Ford July 2024 Sales Results

[rmc523]

https://s201.q4cdn.com/693218008/files/doc_news/2024/Aug/02/july-2024-u-s-sales.pdf

 

 

 

 

Maverick's growth is crazy.  It's already at 90k units and there are still 5 months left in the year.  It's on pace for 150k for the year, which is awesome - about time Ford had a hit on its hands.

 

If you look at C2 platform, you're at 248k through 7 months of the year.  I'd like to see them work on a new TC, but it doesn't seem like that's going to happen.

 

F-Series finally eeked out a slight monthly increase, but still off 30k for the year.  Hopefully inventory keeps arriving to help out sales after the quality holds.

 

Ranger still seems to be trickling out.  Bronco isn't doing well.....I'd imagine buyers are balking at pricing.

 

Lincoln is also doing well, up 10k on the year....it'll be interesting to see how close they get to 100k on the year.

[DeluxeStang]

1 hour ago, rmc523 said:

https://s201.q4cdn.com/693218008/files/doc_news/2024/Aug/02/july-2024-u-s-sales.pdf

 

 

 

 

Maverick's growth is crazy.  It's already at 90k units and there are still 5 months left in the year.  It's on pace for 150k for the year, which is awesome - about time Ford had a hit on its hands.

 

If you look at C2 platform, you're at 248k through 7 months of the year.  I'd like to see them work on a new TC, but it doesn't seem like that's going to happen.

 

F-Series finally eeked out a slight monthly increase, but still off 30k for the year.  Hopefully inventory keeps arriving to help out sales after the quality holds.

 

Ranger still seems to be trickling out.  Bronco isn't doing well.....I'd imagine buyers are balking at pricing.

 

Lincoln is also doing well, up 10k on the year....it'll be interesting to see how close they get to 100k on the year.

Not bad at all. I've said it before, but anyone who played a substantial role in the development of c2 products needs to be fast tracked to leadership positions within Ford. 

 

C2 is everything a platform should be, cost efficient, scalable, reliable, capable of accommodating an endless variety of top hats, it's basically a perfect architecture. C2 is everything that's right with Ford when they nail it, and should be the benchmark for future vehicle development. 

[jpd80]

F Series sales just under 69,000 is a very good result after a mediocre previous month.

That plus Ford has F Series inventory right where it wants at 206,000.

[Andrew L]

11 hours ago, DeluxeStang said:

Not bad at all. I've said it before, but anyone who played a substantial role in the development of c2 products needs to be fast tracked to leadership positions within Ford. 

 

C2 is everything a platform should be, cost efficient, scalable, reliable, capable of accommodating an endless variety of top hats, it's basically a perfect architecture. C2 is everything that's right with Ford when they nail it, and should be the benchmark for future vehicle development. 

 

My only fear is that Borg over at GMI said that Explorer and Aviator may move to C2.  To me that would be a shame since I love the RWD proportions on them and IMO could hurt Aviators look.  I get it on a business side because it would reduce costs even more but for image, I think it would be negative.  Maybe not so much for Explorer since it sold pretty well when it was on D4 but Aviator... I don't know.

[silvrsvt]

8 minutes ago, Andrew L said:

 

My only fear is that Borg over at GMI said that Explorer and Aviator may move to C2.  To me that would be a shame since I love the RWD proportions on them and IMO could hurt Aviators look.  I get it on a business side because it would reduce costs even more but for image, I think it would be negative.  Maybe not so much for Explorer since it sold pretty well when it was on D4 but Aviator... I don't know.

 

Take anything Borg says with a huge grain of salt. With using possible EV mandates of 2035, it would far easier just to keep with the CD6 till then, the platform isn't that old (16 years old in 2035) and Police Depts would be more inclined to buy them because of the continuity of the platform.  

Depending on how EVs shake out, Ford can just keep updating current platforms till then instead of coming out with a new product that would take even longer to amortize the costs on

[rmc523]

2 hours ago, Andrew L said:

 

My only fear is that Borg over at GMI said that Explorer and Aviator may move to C2.  To me that would be a shame since I love the RWD proportions on them and IMO could hurt Aviators look.  I get it on a business side because it would reduce costs even more but for image, I think it would be negative.  Maybe not so much for Explorer since it sold pretty well when it was on D4 but Aviator... I don't know.

