rmc523 Posted November 4 Share Posted November 4 Ford U.S. October 2024 Sales Release I'll have my charts up soon. 3 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted November 5 Author Share Posted November 5 Good month overall, some highlights: F-series way up vs. last year - its losses for the year have trimmed to 8500 (it was down 22.5k YTD last month) Ranger is finally waking up. Lightning down a lot this month. Lincoln had some fantastic numbers, though I think it was also an abnormally low month last year, but even so 9,349 for the month is good.....and around levels from back when they had sedans in the lineup too. It'll be interesting to see if this volume can be maintained. I also wonder what the breakdown of Nautilus sales are of old vs. new model. Bronco finally back up after 4 straight months of declining sales vs last year. 2 Quote Link to comment Share on other sites More sharing options...
morgan20 Posted November 5 Share Posted November 5 9 minutes ago, rmc523 said: Lightning down a lot this month. Yea, it's crazy how Lightning sales ran out of steam all of a sudden. Sales doubled in Q3, then dropped 50% in October. Did the other electric trucks from GM, Rivian, and Tesla steal Lightning's thunder? Quote Link to comment Share on other sites More sharing options...
jpd80 Posted November 5 Share Posted November 5 (edited) 5 hours ago, morgan20 said: Yea, it's crazy how Lightning sales ran out of steam all of a sudden. Sales doubled in Q3, then dropped 50% in October. Did the other electric trucks from GM, Rivian, and Tesla steal Lightning's thunder? It’s a pretty fickle market, you can bet that Lightning inventory is way up there (Ford not saying anything) but looking at Mach E sales of 3,300 last month while inventory is 14,300, maybe a shipment heading to Europe? 67,000 sales for F Series is another solid result but we know that Ford would love that figure to be in the 70s and overall sales pushing into 172,000 is way better than last years woeful figures. Ford need to hang in there and maybe start offering some good incentives to work down inventory levels. Edited November 5 by jpd80 1 Quote Link to comment Share on other sites More sharing options...
Rick73 Posted November 5 Share Posted November 5 Hybrids at 10% or higher of total volume for second month is great to see. 👍 2 Quote Link to comment Share on other sites More sharing options...
ausrutherford Posted November 5 Share Posted November 5 Nothing really to complain about here outside of the numbers would have been better with the Edge had lived. 2 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted November 6 Share Posted November 6 7 hours ago, ausrutherford said: Nothing really to complain about here outside of the numbers would have been better with the Edge had lived. Indeed, would love to see Americanised versions of Chinese Equator (call it Edge) and Equator Sport (call it Territory) built at Louisville along with Lincoln Nautilus and Corsair. CE1s should be built in Mexico but if that’s not possible, build a plant maybe in California? Right on main market doorstep 1 Quote Link to comment Share on other sites More sharing options...
twintornados Posted November 6 Share Posted November 6 3 hours ago, jpd80 said: Indeed, would love to see Americanised versions of Chinese Equator (call it Edge) and Equator Sport (call it Territory) built at Louisville along with Lincoln Nautilus and Corsair. CE1s should be built in Mexico but if that’s not possible, build a plant maybe in California? Right on main market doorstep Not enough room at Louisville Truck....however, Flat Rock could use some product to take up all that unused space. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted November 6 Author Share Posted November 6 7 hours ago, jpd80 said: Indeed, would love to see Americanised versions of Chinese Equator (call it Edge) and Equator Sport (call it Territory) built at Louisville along with Lincoln Nautilus and Corsair. CE1s should be built in Mexico but if that’s not possible, build a plant maybe in California? Right on main market doorstep Isn't Equator smaller? Quote Link to comment Share on other sites More sharing options...
grbeck Posted November 6 Share Posted November 6 On 11/5/2024 at 8:41 AM, rmc523 said: Good month overall, some highlights: F-series way up vs. last year - its losses for the year have trimmed to 8500 (it was down 22.5k YTD last month) Ranger is finally waking up. Lightning down a lot this month. Lincoln had some fantastic numbers, though I think it was also an abnormally low month last year, but even so 9,349 for the month is good.....and around levels from back when they had sedans in the lineup too. It'll be interesting to see if this volume can be maintained. I also wonder what the breakdown of Nautilus sales are of old vs. new model. Bronco finally back up after 4 straight months of declining sales vs last year. Regarding Nautilus sales - if our local dealers are any indication, they have been sold out of the prior generation for months. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted November 6 Author Share Posted November 6 45 minutes ago, grbeck said: Regarding Nautilus sales - if our local dealers are any indication, they have been sold out of the prior generation for months. That's actually fantastic news if true across the country. Sadly, the Lincoln(/Ford) dealer that I used to pass on my daily commute closed last year when they couldn't get the power required for EV requirements.....I wonder if they regret closing now that Ford has heavily backtracked on those requirements......anyway, I can't see what they have on lots easily anymore and I didn't look up any inventory figures. 1 Quote Link to comment Share on other sites More sharing options...
