Latest Maverick Production Key Commodity Constraints + Total Retail Unscheduled Orders (9/25/23)

[Newface]

There are currently 41,486 total retail unscheduled orders as of 9/25/23.

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.

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[huunvubu]

There are currently 41,486 total retail unscheduled orders as of 9/25/23.

On 9/5/23 there were 47,961 unscheduled orders.

So there were at least 6,475 scheduled over the last 20 days.

I say at least as the order banks are still open and more orders could have been placed during the same time frame.

Latest Maverick Production Key Commodity Constraints + Total Retail Unscheduled Orders (9/5/23)

 

[Ozarkbeard]

WOW, even the price increase for Hybrids didn't dampen demand for them much.

 

[Walter56]

Maybe just hoping people will upgrade or drop out

 

[LSchicago]

Huge drop in demand vs. last year, but the hybrid orders are still hoping and praying 2024 is the year!

 

[Bill Quattlebaum]

It would be good to know how many of these are rollover orders. When Ford said they were giving rollover orders priority, it must have only meant within the dealership you ordered from and not nationwide. I've seen quite a few new orders get scheduled for Oct. and Nov. already, so the priority must not apply to all orders.

 

[gwrace14651]

Huge drop in demand vs. last year, but the hybrid orders are still hoping and praying 2024 is the year!

For us 2024 is the year. Both of our Lariat Hybrids have been scheduled for Oct. One a 23 rollover and the other a new 24 order. Ford changed dealer entered priority 10 to a 2 on our 23 rollover and from a dealer 19 to a 2 on the new order. It appears to me if you want one of these an XL or XLT order may slow down the process.

 

[LSchicago]

For us 2024 is the year. Both of our Lariat Hybrids have been scheduled for Oct. One a 23 rollover and the other a new 24 order. Ford changed dealer entered priority 10 to a 2 on our 23 rollover and from a dealer 19 to a 2 on the new order. It appears to me if you want one of these an XL or XLT order may slow down the process.

I don't know, my 23 XL Hybrid with a hitch was built in 23.

 

[Montauk]

It would be good to know how many of these are rollover orders. When Ford said they were giving rollover orders priority, it must have only meant within the dealership you ordered from and not nationwide. I've seen quite a few new orders get scheduled for Oct. and Nov. already, so the priority must not apply to all orders.

You are spot-on. I've also been told that the build configuration actually a slightly more important role within the orders for a given dealership. In other words, XL/Hybrid/hitch will be passed over for a lower priority code because it's what they can build that month.

I have a feeling there were a bunch of dealerships with little or no roll-overs so their new orders naturally are being built if they have allocations.

Either way... 41K remaining orders, 10K produced a month, even with new orders and constraints, our mavericks are going to be built by spring/summer.

 

[commadorebob]

I think some dealerships are adding more orders. About a 4,000 order difference on where we should be based on the top VIN.

 

[LSchicago]

You are spot-on. I've also been told that the build configuration actually a slightly more important role within the orders for a given dealership. In other words, XL/Hybrid/hitch will be passed over for a lower priority code because it's what they can build that month.

I have a feeling there were a bunch of dealerships with little or no roll-overs so their new orders naturally are being built if they have allocations.

Either way... 41K remaining orders, 10K produced a month, even with new orders and constraints, our mavericks are going to be built by spring/summer.

Glad I got my XL/Hybrid/Hitch a month ago. Over 3,000 miles on it so far!

 

[ilikebike]

I think some dealerships are adding more orders. About a 4,000 order difference on where we should be based on the top VIN.

Do they mix fleet sales in there as well or is that a separate thing?

 

[commadorebob]

Do they mix fleet sales in there as well or is that a separate thing?

It should just be retail, but Ford might have scheduled 4,000 fleet orders.

 

[merlin101]

Huge drop in demand vs. last year, but the hybrid orders are still hoping and praying 2024 is the year!

Hybrid XL orders specifically--if you look at the rest of the capacities it looks like there's still excess for XLT/Lariats (albeit by a small amount). The overage is almost entirely XL hybrid orders.

But importantly, like you mentioned, the drop in total demand means that all of us with non-xl hybrid 2024 orders should be seeing our vehicles by spring at the latest (pending no major supply chain/production disruptions of course). Huge change from years past.

 

[Bill Quattlebaum]

It should just be retail, but Ford might have scheduled 4,000 fleet orders.

As usual, Ford dumps bad news for the XL orders! I do not see the priority they said they would give to the rollovers.

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