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https://media.ford.com/content/dam/fordmedia/North America/US/2019/01/03/sales-dec-18.pdf

December Down 8.8% overall; Lincoln up 8.5%
2018 Totals: Down 3.5% overall; Lincoln down 6.8%

Highlights:
 Full-year Ford U.S. sales totaled 2,497,318
vehicles, with Ford marking its ninth straight year as
America’s favorite brand
 A continued stronger mix of trucks and SUVs
expanded transaction pricing for another new record
of $38,400, a $1,600 increase over December last
year; this compares to a $470 increase for the
overall industry at just $34,000 per vehicle
 Full-year F-Series sales were up 1.4 percent on a
total of 909,330 trucks sold for 2018 and the 42nd
consecutive year for F-Series as America’s bestselling pickup
 Ford sold a total of 217,653 commercial vans in
2018, making it the best-seller of commercial vans in
America for 40straight years
 Ford SUV sales totaled 797,238– a new sales
record for Ford SUVs; this comes on the success of
the all-new Expedition and EcoSport, setting the Ford
brand up well as it transitions to the all-new Explorer
and Escape later this year
 Due to order timing, daily rental sales were down;
Ford fleet sales declined 19.5 percent in December,
with daily rental down 41.5 percent
 Lincoln Dealers reported their best retail sales
month since March, 2007 on strong SUV sales
performance; Lincoln SUVs were up across the board
Lincoln had a good month - seems to be picking up some momentum going into next year. I'd think sales will be up to start the year with them being down so much last year.
 

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42 years of leadership selling 909,330 trucks in a single year is quite impressive, leading into the new truck reveal soon. These are very high margin products. That number will be hard to match, once Ranger starts taking sales from F series this month, and as Ram and GM come on strong with their new trucks. In the end, what matters most of course, is profit and shareholder value.
 

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From Jalopnik

At the end of every month, you can easily look up how most automaker fared in their monthly sales reporting. It’s a handy and easy way to track the market. Ford just announced that it’s moving away from that model, however.

Following GM’s lead, Ford said today that it’s also switching to a quarterly reporting system for its U.S. sales figures model, reports Automotive News. From the story:

Ford, which is one of two automakers to hold monthly sales calls for analysts and media, will transition to a quarterly call and release beginning in April. It will still provide monthly figures to data agencies.

GM moved to quarterly sales reporting last April. Ford, at the time, said it would assess the situation, noting that there’s oftentimes volatility in monthly figures.

Ford’s U.S. marketing vice president said that the company believes this system will grant better transparency.

I don’t know if I agree with that. I think a quarterly reporting system will actually result in less transparency, as there are physically fewer numbers publicly provided. And, because some companies now report monthly and some do not, there could be more speculation and errors, some analysts caution.

It also seems like very convenient timing to start implementing this system during a year when auto sales are expected to fall. Hmmm!
 

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From Jalopnik

At the end of every month, you can easily look up how most automaker fared in their monthly sales reporting. It’s a handy and easy way to track the market. Ford just announced that it’s moving away from that model, however.

Following GM’s lead, Ford said today that it’s also switching to a quarterly reporting system for its U.S. sales figures model, reports Automotive News. From the story:

Ford, which is one of two automakers to hold monthly sales calls for analysts and media, will transition to a quarterly call and release beginning in April. It will still provide monthly figures to data agencies.

GM moved to quarterly sales reporting last April. Ford, at the time, said it would assess the situation, noting that there’s oftentimes volatility in monthly figures.

Ford’s U.S. marketing vice president said that the company believes this system will grant better transparency.

I don’t know if I agree with that. I think a quarterly reporting system will actually result in less transparency, as there are physically fewer numbers publicly provided. And, because some companies now report monthly and some do not, there could be more speculation and errors, some analysts caution.

It also seems like very convenient timing to start implementing this system during a year when auto sales are expected to fall. Hmmm!

I am all for this. I have seen repeatedly what kind of conclusions people jump to based on a month or two of sales volumes. We should all zoom out more, and look at the bigger picture. This will help.
 

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From Jalopnik

At the end of every month, you can easily look up how most automaker fared in their monthly sales reporting. It’s a handy and easy way to track the market. Ford just announced that it’s moving away from that model, however.

Following GM’s lead, Ford said today that it’s also switching to a quarterly reporting system for its U.S. sales figures model, reports Automotive News. From the story:

Ford, which is one of two automakers to hold monthly sales calls for analysts and media, will transition to a quarterly call and release beginning in April. It will still provide monthly figures to data agencies.

GM moved to quarterly sales reporting last April. Ford, at the time, said it would assess the situation, noting that there’s oftentimes volatility in monthly figures.

Ford’s U.S. marketing vice president said that the company believes this system will grant better transparency.

I don’t know if I agree with that. I think a quarterly reporting system will actually result in less transparency, as there are physically fewer numbers publicly provided. And, because some companies now report monthly and some do not, there could be more speculation and errors, some analysts caution.

It also seems like very convenient timing to start implementing this system during a year when auto sales are expected to fall. Hmmm!

I am all for this. I have seen repeatedly what kind of conclusions people jump to based on a month or two of sales volumes. Zoom out people, look at the bigger picture. This will help.
..so what I'm seeing is that data reporting agencies will still get F monthly sales, they just won't be doing calls. That seems fair, as the numbers will still be out there. I think that is one pressure on TSLA is that it's an every 3mo numbers game with everyone guessing, which leads to wilder swings in the stock.
 
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