Ford Super Duty Sales up 7.5 Percent; Explorer Sales Gain 21.9 Percent; Transit Van Sales up 13.9 Percent; Lincoln Aviator Retail Share Expands
November’s total industry declined 15 percent on total sales of 1.24 million vehicles. At retail, Ford estimates the industry
was off 12 percent, while fleet was down 25 percent. Industry
declines are largely attributed to one less weekend in November
this year than last year and a renewed focus on stay-at-home
policies due to rising coronavirus cases.
F-Series sales were impacted by lower inventories attributed to the lingering effects of the Q2 coronavirus production stoppage combined with the transition to the all-new F-150.
While Super Duty sales were up 7.5 percent, F-150 sales were
off 45.9 percent. All-new 2021 F-150’s began shipping to
dealers at the end of November.
Fusion and Fiesta continued to wind down as Ford transitions from cars to SUVs. Ford sales adjusted for F-150’s transition
and the discontinuance of Fusion and Fiesta were down a more
modest 7.4 percent – less than the overall industry decline of
Commercial and government fleet sales recovered and were both up 7 and 14 percent, respectively, compared to a year ago. Daily rental fleets sales continue to weigh on the overall
fleet total, with sales down 87 percent.
Explorer sales totaled 18,848, up 21.9 percent over year ago.
Ford also reported its first sales of the 2021 Bronco Sport as
Ford transitions from cars to SUVs.
Led by Transit, Ford van sales gained 5.2 percent, on sales of 16,322 vehicles. Transit van sales generated a 13.9 percent
gain on sales of 9,917 vehicles.
Mustang retail sales gained 7.4 percent expanding its retail share of segment 1.4 percentage points – totaling just over
32 percent share.
With the overall large premium SUV segment down in November, Aviator gained approximately 3 percentage points of
share in November over a year ago at 12 percent share.