April 2025 – Mustang Sales & Production: 4,922 Sold / 6,330 Produced

[IFFV68]

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.

Excellent,
I believe Ford can sell more cars, but for some reason, the Dark Horse is a limited production Mustang.
You see where people wait over a year to have a Dark Horse built?
If you order a Dark Horse or a GT with the PP in the late Summer Months you won’t receive it until early Spring if you live in the Snow States because of the Summer Tires!
If Ford had an option for the Summer Tires vs All Season Tires maybe sales would increase.
I guess Ford’s priorities are their F-150’s.

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[robvas]

And gas prices will keep dropping which helps the Mustang.

when's this happening?

We are still above six months ago

 

[Mustang1987]

when's this happening?

We are still above six months ago

When oil prices drop, it takes a while to reach the pump.

 

[robvas]

When oil prices drop, it takes a while to reach the pump.

How long? Gas was cheaper 5-6 months ago when it was closer to $80 a barrel.

 

[Mustang1987]

How long? Gas was cheaper 5-6 months ago when it was closer to $80 a barrel.

It's dropped in the past month and it's supposed to keep dropping. Oil is at its lowest point in four years right now.

You try to argue about everything. It's strange.

 

[robvas]

It's dropped in the past month and it's supposed to keep dropping. Oil is at its lowest point in four years right now.

You try to argue about everything. It's strange.

Just looking for clarification.

I just wouldn't say gas being higher than it was six months ago is "dropping" (especially to the extent of affecting Mustang sales), it just came down from a little spike a month ago.

Oil is 2/3rd the price it was in Janurary (four months ago), while gas is a little higher than it was at the time. Doesn't make sense.

 

[Mustang1987]

Just looking for clarification.

I just wouldn't say gas being higher than it was six months ago is "dropping" (especially to the extent of affecting Mustang sales), it just came down from a little spike a month ago.

Oil is 2/3rd the price it was in Janurary (four months ago), while gas is a little higher than it was at the time. Doesn't make sense.

Gas has dropped a lot in recently, that's why I said it's supposed to "keep dropping".

For the second part, it's supply and demand. Gas is usually cheap in the winter because of low demand and peaks during spring and summer, but oil is so low right now (four year low) that it's supposed to keep dropping.

 

[Gregs24]

Gas has dropped a lot in recently, that's why I said it's supposed to "keep dropping".

For the second part, it's supply and demand. Gas is usually cheap in the winter because of low demand and peaks during spring and summer, but oil is so low right now (four year low) that it's supposed to keep dropping.

Has it?

Sure doesn't look like it to me. Be careful of spin from those who know not of what they speak!

 

[FlaFlash]

If McDonald's had $4 Big Macs they would sell way more than last month.

I remember getting pissed because they went from $1.79 to $1.99 back in the day.

 

[Mustang1987]

Has it?

Sure doesn't look like it to me. Be careful of spin from those who know not of what they speak!

Yes it has. Gas is down from yesterday, which is down from a week ago, which is down from a month ago, which is down from a year ago.

 

[Gregs24]

Yes it has. Gas is down from yesterday, which is down from a week ago, which is down from a month ago, which is down from a year ago.

The problem with choosing individual points in time is that it doesn't show the whole picture. Yes it has fallen from a year ago but it is also clear that the trend is back up again, especially since January. It is easy enough to pick 4 data points on that graph that are all falling. You have chosen 4 data points in the last month and 1 from a year ago. On the graph that means 1 from the beginning and the rest all at the end where it is recently falling, it misses completely that the price was cheaper in January and has risen since then.

Always be careful with data analysis to make sure you have the whole picture.

 

[Mustang1987]

at the end where it is recently falling

The above quote is from your post above.

That's all I said in my original post, that "gas prices will continue to fall"

So thanks for confirming what I originally said.

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