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skadizzle

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Per Tommy on FB, looks like only cleanup scheduling this week.

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commadorebob

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The note about only scheduling retail orders raises questions....

Best case: Allocations or no, if you have no retail orders that fit the holes, you won't get any vehicles scheduled.

Worst case: A bunch of fleet and stock orders have been taking up capacity to date... which would somewhat explain why the predicted order ratio is a good deal off.

Edit: Seems to be the latter, annoyingly.
 
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Automate

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I know everyone likes to see a full month of new scheduling. But clean up scheduling is a good sign. It means they have been able to produce more not less than they originally planned for the previously scheduled period.
 
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skadizzle

skadizzle

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The note about only scheduling retail orders raises questions....

Best case: Allocations or no, if you have no retail orders that fit the holes, you won't get any vehicles scheduled.

Worst case: A bunch of fleet and stock orders have been taking up capacity to date... which would somewhat explain why the predicted order ratio is a good deal off.
I've seen a number of posts on FB of what looks like fleet orders on lots, so my guess is that's what has happened.
 

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commadorebob

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I've seen a number of posts on FB of what looks like fleet orders on lots, so my guess is that's what has happened.
Well, that's stupid unless Ford has some fleet contract they have to abide by which would trump their retail plans. Ford already doesn't have enough capacity to build the orders they have and fleet contracts tend to be for less than what retail will pay. I just don't understand why they would want to waste capacity on lower-profit fleet orders when the more profitable retail orders are filled beyond what they can build.
 

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I stripped my XLT Hybrid order. Now barebone.

Hoping for good news..
Mine's been stripped for awhile now, still nothing. I've just resigned myself to drinking every Thursday afternoon. And I don't really drink, so it's Gatorade, but STILL!! 😆😆
 
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skadizzle

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Well, that's stupid unless Ford has some fleet contract they have to abide by which would trump their retail plans. Ford already doesn't have enough capacity to build the orders they have and fleet contracts tend to be for less than what retail will pay. I just don't understand why they would want to waste capacity on lower-profit fleet orders when the more profitable retail orders are filled beyond what they can build.
Here's one from a couple weeks ago. Definitely looks like fleet to me. Hopefully they are Ecoboost at least.
mavf.jpg
 

dags1207

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Well, that's stupid unless Ford has some fleet contract they have to abide by which would trump their retail plans. Ford already doesn't have enough capacity to build the orders they have and fleet contracts tend to be for less than what retail will pay. I just don't understand why they would want to waste capacity on lower-profit fleet orders when the more profitable retail orders are filled beyond what they can build.
More than just legal contracts, the money making in fleet orders is the quantity. A retail order might only get 1-2 vehicles for a few years, but a business buys in bulk and offer repeat business.

It's like buying at Costco. Yes, it is cheaper per item, but the Costco's profits increase as you are buying more. Also economics of scale makes their cost be lower. I would guess that 1 hybrid lariat retail order has less profit than 100 XL EB fleet vehicles for example.
 
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Well, that's stupid unless Ford has some fleet contract they have to abide by which would trump their retail plans. Ford already doesn't have enough capacity to build the orders they have and fleet contracts tend to be for less than what retail will pay. I just don't understand why they would want to waste capacity on lower-profit fleet orders when the more profitable retail orders are filled beyond what they can build.
Actually Ford is likely making the same amount on a Fleet XL ( could this be why they constrained XL retail orders?) as they would a retail XL. While fleet sales can get direct non retail incentives I am thinking that isn't happening on the Maverick fleet orders. That we agree to build and ship them in a certain time frame is likely the "deal" a Fleet buyer is getting. Dealers often make less on Fleet deals, but volume and ease of handling each deal is what makes it worthwhile. I still have contacts in true fleet sales, they are still pretty much at retail price on fleet sales.
 

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Oh well. It might come one day.
 

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I would guess that 1 hybrid lariat retail order has less profit than 100 XL EB fleet vehicles for example.
Yes, there will be a number where that tips the balance. However, if the line has been bogged down for hours on a large fleet order, that's still a poor move when there are multiple high end customer orders that could have been built during the same time period. At the end of the day, it gets down to $ per hour of operation, rather than $ per vehicle.
 

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I stripped my XLT Hybrid order. Now barebone.

Hoping for good news..
This is what my optimistic self say, but my pessimistic self - often correct in terms of ford being incompetent - say this is most likely going to be the last time we see any major hybrid orders scheduled..
 

commadorebob

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Here's one from a couple weeks ago. Definitely looks like fleet to me. Hopefully they are Ecoboost at least.
mavf.jpg
Ah, well, if you can't figure out why your XL hasn't been scheduled, here you go...
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