Actual % of Mavericks built?

[GAP]

Does anyone track the actual % of Mavericks built? My order was early and I still have not heard anything. Giiven my experience it seems unlikely Ford will build this years orders. Are they way behind?

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[commadorebob]

33,022 built to end of March based on published reports.
~57,000 scheduled to date based on VIN.

Take about 20% off for non-US markets and fleet and that leaves about ~46,000 scheduled through yesterday.

So, a little more than half with three and a half months to go.

 

[JBryant]

General mood is different from a couple months ago. Looks like yesterday was a barn burner for scheduled build dates. Whereas most people were of opinion that a ton would NOT be built, I think that has flipped and now there is optimism that most will be built. From what I am reading, there was a boat load of hybrids scheduled, especially Lariats.

 

[GAP]

General mood is different from a couple months ago. Looks like yesterday was a barn burner for scheduled build dates. Whereas most people were of opinion that a ton would NOT be built, I think that has flipped and now there is optimism that most will be built. From what I am reading, there was a boat load of hybrids scheduled, especially Lariats.

We were told they couldn’t build hybrids. Now it seems they can’t build Eco.

 

[JBryant]

We were told they couldn’t build hybrids. Now it seems they can’t build Eco.

I think they are flipping back and forth, but with Ford, who knows? Hang in there, I think it will get done.

 

[commadorebob]

We were told they couldn’t build hybrids. Now it seems they can’t build Eco.

This is speculation, but I have a theory.

Many of the people who ordered a hybrid ordered an XL because of the price value. However, Ford's trim ratios once the banks closed were in line with what Ford predicted. That tells me that EBs, on average, tend to be higher trims. How are those connected?

Ford can only build X number of Lariat lux packages at a time. If the EBs are disproportionately represented in those Lariat Lux orders, it will take longer to fill them all despite Ford having general EB capacity. And that is not counting the hybrid Lariat Lux orders.

All that to say, high-level, Ford had the capacity to schedule all the EBs by now. Once you get into the details, you find that ratio of orders may simply be preventing all the EBs from being scheduled.

And that ignores dealer allocation. Without an allocation, doesn't matter if Ford can make the order or not. Won't happen.

 

[GAP]

This is speculation, but I have a theory.

Many of the people who ordered a hybrid ordered an XL because of the price value. However, Ford's trim ratios once the banks closed were in line with what Ford predicted. That tells me that EBs, on average, tend to be higher trims. How are those connected?

Ford can only build X number of Lariat lux packages at a time. If the EBs are disproportionately represented in those Lariat Lux orders, it will take longer to fill them all despite Ford having general EB capacity. And that is not counting the hybrid Lariat Lux orders.

All that to say, high-level, Ford had the capacity to schedule all the EBs by now. Once you get into the details, you find that ratio of orders may simply be preventing all the EBs from being scheduled.

And that ignores dealer allocation. Without an allocation, doesn't matter if Ford can make the order or not. Won't happen.

This dealer allocation thing is crap.

 

[commadorebob]

This dealer allocation thing is crap.

Is what it is. It's designed to ensure every dealer has a chance at vehicles. Otherwise, the big metro dealerships would literally be the only ones getting inventory. Those big dealerships are going to get more because they can sell through them more quickly, but it is a bit of a chicken/egg thing: a dealer needs to sell inventory to get allocations but a dealer can't sell what they don't have.

 

[JimParker256]

The allocation thing is just weird to me... If I understand it correctly, the formula seems to reward those dealerships that got more allocations the previous month, and punish those who did not receive allocations. That hardly helps to ensure every dealer has a chance at a vehicle...

It seems more like a "rich get richer" process. The only way to get Maverick allocations is to have sold (delivered) lots of Mavericks in the preceding timeframe (along with a couple of other vehicles - at least one of which was also limited availability).

So let's pretend I'm a small dealer, and that I booked a boatload of Maverick orders last September, but didn't happen to get any allocated to me in January... Now, because I didn't get any in January, I didn't sell any in January, so I'm probably not going to get any allocations for February. And when March rolls around, Ford looks at my "zero sales" and compares that to the big dealers, and my odds of getting any allocations drops even further. Seems like a small dealership that didn't get any Mavericks that first month they were being built is screwed for the entire year...

