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Guest Message by DevFuse

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Ford Motor Company September 2011 Sales


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76 replies to this topic

#21 OFFLINE   jpd80

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Posted 03 October 2011 - 03:23 PM

Well if Focus supply has been restricted, then it looks like
buyers have jumped into Fiesta and Fusion instead.
Taurus abd Mustang are both down as CV says goodbye.

Fiesta 3,967 3,050 (30.1%)
Focus 10,309 13,587 (-24.1%)
Fusion 19,510 15,918 (22.6%)
Taurus 4,305 6,977 (-38.3%)
Mustang 5,054 5,760 (-12.3%)
Crown Victoria 3,013 1,962 (53.6%)


Escape, Edge and Explorer are all power along,
Flex still achieved over 2,000 sales this month.

Escape 20,225 14,313 (41.3%)
Edge 11,680 12,815 (-8.9%)
Flex 2,084 2,204 (-5.4%)
Explorer 11,336 3,734 (203.6%)
Expedition 3,473 2,949 (17.8%)


F Series is incredible, over 54,000 sales and Ranger buyers \
have flocked back with over 7,000 sales but TC is a little down..

F-Series 54,410 47,433 (14.7%)
Ranger 7,154 3,815 (87.5%)
Econoline/Club Wagon 8,711 8,471 (2.8%)
Transit Connect 2,611 3,571 (-26.9%)







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#22 OFFLINE   NickF1011

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Posted 03 October 2011 - 03:26 PM

Focus: They've screwed up this launch from day one. Quality problems. Supplier problems. Marketing problems - the biggest problem here. Now that the supplier issues are getting resolved and Doug is dead, I think we have a chance at creating a viable and sustainable growth pattern with the Focus. But it's been a bad year for several of Ford's compact program managers here in the US. I would argue further that Ford has misjudged the market a bit. People are starting to look at the Cruze and Elantra as mid-size car replacements, but the Focus is too small. Dimensions are not quite right - and that will keep it from having as mass appeal. It think it will be completely possible for Ford to maintain 200,000 sales in good years. But I can't see them surpassing that by much unless they come up with some proposition to get consumers to overlook that aspect of the car. But if 200,000 is profitable, you could argue it doesn't matter. I would argue it should (if only a bit) given Ford's position in the marketplace.


Difficult to argue why people are or are not buying a product that is not available for them to even look at.

F-series: Not sure what's going on here. Although the month was decent, the F-series has been off. I suspect the Super Duty is the anchor weighing on sales, but I have no proof to back up that claim. And granted GM and Chrysler are recovering from very depressed levels, but Ford is barely holding its own.


:headscratch:

Last I checked, F-series is up more this year than Silverado/Sierra...and Ram is still a pretty distant 3rd.

But, there are gaps opening up in their line-up from a product perspective, even with new product, and there are even bigger gaps in their marketing savvy recently.


Such as??
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#23 OFFLINE   RichardJensen

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Posted 03 October 2011 - 03:35 PM

I'd hold off on the "Elantra and Cruze as midsize replacements" arguments until we see the FE figures for the '12 Fusion.

If Ford can return results within a MPG or two of the Elantra/Cruze with the FE leader for the Fusion, that argument is somewhat mooted.

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#24 OFFLINE   jpd80

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Posted 03 October 2011 - 03:51 PM

I'd hold off on the "Elantra and Cruze as midsize replacements" arguments until we see the FE figures for the '12 Fusion.

If Ford can return results within a MPG or two of the Elantra/Cruze with the FE leader for the Fusion, that argument is somewhat mooted.

Agreed, how can we truly compare Cruze or Elantra to a mid sized car like Fusion
when the new one could be promising more space and near identical fuel economy....

While the internal dimensions of the Cruze are very close to say, a 2003 Mazda 6,
the expectations of buyers regarding a mid sized car are now much different and
probably more like just under a full sized car...

Compacts are getting bigger, just like small SUVs but that doesn't make either of them true
Mid sized replacements, it just means that smaller vehicles now encroach on that market

Edited by jpd80, 03 October 2011 - 03:53 PM.


#25 OFFLINE   jpd80

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Posted 03 October 2011 - 04:33 PM

Chevrolet Volt ......723

Caprice PPV.....140

Looks like GM is leading the way in sales of technology and police vehicles........

#26 OFFLINE   BORG

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Posted 03 October 2011 - 04:49 PM

It's amazing to me that Ford is repeating the same problems that plagued the first Focus. Fortunately, quality isn't quite the recall disaster...yet anyway.

#27 OFFLINE   jpd80

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Posted 03 October 2011 - 05:18 PM

It's amazing to me that Ford is repeating the same problems that plagued the first Focus. Fortunately, quality isn't quite the recall disaster...yet anyway.

No, this is a completely different problem stemming from supplier issues

The product's quality is not in question and has nothing to do with a basic fault in design as was the case with US C170 Focus launch.

#28 OFFLINE   move4ward

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Posted 03 October 2011 - 05:20 PM

Ford September 2011 Call Transcript. It's a very long transcript, so I will not post the text here. Please click on the link. In the same link, there is also a Q&A tab with Wall Street analysts that has some additional text.

http://seekingalpha....all-oct-03-2011

Edited by move4ward, 03 October 2011 - 05:25 PM.