 

Well, as pointed out, Borg is often wrong, even if he won't admit it and throws a hissy fit.  I do appreciate what he provides, but it's not gospel despite what he thinks.  I think his info may be right at a given time, but we know how Ford changes plans...

 

That said, 2 things:

1) I thought we've heard rumors of Explorer getting a new gen on the same platform...

2) moving to C2 would be a dual benefit of using a platform for commodities of scale that CD6 doesn't have, AND would allow them to pivot more performance oriented (RWD) customers to the EV version (if/when that ever arrives).

 

Also interesting that they can make a case for Explorer on C2, meanwhile Edge is just sitting in the corner waving....(and no, the Chinese one won't work here, unlike Nautilus).

[DeluxeStang]

2 hours ago, Andrew L said:

 

My only fear is that Borg over at GMI said that Explorer and Aviator may move to C2.  To me that would be a shame since I love the RWD proportions on them and IMO could hurt Aviators look.  I get it on a business side because it would reduce costs even more but for image, I think it would be negative.  Maybe not so much for Explorer since it sold pretty well when it was on D4 but Aviator... I don't know.

It depends on how flexible the architecture is. You can give a FWD platform RWD proportions if there aren't a ton of hard points constraining the design. 

 

CD6, I used to be excited about that platform, but it just seems like a massive missed opportunity. From my understanding, there were multiple RWD sedans planned for that platform which were cancelled. Which actually makes me wonder if we do get a mustang sedan if it'll be CD6 based seeing as the s650 platform can't be stretched to a sedan, probably not, but just a thought. 

[silvrsvt]

Another reason not to use the CD4-its nearly 4 inches narrower and would be 11 inches shorter then the current Explorer. the Edge L is about 188 inches long where as the Explorer is 199. Not sure if the C2 can be stretched out that much without compromising the crash cell/passenger compartment. 

[DeluxeStang]

1 minute ago, silvrsvt said:

Another reason not to use the CD4-its nearly 4 inches narrower and would be 11 inches shorter then the current Explorer. the Edge L is about 188 inches long where as the Explorer is 199. Not sure if the C2 can be stretched out that much without compromising the crash cell/passenger compartment. 

Another reason to stick with CD6 for the next gen explorer is it reduced the likelihood of having quality issues. By then, CD6 should be ironed out pretty well. 

[Andrew L]

3 hours ago, silvrsvt said:

 

Take anything Borg says with a huge grain of salt. 

 

I replied earlier but I guess my post didn't go through... I do take everything he says with a grain of salt I know he has been wrong quite a few times before but he was right about Oakville and a few other things recently, so I hope he is wrong about this too.  He also claims that all funding for Lincoln has been put on hold indefinitely, I hope that's not true.

 

That being said I hope Explorer and Aviator do stay on CD6 and they keep building up on it.  I know it's been somewhat of a money loser but if they could build something else on it that may help offset some costs. 

[silvrsvt]

14 minutes ago, Andrew L said:

 

I replied earlier but I guess my post didn't go through... I do take everything he says with a grain of salt I know he has been wrong quite a few times before but he was right about Oakville and a few other things recently, so I hope he is wrong about this too.  He also claims that all funding for Lincoln has been put on hold indefinitely, I hope that's not true

 

A broken clock is right twice a day...

[akirby]

4 hours ago, Andrew L said:

 

My only fear is that Borg over at GMI said that Explorer and Aviator may move to C2.  To me that would be a shame since I love the RWD proportions on them and IMO could hurt Aviators look.  I get it on a business side because it would reduce costs even more but for image, I think it would be negative.  Maybe not so much for Explorer since it sold pretty well when it was on D4 but Aviator... I don't know.

It’s not impossible, but they already dropped the transverse 2.3 and 2.7 engines along with the higher capacity trannies.  Plus that’s a lot to stretch the already stretched Nautilus platform.  Keeping it CD6 allows it to share powertrains with Mustang, F series, Ranger and Bronco as needed and the platform is done and paid for.  Makes no sense.

