📬 12/15/22 Scheduling Email Received Group [EMAILS NOT YET ARRIVING]

[Maverstang]

I'm wondering if Ford is waiting to see how many jump from Hybrid to EB before they do anymore scheduling?

I think they are huddling to determine what to do next…

We‘ve heard from dealers there has been no scheduling for 2 weeks, there are open unpicked allocations, and statements about dropping the order date criteria. The order mix (models and options) is way off the build plan and the Dec. 14 memo has added to the confusion, including an unexpected consequence of the SIBL incentive. Dealer and customer frustrations/dissatisfactions are higher than ever.

The factory is busy for a while building re-VIN orders, so a good time to sit down and try to come up with yet another plan to fix the mess. Sadly, given their track record, I would expect another round of churn rather than improvement.

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[Impetus19]

I think they are huddling to determine what to do next…

We‘ve heard from dealers there has been no scheduling for 2 weeks, there are open unpicked allocations, and statements about dropping the order date criteria. The order mix (models and options) is way off the build plan and the Dec. 14 memo has added to the confusion, including an unexpected consequence of the SIBL incentive. Dealer and customer frustrations/dissatisfactions are higher than ever.

The factory is busy for a while building re-VIN orders, so a good time to sit down and try to come up with yet another plan to fix the mess. Sadly, given their track record, I would expect another round of churn rather than improvement.

In my mind this would have been a perfect time to schedule as many of the original EB orders as they could before new ones show up. Now they wait for people to switch and it really just hurts the original EB orders.

 

[Last Truck Ever]

In my mind this would have been a perfect time to schedule as many of the original EB orders as they could before new ones show up. Now they wait for people to switch and it really just hurts the original EB orders.

I'm not seeing anything to indicate there are just hordes of people switching from hybrid to EB. I wouldn't worry about it hurting the original EB orders, given the number of hybrid order people who say not no but hell no are they switching.

 

[gator_dub]

At this point I'm starting to believe this is strategic on Ford's part.
1. They priced this vehicle according to pre-COVID demand and market prices. I think they have since realized there is a huge market for a low cost utilitarian pickup. The price needs to adjusted according to both demand and inflation.
2. I think many manufacturers are actually preferring a low production and high margin model. This in my mind is supported by Ford's willingness to allow people to add on packages to their order despite supposed supply constraints.
3. The chip shortage is no longer a huge issue. The retail market is currently flooded with an overproduction of TVs, laptops, tablets, phones, etc... and I haven't heard any of the chip excuses from Ford.
In the end I believe if Ford wanted to make more Mavericks they would.. but clearly the incentive is not there with current prices and inflationary forces.
Just my 2 cents.

 

[Maverstang]

I'm not seeing anything to indicate there are just hordes of people switching from hybrid EB. I wouldn't worry about it hurting the original EB orders, given the number of hybrid order people who say not no but hell no are they switching.

Me neither.

I think the December 14 memo impacts can be summed up as follows:
- No meaningful change to the engine or trim order mix
- Created a possible new commodity constraint on SIBL
- More confusion for both dealers and customers

 

[Tiger Dude]

I'm not seeing anything to indicate there are just hordes of people switching from hybrid to EB. I wouldn't worry about it hurting the original EB orders, given the number of hybrid order people who say not no but hell no are they switching.

The vast majority of people who ordered are probably not on this forum and don't even know about the issue.

 

[Tiger Dude]

At this point I'm starting to believe this is strategic on Ford's part.
1. They priced this vehicle according to pre-COVID demand and market prices. I think they have since realized there is a huge market for a low cost utilitarian pickup. The price needs to adjusted according to both demand and inflation.
2. I think many manufacturers are actually preferring a low production and high margin model. This in my mind is supported by Ford's willingness to allow people to add on packages to their order despite supposed supply constraints.
3. The chip shortage is no longer a huge issue. The retail market is currently flooded with an overproduction of TVs, laptops, tablets, phones, etc... and I haven't heard any of the chip excuses from Ford.
In the end I believe if Ford wanted to make more Mavericks they would.. but clearly the incentive is not there with current prices and inflationary forces.
Just my 2 cents.

