I think we'll see targeted areas of CE1 things applied to F-series.   For one thing, with a BOF design, I'm not sure how much they actually can apply a gigacasting to such a design, unless they somehow have a full frame cab back and "megabolt" a front section on?   I think we'll see more learnings like wiring simplification and under the skin tech applied to reduce costs.  Remember there were also the rumors of steer by wire and things like that.   I'd actually go the other way and say that F-series is actually one of the areas Ford IS willing to push forward on, as it's the flagship of the company.  But I don't think we'll see a full gigacasting approach for it (like I said above, I don't even know if that's possible).   I think Maverick itself would be a perfect candidate for CE1 learnings, and by extension the reported Maverick-based models.  I was saying over at GMI, I wonder when Maverick is due for a full redesign.  By the time Fathom debuts, Maverick will be 6 years old, and theoretically getting ready for a redesign.     It's truly hard to gauge the midsize sales potential for Ford, IMO.   They have Maverick, which is doing great, and obviously have F-series above doing great too.   Ranger is stuck in the middle with a global design that doesn't quite seem to align with US tastes.  It did well initially in 2019, but has fallen off since Maverick (and Bronco) arrived.   That said, you look at Tacoma, and it was at 214k sales through Q3, dwarfing Maverick and Ranger sales combined (175k).......obviously they don't (yet) have a Maverick entrant, nor does Tundra do F-series numbers, but even Colorado is selling 20k more than Ranger.   I think an F-100 more tailored to US buyers could potentially get closer to Maverick numbers, but if you're also throwing in a Bronco truck in there, you're shrinking the buyer pool for both.  I'd see it selling similar to Gladiator numbers - roughly 50k per year.   I think Ford is hoping Fathom appeals to a completely new set of buyers outside the brand, though I see it taking a bite out of Maverick numbers (10-15% maybe?).

The bone headed decisions on Apple CarPlay and Android Auto, zero hybrids (except Corvette), pregnant with low selling large EVs, jumping back into diesels big time and now this, it is a head shaker. Hard to understand Mary’s thinking.    I’ll take Farley in a heartbeat.

I just checked the heights on four trucks on my lot, measuring to the bottom of the body at the front of the front door. Very unscientific, but with running boards on lots of trucks, other options got messy. No FX4, Tremor, that kind of thing. Maverick was 15", Ranger was 18", F-150 was 18", Super Duty was 22". Between frame sizing, body height, and point of impact, it does make some sense that side impact safety comes into play. That said, the 2026 F-150 SuperCab and SuperCrew both have the same side impact rating. As to demand, I have to wonder if the lack of demand is manufactured. If a company stops building a product the way people would actually buy it, so they stop buying it all together, does that mean there was a lack of demand? Or that the manufacturer killed the demand that was there? I've heard there's nobody that wants an F-150 regular cab, short box, 4x4, 5.0 V8, but the one I've got on hand has been absolutely the most asked for dealer trade vehicle, and we've had people drive to us from several hours away to see it (and then try to "make a deal" on it). I can't order one for stock, this one was ordered and then the guy couldn't get it. How about a SuperCab V8 STX? I could sell the crap out of those, but Ford no longer builds them that way... so nobody's buying them.   Ranger going to a single body/cab/bed configuration makes sense for production purposes. And I'll fully admit, the SuperCab rear cab was NOT comfortable... it was one of the things I explicitly checked out when I saw them at a car show for the first time. I thought "these should just have a rear seat delete option". Really, I think limiting the regular cab, and eliminating the SuperCab, from the F-150 lineup has everything to do with per-vehicle profit and volume.

I have no problem with less fuel mileage if it comes with increased durability.  Get rid of the auto stop/start, cylinder deactivation, direct injection and back to a 4 or 6 speed automatic transmission.  I would gladly accept lower mpg.  I would also have no problem with a line item on the window sticker that stated something along the lines of for increased durability we are being fined by the EPA for not meeting CAFE standards so that fine is being passed along to the consumer.  We already pay $450...$750 for paint so if it's a $500 or $1000 fine I would gladly pay it.  Don't misunderstand me, I would not be in favor of that window sticker line item if the truck still comes with all of the "fuel saving" garbage on today's engines/transmissions.

Huh?  Aviator sales are up 13% on the year.   And Ford's Q3 statement said Q3 results were its best 9-month performance since 2003......when it first debuted.  And that's when sales were only up 11.5% for the year, they've gone up another 2% after October.   Could they be better?  Sure - the whole brand could be doing better - but to imply the current one is a failure is flat out wrong.   I'll give a pass on the design commentary because looks are subjective, even if I think what's pictured above looks nice, but pretty generic.......opposite of "making a statement", IMO.  But implying that this EV product would somehow do better than what we have is laughable given the state of the EV market here.

Pretty good month overall, with the exception of discontinued Escape/Corsair and the EVs.   Ranger dropped off again....wonder if more F-150s being available affects Ranger?   Lincoln had a great month, with all models way up aside from Corsair, obviously.

https://s205.q4cdn.com/882619693/files/doc_news/2026/Nov/04/Ford-U-S-October-2026-Sales-Release.pdf          

Range Rover Is Killing Off Its Two Cheapest SUVs - Autoblog   Range Rover boss Martin Limpert has confirmed to Autocar that the Evoque and Velar will be discontinued. Their production will continue into 2027, but the British luxury marque isn’t planning direct replacements. Instead, the "entry-level" role will be shared by the upcoming Range Rover GT and the Range Rover Sport.

I don't see the Bronco pickup really selling in huge numbers vs say the outgoing Ranger.    The F-100 (if its basically a HD Ranger) would fix most of the issues the Ranger has.

I'm trying to think of what ICE products would have CE1 learnings apllied to them first. They could make Ford's trucks even higher quality and more profitable. But because it's such a radical new assembly and engineering method, I don't see Ford gambling their truck lineup on that this early on.