📈 Bronco December 2021 Sales & Production Numbers: 9,168 Sold / 10,851 Produced

[dbeyers]

Bronco December 2021 Sales & Production Highlights

• Bronco Sales: 9,168 vehicles. Sales (YTD): 35,023 vehicles.
  • December sales represent a 10.6% increase over November.
• Bronco Production: 10,851 vehicles. Production (YTD): 54,562 vehicles.
  • December production represents a 3.3% increase over November.
• Bronco in-transit inventory is up 14.4% over November.

A graphic presentation of the data as I understand it:

Some points:

* I have estimated Canadian monthly sales (note the Ford numbers are U.S. Sales). Canadian numbers are only released quarterly and the Q4 numbers are not out yet. I used a fixed percent of U.S. sales based on September. For reference, Canadian sales were about 500 units in September and I estimated 1,100 for October, 1,200 for November and about 1,400 for December.

* The black line is the monthly change in gross stocks; in my mind these represent dealer orders and mannequins. Gross stocks were 8,600 at the end of December.

* Still about 5,700 unaccounted for; these might be largely and plausibly explained by units produced but not shipped, units in shipment and units received at the dealer but not sold yet.

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[dbeyers]

Interesting that over 19000 are produced and unsold. Be curious how many of these are dealer mannequins, unsold units on lots, in transit retail units, and ford company demos, etc. This breakdown would be interesting to see.

Don't forget Canadian Sales numbers. 8,600 dealer stock.

 

[Toccoa]

All those Broncos being built and Granger is talking 2023/2024 to clear out their reservations.

 

[dbeyers]

This is clearly wrong. I know from another post on here that there were over 91,000 broncos produced in 2021.

/s


35k tho, oof. assuming that a lot were test rigs and others, does this mean they're barely 1/5 through the reservations? ouch.

Wrong - I don't think Ford would lie to their investors? https://s23.q4cdn.com/799033206/files/doc_news/2022/December-2021-Sales-Release-Final.pdf

 

[Wanted33]

Still not near "full production speed", but, at that rate they should be able to build 100K Broncos in 2022. So WHY has it been said that some in the 100K backlog of early reservation holders still may not receive their Bronco in 2022? Are we not being told something? Or are those buildable walk-in orders going to eat into the pie???

Craig, that would fall under "Ford doesn't give a shit" about reservation holders. After promising they would build in order of time stamp (which was hurt by the flu, and constraints) Ford bowed to the whiny ass big dealers that got out manuvered. Ford changed the allocation formula from weighing how many Bronco reservations a dealer has, to how many Bronco Sports a dealer sold along with some other BS that put the ball in the mega dealers court. This hurt smaller dealers like Granger, Stephens, and Chapman that attracted reservations with reasonable prices. So, now customers of smaller dealers will be strung out until maybe '24 because those dealers can't get the allocation they need.

"Let's Go Ford"

Watch that line get me banned.

 

[dbeyers]

Nice! Where are you getting this information from?

https://s23.q4cdn.com/799033206/files/doc_news/2022/December-2021-Sales-Release-Final.pdf

 

[DaveH]

It would be nice to know updated #s of what % have converted to orders and how many are still 99ed waiting for a hard top in '23. I am especially interested as someone who didn't reserve and order until literally a week before the res. cut off date.

My guess is I am maybe 1/3-1/2 way to getting mine, but if they can keep producing close to 12k a month I imagine mine should go into production by mid-June.

Knowing how many hard tops can be made per month is a critical detail. Ford appears to be quickly running out of soft top orders. How quickly Ford can build the remaining orders and guesstimating build dates is going to depend on the hard top build rate.

 

[Wanted33]

Knowing how many hard tops can be made per month is a critical detail. Ford appears to be quickly running out of soft top orders. How quickly Ford can build the remaining orders and guesstimating build dates is going to depend on the hard top build rate.

Dave, not that it's gonna help me as I'm a Granger customer. But we caved and dropped the MIC from our order, but kept the 2.7L & LUX (there's 2 sins right there). So, I moved those waiting on the MIC up one spot.

