That is similar to my first thought; that most E-Transit sales are commercial and not to private buyers, unlike Lightning and especially Mach-E.  One poor month for E-Transit I can accept as an anomaly, but an entire quarter and June in particular shows a downward trend that’s hard to explain other than that demand for this type of vehicle has essentially disappeared.  Obviously much depends on price and I have no idea what Ford may be doing in that area.  Maybe they stopped taking a loss on each unit.  If I had to guess, and that’s all it is, business owners may have determined that BEV commercial vans do not offer all the advantages they expected.  Just a guess though.  We’ll see what happens over next few months.

Whatever the number of Corvette e-Ray GM sold. Since GM presented the numbers for all Corvettes, not e-Ray specifically, my guess is that e-Ray sales are 3%of total Corvette sales for the first half of the year. 3% of 12,595 is 378. That's my final answer, 378 hybrids sold by GM in the first half of the year. 😄   Why do you ask?  

As I said in the other thread, none of us are saying the new Navigator is terrible, just that Ford didn't push far enough.  It's great that sales are their strongest in years, decades even, but it'll be interesting to see what happens as '24 inventory clears out, and whether it can maintain this pace.

You are correct in a sense that GM has traditionally skipped MCEs and just done new version every 5-6 years, but sales have remained strong.  I'd say your comment is an exaggeration, IMO.  While it may not have had some of the creature comforts others offered, embarrassing is a strong word.  But it also offered features elsewhere (ex. night vision) that others didn't have that sort of offset the second row limitations.   ---   None of us are saying the new Navigator is terrible, just that Ford didn't push far enough.  Sales are their strongest in years, decades even, but it'll be interesting to see what happens as '24 inventory clears out.

So I revamped my charts and I put together a look at the entire truck market for all of the competitors in each segment (I didn't do ICE vans, though) - enjoy......   Also, Tesla and Rivian haven't reported any figures yet, but I'm not going to wait on them, as they're weird in their reporting anyway.   Please note, it's been a lot of work to create this new setup when I've have time, so there may be some errors - let me know if you see any....thanks!      

So I revamped my charts and I put together a look at the entire truck market for all of the competitors in each segment (I didn't do ICE vans, though) - enjoy......   Also, Tesla and Rivian haven't reported any figures yet, but I'm not going to wait on them, as they're weird in their reporting anyway.   Please note, it's been a lot of work to create this new setup when I've have time, so there may be some errors - let me know if you see any....thanks!      

Since E-Transit is more likely a "commodity" sale (i.e. personal transportation shoppers don't typically shop it) when those fleet orders come in or not is key to a what would be considered a "successful" sales quarter.

What’s behind E-Transit decline?  Seems the recent larger-battery upgrade did not help much.  First thought maybe businesses stopped buying EVs but GM’s BrightDrop improved considerably, though sales numbers still low.   Above statement explains some of the decline, but year-to-date data suggest there’s likely more than that affecting sales.

Prior to 2025, the escalades 2nd row wasn't horrific, just odd design choices that people were more than willing to live with.