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Mustang1987

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Not going to happen. You can spin it any way you like but the sales are abhorrent especially for a 2nd year refresh. 2024 should be 3x 2023 and 2025 should be 3x what it is now. It’s very bad.
You think the mustang should outsell the escape, the bronco sport, and the bronco? 😂 Yeah, okay.
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Mustang1987

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2015 Mustang sales- 122,349
2018 Mustang sales- 75,842
Now what?
Why don't you just reference the 60s when they used to sell 600k a year lol

Because it's a different time. You know that.

If there's a way to sell 100k sports cars in a year now, no company has figured out how to do it or they would.

Mustang is the number one selling sports car this past year. So no one can do it better.
 

Germansheperd

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Why don't you just reference the 60s when they used to sell 600k a year lol

Because it's a different time. You know that.

If there's a way to sell 100k sports cars in a year now, no company has figured out how to do it or they would.

Mustang is the number one selling sports car this past year. So no one can do it better.
I’m being easy but it’s even worse Mustang sales are in the toilet WITHOUT a competitor.
‘It’s clear you can‘t see the forest through the trees.
 

Mustang1987

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I’m being easy but it’s even worse Mustang sales are in the toilet WITHOUT a competitor.
‘It’s clear you can‘t see the forest through the trees.
So that means every sports car sales are in the toilet.
 


AzkAdAsh

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Not going to happen. You can spin it any way you like but the sales are abhorrent especially for a 2nd year refresh. 2024 should be 3x 2023 and 2025 should be 3x what it is now. It’s very bad.
I didn't spin anything. I did simple math. Name one car thats sales grow 3x year over year. Go ahead. Ill wait.
 

caddison524

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With the heavy incentives. I’m curious to see where we are a year from now. GTA6 still won’t be out lmao.
 

Germansheperd

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I didn't spin anything. I did simple math. Name one car thats sales grow 3x year over year. Go ahead. Ill wait.
That’s not what I said. I said after sales should be up 3x during a new model vs a previous outgoing model-last year.
 

AzkAdAsh

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That’s not what I said. I said after sales should be up 3x during a new model vs a previous outgoing model-last year.
You said 2024 sales should be 3x those of 2023 and that 2025 should be 3x what they are now. Sales now are comparable to 2024, hence 2025 sales should be 3x those of 2024. With your clarification, we see that the 2025 numbers you originally mentioned are irrelevant to your point that the first year of a new model should see sales increase by 300% of the final year of the last model. Thank you for the clarification.

That aside, you don't mention where this factor of 3 comes from. Is it backed by historical sales trends? Is it an industry rule of thumb? Is it an arbitrary number you made up? Is this sales target based on sales by production volume, or is it based on net sales? That last question is very important to actually analyzing whether Ford is meeting or exceeding sales targets, or if they're behind the projections.

In both cases, whether by net or by volume, sales are ahead of the same month last year, though still behind year-to-date. They also aren't producing as many, which means that the there aren't as many Mustangs sitting on dealership lots taking up space and increasing overhead costs. It also means that the production line isn't being overstressed to overproduce them. This allows the production line to run leaner and save on manufacturing costs and parts. The point here being that even if Ford was selling less, they're producing less and are still able to generate larger profits due to the reduced waste in manufacturing, with the key here being that the Mustang is still profitable.

Next, even with Ford being behind by 22% of net sales year-to-date, the increase in production since the beginning of the year has matched the increase in sales. Historically, March-May and September-December see new car sales spike. Typically because in the spring months buyers can find deals on current model year vehicles that are on their way out of production soon, and at the end of the year, they're buying the next model year on it's way in.

I speculate that we will see sales continue to increase through 2025, with the current upward trend ending early to mid June, holding through the summer, then rising again with the release of the 2026 model year. I anticipate Ford will break last years net sales numbers, but only marginally. That being said, they will beat last years sales by volume numbers by well over 50% and will exceed their sales targets, keep the Mustang profitable, and therefore, in production.

When it comes to business, sales and profitability forecasts are effected by so many variables that it can be difficult to see everything in the bigger picture. I know that the sales figures aren't delivering the staggeringly high net-sales numbers that you and others expect, but that doesn't mean the Mustang isn't doing well. Lower net sales numbers that are actually higher by-volume can be financially better for a company than higher net sales at the expense of higher production costs, (materials, manufacturing, transportation, storage, etc.) and dealer overhead costs. As someone who deals with all of these factors in aerospace on a much larger scale, it's not as bad as it looks.

I hope this helps.
 

