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Discussion Starter #1 (Edited by Moderator)
http://s22.q4cdn.com/857684434/files/doc_news/2018/04/March-2018-Sales-Final.pdf





Edge is up.

F-series still going strong - 87K for March!

Lincoln stopped the bleeding of the first two months, only down 2.1%, but that's entirely due to Navigator up 90.7% to 1,711 units. Everything else was down (except bizarrely MKT).

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On a side note - what's the point in having a Monthly Sales Reports section if nobody can post in it? I'd post these there (where they belong, but I don't have access).
 

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Ford cars are starting to slow their descent. Interesting to see Focus outsell Fusion. I imagine the increased fleet business this month may have something to do with that. Mustang down slightly but they stopped its hemorrhaging as it heads into Spring with the new 2019s.

Expedition sales are finally growing with the new model as retail overcomes their tremendous fleet sales on the previous model last year. Still nothing spectacular here in-terms of sales volume but they should be massively more margin-rich.

Escape is running a pretty big deficit for the year which is something you don't really want happening with the most important volume and growth segment. So far Edge is the only SUV with positive sales growth for the year but Explorer growth is coming back along with EcoSport which should hopefully reverse Ford's SUV decline over the next few months.

Ford's Truck and Van business is massive and growing.

Looks like they can quietly phase out Taurus and Flex pretty soon, those sales are approaching "Other" status.

Lincoln still adding to its sales deficit for the year but at least it's slowing. Navigator has to be making some money for them. Lincoln sedans are really hitting the brakes now, MKZ most of all. It's down by over 1/3 so far this year. Continental is actually settling down fairly well, about where I expected them to be. It's not a growth segment and I would be amazed if it's still in the 800's throughout this year.

With Focus and C-Max about to be stopped, I imagine sales will change somewhat through the end of the year, it will be down overall but hopefully they'll get some customers into other slower selling vehicles.
 

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Wow, GM sold 15,118 Buick Encores & 8207 Chevy Trax. Ford only sold 3296 Ecosports. I hope this is due to lack of availability.
 

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Wow, GM sold 15,118 Buick Encores & 8207 Chevy Trax. Ford only sold 3296 Ecosports. I hope this is due to lack of availability.
That's part of it, but it's safe to assume Ford is not that interested in selling tons of these. EcoSport is also something of a niche vehicle, its appeal is very limited compared to the larger and more mainstream competitors. EcoSport is still by far the smallest in its segment while costing the same. It's one of the reasons Ford has never held a press review event for the EcoSport, the car tends to get murdered by the reviewers. It's mostly there to catch some Escape or Focus stragglers, but it always loses out to people who are shopping for that specific segment.
 

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Navigator ATP's grew by $25,600.

Wow
I'm confused what ATP means. I know it means Average Transaction Price but does that means the difference between the average price that customer bought per vehicle for this month compared to this month last year? Meaning at $25,600 difference, it would be last year, customer paid average $60,000 for Navigator but this month, customer paid average $85,600 for the same Navigator with same trimline, options, etc.? Or does it means something else as far as ATP? Regardless, $25,600 is an impressive figure.

Ford is doing quite well this month. Cars will improve hopefully with new Focus and Fusion(?) but the existing trucks and SUVs figures are very impressive!
 

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I'm confused what ATP means. I know it means Average Transaction Price but does that means the difference between the average price that customer bought per vehicle for this month compared to this month last year? Meaning at $25,600 difference, it would be last year, customer paid average $60,000 for Navigator but this month, customer paid average $85,600 for the same Navigator with same trimline, options, etc.? Or does it means something else as far as ATP? Regardless, $25,600 is an impressive figure.