 

[MakinDoForNow]

The allocation thing is just weird to me... If I understand it correctly, the formula seems to reward those dealerships that got more allocations the previous month, and punish those who did not receive allocations. That hardly helps to ensure every dealer has a chance at a vehicle...

It seems more like a "rich get richer" process. The only way to get Maverick allocations is to have sold (delivered) lots of Mavericks in the preceding timeframe (along with a couple of other vehicles - at least one of which was also limited availability).

So let's pretend I'm a small dealer, and that I booked a boatload of Maverick orders last September, but didn't happen to get any allocated to me in January... Now, because I didn't get any in January, I didn't sell any in January, so I'm probably not going to get any allocations for February. And when March rolls around, Ford looks at my "zero sales" and compares that to the big dealers, and my odds of getting any allocations drops even further. Seems like a small dealership that didn't get any Mavericks that first month they were being built is screwed for the entire year...

So if your September boatload of 100 orders was taken after 44,000 orders were taken by other dealers in June, July, August and you had closed and delivered to the buyers who placed orders in the prior years sales to earn say 52 allocations for this year. When do you expect to see your first allocation for this year and what if Ford is trying to match an Ecoboost lariat build instead of a hybrid XLT that is not one of the 100 you have. Or even possibly not the highest priority of your 100 or even possibly if they are searching for an Ecoboost lariat ordered on August 12th and have not gotten to September orders yet?

 

[RR - All the way]

This is speculation, but I have a theory.

Many of the people who ordered a hybrid ordered an XL because of the price value. However, Ford's trim ratios once the banks closed were in line with what Ford predicted. That tells me that EBs, on average, tend to be higher trims. How are those connected?

Ford can only build X number of Lariat lux packages at a time. If the EBs are disproportionately represented in those Lariat Lux orders, it will take longer to fill them all despite Ford having general EB capacity. And that is not counting the hybrid Lariat Lux orders.

All that to say, high-level, Ford had the capacity to schedule all the EBs by now. Once you get into the details, you find that ratio of orders may simply be preventing all the EBs from being scheduled.

And that ignores dealer allocation. Without an allocation, doesn't matter if Ford can make the order or not. Won't happen.

A theory by definition if not based on speculation!!! However we will let it go this time Bob; just never do it again!!

 

[commadorebob]

A theory by definition if not based on speculation!!! However we will let it go this time Bob; just never do it again!!

It happens. A bit of a whiplash week.

 

[Old Ranchero]

The allocation thing is just weird to me... If I understand it correctly, the formula seems to reward those dealerships that got more allocations the previous month, and punish those who did not receive allocations. That hardly helps to ensure every dealer has a chance at a vehicle...

It seems more like a "rich get richer" process. The only way to get Maverick allocations is to have sold (delivered) lots of Mavericks in the preceding timeframe (along with a couple of other vehicles - at least one of which was also limited availability).

So let's pretend I'm a small dealer, and that I booked a boatload of Maverick orders last September, but didn't happen to get any allocated to me in January... Now, because I didn't get any in January, I didn't sell any in January, so I'm probably not going to get any allocations for February. And when March rolls around, Ford looks at my "zero sales" and compares that to the big dealers, and my odds of getting any allocations drops even further. Seems like a small dealership that didn't get any Mavericks that first month they were being built is screwed for the entire year...

Small dealers don't book a boatload of Mavericks. My small-town dealer sold 7 in all of MY 2022. I was #5. Ordered Dec 15, 2021, ~4 weeks before ECO books closed. Received my truck Nov 2, 2022. There were still 2 more after me that also got theirs. They had similar number of orders for MY 2023 Mavericks and those are also slowly, but consistently, being delivered.

 

[Old Ranchero]

Does anyone track the actual % of Mavericks built? My order was early and I still have not heard anything. Giiven my experience it seems unlikely Ford will build this years orders. Are they way behind?

"Ordering Early" (when BTW?) and not having your Hybrid within a year is not abnormal here.

 

[GAP]

33,022 built to end of March based on published reports.
~57,000 scheduled to date based on VIN.

Take about 20% off for non-US markets and fleet and that leaves about ~46,000 scheduled through yesterday.

So, a little more than half with three and a half months to go.

Doesn’t sound to good.

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