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Ford November 2016 Sales - Up 5%, Retail up 10%


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Ford Total U.S. Sales Up 5 Percent in November, Retail Up 10 Percent; F-Series, SUVs and Lincoln Vehicles Drive Gains

 

source: Ford Media

  • Ford Motor Company’s U.S. sales for November total 197,574 vehicles – up 5 percent versus a year ago – with retail sales up 10 percent and fleet sales down 9 percent
  • Ford F-Series has its best November since 2001 on strong F-150 and Super Duty retail demand; total F-Series sales of 72,089 trucks is up 11 percent
  • Ford brand SUV sales increase 20 percent with 60,079 vehicles sold
  • Lincoln sales total 9,429 vehicles for November, representing a 19 percent increase on strong demand for its newest products, including Lincoln Continental, MKX and MKZ

 

DEARBORN, Mich., Dec. 1, 2016 – Ford Motor Company’s overall sales totaled 197,574 vehicles in November – a 5 percent increase versus last year – driven by a 10 percent retail sales gain with 154,114 vehicles sold.

 

Fleet sales of 43,460 vehicles, including daily rental, commercial and government segments, declined 9 percent. This reflects the company’s plan to front-load fleet sales this year.

 

F-Series sales increased 11 percent, totaling 72,089 trucks, the truck line’s best November salessince 2001. F-Series retail sales were up 14 percent.

 

“Strong retail sales increases for both F-150 and our all-new Super Duty pickups drove F-Series above the 70,000 vehicle mark – a November threshold we have not seen in 15 years,” said Mark LaNeve, vice president, U.S. Marketing, Sales and Service. “Plus, strong consumer demand for well-equipped Super Dutys helped boost Ford’s overall average transaction prices in November, which are up $1,000 versus a year ago – well ahead of the industry average of $320.”

 

Ford brand SUV sales totaled 60,079 vehicles for November – a 20 percent increase. Escape was up 11 percent; Explorer grew 14 percent, Edge climbed 32 percent and Expedition gained 75 percent.

 

Lincoln sales increased 19 percent, with sales totaling 9,429 vehicles. Retail sales were up 20 percent. Lincoln MKZ was up 9 percent, while Lincoln MKX was up 30 percent. Lincoln’s all-new Continental had its best sales month since launch – with 1,419 cars sold.

 

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Edited by Anthony
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Utilities and trucks are strong. Cars are holding their own.

 

Continental is blowing away MKS and it just went on sale. ATPs have to be much much higher too.

 

For anyone who thinks Ford is too reliant on trucks, just look at the YTD volumes:

 

Cars 606K

Utilities 703K

Trucks 965K

 

That is a healthy balance.

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Some good indicators at Lincoln with sales holding steady for MKZ and MKX despite the addition of Continental, typically Lincoln cannibalizes its other products. Continental is probably a little higher than it can sustain because of pent-up demand and order fulfillment (similar to what happened to Navigator). It'll be interesting to see where it ultimately lands, my guess is around 800-1,000/month in another year or two.

 

Ford's car business is still shrinking very dramatically but Ford has been able to offset much of that this year with F-Series (and surprisingly Expedition). Ford's SUV sales are being propped up by Expedition increases, but otherwise their SUV/Crossover business has pretty much hit a wall.

Edited by BORG
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Ford's SUV sales are being propped up by Expedition increases, but otherwise their SUV/Crossover business has pretty much hit a wall.

 

This isn't accurate. While Expedition sales are up 17,189 units for the year, the rest of the crossover/SUV lineup is up 11,592 units collectively. So while Expy increases obviously outnumber the overall gain of the others, it's not as if SUV/crossover sales would be down if Expy were neutral.

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Ford's car business is still shrinking very dramatically but Ford has been able to offset much of that this year with F-Series (and surprisingly Expedition). Ford's SUV sales are being propped up by Expedition increases, but otherwise their SUV/Crossover business has pretty much hit a wall.

 

I wouldn't consider 14% "shrinking very dramatically" especially considering most of that is Fiesta and Focus which are down in large part due to gas prices.

 

On the utility front, Edge, MKX, Flex and Expedition are all up YTD.

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From Automotive News...

 

"Sales for the Lincoln luxury brand were driven by its new Continental flagship sedan, which helped Lincoln car sales jump 42 percent.

 

LaNeve said Continental stayed on dealer lots for just 13 days last month, and the top two trim levels made up 50 percent of sales."

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I like the news, especially for Lincoln.Baby steps seem to be working! I really want to see what the production Navi is going to look like, which I think will really help too.

