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.
Sponsored
Yes, that could give us an indicator if they are really more busy stocking dealer lots than filling orders in a timely manner?Wonder how many sold units went to non-dealer reservation holders?
So true. That’s why I think a second wave of demand is going to hit come late spring 2022.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.
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.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.
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.So true. That’s why I think a second wave of demand is going to hit come late spring 2022.
Well your well above the average since that would be roughly 5 Broncos per 68sqmiWell 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
I'm not an accountant but where are the other 10,000 Broncos?Bronco September 2021 Sales & Production Highlights
September 2021 Sales
September 2021 Inventory
September 2021 Production
Good question. Perhaps in-transit inventory?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
There are 3005 Ford dealerships in the US. How many in Canada and Europe? 2 MNQs per dealer?Good question. Perhaps in-transit inventory?
- Bronco is flowing to dealer lots with in-transit inventory up nearly 200% compared to last month.
I thought about it possibly being explained by FCTP units, but I figured those are already captured in either the production or sales numbers?There are 3005 Ford dealerships in the US. How many in Canada and Europe? 2 MNQs per dealer?
better chance at spotting a real Sasquatch.Looking at these numbers makes it all the more clear why I've yet to see a 2021 Bronco "in the wild".