Germansheperd

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You said 2024 sales should be 3x those of 2023 and that 2025 should be 3x what they are now. Sales now are comparable to 2024, hence 2025 sales should be 3x those of 2024. With your clarification, we see that the 2025 numbers you originally mentioned are irrelevant to your point that the first year of a new model should see sales increase by 300% of the final year of the last model. Thank you for the clarification.

That aside, you don't mention where this factor of 3 comes from. Is it backed by historical sales trends? Is it an industry rule of thumb? Is it an arbitrary number you made up? Is this sales target based on sales by production volume, or is it based on net sales? That last question is very important to actually analyzing whether Ford is meeting or exceeding sales targets, or if they're behind the projections.

In both cases, whether by net or by volume, sales are ahead of the same month last year, though still behind year-to-date. They also aren't producing as many, which means that the there aren't as many Mustangs sitting on dealership lots taking up space and increasing overhead costs. It also means that the production line isn't being overstressed to overproduce them. This allows the production line to run leaner and save on manufacturing costs and parts. The point here being that even if Ford was selling less, they're producing less and are still able to generate larger profits due to the reduced waste in manufacturing, with the key here being that the Mustang is still profitable.

Next, even with Ford being behind by 22% of net sales year-to-date, the increase in production since the beginning of the year has matched the increase in sales. Historically, March-May and September-December see new car sales spike. Typically because in the spring months buyers can find deals on current model year vehicles that are on their way out of production soon, and at the end of the year, they're buying the next model year on it's way in.

I speculate that we will see sales continue to increase through 2025, with the current upward trend ending early to mid June, holding through the summer, then rising again with the release of the 2026 model year. I anticipate Ford will break last years net sales numbers, but only marginally. That being said, they will beat last years sales by volume numbers by well over 50% and will exceed their sales targets, keep the Mustang profitable, and therefore, in production.

When it comes to business, sales and profitability forecasts are effected by so many variables that it can be difficult to see everything in the bigger picture. I know that the sales figures aren't delivering the staggeringly high net-sales numbers that you and others expect, but that doesn't mean the Mustang isn't doing well. Lower net sales numbers that are actually higher by-volume can be financially better for a company than higher net sales at the expense of higher production costs, (materials, manufacturing, transportation, storage, etc.) and dealer overhead costs. As someone who deals with all of these factors in aerospace on a much larger scale, it's not as bad as it looks.

I hope this helps.
Unbelievable
 

Dragster

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So that means every sports car sales are in the toilet.
Mustang may be the best selling, but just saying that lacks context. It had its worst ever year of sales last year—after a refresh that should’ve jump started sales. That isn’t good in any context, period. Sales are also way down this year from last year’s worst-ever performance. Meanwhile, the Corvette has been hovering around its best ever sales figures for nearly the whole C8 generation. So yes, Mustang may be the best selling sports car, but the sales numbers are historically awful and other manufacturers have been able to increase sales.
 

IFFV68

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Bummer. -22% from last April.

But that's about 1 out of 5 people passing on buying a Mustang this April - those are the folks who want to tune/race and the people that just can't swing the new prices I guess.

I'm skeered guys.
I don’t know about the rest of the country, but around the Denver area Mustangs are hard to find.
Some Dealers don’t have any.
Other dealers might have two or three.
I don’t understand why they don’t have any in their inventory?
I was at AutoNation Ford in Littleton.
A gentleman came in and wanted to loaded GT with a six speed. They have zero in stock.
That’s a lost sale for AutoNation & a lost sale for for Ford.
He will have to order one.
 

robvas

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I don’t know about the rest of the country, but around the Denver area Mustangs are hard to find.
Some Dealers don’t have any.
Other dealers might have two or three.
I don’t understand why they don’t have any in their inventory?
I was at AutoNation Ford in Littleton.
A gentleman came in and wanted to loaded GT with a six speed. They have zero in stock.
That’s a lost sale for AutoNation & a lost sale for for Ford.
He will have to order one.
I mean they can transfer one in from another dealer

Cars.com still shows 897 2024's still on the lot

5,800 2025's but I'm guessing a lot of those are 'in transit'
 

Mustang1987

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Mustang may be the best selling, but just saying that lacks context. It had its worst ever year of sales last year—after a refresh that should’ve jump started sales. That isn’t good in any context, period. Sales are also way down this year from last year’s worst-ever performance. Meanwhile, the Corvette has been hovering around its best ever sales figures for nearly the whole C8 generation. So yes, Mustang may be the best selling sports car, but the sales numbers are historically awful and other manufacturers have been able to increase sales.
Dude, Corvette just had its worst three months in five or six years and is down a lot. S650 increased sales from its first April, and that's with an avg price hike of $3k-$5k.

Ford raised the price and also sold more in its second april.
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