'25 1st Quarter Sales Results

[ANTAUS]

FoMoCo Sales Results

 

"Ford Pickups Have Best Start in Over 20 Years; Q1 U.S. Retail Sales Grow, Led by F-Series, Electrified Vehicles and Bronco"

Edited April 1 by ANTAUS

[ANTAUS]

Entered the wrong title, its Q1 results, not March....

[rmc523]

 

 

I'm working on putting together figures for March.

[rmc523]

22 minutes ago, ANTAUS said:

Entered the wrong title, its Q1 results, not March....

 

You can edit the post and correct it.

[rmc523]

Ok, here's March figures below.

I'm waiting of FCA/Ram to report numbers before providing quarterly comparisons:

 

 

 

They must have found a warehouse of Navigators, or a bunch of the new ones were shipped/sold - that's a massive jump for Navigator.

 

nice to see Ranger sales bouncing back, but it'll be interesting to see if they cap out because of production constraints with Bronco at the same factory.  Maverick back up with inventory out there again.

[rmc523]

Ok, here are the quarterly truck/van comparisons:

 

Truck comparison:

 

EV details:

 

In the full size segment, Ford had a huge gain over low numbers early last year.  Coincidental, I'm sure, but funny that Ram's decline of full size truck sales is almost exactly mirrored by GM's increase.  Tundra is there doing its thing.

 

For midsizers, the new Colorado/Canyon are doing well - I think they did a good job with them.  Ranger is rebounding after bottoming out last year with the changeover.  Tacoma is running away with the segment as usual, after a hiccup last year with their own changeover.

 

Heavy trucks are what they are, and are dependent on fleet purchasing timeline.

 

Maverick with its own segment still....guess I could throw Santa Cruz in there, but meh....

 

 

Over on the EV side, Lightning and E-Transit are still the "top" sellers, but Silverado and Sierra EVs are doing well.  I don't include Hummer in these figures because they group truck and SUV in one number, plus it's sort of truck adjacent.

 

GM put Brightdrops into Chevy figures now, and made 400/600 a single line item, so that's what I've done too.

[Motorpsychology]

Tacoma is probably at a point where the bulk of their sales are from repeat customers, and less from conquest. No Gladiator or Frontier numbers? Stellantis will be back with V8s in 2026 Rams, which will help with sales next year. Also a "Dakota" or son-of-Ram Classic is rumored. https://www.carscoops.com/2025/03/ram-1500-trx-rumored-to-return-with-more-power/

[rmc523]

34 minutes ago, Chrisgb said:

Tacoma is probably at a point where the bulk of their sales are from repeat customers, and less from conquest. No Gladiator or Frontier numbers? Stellantis will be back with V8s in 2026 Rams, which will help with sales next year. Also a "Dakota" or son-of-Ram Classic is rumored. https://www.carscoops.com/2025/03/ram-1500-trx-rumored-to-return-with-more-power/

 

I was just contemplating a redo of my truck and van charts, adding more competitors and more details, including segment totals.

 

I think last time I looked, Frontier numbers were significantly lower than the rest, hence the "major players" line, but I think I may go ahead and add them so that I can do entire segment totals......guess I could throw Gladiator in there.

 

So my new midsize segment will be Ranger, Colorado, Canyon, Tacoma, Ridgeline, Frontier, and Gladiator....am I missing anything?

Full size, I don't think I missed anyone with Titan gone?

Same with MD - I'm not interested in anyone but Ford/Chevy there (i.e. no Freighliner, etc).

Compact, I'll add Santa Cruz.

 

Over on the EV side, if I can get Cybertruck and R1T figures, I'll add them to EV truck figures.

I don't know if Rivian breaks out their van sales, and even so, I'd be on the fence of adding it anyway.

 

I looked into Cybertruck/R1T sales, and officially Tesla only seems to do global deliveries, and also has their figures grouped into "model 3/y" and "other vehicles" instead of breaking it out further into their whole lineup, so it'd be hard to parse that official data.  Rivian is similar in only reporting overall brand sales for the quarter........

 

good car bad car does break out these models, but I'm not sure how they calculate those sales numbers, and they've not put up 2025 data yet - guess I could list them and asterisk the data?

Edited April 2 by rmc523

[jpd80]

On 4/2/2025 at 2:24 AM, rmc523 said:

Ok, here's March figures below.

I'm waiting of FCA/Ram to report numbers before providing quarterly comparisons:

 

 

 

They must have found a warehouse of Navigators, or a bunch of the new ones were shipped/sold - that's a massive jump for Navigator.

 

nice to see Ranger sales bouncing back, but it'll be interesting to see if they cap out because of production constraints with Bronco at the same factory.  Maverick back up with inventory out there again.

