Updated
Updated · Detroit News · Jul 2
Ford U.S. Sales Fall 10% to 1 Million in H1 as Escape Phase-Outs Hit
Updated
Updated · Detroit News · Jul 2

Ford U.S. Sales Fall 10% to 1 Million in H1 as Escape Phase-Outs Hit

3 articles · Updated · Detroit News · Jul 2

Summary

  • About 1 million vehicles sold left Ford down 9.6% in the first half, a drop of more than 100,000 units from a year earlier; second-quarter sales fell 10.3% to 549,200.
  • A 69% plunge in rental sales, the end of Escape and Lincoln Corsair production, and aluminum shortages that cut F-Series output drove most of the decline, Ford said.
  • F-Series sales dropped more than 13% in the half, while EV sales sank 57% after the federal tax credit disappeared; Lincoln's quarterly sales fell nearly 16%.
  • Bronco posted a record first half and Explorer sold well, June retail share edged up, and Maverick Hybrid set a Q2 record of 29,457, but those gains did not offset broader weakness.
  • Ford's slump trailed crosstown rivals: GM's sales fell about 7%, while Stellantis rose 6% as Ram pickups held up despite higher gasoline prices.

Insights

After a supplier fire crippled F-150 output, how will Ford protect its most profitable truck from the next supply chain shock?
With EV sales plummeting, can Ford deliver its promised affordable electric models before consumers abandon the technology for hybrids?