Should Ford cancel some of the new Hybrid orders?

[mtd14]

Okay then so most don't want them to canceled.

As far as canceling whose order i was thinking by the date the order was placed. They started the Thursday Sept 15th and went for a few days i cant remember when it stopped Monday? So Monday, Sunday orders canceled Keep Thursday Friday and Saturday orders.

I don't mind waiting but waiting for something that wont happen doesn't appeal that well with me. Plus whose is to say you wait its a no go . Then you order a 2024 and its a no go AGAIN. Granted by then maybe Toyota might have something but maybe not.

The problem is the datetime of the order is a low ranking criteria for what gets built. First is dealer allocation, then order priority code at the dealer, and finally the tie breaker at the dealer is when the order was placed. Even if you get selected, now you play the constraints game to see if you can actually get produced. But you can be an order placed right at order bank open at a dealer and not even get selected for previewing.

Sponsored

 

[OrCoaster]

We want Hybrids we want Hybrids, Stick the Ecoboost where the no shine

This is where I think Ford needs to focus their attention. They know they could likely sell 100,000 hybrids a year. They don't have capacity to build that many and still build Ecos and Tremors and the like. But IF they would look at developing more build capacity they might just go a long ways to getting satisfied customers on both sides.

Anyone know if those assembly lines run 24/7?

 

[Renho17]

They would never do that. 1. They would have for 22’s.
2. They don’t know that they need to cancel anyway, constraints will change.

 

[Old Hickory Trojan]

It's hard to do. Can't go by timestamp alone as it punishes dealers who might not have been on the computer the exact moment it went live.

So how do you do it? Cancel half of every dealer's hybrid orders to be fair? How about the dealers who actually followed the allocations limits. Do you cancel any of theirs even though they followed the rules and only ordered what they were told?

Also, we don't know what constraints will be constraints in June or July. It is the hitch today, but for all we know Ford gets a massive shipment and then it becomes some other thing. Everyone dumping their hitch could lead to just a ton of exactly similar trucks to be built with only allocation randomness to determine who gets picked.

I understand the thrust if the question. I personally would rather know today it can't be built. I just don't think Ford can point to a single order today and say that one can't be built.... Yet.

Their only alternative is to just build as many as they can until they run out of time. Given how few EB orders there are, Ford might be able reallocate some production capacity to hybrids. But that will depend on whether they can get enough parts to do so.

How about taking all the rollovers and the 22 that just got cancelled and seeing how many Hybrid are in those lots first...could it be that most of the Hybrids are in those two areas? If they are , cancel the rest and give those folks an opportunity to convert to an Ecoboost. If the rollovers and cancellations are only a small percentage of the Hybrids take the remaining orders and go by constraints and allocations ( which is what Ford says they do normally) and once they reach the cutoff point for those again cancel and give those foks and opportuity for an Ecoboost.

 

[1929]

It won’t be a ‘24 because Ford said you will have to reorder and get back in line if they don’t build it as a ‘23. No priority, no price protection.

My sales experience at dealer included zero conversation of constraints or possibility I would not obtain the truck I was ordering.

Everything I know about what to expect in this process is from this forum.

I'm in manufacturing R&D and OTIF (on time in full) is key metric for our manufacturing group. Automotive needs to get their supply chain in order. Ford should know exactly when it will deliver ordered trucks at the time they are ordered.

I knew going into this how screwed up the ordering to fulfillment of Maverick might be. So I'm not angry about it.
If Ford won't be delivering a truck with price and options I ordered, let me know and return my deposit.

 

[RockHoundTX]

Ford has absolutely zero incentive to cancel orders. None. Ford's customer is the dealership and not us poor smucks that put down a deposit at the dealership. They could care less about making us mad.

Yet they have a lot of incentives to keep them on the books. Most importantly, the pent-up demand looks good to investors. Second, it allows them to have more influence and purchasing power with their down-stream parts manufacturers. Third, it gives what-ever Ford VP that is in charge of the Maverick more influence and "upward mobility" by having a back-log. Finally, they have absolutely no clue how many Mavericks they can and will actually build. There could be some random issue with Hybrid Escape or Bronco Sport that frees up either parts or build capacity (not likely, but possible) that allows them to build more Maverick Hybrids than they currently think.

