'25 April Sales Results

[ANTAUS]

Ford Motor Company

Edited May 1 by ANTAUS

[akirby]

If you take out edge and transit connect they’re up over 20%.  Employee pricing worked.

[92merc]

Just hoping they aren't pulling too many sales forward from summer.  If one were to assume tariff relief for auto's happens, so no major price increases this summer, Ford may have just pulled summer sales forward.  Leaving a slump this summer.

Combine that with a lower consumer confidence, it could be a bad summer coming still.

[akirby]

47 minutes ago, 92merc said:

Just hoping they aren't pulling too many sales forward from summer.  If one were to assume tariff relief for auto's happens, so no major price increases this summer, Ford may have just pulled summer sales forward.  Leaving a slump this summer.

Combine that with a lower consumer confidence, it could be a bad summer coming still.

Possible but they had excess inventory to move, so even if they have to cut back on summer production a little it’s still a good thing.

[ZanatWork]

After weeks of hearing that the Mustang was tanking, the Mach E had the brutal month.

Ford needs an update, something to renew interest. I can't help feeling that the market whose cars are most dependent on the newest range/gadgets will be one needing very constant feeding.

[Rick73]

Surprised how these excellent numbers came out within hours, not the usual couple of days. 😀

 

Decline in BEV sales is huge.  Did Ford stop subsidizing or change pricing in other ways, or did demand just crater?  Fortunately Hybrids continued to do quite well, making up for BEV’s poor performance.

[rmc523]

I've revamped my sales charts to look a bit nicer/more straightforward, and added some additional data - namely a new "percentage of sales" section on the right that shows a breakdown of the model's sales as a percentage of vehicle type (i.e. % of car sales, % of truck sales, % of SUV sales) for the month and year, and that model's sales as a percentage of the brand's sales.  For Lightning and E-Transit, I also added a % of their sales vs. overall F-150/E-Transit sales.

 

 

 

I also think y'all will find the new quarterly truck detail more interesting & more thorough than before, but unfortunately I decided to revamp the charts after the Q1 quarterly reporting, so y'all will have to wait until Q2 to see that! 😛 

 

 

 

 

 

 

Edited May 1 by rmc523

[rmc523]

Regarding sales - I too am a bit concerned about pulling sales forward, but as has been pointed out, Ford had some higher inventory, so this plan may be helping to clear out a backlog.

 

There are some nice healthy/great numbers on there, especially on the Lincoln side, with nearly a 3k average for all models.....and crazy that Corsair had the lowest total of them all for the month.

[jpd80]

15 hours ago, rmc523 said:

Regarding sales - I too am a bit concerned about pulling sales forward, but as has been pointed out, Ford had some higher inventory, so this plan may be helping to clear out a backlog.

 

There are some nice healthy/great numbers on there, especially on the Lincoln side, with nearly a 3k average for all models.....and crazy that Corsair had the lowest total of them all for the month.

First off, thank you again for all the hard work on your charts, that’s a big thumbs up

 

Any month that Ford sells above 70,000 F Series is a solid month but when I saw over 20,000 Mavericks

I knew that Ford was pushing hard with it as well as Bronco Sport and Escape combined and if you throw

Corasir in that mix, that’s over 47,000 compact vehicles ….now that’s impressive.

 

14,000 Broncos, 7,000 Rangers, over 20,000 Explorers and over 11,000 Expeditions are all good results.

 

Finally, Lincoln had a reason to get in there and turn over 11,000 vehicles  into cash…

Edited May 2 by jpd80

[Sherminator98]

20 hours ago, Rick73 said:

Decline in BEV sales is huge.  Did Ford stop subsidizing or change pricing in other ways, or did demand just crater?  Fortunately Hybrids continued to do quite well, making up for BEV’s poor performance.

 

Just going by the Mach E-I think the production cutbacks have hurt inventory, I know when employee pricing was announced, I checked my local dealership and they had next to no Mach Es in. Prior to this they had anywhere from 6-10 of them. 

Plus notice the Mach E has the lowest gross stock of all Ford products, outside of medium trucks and Lincoln. 

[Trader 10]

19 minutes ago, Sherminator98 said:

 

Just going by the Mach E-I think the production cutbacks have hurt inventory, I know when employee pricing was announced, I checked my local dealership and they had next to no Mach Es in. Prior to this they had anywhere from 6-10 of them. 

Plus notice the Mach E has the lowest gross stock of all Ford products, outside of medium trucks and Lincoln. 

Plus the fact that Mach E is getting long in the tooth and Ford has made only minor changes since its introduction. Apparently the plan is to let it soldier on as is until it is discontinued in a few more model years. 

[Sherminator98]

6 minutes ago, Trader 10 said:

Plus the fact that Mach E is getting long in the tooth and Ford has made only minor changes since its introduction. Apparently the plan is to let it soldier on as is until it is discontinued in a few more model years. 

 

Ford has been making improvements to it over the years (adding a heat pump this year and some minor interior changes), the styling might be getting "old" but there where apparently plans to make different models (coupe etc.) in the next year or two, but given all the changes as of late, like you said it may or may not be discontinued or maybe moved to the new CE1

[ice-capades]

2 hours ago, Sherminator98 said:

 

Just going by the Mach E-I think the production cutbacks have hurt inventory, I know when employee pricing was announced, I checked my local dealership and they had next to no Mach Es in. Prior to this they had anywhere from 6-10 of them. 

Plus notice the Mach E has the lowest gross stock of all Ford products, outside of medium trucks and Lincoln. 

