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
    15 percent.
  • 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.