#29 OFFLINE   robertlane

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Posted 03 October 2011 - 06:18 PM

10,309 Focuses? Really Ford? What the heck is the story with this thing? Are you freaking shipping ANY of these to dealers???

Absolutely gangbusters month for F-series though. :happy feet:

I was thinking the same thing about the Focus sales figures being so low.
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#30 OFFLINE   mustang84isu

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Posted 03 October 2011 - 06:23 PM

Ford September 2011 Call Transcript. It's a very long transcript, so I will not post the text here. Please click on the link. In the same link, there is also a Q&A tab with Wall Street analysts that has some additional text.

http://seekingalpha....all-oct-03-2011


Thanks for posting that. I didn't get a chance to listen in today. Sounds like October should be a much better month for the Focus.

#31 OFFLINE   jpd80

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Posted 03 October 2011 - 07:16 PM

Thanks for posting that. I didn't get a chance to listen in today. Sounds like October should be a much better month for the Focus.




I fiund Ken Czubay's comments about focus very interesting

Nationally, Focus sales were a little lower than a year ago as inventories were tight in September compared to year-ago levels. That continued as we made the transition from the previous model to this model. The good news is retail sales of our new Ford Focus were up 30% in California versus September 2010 volumes. And compared to August, September Focus sales in our San Francisco region were up 45%. Our L.A. region led with being up 53%. The state of California, the largest car market in America, posted a 50% increase month-over-month, bringing us new customers and helping further strengthen Ford on the coast. I've talked about that the last few calls. Between Fiesta, Focus and Fusion, we are incredibly reestablishing the Ford brand on the coast and especially in California.

So importantly, California customers are rewarding us for investing in new technology. They love the technologies and fuel-efficient powertrains, driving transaction prices for Focus higher than the prior model.




#32 OFFLINE   forddaughter

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Posted 03 October 2011 - 07:31 PM

10,309 Focuses? Really Ford? What the heck is the story with this thing? Are you freaking shipping ANY of these to dealers???

Absolutely gangbusters month for F-series though. :happy feet:



There was a supply issue wirh parts. Reason why the Cruze is out selling the Focus and a few other cars.

#33 OFFLINE   mackinaw

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Posted 03 October 2011 - 07:38 PM

.......I fiund Ken Czubay's comments about focus very interesting.......


Czubay's just trying to put a positive spin and what was a truly terrible sales month for the Focus. 10,300 units is an embarrassment, no other way to cut it.

#34 OFFLINE   silvrsvt

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Posted 03 October 2011 - 07:50 PM

10,300 units is an embarrassment, no other way to cut it.


You can't sell what you don't have....I'd rather have more or less better put together car then one that is pushed out just to make sales #

Plus its pretty hard to sell car without its dash....

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#35 OFFLINE   RichardJensen

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Posted 03 October 2011 - 08:35 PM

10,300 units is an embarrassment

Only if you've got 40,000 units of inventory.
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#36 OFFLINE   BORG

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Posted 03 October 2011 - 08:48 PM

Only if you've got 40,000 units of inventory.


But what are the inventory levels on the Focus? Ford reported that they would be producing 25K units for the Focus following last month's decline. The problem got even worse this month!

#37 OFFLINE   PREMiERdrum

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Posted 03 October 2011 - 09:01 PM

But what are the inventory levels on the Focus? Ford reported that they would be producing 25K units for the Focus following last month's decline. The problem got even worse this month!


Keep in mind though how the flow of newly-produced vehicles works...
- Car is produced , rolls off line into staging lot at factory.
- After the group of cars is released from the factory and the region-specific shipment is large enough, the truckload is sent to a regional staging lot. (Columbus-area shipments are first processed in Cincinnati, for example)
- Once a large enough shipment is ready to head to a specific area, they are shipped from the staging lot to dealers.

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#38 OFFLINE   BORG

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Posted 03 October 2011 - 09:19 PM

Keep in mind though how the flow of newly-produced vehicles works...
- Car is produced , rolls off line into staging lot at factory.
- After the group of cars is released from the factory and the region-specific shipment is large enough, the truckload is sent to a regional staging lot. (Columbus-area shipments are first processed in Cincinnati, for example)
- Once a large enough shipment is ready to head to a specific area, they are shipped from the staging lot to dealers.


The Focus inventories levels appear to be excellent at the moment, that's why I'm wondering. All my Ford dealerships are flush with the new Focus. I don't believe the inventory claims right now.

#39 OFFLINE   PREMiERdrum

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Posted 03 October 2011 - 09:41 PM

The Focus inventories levels appear to be excellent at the moment, that's why I'm wondering. All my Ford dealerships are flush with the new Focus. I don't believe the inventory claims right now.


"Appear to be excellent" where? In Michigan, where the car is built? How long was that inventory there? What are Nationwide inventory levels like?

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#40 OFFLINE   ausrutherford

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Posted 03 October 2011 - 09:53 PM

"Appear to be excellent" where? In Michigan, where the car is built? How long was that inventory there? What are Nationwide inventory levels like?


Poor...went by the Anderson, SC dealer the other day....one...just one...on the lot. Thats one Focus for around 100,000 people.








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