Latest Maverick Production Key Commodity Constraints + Total Retail Unscheduled Orders (10/23/23)

[Lightning]

Can someone explain the Var. ppts number means value wise? I assume it means it slows down build speed due to availability of parts. However I'm not sure what the number represents in terms of wait. I'm new to this as this is my first new vehicle. I apologize, but you gotta start learning somewhere!

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[Maverickblues]

This is what my dealership said, I think it is a form letter.
Hi RichardCranium, unfortunately we don’t know the allocation number is. However, we have over 80 orders and yours is on the top of the priority list. We are just waiting on Ford to pull the order.
I don’t think I believe him.

I'm in the same boat. My dealer has way to many XL orders and would never tell me my prioroity on that list even though I was ordering on the first day way back in 2022. I shoulld have chosen a different dealer.

 

[40caliber]

My xl is a priority (12), no word.
My xlt order (10) is scheduled week 11/13.

 

[TheGoodEgg]

So how does the math work here? Base XL, despite the price increase, is still the best value? Or are the majority of people buying these trucks are now no longer consumers but professionals and enterprises as work trucks?

 

[RichardCranium]

How does everyone find out their priority code? I can’t find it on my dealer paperwork, and I don’t know what number “top priority” is when it comes from a dealer that doesn’t disclose their allocation numbers. I chose this dealer because a coworker had a good experience with them. As it turns out, people just don’t like me as much as him, I guess.

 

[ilikebike]

How does everyone find out their priority code? I can’t find it on my dealer paperwork, and I don’t know what number “top priority” is when it comes from a dealer that doesn’t disclose their allocation numbers. I chose this dealer because a coworker had a good experience with them. As it turns out, people just don’t like me as much as him, I guess.

Should be at the top of your order preview if you have one. It's the document that has your sales number, order code, and a breakdown of your order as submitted by your dealer.

Please keep in mind that priority codes are only for priority at that dealer. It's only to help the dealer sort their own orders. A priority 10 at dealer A does not have priority over a priority 19 at dealer B.

A lot of people proudly posting about how they got a low priority number from their dealer don't realize that every order at that dealer gets the same "great priority number". If every order is the same priority, regardless of the number, then it's meaningless.

 

[Ford Truck Guy]

Should be at the top of your order preview if you have one. It's the document that has your sales number, order code, and a breakdown of your order as submitted by your dealer.

Please keep in mind that priority codes are only for priority at that dealer. It's only to help the dealer sort their own orders. A priority 10 at dealer A does not have priority over a priority 19 at dealer B.

A lot of people proudly posting about how they got a low priority number from their dealer don't realize that every order at that dealer gets the same "great priority number". If every order is the same priority, regardless of the number, then it's meaningless.

Here's my personal experience with priority codes with my dealer. When I ordered on 9/20/22, my order showed a priority code of 12 as seen on my preview sheet.

I made changes a few times over the last year. The last change being on 7/6/23. My order then showed a priority code of 15. So I got a worse priority after 10 months of waiting. LOL

Then the funny part. My Maverick got scheduled on 7/13/23, a week after that last change and with a PC of 15. So I wouldn't worry too much about what your priority code is.

 

[RichardCranium]

Yeah, my dealer didn’t give me one of those, but I got my confirmation email from ford, so I know it is made. I knew about the priority was just within my dealer, I just didn’t know mine and was curious where I would get it. Sounds like my dealer is not being forthcoming with me. Thanks for the info!

 

[Thundercougarfalconbird]

Can someone explain the Var. ppts number means value wise? I assume it means it slows down build speed due to availability of parts. However I'm not sure what the number represents in terms of wait. I'm new to this as this is my first new vehicle. I apologize, but you gotta start learning somewhere!

The first column is the percentage/mix of each of the bolded groups that Ford plans to make total for the year. Members here estimating anywhere from 120k-150k as the total of this 13-month production run, so as an exmaple, 55% hybrids means anywhere from approximately 66k to 82.5k total hybrids built this year.

The second column is the percentages that make up the current US Order Bank (USOB), that is, what is the current mix of orders for the US (not Canada, South American countries, fleet orders, etc.). This week, there were 35,640 orders sitting in the bank, so at 77% hybrids, that means there are curently 27,443 hybrid orders waiting to be scheduled for a build week.