[DeluxeStang]

1 hour ago, akirby said:

It’s not impossible, but they already dropped the transverse 2.3 and 2.7 engines along with the higher capacity trannies.  Plus that’s a lot to stretch the already stretched Nautilus platform.  Keeping it CD6 allows it to share powertrains with Mustang, F series, Ranger and Bronco as needed and the platform is done and paid for.  Makes no sense.

I'll be curious to see if Ford revisits the idea of a CD6 mustang. We know the mustang is gonna need to ride on a new platform moving forward, the current architecture apparently can't accommodate hybrid powertrains, let alone an all electric setup, both of which will be needed in the coming years/decades. 

 

Apparently there's a weight issue with a CD6 mustang, but ever improving engineering may find a way around that. 

[akirby]

4 minutes ago, DeluxeStang said:

I'll be curious to see if Ford revisits the idea of a CD6 mustang. We know the mustang is gonna need to ride on a new platform moving forward, the current architecture apparently can't accommodate hybrid powertrains, let alone an all electric setup, both of which will be needed in the coming years/decades. 

 

Apparently there's a weight issue with a CD6 mustang, but ever improving engineering may find a way around that. 

Supposedly there is a lot of cd6 in the current platform already.

[jpd80]

11 hours ago, DeluxeStang said:

I'll be curious to see if Ford revisits the idea of a CD6 mustang. We know the mustang is gonna need to ride on a new platform moving forward, the current architecture apparently can't accommodate hybrid powertrains, let alone an all electric setup, both of which will be needed in the coming years/decades. 

 

Apparently there's a weight issue with a CD6 mustang, but ever improving engineering may find a way around that. 

S550 was redesigned to S650, part of that was including some CD6 modules  so it could have a hybrid powertrain,

the 2.3 EB PHEV was supposed to be part of the program but then delayed.

[ExplorerDude]

17 hours ago, Andrew L said:

 

I replied earlier but I guess my post didn't go through... I do take everything he says with a grain of salt I know he has been wrong quite a few times before but he was right about Oakville and a few other things recently, so I hope he is wrong about this too.  He also claims that all funding for Lincoln has been put on hold indefinitely, I hope that's not true.

 

That being said I hope Explorer and Aviator do stay on CD6 and they keep building up on it.  I know it's been somewhat of a money loser but if they could build something else on it that may help offset some costs. 

The last I heard the next gen Explorer and Aviator will arrive for MY29 and will simply be a new top hat on the CD6 platform. 
 

However plans do change frequently so it’s possible it’s a different platform but unlikely.

[rmc523]

1 hour ago, ExplorerDude said:

The last I heard the next gen Explorer and Aviator will arrive for MY29 and will simply be a new top hat on the CD6 platform. 
 

However plans do change frequently so it’s possible it’s a different platform but unlikely.

 

This seems the most logical path for me....it doesn't make sense to work on a full new platform if EV are indeed the longer-term future.  That said, '29 is far too long....we're talking another 4 model years before a new model arrives.

[ExplorerDude]

16 minutes ago, rmc523 said:

 

This seems the most logical path for me....it doesn't make sense to work on a full new platform if EV are indeed the longer-term future.  That said, '29 is far too long....we're talking another 4 model years before a new model arrives.

There is supposedly another MCA for MY27.

 

The previous, 5th gen Explorer went from 2011-2019. So it’s not completely out of the ordinary if this one lasts from 2020-2028.

 

9 years is a long time but they keep it just under a decade. Stretching these generations longer and longer out.

Edited August 7 by ExplorerDude

[rmc523]

33 minutes ago, ExplorerDude said:

There is supposedly another MCA for MY27.

 

The previous, 5th gen Explorer went from 2011-2019. So it’s not completely out of the ordinary if this one lasts from 2020-2028.

 

9 years is a long time but they keep it just under a decade. Stretching these generations longer and longer out.

 

I was going to say basically like the last one, which I also thought was too long.

 

Hopefully that '27 update is a bit more comprehensive than the I think '17 or '18MY for the last one?  Where all they did was they add a chrome strip or something like that.

[Andrew L]

1 minute ago, rmc523 said:

 

I was going to say basically like the last one, which I also thought was too long.