 

[2022EOW]

Toyota and Honda are going to make a fortune thanks to Ford's inept planning.
If my Maverick order gets backed up too long, I will get a Cross when they become available.

Yeah, right inept planning. They didn’t plan for a pandemic and then years of parts constraints. Those idiots.

 

[AznMav]

Toyota and Honda are going to make a fortune thanks to Ford's inept planning.
If my Maverick order gets backed up too long, I will get a Cross when they become available.

Honda is barely staying afloat. They are being propped up by their motorcycle sales. No way they are producing a hybrid pickup truck under $30k. Same with Toyota who keeps cutting their production targets for cars. It's not just Ford the whole auto industry is still suffering from supply chain issues. It's going to be at least another year maybe more before things go back to normal. Unfortunately Ford's the only game in town and it's going to be that way for a long while.

Ford should definitely not cancel orders this early. They have a ton of vendors they are buying from and those vendors are constantly trying to improve deliveries so you never know when the required parts can be delivered. What if they get a surprise batch of hybrid parts? They should send out a warning to order holders to set expectations.

 

[olderbudwiser]

If Ford was to review all Hybrid orders who here thinks there would be any consistincey to the cancelling of any orders. The order gods could just as easily cancel orders put in the first minute system came up.


Then say oops our bad. Unfortunately can't go back and fix it. Don't worry we will keep you in mind for 2024.....trust us.

 

[commadorebob]

They should send out a warning to order holders to set expectations.

I think that was the purpose of the memo that this information is sourced. Ford is basically telling dealerships, "at the moment, we cannot build all of the hybrids but the EBs should be fine."

 

[MD_Maverick]

I doubt they cancel the orders, it’s a hot vehicle right now and they want to you feel like you’ll get one “soon.”

But in reality they’ll just let you rollover to the following year if they don’t get you your Maverick this year.

 

[Darnon]

But IF they would look at developing more build capacity they might just go a long ways to getting satisfied customers on both sides.

Anyone know if those assembly lines run 24/7?

You presume that the production holdup exists within the factory itself and not higher up the supply chain at sub-assembly suppliers (first- or third-party) or even component level to those producers. The microchip shortage isn't entirely out of the woods, shipping it still a total mess, and as a result other manufacturing sectors are still out of whack: can't scale up widget production if your widget machine mill orders are still 6 months out and you need to time feed stock deliveries for when shipping isn't outrageous.

 

[Old Ranchero]

We want Hybrids we want Hybrids, Stick the Ecoboost where the no shine

Who exactly is "we" you speak of. You have a mouse in your pocket ? The ECOboost with 4k tow package is what gives Maverick its "truck" capabilities - otherwise any old tiny Clown car with high MPG will work for the masses.

 

[Darnon]

Who exactly is "we" you speak of. You have a mouse in your pocket ? The ECOboost with 4k tow package is what gives Maverick its "truck" capabilities - otherwise any old tiny Clown car with high MPG will work for the masses.

Coincidental how the EcoBoost 4k owner proclaims that their configuration is the one true truckiest truck...

 

[earlyhike]

This article is about the Lightning F-150 but the scenario eerily mirrors the Ford order capacity issues:

https://thehill.com/changing-americ...85193-ford-stops-taking-reservations-for-all/

The key things of note were Ford's CEO response to questions about orders taken and their Lightning F-150 capacity to meet them:

“We had to stop reservations we got so many,” he said. “We stopped at 200,000, and those are orders. Hard orders.”

Farley noted during the interview that full production capacity for the Lightning currently sits at “70,000 or 80,000 units.”

“We’re going to try to double that,” he said. “We’ve done it in the past. Don’t bet against Ford when we have to increase capacity. This is what we do,” he said.

Summary:

• Ford took in twice as many orders as they had capacity for.
• Ford claims an intent to double capacity because it is "what we do".

This brings into question:

• Is Ford accepting 2x orders standard practice?
• Does Ford actually have the ability to significantly increase capacity?
• Or is this irrelevant because the Lightning F150 is their precious child and the Maverick is a non-profitable market temptation candy?

So if their Maverick ambitions mirror their F150 ambitions do we have more hope for more vehicles to actually be made than previously reported?

Sponsored