Ford December/Q4/2024 Sales Results

[rmc523]

 

Pretty good year overall.  Lincoln cracked 100k for the first time since sedans were dropped (IIRC).

[rmc523]

Here are the figures for December:

 

 

I'll add my Q4 truck comparisons as other companies report their sales.

[rmc523]

Truck and EV Truck/Van comparisons:

 

 

Edited January 3 by rmc523

[jpd80]

1 hour ago, rmc523 said:

Truck and EV Truck/Van comparisons:

 

 

Thank you for your tireless work this year, compiling data in those charts takes a lot of work 

and I'm sure that everyone here appreciates you efforts. Well done.

 

Interesting that BrightDrop hasn’t had the impact that GM was counting on..

I also think there’s a message in the low sales of Silverado EV that is supposed to be 

way superior to the Lightning, I still think GM has a big problem convincing it’s mostly

V8 oriented truck buyers to even consider an EV. Ford having a better pathway with 

its EB V6s and of course Powerboost Hybrid option is winning quite a few over.

 

 

While I’m often critical of Ford, there’s a lot to be thankful for with sales this year,

Ford USA cracked the 2 million sales mark and F Series really took it to GM and Ram.

 

 

Sure, There’s more work to do with getting trim mixes more in line with what buyers want in tougher times

but rest assured that every vehicle already made will be eventually sold. So now it up to dealers and Ford

to work together and get the backlog sold down.

 

 

 

Edited January 3 by jpd80

[jpd80]

5 hours ago, rmc523 said:

Here are the figures for December:

 

 

I'll add my Q4 truck comparisons as other companies report their sales.

Thanks again RMC,

There it is folks, 79,836 (edit, for F Series) that’s a big month of selling by Ford.

I don’t kid myself that Thers probably some nice big  SD fleet orders in there

but that’s to be expected this time of year. I’m also willing to bet that dealers

have loads of stock on hand helping to get more right now/walk-in sales done.

 

Combined compact truck and utility sales up around 28,000 is also a good month,

Lincoln can also be pleased cracking 100k this year.

Edited January 4 by jpd80

[rmc523]

10 minutes ago, jpd80 said:

Thank you for your tireless work this year, compiling data in those charts takes a lot of work 

and I'm sure that everyone here appreciates you efforts. Well done.

 

Interesting that BrightDrop hasn’t had the impact that GM was counting on..

I also think there’s a message in the low sales of Silverado EV that is supposed to be 

way superior to the Lightning, I still think GM has a big problem convincing it’s mostly

V8 oriented truck buyers to even consider an EV. Ford having a better pathway with 

its EB V6s and of course Powerboost Hybrid option is winning quite a few over.

 

 

While I’m often critical of Ford, there’s a lot to be thankful for with sales this year,

Ford USA cracked the 2 million sales mark and F Series really took it to GM and Ram.

 

 

Sure, There’s more work to do with getting trim mixes more in line with what buyers want in tougher times

but rest assured that every vehicle already made will be eventually sold. So now it up to dealers and Ford

to work together and get the backlog sold down.

 

 

 

 

Yeah, I don't know when they'll shift Brightdrop over to Chevy - it never should've been a standalone brand to begin with.  I think that's part of what's limiting sales there.

 

I'll push back slightly on the Silverado/Sierra EV there - they're still just rolling them out over the last few months.  Hummer is at 5,091 (to be fair, that total is the pickup and SUV, but still) for Q4, over double the Silverado EV's total, so I think there is room for it to grow more.  Not saying there aren't issues with sales depth for EV trucks, but I'm sure its numbers will pick up.

[jpd80]

2 minutes ago, rmc523 said:

 

Yeah, I don't know when they'll shift Brightdrop over to Chevy - it never should've been a standalone brand to begin with.  I think that's part of what's limiting sales there.

 

I'll push back slightly on the Silverado/Sierra EV there - they're still just rolling them out over the last few months.  Hummer is at 5,091 (to be fair, that total is the pickup and SUV, but still) for Q4, over double the Silverado EV's total, so I think there is room for it to grow more.  Not saying there aren't issues with sales depth for EV trucks, but I'm sure its numbers will pick up.

I understand that.

1. Yes, BrightDrop branding was a mistake.

2. Silverado EV has been out for quite a while and GM was like non-stop bragging about Ultium battery superiority

so I’ve often been critical of Lightning/E Transit sales but gosh, looking at it, Lightning and E Transit doing OK.

Smiling at Ford saying big battery big BEV doesn’t work profit wise, I’d love to see BEV Expedition but know that’s T3.

