Tuesday, April 5, 2022

'22 March Sales

'22 March SalesSome random observations:



Edge sales increases probably reflects shortage of Explorer more than anything.


Bronco Sport + Escape combo seems to hold steady.


Maverick is already outselling EcoSport so the strategy is working.


Curious about the Mach E as well... it's certainly not due to lack of demand as most Ford dealers have long order books and wait lists. When is that production volume increase is supposed to occur?


Are F-series sales still down due to chip supply or something else? 47% decline year over year suggests it's more than supply issues. I don't have any guesses on what's driving the freefall, just thinking out loud.


Ranger too... 44% decline year over year - I suppose Ford may be shifting production volume over to Bronco but that drop probably indicates more competition than anything else. Nissan returned to the market with a 99% residual lease - that must have had an impact short term. Should keep an eye on this one.


The big annual spring delivery of Transit to fleet buyers didn't seem to happen this year - or maybe delayed?


Expedition and Navigator sales collapse - gas prices?Tue, 05 Apr 2022 15:30:53 +0000

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