rmc523 Posted February 4 Share Posted February 4 https://s205.q4cdn.com/882619693/files/doc_news/2026/Feb/04/Ford-U-S-January-2026-Sales-Release.pdf Quote Link to comment Share on other sites More sharing options...
Sherminator98 Posted February 4 Share Posted February 4 Ouch EVs where a blood bath..not unexpected. The Escape took a pretty big hit...I wonder how many they have left to last the rest of this year? Quote Link to comment Share on other sites More sharing options...
rmc523 Posted February 4 Author Share Posted February 4 (edited) The good: Some bright spots on there like Explorer, Bronco and Expy. Maverick and Ranger also increased. The bad: F-series down...maybe production related? Ford will desperately miss Escape - I don't think Bronco Sport will be able to fully absorb the Escape buyer pool, as we see with a net 5,215 loss between the two in January. It'll be interesting to see what happens there over the course of the year. I'm shocked that Lincoln hasn't announced anything regarding Corsair - they'll be in an even bigger world of hurt with 1/4 of the lineup gone. The ugly: EV sales Edited February 4 by rmc523 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted February 4 Author Share Posted February 4 4 minutes ago, Sherminator98 said: Ouch EVs where a blood bath..not unexpected. The Escape took a pretty big hit...I wonder how many they have left to last the rest of this year? Based on this month's sales, it seems like not much.... If I'm reading the gross stock chart right, looks like about 26,000 in inventory? If it sold at 8k/month, that'd have been 3 1/4 months. But at 3400/month, you're looking at 7.64 months. The same calculation for Corsair is 4.25 months. Quote Link to comment Share on other sites More sharing options...
akirby Posted February 4 Share Posted February 4 8 minutes ago, Sherminator98 said: The Escape took a pretty big hit...I wonder how many they have left to last the rest of this year? Looks like about 6 months worth at current volume. Quote Link to comment Share on other sites More sharing options...
akirby Posted February 4 Share Posted February 4 F series has to be the aluminum shortage 2 Quote Link to comment Share on other sites More sharing options...
Sherminator98 Posted February 4 Share Posted February 4 17 minutes ago, rmc523 said: I'm shocked that Lincoln hasn't announced anything regarding Corsair - they'll be in an even bigger world of hurt with 1/4 of the lineup gone. I don't recall Ford/Lincoln actually stating that production would end-they might just do a wink/nod thing and not really play up the fact it would be coming from China? Quote Link to comment Share on other sites More sharing options...
rmc523 Posted February 4 Author Share Posted February 4 15 minutes ago, Sherminator98 said: I don't recall Ford/Lincoln actually stating that production would end-they might just do a wink/nod thing and not really play up the fact it would be coming from China? Except they'll have to make some sort of announcement because they have a more updated version than we did, so unless the updated one just shows up at dealerships, they'll have to say something... 1 Quote Link to comment Share on other sites More sharing options...
Sherminator98 Posted February 4 Share Posted February 4 8 minutes ago, rmc523 said: Except they'll have to make some sort of announcement because they have a more updated version than we did, so unless the updated one just shows up at dealerships, they'll have to say something... I understand that but I don't think' they'll play the the fact it is coming from China. 1 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted February 4 Share Posted February 4 (edited) 51 minutes ago, akirby said: F series has to be the aluminum shortage Correct, inventory at 173K is pretty skinny considering Ford likes to run around 220-250k max Even with sales just under 48K, Ford is prioritising builds to the more profitable, fast moving versions. Maybe need to see the quarter result but definitely down about 10,000 last month vs Jan 2025. Edited February 4 by jpd80 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted February 4 Author Share Posted February 4 1 hour ago, Sherminator98 said: I understand that but I don't think' they'll play the the fact it is coming from China. Ah......sure, no need to tout that either. Just focus on "updated Corsair"!!! Let's hope it's still coming. Quote Link to comment Share on other sites More sharing options...
danglin Posted February 4 Share Posted February 4 2 hours ago, rmc523 said: Ford will desperately miss Escape - I don't think Bronco Sport will be able to fully absorb the Escape buyer pool, as we see with a net 5,215 loss between the two in January. It'll be interesting to see what happens there over the course of the year. The ugly: EV sales I agree, and the supposed replacement will be an EV still a couple of years away. At worst, should have kept Escape as Hybrid only... Quote Link to comment Share on other sites More sharing options...
akirby Posted February 4 Share Posted February 4 Insiders have said corsair would not be imported from China.... 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted February 4 Author Share Posted February 4 23 minutes ago, danglin said: I agree, and the supposed replacement will be an EV still a couple of years away. At worst, should have kept Escape as Hybrid only... Hopefully the ICE Maverick utility is fast tracked. 12 minutes ago, akirby said: Insiders have said corsair would not be imported from China.... That's a big middle finger to the brand from Ford, then. I still don't understand the math of giving the Chinese models much higher investment for fewer sales vs. the brand's home market. 3 Quote Link to comment Share on other sites More sharing options...
morgan20 Posted February 4 Share Posted February 4 2 hours ago, Sherminator98 said: Ouch EVs where a blood bath 2 hours ago, rmc523 said: The ugly: EV sales So Ford ain't on track to produce 2 million EV by late this year as the big shots claimed? 🙃 2 Quote Link to comment Share on other sites More sharing options...