 

Their will be a Continental in my future, it's just when. Company got acquired so things are kinda wonky at work. Want to make sure I'm on solid ground before I get another car note.

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Ford's car business is still shrinking very dramatically but Ford has been able to offset much of that this year with F-Series (and surprisingly Expedition). Ford's SUV sales are being propped up by Expedition increases, but otherwise their SUV/Crossover business has pretty much hit a wall.

Expedition is a very nice surprise. Very glad to see strong consumer demand for this SUV. One can only imagine what sales (and hopefully, profits) Ford will be able to achieve once the new Expedition hits the dealer lots in about 2(?) years.

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No Conti's in stock? Wow, that's surprising. The tiny Lincoln dealer near me has 4. I took one for a drive 2 weeks ago and was impressed to say the least (2.7T, AWD). MSRP was around $60k. I could see this as my wife's next vehicle but we won't be in the market for several years.

 

I know. They had a couple and sold them. There is one on their website as "dealer ordered." Another one is supposed to be built this week for me and if it passes quality checks, should be here toward the end of December. :)

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Expedition is a very nice surprise. Very glad to see strong consumer demand for this SUV. One can only imagine what sales (and hopefully, profits) Ford will be able to achieve once the new Expedition hits the dealer lots in about 2(?) years.

 

Expedition will be unveiled in a few weeks and go on sale later in 2017.

 

As far as I can tell, the marketing campaign for the Continental hasn't even started yet. I see some things on social media but no advertising at all in my area. The largest dealer here in Minneapolis doesn't even have a Conti in stock, yet.

 

No, advertising hasn't started. The first ad it's been featured in has been the Christmas time "Wish List" event. But hardly a full marketing campaign. I wouldn't be surprised to see a Super Bowl ad for it too.

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People, over 72,000 F Series sales in November with such high retail sales numbers

and a rich mix of new Super Duty selling strongly...that's a massive result

 

and while Ford is still outgunned in the full sized SUV segment, the fairly strong sales

of expedition should give us all real hope that the new Expedition and Navigator will be

just the ticket for increasing those sales, ATPs and most importantly, profits..

 

GM had a good month with over 252K sales but interestingly, Silverado 45,280 and Sierra 18,900

adds up to 64,180 around 7,900 sales adrift of F Series but Colorado 8,669 and Canyon 3,410

sales means GM carried the day in combined truck sales..

Edited by jpd80
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Toyota beat Ford by 71 units this month but Ford has a healthy 160k lead YTD so Ford's claim to #2 position is probably safe for another year.

 

Highlander up almost 67 percent; posts all-time best-ever month

 

 

http://www.prnewswire.com/news-releases/toyota-motor-sales-reports-november-2016-sales-300371401.html

 

 

Highlander - What's up with that? Did they give them away?

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Toyota beat Ford by 71 units this month but Ford has a healthy 160k lead YTD so Ford's claim to #2 position is probably safe for another year.

I'm betting that Toyota took a big hit financially to do that, large drops in October car sales means more incentives last month.

As Kevmo said above, more Utility sales but you can bet a lot more incentives to move that tin too..

 

Still a good sales result for Toyota but the truth behind the figures shows a need for Toyota re rebalance towards Utilities.M

 

Mustang's 6,196 sales put it back in front of Camaro with 4,893 sales,

the majority of unsold Camaros in that bloated +32K inventory are V6s,

I don't know what on earth GM is thinking....

Edited by jpd80
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I can only attest to what I and others here at the store experienced. We were all terrified at how slow things were going, and then the Election results came in......after that business skyrocketed.....very strange....although some of the Black Friday rebate programs were crazy as well...

Edited by Deanh
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I can only attest to what I and others here at the store experienced. We were all terrified at how slow things were going, and then the Election results came in......after that business skyrocketed.....very strange....although some of the Black Friday rebate programs were crazy as well...

 

Honestly, I think that would have happened no matter which side won the election. There is a lot of uncertainty up to the election, then afterwards, the fans of the side that won thinks all is now roses, so they go back to business as normal. Had Hillary won, though, I don't think the pickup sales would have gone up as much as they did...

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Lincoln MKZ, MKS, Continental - 4,049

Caddy ATS, CTS, CT6 3,701

 

And XTS 2400 = 6100 Caddies, granted the XTS is Caddy's fleet/limo/hearse car like the MKT but with retail buyers.

 

I'm sure Caddy ATPs are higher but Continental should be closing that gap. And the Caddys are on new platforms while Ford's platforms are older and shared.

With the exception of CT6 why you keep saying the Alpha platform isn't shared?, the Camaro became a Cadillac?.

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