The variance (Var) is the difference between these two. In a perfect world, the order banks would be at or below the percentages Ford plans to make so they can stay within their supplies, so right now there is a difference of 22 between the 55% capacity and the 77% in the orders. That said, be careful making assumptions there, as we know Ford can make 66k-82.5k hybrids and there are 27,443 in the order bank. So there are at least 38,000 hybrids left that are either 1) already scheudled to be built/were built or 2) could still be ordered. On the other hand, Ford already cut off orders for XL two weeks ago, and we see those making up almost half of all remaining orders when they only wanted them to be less than 1/4 of all sales (plus many that were already scheduled in the first couple months), so that likely hit a limit for them.

 

[Lightning]

The first column is the percentage/mix of each of the bolded groups that Ford plans to make total for the year. Members here estimating anywhere from 120k-150k as the total of this 13-month production run, so as an exmaple, 55% hybrids means anywhere from approximately 66k to 82.5k total hybrids built this year.

The second column is the percentages that make up the current US Order Bank (USOB), that is, what is the current mix of orders for the US (not Canada, South American countries, fleet orders, etc.). This week, there were 35,640 orders sitting in the bank, so at 77% hybrids, that means there are curently 27,443 hybrid orders waiting to be scheduled for a build week.

The variance (Var) is the difference between these two. In a perfect world, the order banks would be at or below the percentages Ford plans to make so they can stay within their supplies, so right now there is a difference of 22 between the 55% capacity and the 77% in the orders. That said, be careful making assumptions there, as we know Ford can make 66k-82.5k hybrids and there are 27,443 in the order bank. So there are at least 38,000 hybrids left that are either 1) already scheudled to be built/were built or 2) could still be ordered. On the other hand, Ford already cut off orders for XL two weeks ago, and we see those making up almost half of all remaining orders when they only wanted them to be less than 1/4 of all sales (plus many that were already scheduled in the first couple months), so that likely hit a limit for them.

Thank you the column terms are what confused me. So my order is in production,but 3 of the things I ordered are in red. That being the trifold cover along with the front and rear splash guards. Can those be removed this late in the game?

 

[Thundercougarfalconbird]

Thank you the column terms are what confused me. So my order is in production,but 3 of the things I ordered are in red. That being the trifold cover along with the front and rear splash guards. Can those be removed this late in the game?

If you're in production and have a build week and VIN, that means they have the parts and you're all set and accounted for already. They might shuffle you a few weeks here and there if they're changing what vehicles are being made which week, but the constraints won't apply to you if you're already scheduled. The constraints are a bigger issue for those who have not been scheduled yet, as removing those are more likely to get you picked since there's less things holding you up from potentially being picked.

 

[Lightning]

If you're in production and have a build week and VIN, that means they have the parts and you're all set and accounted for already. They might shuffle you a few weeks here and there if they're changing what vehicles are being made which week, but the constraints won't apply to you if you're already scheduled. The constraints are a bigger issue for those who have not been scheduled yet, as removing those are more likely to get you picked since there's less things holding you up from potentially being picked.

Ok thanks! Yup got the build week, Vin and am in production. Now I guess I just have to wait. Appreciate you taking the time to explain all this.

 

[commadorebob]

Something @Newface might want to consider adding to his posts are "If you are already scheduled, these numbers do not apply to you" or something to that effect.

 

[jim442]

There are currently 35,640 total retail unscheduled orders as of 10/23/23.

Retail USOB: Is the current mix of retail orders in the unscheduled order bank (USOB) at the time the report was run. The report only looks at orders that are “clean”, meaning they do not have a compatibility error, material hold or on 99 priority code.

See the previous commodity report.

Report today from Bloomberg for what it is worth,impact of strike etc:

Car pricing is about more than just labor costs though, as well. Just look at what’s going on with the Ford Maverick pickup truck.

The strike affected Ford’s Michigan Assembly Plant, which produces Maverick trucks. That has reduced the supply—which always leads to higher prices. The disruption comes amid steadily strong demand for the model—at one point in early 2022, Ford had to stop taking 2023 Maverick orders

because it was already struggling to fill order backlogs. All of these factors are showing up on the Maverick price tag. Barron’s found a handful of instances of dealer websites that listed 2023 Mavericks over the MSRP, short for manufacturers’ suggested retail price.

 

[Automate]

" Ford’s Michigan Assembly Plant, which produces Maverick trucks "

Nope

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