Ford is doing quite well this month. Cars will improve hopefully with new Focus and Fusion(?) but the existing trucks and SUVs figures are very impressive!
unless otherwise stated/usually compared to a year ago
&
it's if you added all of that model sold during a period (month, March, 2017-vs-2018)
divided total $,$$$,$$$ by number sold = aver price paid = ATP
so
YES
last year the average was $26k less -&- your $60k//$86k is prolley close enough
:thumb: ...BUT remember you're comparing close-out Old to little-discount Brand-NEW
 

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unless otherwise stated/usually compared to a year ago
&
it's if you added all of that model sold during a period (month, March, 2017-vs-2018)
divided total $,$$$,$$$ by number sold = aver price paid = ATP
so
YES
last year the average was $26k less -&- your $60k//$86k is prolley close enough
:thumb: ...BUT remember you're comparing close-out Old to little-discount Brand-NEW
Yes, everything you just said confirmed what I had previously thought but wanted to know for sure. Glad I asked and thanks for explaining so clearly.
 

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"Ford says it has the highest transaction price of any full-line automaker at $36,300 per vehicle."

Well.....that number is not based on the 'full-line' but more commercial sales of F-Series + Navigator/Expedition sales, which seem to be doing a good job supporting the business until the onslaught of new cars, CUV and SUVs are launched, so they can add to the bottom line in a substantial way as well.

Also, as the expanded capacity for Navigator gets going, Navigator sales should keep climbing.

I expect when the current old Fiesta, Focus, Fusion and even older Taurus models are replaced with new and exciting models, which is what the Ford dealers are asking for, Ford cars will be better able to hold their own.
 

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"Ford says it has the highest transaction price of any full-line automaker at $36,300 per vehicle."

Well.....that number is not based on the 'full-line' but more commercial sales of F-Series + Navigator/Expedition sales, which seem to be doing a good job supporting the business until the onslaught of new cars, CUV and SUVs are launched, so they can add to the bottom line in a substantial way as well.

Also, as the expanded capacity for Navigator gets going, Navigator sales should keep climbing.

I expect when the current old Fiesta, Focus, Fusion and even older Taurus models are replaced with new and exciting models, which is what the Ford dealers are asking for, Ford cars will be better able to hold their own.
It's safe to say your assumptions about a new CAR onslaught are unfounded at this point, dealers certainly aren't asking for more unwanted cars to fill their backlots.
 

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That's part of it, but it's safe to assume Ford is not that interested in selling tons of these. EcoSport is also something of a niche vehicle, its appeal is very limited compared to the larger and more mainstream competitors. EcoSport is still by far the smallest in its segment while costing the same. It's one of the reasons Ford has never held a press review event for the EcoSport, the car tends to get murdered by the reviewers. It's mostly there to catch some Escape or Focus stragglers, but it always loses out to people who are shopping for that specific segment.
I don't disagree with you, but at the volumes GM is selling these vehicles at (over 200K) you can't ignore this segment. Having worked for Ford for over 20 years, I know very well their philosophy. That philosophy is high profit vehicles. Personally, I would never buy a Ecosport because it is too small and almost the same price as an Escape. Let's just hope they don't treat the new Ranger (another segment they didn't want to compete in) the same way.
 

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It's safe to say your assumptions about a new CAR onslaught are unfounded at this point, dealers certainly aren't asking for more unwanted cars to fill their backlots.
Just a quote from one Ford dealers at their event:

Tindol said she wants to hear that Ford is committed to keeping "every model fresh and exciting."

She understands that dealerships can't survive off of CUVs/SUVs alone, because a large segment of consumers don't want a CUV/SUV. Consumers may lease one or two CUV/SUVs, but if there is no need for hauling, they will want something different than the big box on wheels they have already had. New Camry at over 36k sales for March indicates the strength of the segment. Just like F-150 with 80K+ does the same for full-size trucks. And New Altima is coming. Honda broke the Accord with unattractive styling so they will have their challenges.

Ford knows this, which is why new Focus is coming to help with compact cars, and what's left are replacements for Fusion/MKZ and Taurus. Dealerships don't want to be in the same situation they are with Ranger, when Ford mistakenly discontinued Ranger because they thought they could push those customers into a bigger F-150, or Transit Connect. Which didn't work and those customers went to Toyota and GM. It's just years later Ford is trying to regain those customers.

