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Ford slowed production down in September to deal with the 1.0/2.0 tops. All the suppliers had time to build inventory to support the last 3 months of 21MY and be ready for 22MY. Look for 1700-2000 Broncos per week going forward.
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Busterbronco1

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Wonder how many sold units went to non-dealer reservation holders?
Yes, that could give us an indicator if they are really more busy stocking dealer lots than filling orders in a timely manner?
 

Klunatic

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Well even with 51K builds, the US is 3,119,884.69 sq/miles. So that works out to 1 Bronco for every 61 Square miles. Pretty sparse, I live in Washington, DC area and have seen about 5 Broncos on the road
 
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Boxer4

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This. Times one thousand.

Most people still don’t know what a Bronco is.

The most common question I get STILL is about whether this is or is not the same thing as the Bronco Sport or whether this is an old one that I restored.
So true. That’s why I think a second wave of demand is going to hit come late spring 2022.
 

hemiblas

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Ford slowed production down in September to deal with the 1.0/2.0 tops. All the suppliers had time to build inventory to support the last 3 months of 21MY and be ready for 22MY. Look for 1700-2000 Broncos per week going forward.
If this is true then they should be able to fullfil all of the orders in 2022.....approx 8k per month at 96k per year. 125k converted orders.... approx 18k built...oct, nov and dec...maybe another 20k...87k ish left....approx. 96k that will be built in 2022.... leaves them with 9k left over for the orders placed after the initial 125k.
 

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So true. That’s why I think a second wave of demand is going to hit come late spring 2022.
Totally can see that. I thought the attention would go down as time went on but it seems people are just now becoming aware of the Bronco and the pointing on the road is actually going up rather than down.
 

BuffaloBronco87

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Well even with 51K builds, the US is 3,119,884.69 sq/miles. So that works out to 1 Bronco for every 61 Square miles. Pretty sparse, I live in Washington, DC area and have about 5 Broncos on the road
Well your well above the average since that would be roughly 5 Broncos per 68sqmi
 

P52Ranch

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Bronco September 2021 Sales & Production Highlights
September 2021 Sales


Ford September 2021 Sales.jpg


September 2021 Inventory

Ford September 2021 Gross Stocks.jpg


September 2021 Production

September-2021-Sales-Release-4.jpg
I'm not an accountant but where are the other 10,000 Broncos?
+25,000 produced for the year (assume this includes dirt mountain that are still "in production")
- 5,000 in inventory (is this Ford inventory or dealer inventory or both?)
-10,000 units sold
_______________
10,000 balance of Broncos
-4,000 ?? Dirt Mountain Broncos
_________________
6,000 Unaccounted Broncos
 
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I'm not an accountant but where are the other 10,000 Broncos?
+25,000 produced for the year (assume this includes dirt mountain that are still "in production")
- 5,000 in inventory (is this Ford inventory or dealer inventory or both?)
-10,000 units sold
_______________
10,000 balance of Broncos
-4,000 ?? Dirt Mountain Broncos
_________________
6,000 Unaccounted Broncos
Good question. Perhaps in-transit inventory?
  • Bronco is flowing to dealer lots with in-transit inventory up nearly 200% compared to last month.
 

tongsun3717

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Good question. Perhaps in-transit inventory?
  • Bronco is flowing to dealer lots with in-transit inventory up nearly 200% compared to last month.
There are 3005 Ford dealerships in the US. How many in Canada and Europe? 2 MNQs per dealer?
 

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There are 3005 Ford dealerships in the US. How many in Canada and Europe? 2 MNQs per dealer?
I thought about it possibly being explained by FCTP units, but I figured those are already captured in either the production or sales numbers? 🤷‍♂️
 

PowPow

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Looking at these numbers makes it all the more clear why I've yet to see a 2021 Bronco "in the wild".
better chance at spotting a real Sasquatch.
 

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My belief is the production will jump in October and onward but it must do so by 3-4X to make a remotely timely dent in demand.
 

rmc523

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People seem to forget that there are still chip shortages, so production won't be full tilt for all vehicles for a while, and they're also likely cycling chip allocation between models.

While not the same amount of production as last month, September's production figures overall were much higher than April-July.

For Bronco more specifically, add in the replacing hardtops, which can't help production.
 

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Got it so half of us probably won't see our 2022 Bronco until 2023. Yet Ford will continue to take new reservations/orders. 👍
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