GM couldn’t help themselves with Hummer BEV, it’s their electric Canyonero…..and why not.

[Sherminator98]

Why where Mustang sales so terrible?

 

[jpd80]

7 minutes ago, Sherminator98 said:

Why where Mustang sales so terrible?

 

Not sure but Australia has 1,000 RHD Dark Horse prepaid orders to be delivered.

These are money in the bank for Ford.

Edited January 3 by jpd80

[DeluxeStang]

9 minutes ago, Sherminator98 said:

Why where Mustang sales so terrible?

 

Ford needs to step it up with the mustang. It's not a bad car, but a well optioned gt or a dark horse is 60, 70, 80 grand. I think people are looking at the s650, which isn't bad, but was kinda a meh update, and looking at other really impressive sports cars like the c8, cayman, some lotus products, and buying those instead.

 

At the level the mustang is now playing at, it needs to be more of a show stopper in terms of design, more thrilling in terms of driving dynamics. If Ford gives it a new platform, a far more striking exterior design, and keeps things like the V8 and the manual, without going too insane with the price, then the mustang should recover a bit. The next gen is probably in the design phase right now, so hopefully they're paying attention. 

[bzcat]

16 minutes ago, Sherminator98 said:

Why where Mustang sales so terrible?

 

 

Americans aren't buying 2 door coupes. It's not a Mustang problem per se. It is one of the best selling model in a dying market segment.

 

Maverick continues to impress... I knew the model was going to be successful but it has done far beyond my expectation. Bronco Sport + Maverick pairing is probably a far more profitable C2 replacement for Focus hatch/sedan in North America.

 

Ford needs to replicate this kind of success in product development in other regions. 

[rmc523]

33 minutes ago, DeluxeStang said:

Ford needs to step it up with the mustang. It's not a bad car, but a well optioned gt or a dark horse is 60, 70, 80 grand. I think people are looking at the s650, which isn't bad, but was kinda a meh update, and looking at other really impressive sports cars like the c8, cayman, some lotus products, and buying those instead.

 

At the level the mustang is now playing at, it needs to be more of a show stopper in terms of design, more thrilling in terms of driving dynamics. If Ford gives it a new platform, a far more striking exterior design, and keeps things like the V8 and the manual, without going too insane with the price, then the mustang should recover a bit. The next gen is probably in the design phase right now, so hopefully they're paying attention. 

 

I think a few factors - namely 1) pricing being higher than ever in a market where people are tightening belts/not going for “fun” purchases and instead going for practical ones, and 2) I think the design is a step backward - the front is ok, but something has never looked right about the new rear.   The interior is a new dash of screens with the rest of the cab being nearly identical to the old model.
 

8 minutes ago, bzcat said:

 

Americans aren't buying 2 door coupes. It's not a Mustang problem per se. It is one of the best selling model in a dying market segment.

 

Maverick continues to impress... I knew the model was going to be successful but it has done far beyond my expectation. Bronco Sport + Maverick pairing is probably a far more profitable C2 replacement for Focus hatch/sedan in North America.

 

Ford needs to replicate this kind of success in product development in other regions. 

I think Maverick itself would do well in other regions globally, but I agree the process needs to be replicated in other segments globally (for both global and regional products).

[atomcat68]

1 hour ago, Sherminator98 said:

Why where Mustang sales so terrible?

 

Every time I get my 2012 Mustang serviced, the dealer has 1-3 Mustangs and they're always 50-60 thousand dollars often with markups. They don't want to stock base models, so they are content to have them sit on the lots with icicles dangling off them. Maybe they pay rent or something.

[DeluxeStang]

5 minutes ago, atomcat68 said:

Every time I get my 2012 Mustang serviced, the dealer has 1-3 Mustangs and they're always 50-60 thousand dollars often with markups. They don't want to stock base models, so they are content to have them sit on the lots with icicles dangling off them. Maybe they pay rent or something.

Either cut the price or elevate the car to be worthy of that price. 

[7Mary3]

Lincoln numbers are up a good bit.

[Havelock]

4 hours ago, Sherminator98 said:

Why where Mustang sales so terrible?

 

I don't like the looks of the new model.  Maybe others feel the same.  The price certainly hurts too.

[jpd80]

6 hours ago, bzcat said:

 

Americans aren't buying 2 door coupes. It's not a Mustang problem per se. It is one of the best selling model in a dying market segment.

