Really, for the most part, the red cells are where we already anticipated them being (Escape, EVs, even F-series with the plant fire), though obviously there are exceptions.     Yeah, it'll be interesting to see how the numbers play out as the year goes on for F-series as they move past the plant fire issue.

There's a spot where it can potentially get legally troublesome with the Doc Fee. If it's policy that it's charged, and some people don't get it charged to them, could it be discriminatory that it wasn't charged to everyone? Us grown adults can say "no, that's dumb", but in today's society that's a very real risk. I'd much rather shave $300 off the car's price than remove the Doc Fee. It's that big a deal.   I was thinking about added fees through the morning, too. We're seeing a lot of places adding 3% if you pay with a card rather than cash because of the card company fees, yet it's rarely posted as policy. I also remember seeing fuel surcharges showing up on UPS shipping invoices when fuel prices were high. Then there's buying event tickets online. Your price might be $X, but then there's six different extra fees, some hilariously labeled "convenience fee". Speaking of restaurants, some are automatically adding a tip to your bill... you can add more, but you're locked into the base tip. Just a few examples of businesses having added fees that could be part of the cost of doing business, but get passed on to the consumer.

CD6 came about because Ford wanted to leverage other longitude powertrain investment (mainly for F-150) for its large unibody vehicles. There was also CD6 Edge and CD6 Mustang planned, and possibly more (e.g. CD6 Taurus and Continental doesn't seem that far fetched if Flat Rock had been converted to build CD6). But at the end, there is no way Ford was going to retool Chicago, Oakville, and Flat Rock all to build CD6 so obviously those other projects didn't happen. But supposedly, CD6 Edge had completely design and engineering, just didn't proceed to prototyping.     

Given ExploreDude's post, CD6 is going to see more utilization.

But in every other business that's just called overhead and there aren't separate fees.  It's like going to a restaurant and being charged a separate dishwashing fee that wasn't part of the menu prices.  By making it a separate fee they don't have to include that in the advertised base price of the vehicle and unsuspecting buyers don't understand it's negotiable.

Wasn’t Farley the executive that was shocked they were going to call it Flex when he was hired? 

If you were to ask Ford before the launch of Bronco if it would be happy to trade 11,000/mth Ranger sales, I think we know the answer. Ranger being an international success means its Future does not hang on US sales, it’s basically money for jam incremental sales while Bronco is the main game for MAP. (I do like the idea of a Bronco pickup for US market but no idea what Ford’s plan is)

Not a good idea at the Aluminum plant that supplies Ford....

Good summary and thanks again for your work with monthly sales tables.   A sub 50,000 sales month for F Series would be concerning to Ford but that 172k inventory figure is on the lean side and probably suggests that Ford is pushing the most profitable sales mix it can do.   Probably a bit early to yell fire in terms of sales slow down but could become a real issue by Q2 (we’ll see)

@BenKohnen in your post, you state as follows;      It is not a tax collected by the State, it is a fee regulated by the State - I have told the dealership, if it isn't a tax, I am not paying it" - I don't care if the State regulates it, they can set the fee lower or include in their cost of doing business. Put in general, I will always negotiate every aspect of the sale including the ridiculous fees they want to charge for doing business with them. They will claim, "Bu..bu..but, we have to send someone to the DMV....blah, blah, blah" I tell them that I can go there just as easy for a helluva lot less than their stated "fee"...then I after that is taken care of...time to go and negotiate with the F&I guy over the interest rates, undercoat and paint protection packages, etc....I will ALWAYS negotiate and never just limply accept them as "a cost of doing business"...you want my business? Earn it!!