honestly I do wonder if ROW is hesitant to add Maverick because of that, in a similar fashion to how NA was hesitant to add the current form Ranger to potentially affect F-150 sales. At least in our market, we’ve seen it hasn’t had an affect on F-150 sales, but obviously has been affected by Maverick. But as pointed out above, there are other factors involved (factory utilization is a big one).
They know they need affordable vehicles to grow. Problem before was the existing platforms were still too expensive to really compete and they had to fund model E investments. CE1 is giving them the opportunity to reset on platform costs and invest in BEVs at the same time. And they're applying that strategy to new ICE vehicles.
Yes and I wonder if ROW had Maverick if a similar reduction in sales would
happen, if buyers are looking for lower cost more fuel efficient solution in
urban areas where diesels and BOF make less sense.
A lot of that strategy was intertwined with the need to fund BEVs when Ford diverted
$11 billion in funding away from Ford Blue (ICE) vehicle platforms, so of course, quite
a few vehicles on the low profit side were dropped. Perhaps when Ford revisits it’s ICE
plans, it will make room for some more products that also have varying levels of hybrids.
There are some gaps that could be filled with the right vehicles that add profit.
I think Ranger is just stuck in that middle ground with Maverick below it appealing to the casual “non truck” buyer, and F-150 appealing to the typical truck buyer.
Meanwhile, Ford is prioritizing Bronco production because it can allow Maverick or F-150 to absorb what might otherwise be a Ranger sale.
Other companies can push their midsize offerings sales wise because they don’t have a Maverick, or a Bronco eating up production space.