Did you notice Ford's sales for March where over 50k were cars....and cars that almost all are over 6 years old at that.
 

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At 3,820 for March, the Model 3 outsold the Lincoln MKZ and Continental combined. It actually outsold the MKC and MKX. Sales of the $35k - $60k Model 3 should reach about 10k for April and could have that one vehicle outselling the entire Lincoln lineup. Model 3 production will ramp up to 5k units per week over the next 3 months, which will have that one model outselling the Lincoln lineup globally. With Model 3 selling at about a 26% profit margin.

Lincoln better be planning for a new MKZ with 300+ miles of range. It's sales are so low today that going EV can only help it gain relevance and future sales growth.

All Lincoln has to do is 'follow the leader'.....

 

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Wow, GM sold 15,118 Buick Encores & 8207 Chevy Trax. Ford only sold 3296 Ecosports. I hope this is due to lack of availability.
It's only the EcoSport's second full month of sales in the U.S. Even the Trax had to start from somewhere some 3+ years ago with sub-4k sales numbers.


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That's part of it, but it's safe to assume Ford is not that interested in selling tons of these. EcoSport is also something of a niche vehicle, its appeal is very limited compared to the larger and more mainstream competitors. EcoSport is still by far the smallest in its segment while costing the same. It's one of the reasons Ford has never held a press review event for the EcoSport, the car tends to get murdered by the reviewers.
When compared to the Trax, a direct rival, the interior space is actually similar. In fact the shorter EcoSport has more legroom and a bigger cargo area than the Trax.

2018 EcoSport
Headroom front: 39.6 in
Headroom rear: 37.5 in
Legroom front: 42.9 in
Legroom rear: 36.7 in
Shoulder room front: 53.3 in
Shoulder room rear: 51.3 in
Cargo Volume to Front Seat: 50 cu ft
Cargo Volume to Rear Seat: 20.9 cu ft

2017 Trax
Headroom front: 39.6 in
Headroom rear: 38.8 in
Legroom front: 40.8 in
Legroom rear: 35.7 in
Shoulder room front: 54.1 in
Shoulder room rear: 52.8 in
Cargo Volume to Front Seat: 48.4 cu ft
Cargo Volume to Rear Seat: 18.7 cu ft

Better packaging gives the EcoSport a decent size interior despite having the shortest overall length. Most of the Trax's added length is on its nose.




*Its larger competitors (price-wise) like the HR-V and C-HR sit so low, you might as well get a Focus hatchback.
 

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At 3,820 for March, the Model 3 outsold the Lincoln MKZ and Continental combined. It actually outsold the MKC and MKX. Sales of the $35k - $60k Model 3 should reach about 10k for April and could have that one vehicle outselling the entire Lincoln lineup. Model 3 production will ramp up to 5k units per week over the next 3 months, which will have that one model outselling the Lincoln lineup globally. With Model 3 selling at about a 26% profit margin.

Lincoln better be planning for a new MKZ with 300+ miles of range. It's sales are so low today that going EV can only help it gain relevance and future sales growth.

All Lincoln has to do is 'follow the leader'.....


https://www.leftlanenews.com/tesla-model-3-production-reaches-2-000-units-per-week-100225.html

https://www.autoblog.com/2018/04/02/tesla-model-3-first-drive-review/

https://www.autoblog.com/2018/04/02/tesla-model-3-autopilot-review-issues/

https://www.autoblog.com/2018/04/02/tesla-model-3-first-drive-review/

You are overestimating the Model 3 and Tesla:

