pricey conversion kits out there, but they use the Raptor's screen, which also means Raptor graphics.

[2005Explorer]

18 hours ago, maginty said:

Hopefully, Ford will fix the 2024 Ranger blunder for 2025 and offer 4A, rear seat vents, and ventilated seats at least on Lariat. Canyon/Colorado offer all these features on multiple trims, Tacoma has ventilated seats on multiple trims. Overhead console with auxiliary switches should be optional on all trims as is offered on Canyon/Colorado and Tacoma.

If a person goes by what happened to the 2019-2023 Ranger things will only be deleted as time goes on. Ford loves decontenting as a model ages. Just sayin’ lol

[7Mary3]

Healthy gains in many segments.  What jumps out to me is how well the Maverick is doing, and it appears it's taking sales from the Ranger.  I know Ford struggles building Rangers as the plant is shared with the Bronco, so it looks like the Maverick's popularity may be allowing Ford to build more Broncos.

 

Another precipitous drop in heavy truck (F-650 and 750) sales.  I would hate to see Ford leave that market, but I don'r know how they are justifying staying in it at those levels.  Particularly with a unique platform.   

[rmc523]

2 minutes ago, 7Mary3 said:

Healthy gains in many segments.  What jumps out to me is how well the Maverick is doing, and it appears it's taking sales from the Ranger.  I know Ford struggles building Rangers as the plant is shared with the Bronco, so it looks like the Maverick's popularity may be allowing Ford to build more Broncos.

 

Another precipitous drop in heavy truck (F-650 and 750) sales.  I would hate to see Ford leave that market, but I don'r know how they are justifying staying in it at those levels.  Particularly with a unique platform.   

 

Well, one thing to note with Ranger, is that stock was at literally 0 before April, so that's why I was saying with production finally getting going on it, it'll be interesting to see where the numbers settle between Ranger and Maverick.

 

The 650/750 sales are also fleet dependent, so sometimes there can be big orders in Q1 one year, vs Q3 a different year.

[fuzzymoomoo]

3 hours ago, rmc523 said:

But someone on Bronco6G said they know someone in Ford engineering and claims that this change is coming to our model for next year.

I don’t know the exact extent but I have heard of some changes coming to MY2025 Bronco.

[Andrew L]

2 hours ago, rmc523 said:

 

I'm curious how complicated it'd be to retrofit it - sadly, I'd imagine it won't be the easiest or cheapest process.

 

I'm also guessing they'll swap to the digital cluster across the board too....there are already some pricey conversion kits out there, but they use the Raptor's screen, which also means Raptor graphics.

 

I have wondered that too... in a similar but reverse fashion the 4th gen Taurus had rear HVAC vents but in 04 they removed them due to cost cutting.  So 00-03 have them and 04-07 do not.  I remember someone talking about retrofitting a center console from an 00-03 but never followed up to see if they pulled it off.  I imagine it wouldn't be horrible to do.  If you are just swapping then panel you'd need the plumbing too and probably open a hole on the original plumbing and connect there.  Just a guess though. 

Edited June 7 by Andrew L