1. They are already virtually doing this by only allowing 15% to be built as XL trim. So they keep the "starting at" press while building to a higher margin point.
3. They clearly can't build as many as they can already. They aren't adding a new line yet or working overtime shifts. Chips aren't the only supplier constraints, it's just the one that got tlaked about a lot.

 

[gator_dub]

1. They are already virtually doing this by only allowing 15% to be built as XL trim. So they keep the "starting at" press while building to a higher margin point.
3. They clearly can't build as many as they can already. They aren't adding a new line yet or working overtime shifts. Chips aren't the only supplier constraints, it's just the one that got tlaked about a lot.

Oh I agree.
It makes you think if the vehicle price point was higher and if people were ordering high trims if they would add a second line or implement overtime. Supply chain constraints seem nearly resolved in most industries and really only impacts electric vehicles now due to battery constraints.

 

[ejouie]

At this point I'm starting to believe this is strategic on Ford's part.
1. They priced this vehicle according to pre-COVID demand and market prices. I think they have since realized there is a huge market for a low cost utilitarian pickup. The price needs to adjusted according to both demand and inflation.
2. I think many manufacturers are actually preferring a low production and high margin model. This in my mind is supported by Ford's willingness to allow people to add on packages to their order despite supposed supply constraints.
3. The chip shortage is no longer a huge issue. The retail market is currently flooded with an overproduction of TVs, laptops, tablets, phones, etc... and I haven't heard any of the chip excuses from Ford.
In the end I believe if Ford wanted to make more Mavericks they would.. but clearly the incentive is not there with current prices and inflationary forces.
Just my 2 cents.

I think they are also expecting competition. they don't want to raise prices and have someone undercut them. Lots of factors swirling about creating this mess.

 

[Tiger Dude]

Oh I agree.
It makes you think if the vehicle price point was higher and if people were ordering high trims if they would add a second line or implement overtime. Supply chain constraints seem nearly resolved in most industries and really only impacts electric vehicles now due to battery constraints.

I am waiting for another shoe to drop from China. They are only just now experiencing the large scale infections after stopping their severe tracking and quarantine processes. They could very easily go through another set of factory stoppages.

I have customers (I work in supply chain) who still have huge backorder backlogs of stuff they can't get. Others now have too much of what they thought they wanted 6 months ago. Things are still a mess.

 

[NextTruck]

I am starting to not like Thursdays!

 

[B2000]

I got my second 45 day "it's not you it's us" email yesterday afternoon. Nice to know my order is still in the hopper. I don't expect a truck till May so anything before that would be a bonus. I ordered a loaded Lariat ecoboost so it should be doable.

 

[Tricky Dicky]

Echo echo echo …. Same canned “update” here. Think I’ll hibernate ‘til late January as I don’t expect much over the holidays. That’ll be my third year in the order bank. I must be nuts, lemme look. Yep, glazed look, slack jowls, I guess I’m just too dumb to see the forest for the trees.
Well, Happy Holidays, all. I have a bottle of Maverick whisky under the tree, that’ll hafta do for now.

 

[strtrkstr]

Got my second “45 day email” as well. At least they haven’t forgotten about me.

 

[mikeakasully]

At this point I'm starting to believe this is strategic on Ford's part.
1. They priced this vehicle according to pre-COVID demand and market prices. I think they have since realized there is a huge market for a low cost utilitarian pickup. The price needs to adjusted according to both demand and inflation.
2. I think many manufacturers are actually preferring a low production and high margin model. This in my mind is supported by Ford's willingness to allow people to add on packages to their order despite supposed supply constraints.
3. The chip shortage is no longer a huge issue. The retail market is currently flooded with an overproduction of TVs, laptops, tablets, phones, etc... and I haven't heard any of the chip excuses from Ford.
In the end I believe if Ford wanted to make more Mavericks they would.. but clearly the incentive is not there with current prices and inflationary forces.
Just my 2 cents.

I work for one of the IT Depts for the University of Wisconsin and I can confirm the chip shortage is still very real. That's why the Maverick will for most have only one keyless entry key (XL and XLTs) and why the WiFi hotspot has been removed.

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