 

My old dealership just got a 2025 Mach-E within the past few days which is the first Mach-E they've had in stock in at least 4 months. 

[rmc523]

3 hours ago, Trader 10 said:

Plus the fact that Mach E is getting long in the tooth and Ford has made only minor changes since its introduction. Apparently the plan is to let it soldier on as is until it is discontinued in a few more model years. 

 

They've followed the Tesla path with Mach E of changing under the skin stuff without doing much to the exterior (Rally package doesn't count).

[fuzzymoomoo]

6 minutes ago, rmc523 said:

 

They've followed the Tesla path with Mach E of changing under the skin stuff without doing much to the exterior (Rally package doesn't count).

Probably because they know it’s a lame duck so there’s not much sense in investing a ton into it. 

[rmc523]

5 minutes ago, fuzzymoomoo said:

Probably because they know it’s a lame duck so there’s not much sense in investing a ton into it. 

 

Who knows with Ford having a new plan daily lol.

[Rick73]

Canary in a coal mine for BEV sales may be the 80% reduction in E-Transit.  Assuming E-Transit sales are influenced by commercial buyers who track costs to a greater degree than those of Mach-E or Lightning buyers, and also considering dismal Chevy BrightDrop EV van sales, we should question if businesses have already determined that BEVs are much more expensive to own/operate and have lost interest in them; at least for the time being given pressure to be perceived as supporting the “green” movement has taken a back seat to costs for many consumers.

 

If total costs are indeed significantly higher, the same is likely to apply to personal vehicles even if owners are not fully aware yet.  Original BEV sales pitch was that  lower energy and maintenance costs would make ownership more affordable, offsetting the higher initial cost.  Additionally, much higher BEV depreciation rate also makes ownership more expensive than originally anticipated.

 

Interesting also that increasing E-Transit battery capacity, and therefore range, did not help sales much; in part because it adds costs.  Granted April data is only one month and E-Transit sales numbers are so low they are very volatile from month to month.

[akirby]

19 minutes ago, Rick73 said:

Canary in a coal mine for BEV sales may be the 80% reduction in E-Transit.  Assuming E-Transit sales are influenced by commercial buyers who track costs to a greater degree than those of Mach-E or Lightning buyers, and also considering dismal Chevy BrightDrop EV van sales, we should question if businesses have already determined that BEVs are much more expensive to own/operate and have lost interest in them; at least for the time being given pressure to be perceived as supporting the “green” movement has taken a back seat to costs for many consumers.

Fleet/Commercial sales are highly irregular so you can’t make any judgements on one or even two months.  E transit sales are up slightly YTD so it’s way too early to panic.

[sullynd]

59 minutes ago, rmc523 said:

 

They've followed the Tesla path with Mach E of changing under the skin stuff without doing much to the exterior (Rally package doesn't count).

They’ve done more updates to the Mach-E than the Bronco (Raptor doesn’t count).

[Sherminator98]

I was just reading that Kia had a big hit in sales to their EVs this past month also. 

 

I think most of this is just rising costs and people not buying higher end items due to economic factors at play

[mackinaw]

Overall EV market share in the U.S. for March declined to 6.8%.  

 

https://www.autoline.tv/daily/ad-4045-tariffs-could-kill-off-these-11-car-brands-u-s-ev-market-share-drops-to-6-8-toyota-waymo-join-forces/

[DeluxeStang]

8 hours ago, Trader 10 said:

Plus the fact that Mach E is getting long in the tooth and Ford has made only minor changes since its introduction. Apparently the plan is to let it soldier on as is until it is discontinued in a few more model years. 

We were supposed to get a 2nd gen mach-e in 2026 but it sounds like that's no longer the plan. Instead it seems like the plan is giving the mach-e mild updates and tweaks, I'm guessing we get a CE1 based mach-e 2nd gen in 2028 or so. 

[jpd80]

2 hours ago, Sherminator98 said:

I was just reading that Kia had a big hit in sales to their EVs this past month also. 

 

I think most of this is just rising costs and people not buying higher end items due to economic factors at play

Put it this way, there’s now a feeling that if the vehicles and parts are compliant to USMCA (80%?), then Ford and

GM’s vehicles coming from Canada or Mexico probably won’t be hit as bad as first thought. 

Not sure how the Korean and Japanese automakers are positions, it may be a real mixed bag for them as lots

low cost parts are sourced from Asia for US manufacture from outside USMCA, Toyota may be in a better place.

[jpd80]

22 minutes ago, DeluxeStang said:

We were supposed to get a 2nd gen mach-e in 2026 but it sounds like that's no longer the plan. Instead it seems like the plan is giving the mach-e mild updates and tweaks, I'm guessing we get a CE1 based mach-e 2nd gen in 2028 or so. 

Second Gen Mach E was supposed to share upgrades of GE2, I wonder if Ford still adds those upgrades to Mach E

There’s probably a lot of good reasons to do that, particularly if they reduce cost and work better.

Honestly hard to know because Ford is probably working out when upgrades will be needed.

 

Edited May 2 by jpd80

[Oac98]

17 minutes ago, jpd80 said:

Put it this way, there’s now a feeling that if the vehicles and parts are compliant to USMCA (80%?), then Ford and

GM’s vehicles coming from Canada or Mexico probably won’t be hit as bad as first thought. 

Not sure how the Korean and Japanese automakers are positions, it may be a real mixed bag for them as lots

low cost parts are sourced from Asia for US manufacture from outside USMCA, Toyota may be in a better place.

GM Oshawa is losing their 3rd shift later this year so there is some impact.