-The tipical Model 3 doesn`t cost 35000, cost 60000$
-The production of the Model 3 is reaching now 2000 units per week and the entire Tesla line is reaching 4000 units per week.
- The quality problems of Model 3 continue... the exterior assembly and the interior quality of this model is far from the quality and excellent experience of today`s Lincoln.
- Profits? Profits on Model 3? You have a broad imagination, Bloggin.
-The Autopilot is a big fiasco. Is a disaster. It is , even , dangerous. Here a paragraf from the article:" This is not a self-driving vehicle. Far from it. It seems a misleading — or even dangerous — to call it a semi-autonomous system considering the vague amount of automation such a descriptor provides. Even so-called self-driving cars with safety drivers behind the wheel as backup have proven to fail tragically, as we saw with Uber in Tempe. Being lulled into a sense that the car can drive you is a looming catastrophe until the technology has being sufficiently tested, proven and publicly deployed. Even Tesla's owner's manual calls Autopilot a "beta" system, essentially making owners guinea pigs in a rolling laboratory."
-The experience in a Tesla Model 3 is far from pleasant. The unique big screen to control everything is not a luxury experience. Is very difficult to live with it. Here a comment from one of the articles: "A joy to drive, a pain to use "
Lincoln doesn`t need and shouldn`t follow Tesla . Porsche doesn`t either... https://www.carscoops.com/2018/04/porsche-claims-tesla-isnt-benchmark-mission-e/
 

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Discussion Starter #18
At 3,820 for March, the Model 3 outsold the Lincoln MKZ and Continental combined. It actually outsold the MKC and MKX. Sales of the $35k - $60k Model 3 should reach about 10k for April and could have that one vehicle outselling the entire Lincoln lineup. Model 3 production will ramp up to 5k units per week over the next 3 months, which will have that one model outselling the Lincoln lineup globally. With Model 3 selling at about a 26% profit margin.

Lincoln better be planning for a new MKZ with 300+ miles of range. It's sales are so low today that going EV can only help it gain relevance and future sales growth.

All Lincoln has to do is 'follow the leader'.....

Uh? They can't even produce 10K in a month. How would sales be 10K for April?
 

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Wow, GM sold 15,118 Buick Encores & 8207 Chevy Trax. Ford only sold 3296 Ecosports. I hope this is due to lack of availability.
As someone who just shopped both the Ecosport & Encore, (as well as the Kona) for my wife, I can tell you The Ecosport doesn't have a chance in this segment. It is a poor excuse for a crossover. In my opinion, it is worst in the segment. Ford just does not do small vehicles well. I am 99% pro Ford, but it wasn't happening this time. My wife sat in the back seat, and I adjusted the seat to a normal driving position (I'm 5'10") and she almost could not get her feet out from between the seats. It is ridiculously small back there! WE were close to buying the Kona, which we liked very much. We decided no DCT based on our other family members disastrous encounters with a 2011 & 2012 Fiesta's. That led to to the Buick Encore. Lots of room in the back, and great safety features. We bought Premium AWD with start stop (the best model), with all options. Rebates were $4,250 & $3,000 conquest cash because she traded in her Escape Titanium. In 60K miles, shes done brakes twice, a set of tire and battery, had 3 recalls, a harness repair, trans issues, wheel bearing, and a tie rod. She drives 18 miles city, with no highway each day to work, and really wanted all the safety features, and the Encore even had collision warning alert. My wife really hates our local Ford dealer, and did not want another Ford. Ford really should give loaners too. Our dealer has one loaner, which you must book weeks in advance. We never used it. She always got a loaner when she had a Toyota, and Buick promised her that too. The Buick 1.4T really is under powered, but the Ecosport is worse. The Kona is decent for power in the segment. Ecosport truly needs updating. It really is that bad compared to the competition.
 

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That's part of it, but it's safe to assume Ford is not that interested in selling tons of these. EcoSport is also something of a niche vehicle, its appeal is very limited compared to the larger and more mainstream competitors. EcoSport is still by far the smallest in its segment while costing the same. It's one of the reasons Ford has never held a press review event for the EcoSport, the car tends to get murdered by the reviewers. It's mostly there to catch some Escape or Focus stragglers, but it always loses out to people who are shopping for that specific segment.
Right on point! On Edit: Not sure where Ford gets their rear leg room numbers from. Rear seat legroom on the Ecosport is PATHETIC at best.
 
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