Ford stock downgraded = improved Maverick chances???

[TedTX]

photos next time Ted, not sure anybody believes, You know Ecosports don't count right?

Mostly Trucks, well you know it Ford ( Lincoln/ Jeep etc ) had to lookup an Ecosport that must have been that SUV I saw. Kinda cute never recall seeing one before.

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[commadorebob]

This is more likely to impact F-150 and Explorer than Maverick. In times of recession, consumers tend to flock to value brands and models, which the Maverick and Escape qualifies. Consumers also hold onto their vehicles longer.

So while there is likely to be a percentage of consumers who bail on their Maverick orders, I wouldn't count on there being enough for MY23 to move the needle.

That said, this is one analyst. Who apparently disagrees with the rest of the industry:

 

[B2000]

I think things will start to change late next year but it's not like a switch is going to flip. Demand for the Maverick is unlikely to change enough to create an oversupply. I do agree that some buyers are going to have to put off purchases because of economic conditions- higher interest rates and high inflation rate leaving less room in the budget for anything but necessities. I don't think the Maverick buyers ordering the upgraded trim and options are going to have to make a change based on the comments here.

I do think the over MSRP nonsense will go away except on a very few models by the end of 2024.

 

[Ragtime Billy Peaches]

Nope was at a dealership today. Business as before Covid-19. lots full. saw a Jeep for 32K ( used?? ) also saw an Atlas Blue SUV parked next to my VB Maverick at service bay. Not a fan in person with equal amount of dust and dirt made Atlas blue looked dingy.

I just left dealer lot and looked at a Atlas Blue Explorer.
Saw it 2 days ago after it was just washed,,, Awsome.
today, uh, not so much. Be prepared to wash it often.

 

[Fibrepunk]

If the fed keeps raising rates at 75 basis points a pop, it wont take long.

Still the most cost effective truck out there. Therefore the demand will still be there.

 

[Impetus19]

Still the most cost effective truck out there. Therefore the demand will still be there.

for sure, if anything maverick demand will likely increase in a downturn. But that wont save ford. I wouldnt touch a auto manufacturers stock in a recession. Not the place to invest in a downturn.

 

[pndwind]

They’ll start doing layoffs at plants now. All hope is lost.

 

[Fibrepunk]

They’ll start doing layoffs at plants now. All hope is lost.

They already did with the white collar workers. But they need to hire more at the plants, especially the factory in Mexico.

 

[pndwind]

They already did with the white collar workers. But they need to hire more at the plants, especially the factory in Mexico.

I’m just trying to use Ford logic.

 

[RR - All the way]

A lot depends on what is meant by "oversupply"!! Undersupply leads to exorbitant ADM's. Undersupply leads to people flipping for a profit. Undersupply is going to end for higher price models like the F-15- because of reasons posted earlier in this thread. I also believe Ford has the capacity to produce more than the 86K Mavericks ordered plus the rollovers. This will be especially true of models without constraints and EB's. If the reports on the percentage ordered that were hybrids are correct, FORD has lots of capacity to build EB's for lots of stock orders. We will not see large quantities sitting on car lots, but I am guessing there will be sufficient numbers of stock EB's to get us back to MSRP on those stock orders. Capacity for more than 30 or 40K is there if order banks do not reopen and people do not change their orders to EB. By fall of next year, you may flip a hybrid for a profit; EB's not so much. One thing about it, if I am wrong, it will not be the first time!!

 

[Chicolini]

Stock market analysts are not exactly infallible.....

 

[AUDIOZONE]

If demand for Mavericks craters in six months, I'll eat my shorts!

If demand for mavericks craters in 6 months, I'll eat a bug!

 

[Jmav2152]

A lot depends on what is meant by "oversupply"!! Undersupply leads to exorbitant ADM's. Undersupply leads to people flipping for a profit. Undersupply is going to end for higher price models like the F-15- because of reasons posted earlier in this thread. I also believe Ford has the capacity to produce more than the 86K Mavericks ordered plus the rollovers. This will be especially true of models without constraints and EB's. If the reports on the percentage ordered that were hybrids are correct, FORD has lots of capacity to build EB's for lots of stock orders. We will not see large quantities sitting on car lots, but I am guessing there will be sufficient numbers of stock EB's to get us back to MSRP on those stock orders. Capacity for more than 30 or 40K is there if order banks do not reopen and people do not change their orders to EB. By fall of next year, you may flip a hybrid for a profit; EB's not so much. One thing about it, if I am wrong, it will not be the first time!!

I'd kill for Mavericks to stay under produced and f150s to start getting huge discounts like back in the day(3 years ago). If those hybrid f150s dropped to a good price I'd consider a flip.

 

[nwrbs]

I would imagine that while the demand for Hybrid Mavericks will not drop significantly, if at all, the slow downs in other Ford models should help suppliers who produce some of the parts that are currently constraints for Hybrid Maverick catch up. This may even allow more Hybrid Mavericks be produced. I know that several suppliers in the auto industry produce parts for multiple auto manufacturers... Here again, I believe an industry wide slowdown may help Hybrid Maverick production.

On a side note, I am seeing more rebates and financing discounts being offered...

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