up 1386 from next to nothing.
They basically stopped Ranger production for much of last year, so you'll see that grow this year.
That's been the question of growing both Ranger and Bronco sales simultaneously.
Yeah, Farley has mentioned in several interviews how these affordable EVs are very advanced looking, and he doesn't know how people will react because they look so different. It wouldn't make sense to make those sorts of comments if these vehicles looked like a maverick and bronco sport in EV form.
So they'll definitely be their own distinct designs.
The plant is already on 3-shifts so I'm not sure how you can realistically grow Ranger sales without impacting Bronco volume.
But one thing that is a bit of mystery to me... how can the plant be on 3 shifts and still making so few vehicles? How many man-hours does it take to put together a Bronco?!?
The 3rd shift began in January 2024 and you can clearly see the impact of that in the Jan 2025 result (i.e. Ranger sales up 1386%). But if you look at the full year results from last month, Ford sold 109K Bronco and 46K Ranger in 2024... that's only 155K volume. Add another 30K (maybe?) exports, we are still under 200K on 3 shifts. I don't understand the utilization at all. The conventional wisdom is auto plant needs to operate with 250K volume on 2-shifts to be economically viable.
I have yet to even see a new '25 Maverick, so I don't think it's related to styling - I don't think they're at dealers yet.
I don't think it's anywhere near that dire, but Ford definitely needs to get its act together and have more regular/consistent refreshes and redesigns, especially on important products.
Sure, but JLR was kicking and screaming with those, and they were essentially one-offs. When they were sold, LS (and Thunderbird) was gone, and X-type was on its way out the door.
Ford/Mazda shared CD3 for Fusion/Edge/6/CX-7, and Volvo shared across multiple models with the upcoming FWD models.
The big drop in Explorer is concerning. Hyundai Palisades came out after the current Explorer and there is already a new gen which will be on sale in a few months time. The speed at which competitors are moving in this segment really reminds me of the final decade of Taurus when Ford just couldn't keep up and can only chase fleet sales.