Well saidAbove my pay grade and you see exactly what we do. I'm going to pull out my assumption stick and try to give you my opinion.
#1. I think they are trying to get a somewhat even distribution of builds to dealers in each region, market and zone. Region being several large chunks of the country then all the way down to groups of dealers.
#2. IMO, this should've probably been #1 because commodity is what is bottlenecking their ability to build units. It will likely be the one variable that keeps causing issues to '21 model builds and maybe early '22. Again, no data to back this up, just an opinion. Hope tier ones get their shit together and get people back to work. A lot of our supply (backorder) issues right now seem to be workforce driven and not so much raw materials.
#3. Once they figure out what they can build and distribute somewhat evenly to the regions, markets and zones, they are probably looking at how many of those are at each dealer and then looking at reservation time stamp. I've seen a couple people say they know someone with an identical build and later time stamp get a build date and they didn't. True or not, I'm not in a position to argue about it. Might be one small option they didn't consider that didn't play well with Ford's scheduling tool or the order these things are going down the line. I'm confident that Ford is not intentionally trying to piss in anyone's post toasties but building someone with a later time stamp, it's just a result of what they can build, in what order and getting them distributed somewhat evenly.
The thing I think a lot of folks, myself included, don't see or understand, is the enormously complex dance of the actual build once the plant gets the order. Take commodity constraints out of the mix completely and it's still mind blowing. They have "just in time" parts delivery to avoid having excess inventory to deal with so imagine a truck load of tires, specific to your vehicle showing up with wheels already mounted, then getting loaded into a conveyor line and getting to the floor the exact time your body does.
I went through the Focus/C-Max plant several years ago and was blown away with the process. My assumption was they painted in batches which would mean orders were put together strictly on paint color, nope. They were spraying all different colors back to back to back. Bodies, powertrain, doors, wheels all showing up at the exact right time, it was very eye opening and amazing to watch. If you ever get a chance to take a tour, do it. Still waiting for an invite to KTP since I'm only an hour and a half away.
Anyway, the two biggest factors that are making this launch an issue are for everyone is commodities and reservations. Commodity constraints have been an on and off issue for years but they've always had retail, stock and fleet. We got vehicles based on what we sold and trickled down from region, market, zone and specific dealer. Bronco ordering has turned this system on it's side. Worse because orders are probably concentrated in certain zones rather than equally distributed throughout the regions. Say a dealer that sells 500 new vehicles a year puts a deal out there and now has 200 Bronco reservations on top of that. How does Ford factor that into things when they say every dealer was going to get at least 30% of their converted orders? It's a mess and damn glad I don't have to be the guy/gal to make these decisions because no matter what you do, someone is going to be PO'd.
I think we are all arm chair quarterbacks with good information, misinformation, and speculation to make judgements on a very complicated process. Ford has been trying to hit a moving target with all the setbacks
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