Oac98 Posted November 6 Share Posted November 6 6 hours ago, grbeck said: Regarding Nautilus sales - if our local dealers are any indication, they have been sold out of the prior generation for months. Well they should be sold out by now we stopped building them early December 2023. 1 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted November 7 Share Posted November 7 17 hours ago, twintornados said: Not enough room at Louisville Truck....however, Flat Rock could use some product to take up all that unused space. Louisville has capacity for up to 450,000 vehicles a year. All of those vehicles could be redone on C2 by just removing the Chinese power train localisation. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted November 7 Share Posted November 7 14 hours ago, rmc523 said: Isn't Equator smaller? Equator is 193” long and 76” wide so it’s basically the Edge with a longer SUV back (112” wheelbase) the Equator Sport is a shorter wheelbase vehicle is around 182” long and 76” wide (107” wheelbase) Quote Link to comment Share on other sites More sharing options...
Oac98 Posted November 7 Share Posted November 7 On 11/6/2024 at 1:11 AM, jpd80 said: Indeed, would love to see Americanised versions of Chinese Equator (call it Edge) and Equator Sport (call it Territory) built at Louisville along with Lincoln Nautilus and Corsair. CE1s should be built in Mexico but if that’s not possible, build a plant maybe in California? Right on main market doorstep I doubt Ford needs another Assembly plant in North America when you’re gonna have BOC underutilized. They’re not gonna build 300000 of anything at BOC for the next little while. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted November 7 Author Share Posted November 7 9 hours ago, jpd80 said: Equator is 193” long and 76” wide so it’s basically the Edge with a longer SUV back (112” wheelbase) the Equator Sport is a shorter wheelbase vehicle is around 182” long and 76” wide (107” wheelbase) Ah, didn't realize that - it's a 3 row also. Not sure it directly fits the Edge void, but I guess if they're looking for a short term plug and play option.... 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted November 7 Author Share Posted November 7 1 hour ago, Oac98 said: I doubt Ford needs another Assembly plant in North America when you’re gonna have BOC underutilized. They’re not gonna build 300000 of anything at BOC for the next little while. The problem there is BOC is being built for EVs, not traditional production, so they can't just flip a switch and start making ICE there. Quote Link to comment Share on other sites More sharing options...
akirby Posted November 7 Share Posted November 7 9 minutes ago, rmc523 said: The problem there is BOC is being built for EVs, not traditional production, so they can't just flip a switch and start making ICE there. He meant they could put all the EVs there freeing up other locations for ICE like Louisville. 4 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted November 7 Author Share Posted November 7 59 minutes ago, akirby said: He meant they could put all the EVs there freeing up other locations for ICE like Louisville. Ah, well yes, that makes sense to me. 1 Quote Link to comment Share on other sites More sharing options...
Oac98 Posted November 7 Share Posted November 7 1 hour ago, akirby said: He meant they could put all the EVs there freeing up other locations for ICE like Louisville. You got it, that’s exactly what I meant. 1 Quote Link to comment Share on other sites More sharing options...
Sherminator98 Posted November 7 Share Posted November 7 4 hours ago, Oac98 said: I doubt Ford needs another Assembly plant in North America when you’re gonna have BOC underutilized. They’re not gonna build 300000 of anything at BOC for the next little while. I said that in the political thread already 😛 2 Quote Link to comment Share on other sites More sharing options...
Oac98 Posted November 7 Share Posted November 7 1 hour ago, silvrsvt said: I said that in the political thread already 😛 I didn’t see that post, didn’t look in that thread. We all know BOC is gonna need multiple products to justify building it Quote Link to comment Share on other sites More sharing options...
bzcat Posted November 7 Share Posted November 7 Maverick is on track to end the year over 150K in volume which is quite impressive. Now I'm wondering if Hermosillo has the room for the panel van... Ford would need to add a new shift (or lots of overtime) I think. Looks like the plant has 300K capacity (normally implying 2-shifts). Maverick 150K Bronco Sport 130K Panel van ~20K to start but could easily go to 50K which is what Transit Connect averaged The fact that Ford has multiple products at the plant also means they can shift the production mix as certain models age out. e.g. Bronco Sport could start to slide due to age so panel van can soak up the volume until next gen Bronco Sport comes out. Quote Link to comment Share on other sites More sharing options...
akirby Posted November 7 Share Posted November 7 3 minutes ago, bzcat said: Maverick is on track to end the year over 150K in volume which is quite impressive. Now I'm wondering if Hermosillo has the room for the panel van... Ford would need to add a new shift (or lots of overtime) I think. Looks like the plant has 300K capacity (normally implying 2-shifts). Maverick 150K Bronco Sport 130K Panel van ~20K to start but could easily go to 50K which is what Transit Connect averaged The fact that Ford has multiple products at the plant also means they can shift the production mix as certain models age out. e.g. Bronco Sport could start to slide due to age so panel van can soak up the volume until next gen Bronco Sport comes out. I thought Hermosillo could do 350k total on 3 shifts. 1 Quote Link to comment Share on other sites More sharing options...
bzcat Posted November 7 Share Posted November 7 (edited) 7 minutes ago, akirby said: I thought Hermosillo could do 350k total on 3 shifts. Maybe... Wikipedia says 300K but the source of the data seems to be from a 2007 report. If Ford can really do 350K then there is plenty of room for a 3rd product. I forgot they already went to 3 shifts last year. Edited November 7 by bzcat Quote Link to comment Share on other sites More sharing options...
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