Trader 10 Posted February 4 Share Posted February 4 2 hours ago, rmc523 said: The good: Some bright spots on there like Explorer, Bronco and Expy. Maverick and Ranger also increased. The bad: F-series down...maybe production related? Ford will desperately miss Escape - I don't think Bronco Sport will be able to fully absorb the Escape buyer pool, as we see with a net 5,215 loss between the two in January. It'll be interesting to see what happens there over the course of the year. I'm shocked that Lincoln hasn't announced anything regarding Corsair - they'll be in an even bigger world of hurt with 1/4 of the lineup gone. The ugly: EV sales B Sport is too small to appeal to many potential Escape buyers. CE1 will be launching in a very difficult EV market. 2 Quote Link to comment Share on other sites More sharing options...
akirby Posted February 4 Share Posted February 4 1 hour ago, Trader 10 said: B Sport is too small to appeal to many potential Escape buyers. We don't know the size of the new Bronco Sport. Current one is the same width as Escape with the same wheelbase (within an inch or so) and is actually 5 inches taller than Escape. But it's 8 inches shorter. That can easily be fixed by cargo area and rear seat room. Quote Link to comment Share on other sites More sharing options...
Trader 10 Posted February 4 Share Posted February 4 10 minutes ago, akirby said: We don't know the size of the new Bronco Sport. Current one is the same width as Escape with the same wheelbase (within an inch or so) and is actually 5 inches taller than Escape. But it's 8 inches shorter. That can easily be fixed by cargo area and rear seat room. Agree but when will we get a new Bronco Sport? I haven’t seen any indication a NG B Sport is coming in the next 3 years. 2 Quote Link to comment Share on other sites More sharing options...
akirby Posted February 4 Share Posted February 4 14 minutes ago, Trader 10 said: Agree but when will we get a new Bronco Sport? I haven’t seen any indication a NG B Sport is coming in the next 3 years. Not sure.I would hope it's closer to 2 years. Quote Link to comment Share on other sites More sharing options...
Sherminator98 Posted February 5 Share Posted February 5 2 hours ago, Trader 10 said: B Sport is too small to appeal to many potential Escape buyers. CE1 will be launching in a very difficult EV market. The front seating position and size is identical to the 2020 Escape (I have a BS and drove my parents 2020 Escape) The back seat space isn't as bad as people make it out to be and I haven't heard my wife complain at all about the interior space over her old 2017 Escape. Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted February 5 Share Posted February 5 Could have been worse. F sales are down, aluminum body supply problems continue but the inventory is in good shape. No surprises with EV sales... And Heavy Duty Truck is down another 21%. Quote Link to comment Share on other sites More sharing options...
joseodiaga4 Posted February 5 Share Posted February 5 6 hours ago, rmc523 said: I'm shocked that Lincoln hasn't announced anything regarding Corsair - they'll be in an even bigger world of hurt with 1/4 of the lineup gone. Agree, I mean, it would be crazy not to get a replacement, just leave the brand with only 3 models is pretty bad. Also is important to take into account that last year only the Navi was up, the rest of the models sold less units than in 2024 Quote Link to comment Share on other sites More sharing options...
ausrutherford Posted February 5 Share Posted February 5 A Lincoln dealer owner I know told me they were told the Corsair would come from China. Quote Link to comment Share on other sites More sharing options...
akirby Posted February 5 Share Posted February 5 1 hour ago, ausrutherford said: A Lincoln dealer owner I know told me they were told the Corsair would come from China. Well that makes more sense at least as a stop gap. I just realized the "no Corsair import" statement came from Borg. Nuff said.... 2 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted February 5 Author Share Posted February 5 14 hours ago, akirby said: We don't know the size of the new Bronco Sport. Current one is the same width as Escape with the same wheelbase (within an inch or so) and is actually 5 inches taller than Escape. But it's 8 inches shorter. That can easily be fixed by cargo area and rear seat room. I'd imagine it'll grow a bit. 12 hours ago, 7Mary3 said: Could have been worse. F sales are down, aluminum body supply problems continue but the inventory is in good shape. No surprises with EV sales... And Heavy Duty Truck is down another 21%. If only they had class 8! They'd sell 10's!!! 11 hours ago, ausrutherford said: A Lincoln dealer owner I know told me they were told the Corsair would come from China. I recall that as well, plus we did see the Chinese model testing over here. But it's Ford, so who knows... 1 Quote Link to comment Share on other sites More sharing options...
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