Good to see Ford getting some good sales in these troubling times

and those 72,435 combined F Series sales is always a good profit indicator…..

 

[bzcat]

Still not clear to me why Ford didn't replace Edge. Surely they could have sold Mach E and ICE Edge side by side like all the competitors. Despite Farley's disdain for 2 row midsize CUV, not a single competitors exited the market... self-inflicted wound for sure. 

 

I've mentioned this before in prior months but Maverick and Bronco Sport continue to impress. There is no arguments that this pair is far more successful products than their predecessor Focus and C-Max.

 

Watching the F-Series vs. Silvererra total closely... Ford is within striking distance of outselling GM again this year. Ford is adding Oakville to produce more F-350/450/550 (at least I think the plan is still on) which should come online later this year. This will allow Ford to really amp up delivery.

[rmc523]

16 hours ago, jpd80 said:

Good to see Ford getting some good sales in these troubling times

and those 72,435 combined F Series sales is always a good profit indicator…..

 

 

I'm interested to see how much pull ahead there was with the tariff talk, or if it affects things.

 

14 hours ago, bzcat said:

Still not clear to me why Ford didn't replace Edge. Surely they could have sold Mach E and ICE Edge side by side like all the competitors. Despite Farley's disdain for 2 row midsize CUV, not a single competitors exited the market... self-inflicted wound for sure. 

 

I've mentioned this before in prior months but Maverick and Bronco Sport continue to impress. There is no arguments that this pair is far more successful products than their predecessor Focus and C-Max.

 

Watching the F-Series vs. Silvererra total closely... Ford is within striking distance of outselling GM again this year. Ford is adding Oakville to produce more F-350/450/550 (at least I think the plan is still on) which should come online later this year. This will allow Ford to really amp up delivery.

 

It's not clear to anyone, aside from their BS "commodity product" line.

 

They got caught with their pants down without a replacement in the works (after cancelling the CD6 one) and had banked on mega EV sales that didn't materialize.  I still think they need to do an emergency accelerated model to replace it.

 

I'm curious what will happen to Bronco sport sales when Escape goes away.....do they increase/absorb Escape sales, or is Ford left with yet another case of decreased volume.

[akirby]

6 hours ago, rmc523 said:

 

 

I'm curious what will happen to Bronco sport sales when Escape goes away.....do they increase/absorb Escape sales, or is Ford left with yet another case of decreased volume.

Not much unless they add the hybrid to BS.  I don’t think most non hybrid escape buyers would move to BS because of the smaller cargo space and/or they don’t like the rugged styling.

[jpd80]

19 minutes ago, akirby said:

Not much unless they add the hybrid to BS.  I don’t think most non hybrid escape buyers would move to BS because of the smaller cargo space and/or they don’t like the rugged styling.

I believe this is the same theory as remove Edge so Mach E gets more sales. So in that theory,

Ford will remove Escape and its hybrid in hopes that increases interest in CE1 pickup and Utility.

Edited April 3 by jpd80

[rmc523]

44 minutes ago, akirby said:

Not much unless they add the hybrid to BS.  I don’t think most non hybrid escape buyers would move to BS because of the smaller cargo space and/or they don’t like the rugged styling.

 

25 minutes ago, jpd80 said:

I believe this is the same theory as remove Edge so Mach E gets more sales. So in that theory,

Ford will remove Escape and its hybrid in hopes that increases interest in CE1 pickup and Utility.

 

Recipe for disaster, IMO.  They should keep them parallel for another generation, IMO.

 

Mind you, we're also looking at probably a year gap between Escape and whatever this new products are.  Plus, hopefully Lincoln is involved in these plans, otherwise it's about to lose 1/4 of its lineup, and higher percentage of sales.

Edited April 3 by rmc523

[DeluxeStang]

39 minutes ago, jpd80 said:

I believe this is the same theory as remove Edge so Mach E gets more sales. So in that theory,

Ford will remove Escape and its hybrid in hopes that increases interest in CE1 pickup and Utility.

There was a supposed document showing a next gen mach-e coming in 26/27 with two body styles, the normal mach-e, and a "coupe". Maybe the coupe is the fastback style mach-e we know today, and then there's a mach-e with a more upright roofline to increase practicality. 

 

I could see that stealing away some edge customers if it offered comparable interior space. If the next gen mach-e rides on CE1, it could also undercut the current mach-e/edge quite a bit in terms of price. We'll see if that ends up happening. 

[joseodiaga4]

24 minutes ago, rmc523 said:

 

 

Recipe for disaster, IMO.  They should keep them parallel for another generation, IMO.

