Remaining Unscheduled MY2023 Maverick Orders = 77,800. List of Current Constraints

[commadorebob]

According to Tim this evening:

68% Hybrid orders compared to 35% capacity.
32% EB orders compared to 65% capacity.

Other than the hybrid, standalone tow hitch and splashguards seem to be the items over build capacity.

XLT Lux = 30% capacity but 25% orders.
Lariat Lux = 25% capacity but 20% orders.
Tremor = 8% capacity but 2% orders

Appearance packages are all under capacity constraints compared to orders:

BAP = 10% capacity but 8% orders.
TAP = 3% capacity but "hardly anyone ordered it"

CP360 = 60% capacity but 50% orders
CP360A = 25% capacity but 8% orders.
SIBL = 39% capacity but 17% orders (Tim says leave off)
HBL = 25% capacity but 5% orders.
Moonroof = 38% capacity but 13% orders.
Hitch = 45% capacity but 65% orders... includes any packages that includes hitch.

Keep in mind those hitches are likely also on a lot of the hybrids that mathematically cannot be built. So, I don't know if I would remove the hitch. The hybrid would likely be the larger constraint than the hitch.

Note: this has been updated as more information had been requested.

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[mtd14]

well looks like tomorrow is the day to remove the hitch.

 

[palmtreefrb]

Wow, only half of the 2023 hybrid orders are going to be built. The other half will get cancelled and rolled over to 2024.

 

[commadorebob]

Wow, only half of the 2023 hybrid orders are going to be built. The other half will get cancelled and rolled over to 2024.

Pretty much what Ford is telling dealerships right now. And the MY22 cancellations will be first.

But if you have a Tremor order, you have to feel good about it.

 

[Mav101]

From the data, people want cheap trucks

 

[bbhaag]

Wow, only half of the 2023 hybrid orders are going to be built. The other half will get cancelled and rolled over to 2024.

It has been this way since the Maverick was introduced. The 22MY had a 40% build constraint and they couldn't even fulfil that so it's no surprise that Ford lowered it to 35% for the 23MY.

 

[commadorebob]

Wow... Hitches are a problem? There has been plenty of discussion about this over the last year. If you have a hybrid stand alone hitch you better dump it. This can be dealer installed but it will cost you.

Tim seemed to indicate Ford will save the hitches for the packages that include them. But we also don't know how many hybrids have hitches. If you have a hybrid order with a standalone hitch, you likely had better odds at the powerball last night.

 

[dcs12345]

 

[Braderick]

According to Tim this evening,
68% Hybrid orders compared to 35% capacity.
32% EB orders compared to 65% capacity.

Other than the hybrid, standalone tow hitch and splashguards seem to be the items over build capacity.

XLT Lux = 37% capacity but 35% orders.
Larat Lux = 25% capacity but 20% orders.
Tremor = 8% capacity but 2% orders

Appearance packages are all under capacity compared to orders.

CP360 = 60% capacity but 50% orders
CP360A = 25% capacity but 8% orders.
Moonroof = 38% capacity but 13% orders.
Hitch = 45% capacity but 65% orders... includes any packages that includes hitch.

Thank you.

 

[paneubert]

I believe you can change yours to a Tremor if you want! Assuming you would be ok with your order date moving to current date. Changing body code resets the order date.

 

[dcs12345]

I believe you can change yours to a Tremor if you want! Assuming you would be ok with your order date moving to current date. Changing body code resets the order date.

Not really sure I want to drop the 4k….plus I have a pretty bare bones XLT EB FX4, so maybe I won’t have to wait too long.

 

[minitrucknuts]

Tim seemed to indicate Ford will save the hitches for the packages that include them. But we also don't know how many hybrids have hitches. If you have a hybrid order with a standalone hitch, you likely had better odds at the powerball last night.

I ordered two XLs with only hitches, one EB, one HYB. Both have 12/19 build dates scheduled. Ordered on last day bank was open. Our 22 was one of the earlier deliveries too. Perhaps I should grab a couple scratch-offs.

 

[fossil]

Looks like there maybe some dealer stock Tremors in the second half

 

[commadorebob]

Some quick Excel math.

48.53% of hybrids cannot be built assuming Ford only builds 77,800 more total trucks for MY23.
Ford has over half of their EB capacity still open.
Ford has 3X as much Tremor capacity remaining as orders taken.
Ford has 2X as much CP360 Assist capacity remaining as orders taken.
Ford has almost double the number of moonroof capacity remaining as orders taken.

Assuming an equal percentage of hybrids and EB took the hitch (65%), then the hitch overage is actually proportional to the hybrid overage. So, if you end up constrained due to hybrid, then the hitch over orders would have made no difference anyway.

 

[minitrucknuts]

Wow... Hitches are a problem? There has been plenty of discussion about this over the last year. If you have a hybrid stand alone hitch you better dump it. This can be dealer installed but it will cost you.

Our hyb+hitch is scheduled for 12/19 build. I saw a few others scheduled too.

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