 

[Dads_bronze_bronco]

All those Broncos being built and Granger is talking 2023/2024 to clear out their reservations.

Yep, all those Broncos being built, and I am a 7/14 reservation in the first third of my dealer’s allocation for 2021 (versus being outside the allocation at Stephen’s and Chapman at time of order in March 2021), and I still don’t have a scheduled build date.

We’re all impatiently screwed—about 85,000 of us—many well within the 2021 allocation at their respective dealers. Ford is pretty much screwed in trying to help us too, because of this crap top they (and their bumbling supplier) tried to get innovative on.

Continues to suck …

 

[LQDCRJ]

Agree. It would be interesting to know how many of the roughly 125,000 original reservation holders who converted to an order have taken delivery. Maybe 35,000? It's no wonder my 7/20/20 reservation is still not scheduled.

MY 7/19 ORDER IS STILL NOT BUILT, BUT DIDNT CHANGE TO GET IT SOONER

 

[Spooled]

"We've barely made a dent in our backlog of orders made through the reservation process, but let's go ahead and ship some of the few Broncos we've built this year to the Middle East". -FoMoCo

 

[HotdogThud]

Wrong - I don't think Ford would lie to their investors? https://s23.q4cdn.com/799033206/files/doc_news/2022/December-2021-Sales-Release-Final.pdf

It...was a joke, hence the '/s'

Another post a few weeks ago referenced that roughly 91,000 broncos were built this year, which the entire forum gave a solid side-eye to. That's what my post was referring to. Another fine person suggested that 91,000 refers to broncos + sports, which is also clearly malarkey, as by that fine PDF that you included, broncos + sports is about 143000 units. I guess that equates to 91,000, by Price is Right rules or something?

tl;dr it was a joke.

 

[Enginerd39]

A graphic presentation of the data as I understand it:

Some points:

* I have estimated Canadian monthly sales (note the Ford numbers are U.S. Sales). Canadian numbers are only released quarterly and the Q4 numbers are not out yet. I used a fixed percent of U.S. sales based on September. For reference, Canadian sales were about 500 units in September and I estimated 1,100 for October, 1,200 for November and about 1,400 for December.

* The black line is the monthly change in gross stocks; in my mind these represent dealer orders and mannequins. Gross stocks were 8,600 at the end of December.

* Still about 5,700 unaccounted for; these might be largely and plausibly explained by units produced but not shipped, units in shipment and units received at the dealer but not sold yet.

The graphs are very appreciated, my friend. Looks like a fairly healthy ramp-up in my opinion, if you look past the production hiccups in September/October. The fact that they produced more Broncos this month than November even with the holiday plant shutdown is definitely a good sign for capability. I would be willing to bet parts are by far the limiting constraint over optimal assembly line speed, given the November to December comparison. Source: I explain graphs for a living lol

 

[dbeyers]

It...was a joke, hence the '/s'

Another post a few weeks ago referenced that roughly 91,000 broncos were built this year, which the entire forum gave a solid side-eye to. That's what my post was referring to. Another fine person suggested that 91,000 refers to broncos + sports, which is also clearly malarkey, as by that fine PDF that you included, broncos + sports is about 143000 units. I guess that equates to 91,000, by Price is Right rules or something?

tl;dr it was a joke.

Sorry my friend! Facts are hard to come by! A speedy giddy up pony to you!

 

[dbeyers]

The graphs are very appreciated, my friend. Looks like a fairly healthy ramp-up in my opinion, if you look past the production hiccups in September/October. The fact that they produced more Broncos this month than November even with the holiday plant shutdown is definitely a good sign for capability. I would be willing to bet parts are by far the limiting constraint over optimal assembly line speed, given the November to December comparison. Source: I explain graphs for a living lol

I appreciate the professional feedback! I think we can be comfortable that 10,000 per month is the “constrained” production number vs plant capacity. I’m a 8/23/20 res so hoping for May/June???

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