Straight from the horse's mouth- Ford CEO Jim Farley

[volksnuts]

Let’s not forget Ford’s customers are the dealerships…. Not us
It’s the dealers that have all the say in what we end up paying

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[edcrawfordlv]

Most profitable <> Most expensive. Most Profitable == Highest Margin % Vehicle. Very likely $70k F150, but possibly 2 Maverick Lux @70k > 1 F150 @ 70k in profit.

 

[NJ Pinelands]

Not true, ordered an XL Maverick on 1/5 and received a production date last week. His statement is more to appease stock holders than anything else and I believe Ford is pumping out whatever it can based on available parts/materials. I think it more depends on your dealer's allocation and how many orders they have in front of yours and if there are constraints on any of the specific things you optioned on your truck like spray in bed liner, etc.

Is that a typo ? You ordered on January 5, 2022 and already have a production date? I ordered in October and nothing yet, although that is what I expected. But I see everyday on this site people who ordered in June, July, August of various Maverick options who haven’t heard anything.

 

[FakeCowboy]

Is that a typo ? You ordered on January 5, 2022 and already have a production date? I ordered in October and nothing yet, although that is what I expected. But I see everyday on this site people who ordered in June, July, August of various Maverick options who haven’t heard anything.

Not a typo. What's crazy is that it was specd with a spray in bed liner which apparently has a constraint of 3%. I live in a major metropolitan area so I'm sure my dealer has significant allocation.

 

[NJ Pinelands]

Not a typo. What's crazy is that it was specd with a spray in bed liner which apparently has a constraint of 3%. I live in a major metropolitan area so I'm sure my dealer has significant allocation.

Yours is a hybrid?

 

[FakeCowboy]

Yours is a hybrid?

No, they stopped accepting orders for hybrid models in November I believe. XL ecoboost, 4k tow, CP360, spray in bedliner

 

[NJ Pinelands]

No, they stopped accepting orders for hybrid models in November I believe. XL ecoboost, 4k tow, CP360, spray in bedliner

Yes, I forgot about the November cut off. Mine was on October 30,just in time.
I am curious if these were normal times in regards to parts, shipping, etc. how many more Mavericks would be on the road? Double? Triple? Quadruple? More?

 

[HarshUrMello]

It's always amazing to me when capitalists get all up in arms when capital does what's in its own interest. That's capitalism.

You have some learning to do about Capitalism.

 

[Jdub]

Not true, ordered an XL Maverick on 1/5 and received a production date last week. His statement is more to appease stock holders than anything else and I believe Ford is pumping out whatever it can based on available parts/materials. I think it more depends on your dealer's allocation and how many orders they have in front of yours and if there are constraints on any of the specific things you optioned on your truck like spray in bed liner, etc.

So you got a build date in two weeks while I am at 7 months with no word on my build date? That's so screwed up. Congrats to you I guess.

 

[FakeCowboy]

So you got a build date in two weeks while I am at 7 months with no word on my build date? That's so screwed up. Congrats to you I guess.

Hybrid vs Ecoboost......dealer allocation......options all play a part. There is a legitimate reason for it.

If it makes you feel better I ordered two of the same vehicle (for my business) and only one was scheduled for production. Kind of shows how arbitrary it is.

 

[brnpttmn]

You have some learning to do about Capitalism.

What did I say that's wrong? But thank you for the incoherent no-sequitur cartoon. Great work.

 

[olderbudwiser]

Profits per vehicle will also contain labor costs. In the US, labor contracts limit the amount of automation in an assembly plant.
Outside US not so much, have seen pictures and video of plants in Taiwan and China. nary a person in sight.
While Maverick profits are not the same as F150 being built in Mexico certainly helps the per unit profit.

 

[NJ Pinelands]

So you got a build date in two weeks while I am at 7 months with no word on my build date? That's so screwed up. Congrats to you I guess.

I am very happy waiting seven months , but I don’t NEED a new vehicle right now. Some on this site have waited long time periods and have either had to buy a used fill in or spent a lot on repairs. I am an October 30 order, but there is no way to spin it by a company that I should get my truck before a June or July order.

 

[olderbudwiser]

Well, they have to say that, but fact is that Ford and top Ford brass haven't made profits like this thanks to the "insert XYZ shortage" in decades.

High production low-profit price wars with other manufacturers was a far less profitable business model than the current low production high-profit one, and they aren't going to be working hard to "fix" things back to the way they were when they had to hire more workers and give you huge discounts off MSRP to move the inventory. This isn't really a surprise, as other industries have been caught and heavily fined for intentionally reducing productivity with secret collusion in the past (LCDs suddenly became so much cheaper for example because the three companies that manufactured almost all of them were convicted of price fixing and intentionally keeping production low), so while they may not have manufactured this crisis with a conspiracy, they sure as heck will be happy to keep things like this as long as possible.

Here's a graphic from C&D showing how consumers are suffering:

Tend to agree here. Why would any company go back to a point in time where they had to sell at huge rebates just to move product. If we can keep shortages of critical items more money, why not. What would be the companies incentive to return to what they were doing 5-6 years ago?

 

[lonemustangman]

So profitable is 70k trucks? Not everyone can afford that they will go to other manufacturers. What's more profitable? Taking customers from them to buy your SUVs and trucks or not making any money and give them more customers. Hmmm. I'm still going to wait for my MAV.

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