 

Hopefully that '27 update is a bit more comprehensive than the I think '17 or '18MY for the last one?  Where all they did was they add a chrome strip or something like that.

 

By that point it will need a major interior revamp.

[92merc]

I think if the Explorer is going to stick around for awhile in gas/hybrid form, it should be moved to the T6 platform.  Merge the engineering with the Everest.  Especially if the Mustang dumps the CD6 parts.  Makes no sense to keep a single vehicle like the Explorer on a lone platform.  Seems like the Everest can do everything the Explorer is doing.  Just add some North American touches.  Just like the Ranger situation.

 

Not unless Ford decides to expand CD6 into a Edge replacement.  But I don't see that option happening.  C2 platform makes more sense for an Edge replacement.  IMO of course...

[silvrsvt]

26 minutes ago, 92merc said:

I think if the Explorer is going to stick around for awhile in gas/hybrid form, it should be moved to the T6 platform.  Merge the engineering with the Everest.  Especially if the Mustang dumps the CD6 parts.  Makes no sense to keep a single vehicle like the Explorer on a lone platform.  Seems like the Everest can do everything the Explorer is doing.  Just add some North American touches.  Just like the Ranger situation.

 

Not unless Ford decides to expand CD6 into a Edge replacement.  But I don't see that option happening.  C2 platform makes more sense for an Edge replacement.  IMO of course...

 

The engineering costs should be pretty much paid for by now. Going to T6 most likely wouldn't be able to give it the NHV demands that the Aviator needs as a Luxury product. Plus you'd need to retool Chicago again to make a BOF product-they already did that with going from the D3 to CD6 back in 2019

 

[rmc523]

4 hours ago, Andrew L said:

 

By that point it will need a major interior revamp.

 

To be fair, it did just get a new dash, which is more than refreshes usually get.  But yeah, updates will need to be decent, IMO.

 

1 hour ago, 92merc said:

I think if the Explorer is going to stick around for awhile in gas/hybrid form, it should be moved to the T6 platform.  Merge the engineering with the Everest.  Especially if the Mustang dumps the CD6 parts.  Makes no sense to keep a single vehicle like the Explorer on a lone platform.  Seems like the Everest can do everything the Explorer is doing.  Just add some North American touches.  Just like the Ranger situation.

 

Not unless Ford decides to expand CD6 into a Edge replacement.  But I don't see that option happening.  C2 platform makes more sense for an Edge replacement.  IMO of course...

 

That's what they were doing, but it got scrapped....apparently proportions didn't look good either.

[Trader 10]

On 8/6/2024 at 8:44 AM, silvrsvt said:

 

Take anything Borg says with a huge grain of salt. With using possible EV mandates of 2035, it would far easier just to keep with the CD6 till then, the platform isn't that old (16 years old in 2035) and Police Depts would be more inclined to buy them because of the continuity of the platform.  

Depending on how EVs shake out, Ford can just keep updating current platforms till then instead of coming out with a new product that would take even longer to amortize the costs on

I don’t get the hate for Borg on this site. He may be wrong at times, but he was correct about Oakville and his recent statement that Ford has cancelled the 3 row EV is apparently also correct. I welcome rumors about possible new products even if they may not be 100% correct. Look at the huge losses Fords EV division is posting. Those are going to continue for years. Ford has to out earn its stupidity for going too hard to fast on EVs with big ICE profits. The competition isn’t resting. Fords ICE vehicles will need substantial upgrades during the next 10 years to keep pace, including , in my opinion, a C2 Edge. 

[akirby]

33 minutes ago, Trader 10 said:

I don’t get the hate for Borg on this site. He may be wrong at times, but he was correct about Oakville and his recent statement that Ford has cancelled the 3 row EV is apparently also correct. 

Because he gets off on being the guy with the inside info and if anyone dares to question the accuracy of his statements he gets super mad, even when he was proven wrong in the past.  A normal person would temper their statements with “this might change” or “I’m 90% sure” but not Borg.  If he was actually on the inside it might be different but he’s just getting his info 2nd hand.  Being right doesn’t negate the shitty attitude all the other times.