Ford Reports June 2021 Sales with Initial Bronco Sales & Production Data

[Dr.Detroit]

It's a public domain document available on Ford's own website and filed as an addendum to Ford's Form 8-K Current Report with the Securities & Exchange Commission (SEC)...

https://s23.q4cdn.com/799033206/files/doc_news/2021/06/June-2021-Sales-Release.pdf
https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=115979145&type=PDF&symbol=F&companyName=Ford+Motor+Company&formType=8-K&formDescription=Current+report+pursuant+to+Section+13+or+15(d)&dateFiled=2021-07-02&CK=37996

lol they leave his contact info too.. geez.

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[jaruss01]

If i had to guess the 5,489 June production number translates to 800 June sales after you strip out all of the dealer demos, and take into account the lead time to delivery. The chart showing sales (not production) will start really ramping up going into July.

 

[Deleted member 3063]

I see a lot of negative numbers...
The chips have fallen where they may?

from the month of June 2020, yep.

 

[Dr.Detroit]

If i had to guess the 5,489 June production number translates to 800 June sales after you strip out all of the dealer demos, and take into account the lead time to delivery. The chart showing sales (not production) will start really ramping up going into July.

Ok, so If you are a person with one being built the week of july 12th you will have the 1000 to 2500 first built Broncos correct? or is my math jacked?

 

[Bronco4lyfe85]

You can see MAP high count this year has been just over 13,000 vehicles. If they do a 7:1 ratio for Bronco:Ranger then I would expect about 11,500 Bronco a month once at full speed.

That would be ideal for sure. That would put the back of the line at June 22’

 

[MattyAg]

That would be ideal for sure. That would put the back of the line at June 22’

Which is realistic (not counting MIC top constraints). I am a late reservation, but changed to a soft top in hopes that moves me up a month or two and crossing my fingers for a spring (late) delivery.

 

[Razorbak86]

lol they leave his contact info too.. geez.

This document is targeted at investors, and he is Ford's Director of North American Communications, so he probably welcomes contact from Wall Street analysts and financial reporters.

https://twitter.com/TheSaidDeep

 

[Dr.Detroit]

This document is targeted at investors, and he is Ford's Director of North American Communications, so he probably welcomes contact from Wall Street analysts and financial reporters.

https://twitter.com/TheSaidDeep?ref_src=twsrc^google|twcamp^serp|twgr^author

i wouldn't want his job.

 

[Bronco4lyfe85]

Which is realistic (not counting MIC top constraints). I am a late reservation, but changed to a soft top in hopes that moves me up a month or two and crossing my fingers for a spring (late) delivery.

Im after the July rush but long before anyone else jumped in. We’re a 2 door so we will probably end up the last people getting a Bronco.

 

[jaruss01]

Ok, so If you are a person with one being built the week of july 12th you will have the 1000 to 2500 first built Broncos correct? or is my math jacked?

Nope. 7,300 built so far. ~5,000 demos = 2,300 customer orders (of which 800 have been delivered and sold in June). June production was 5,400, and starting 8/2, August will be~ 10k/mo moving forward. Since July will be closed 2 weeks, yet the pace of daily broncos is picking up, lets say 4,000 are built in July. So if you have mid July, you'd be around the 4,300th bronco (excluding dealer demos which will be offered for sale in 6 months)

 

[LSBronco13]

If Ford keeps up this level of production (5,489) every month by January 23’ they’ll have built almost 99K!

In all seriousness I’m curious what they’ll make when they are going full capacity.

A Tesla is put together in seven minutes on their assembly line. How fast does one Bronco take on Ford's assembly line? That should tell you how many to expect and also be a sign of component issues too.

 

[FstFrd00]

So no one in the entire country bought a Ford Fiesta for all of June??!!!

Why would anyone???

 

[mattrb87]

Why would anyone???

I’m not a fan of them. Just surprised that not even grandma went and bought just one lol

 

[jaruss01]

Pretty close. I was tracking 7,476 produced by 6/30. Actual was 7,308. Stupid flood. That extra 90 minute shutdown cost me lol

 

[ATHIKER]

If Ford keeps up this level of production (5,489) every month by January 23’ they’ll have built almost 99K!

In all seriousness I’m curious what they’ll make when they are going full capacity.

looks like MAP has a capacity around 13-14,000 and earlier reports suspected that the Bronco to Ranger production ratio could be 6:1 or 7:1 that would put the "Full" Bronco production in the range of 12,000 units per month starting in August. Counting 2 weeks of July and 2 weeks of December MY21 has 5 months available for another 60,000 units.

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