 

Mind you, we're also looking at probably a year gap between Escape and whatever this new products are.  Plus, hopefully Lincoln is involved in these plans, otherwise it's about to lose 1/4 of its lineup, and higher percentage of sales.

totally agree. They should keep them parallel for 1 more gen, it is too much risk in terms of sales, for both brands.

[Texasota]

1 hour ago, akirby said:

Not much unless they add the hybrid to BS.  I don’t think most non hybrid escape buyers would move to BS because of the smaller cargo space and/or they don’t like the rugged styling.

This. Unless Ford replaces the Escape HEV/PHEV with something just as good, then Ford no longer sells an efficient and practical vehicle for me. I don't give a rip about the Escape being boring, it meets my needs perfectly.

[Sherminator98]

Looking at this from a different direction-maybe the Edge and now the Escape are going away because of CAFE? Just look at what GM is doing with the Blazer, as an example. 

Edited April 3 by Sherminator98

[akirby]

1 hour ago, Sherminator98 said:

Looking at this from a different direction-maybe the Edge and now the Escape are going away because of CAFE? Just look at what GM is doing with the Blazer, as an example. 

Edge for sure because there was no hybrid to offset CAFE.  But the main reason is needing factory space and not wanting to build new ones other than BOC.

 

Just a couple of decades of poor business decisions.

[jpd80]

10 hours ago, DeluxeStang said:

There was a supposed document showing a next gen mach-e coming in 26/27 with two body styles, the normal mach-e, and a "coupe". Maybe the coupe is the fastback style mach-e we know today, and then there's a mach-e with a more upright roofline to increase practicality. 

 

I could see that stealing away some edge customers if it offered comparable interior space. If the next gen mach-e rides on CE1, it could also undercut the current mach-e/edge quite a bit in terms of price. We'll see if that ends up happening. 

Just some thoughts…

The big issue with GE1 and GE2 is cost but maybe Ford was too far down the track to cancel the GE2 Mach E,

it could actually be a cost effective make over of the current Mach E to help recoup more costs.

 

I would prefer to See Mach E move to CE1 but can see why this may not happen but perhaps moving Mach E

from Mexico to Louisville CE1 is something to be considered…

 

[jpd80]

4 hours ago, akirby said:

Edge for sure because there was no hybrid to offset CAFE.  But the main reason is needing factory space and not wanting to build new ones other than BOC.

 

Just a couple of decades of poor business decisions.

I was going to agree with a long response but then your last line sums it up perfectly.

[Sherminator98]

5 hours ago, jpd80 said:

I would prefer to See Mach E move to CE1 but can see why this may not happen but perhaps moving Mach E

from Mexico to Louisville CE1 is something to be considered…

 

The Primary reason the Mach E is made in Mexico is due to it being imported to the EU. But given how things are going there with passenger vehicles, that might not be a Ford concern  in the future and they might just be focusing on commercial sales in the EU going forward. 

[T-dubz]

20 hours ago, akirby said:

Not much unless they add the hybrid to BS.  I don’t think most non hybrid escape buyers would move to BS because of the smaller cargo space and/or they don’t like the rugged styling.

Also rear legroom in the escape with its sliding seat is a good selling point. Adults can fit back there comfortably. Makes it a good vehicle for families. Bronco sport is super cramped in the back. You might see singles or couples jumping to BS from the escape, but it’s a tough trade for families.

[rmc523]

20 hours ago, DeluxeStang said:

There was a supposed document showing a next gen mach-e coming in 26/27 with two body styles, the normal mach-e, and a "coupe". Maybe the coupe is the fastback style mach-e we know today, and then there's a mach-e with a more upright roofline to increase practicality. 

 

I could see that stealing away some edge customers if it offered comparable interior space. If the next gen mach-e rides on CE1, it could also undercut the current mach-e/edge quite a bit in terms of price. We'll see if that ends up happening. 

 

Eh, I still think Mach E sits too low to appeal to Edge buyers.

 

53 minutes ago, T-dubz said:

Also rear legroom in the escape with its sliding seat is a good selling point. Adults can fit back there comfortably. Makes it a good vehicle for families. Bronco sport is super cramped in the back. You might see singles or couples jumping to BS from the escape, but it’s a tough trade for families.

 

If they're going to drop Escape, they need to add a Bronco Sport "Max" (LWB) AND a hybrid model (on regular and L), so that they can have a better ICE segment offering.

[Rick73]

If economy struggles, HEV and PHEV options may lose market share to more affordable ICE.  Buyers on tighter budgets may not care as much if BS offers hybrid options.  Fuel savings alone takes a long time to pay for higher vehicle costs so IMO much will depend on whether buyers run the numbers; assuming of course hybrid premium remains the same which is not a given.