 

Maverick continues to impress... I knew the model was going to be successful but it has done far beyond my expectation. Bronco Sport + Maverick pairing is probably a far more profitable C2 replacement for Focus hatch/sedan in North America.

 

Ford needs to replicate this kind of success in product development in other regions. 

Exactly.

Maverick and Bronco Sport May work well in the RHD and LHD Asia and southern hemisphere regions 

[Dequindre]

7 hours ago, Sherminator98 said:

Why where Mustang sales so terrible?

 

I can't speak for the population at-large, but personally, I am not a fan of the new Mustang's styling, especially the interior. The huge rectangular screen spanning 2/3rds of the interior looks totally out of place in a Mustang. The prior two generations have done a much better job of blending the traditional Mustang styling with modern necessities. 

[Dequindre]

It is great to see Lincoln doing so well. Hopefully this prods Ford to allocate some additional investment in the brand, including a few new models. 

[tbone]

9 hours ago, jpd80 said:

I understand that.

1. Yes, BrightDrop branding was a mistake.

2. Silverado EV has been out for quite a while and GM was like non-stop bragging about Ultium battery superiority

so I’ve often been critical of Lightning/E Transit sales but gosh, looking at it, Lightning and E Transit doing OK.

Smiling at Ford saying big battery big BEV doesn’t work profit wise, I’d love to see BEV Expedition but know that’s T3.

GM couldn’t help themselves with Hummer BEV, it’s their electric Canyonero…..and why not.

As an observation, my Chevy friend had his truck in for service, and they gave him $100,000 Hummer EV as a service loaner. You can interpret that however you want, but that suggests to me they are available to buy in our area, but perhaps they are not selling well.

 

Regarding the Mustang, I concur With others here that the design is not quite as good as the outgoing model. I still think it looks fine, but there’s something about the flatness of the leading edge of the hood that I don’t like. Like most of Ford’s vehicles nowadays, I do believe the price is also part of the problem. I feel like every three months they raise the price of the V8 models. I find it hard to believe that those Mustangs need a price hike to In order to cover their costs.  This seems like profit taking simply due to the fact their competition is gone. I’m still hoping for a mid engine model to go after the C8.

[twintornados]

5 hours ago, Dequindre said:

It is great to see Lincoln doing so well. Hopefully this prods Ford to allocate some additional investment in the brand, including a few new models. 

 

Maybe bring Zephyr over with Nautilus on the same ship.

[Sherminator98]

I think you guys are over thinking the Mustang thing-my question was why was it so horrible for this December-YTY sales are about equal, but it’s down 47% this month vs last year. 
 

Was there some sort of issue? 

[Rick73]

14 hours ago, bzcat said:

 

Americans aren't buying 2 door coupes. It's not a Mustang problem per se. It is one of the best selling model in a dying market segment.

 

Maverick continues to impress... I knew the model was going to be successful but it has done far beyond my expectation. Bronco Sport + Maverick pairing is probably a far more profitable C2 replacement for Focus hatch/sedan in North America.

 

Ford needs to replicate this kind of success in product development in other regions. 

Maverick had a slow quarter and even slower December, so not following what you mean other than strong year.  YTD was definitely good but recent data more concerning.  The stop sale due to rear view camera freezing can explain much of it, but I’d like to see growth trend return for a couple of months.  Between higher prices and controversial new front end styling, I’m curious how Maverick will do going forward.

[akirby]

15 hours ago, DeluxeStang said:

Ford needs to step it up with the mustang. It's not a bad car, but a well optioned gt or a dark horse is 60, 70, 80 grand. I think people are looking at the s650, which isn't bad, but was kinda a meh update, and looking at other really impressive sports cars like the c8, cayman, some lotus products, and buying those instead.

 

At the level the mustang is now playing at, it needs to be more of a show stopper in terms of design, more thrilling in terms of driving dynamics. If Ford gives it a new platform, a far more striking exterior design, and keeps things like the V8 and the manual, without going too insane with the price, then the mustang should recover a bit. The next gen is probably in the design phase right now, so hopefully they're paying attention. 

You must be joking.  There is nothing about the new Mustang that makes it undesirable compared to those other vehicles.  Those other vehicles are different beasts and cost more than a dark horse.  A Cayman S is over $100k.  It’s still a pony car after all.

[DeluxeStang]

2 hours ago, akirby said:

You must be joking.  There is nothing about the new Mustang that makes it undesirable compared to those other vehicles.  Those other vehicles are different beasts and cost more than a dark horse.  A Cayman S is over $100k.  It’s still a pony car after all.

The s650 isn't bad, it's just just out of this world great either.