Ford has no clue who their customers our

[Gregs24]

So the $2,000 price increase is 100% pure profit. Okay.

Are they going to raise the price $20k next?

Maybe it is, maybe some of it is increased costs such as wages that have to come from somewhere. Direction of travel is clear. Less cars better margin.

Sponsored

 

[Gregs24]

Well there have been a lot of folks on here that have waited a very long time to get their cars. I'm sure is part of the overall equation.

Cars.com is showing 3006 2024's and 2784 2025's. That's a lot of cars.

Here is there breakdown for 2024

Here is there breakdown for 2025

What is it as a percentage of new sales? I'm sure there are plenty of F150's on lots.

 

[robvas]

Well there have been a lot of folks on here that have waited a very long time to get their cars. I'm sure is part of the overall equation.

Cars.com is showing 3006 2024's and 2784 2025's. That's a lot of cars.

Here is there breakdown for 2024

Here is there breakdown for 2025

One thing that stands out is the GT Premium's being 4X the amount of GT's for 2024 and over double for 2025

So are the GT premiums not selling as well? Is Ford making more of the more expensive models hoping to sell more of them? If they were lower priced GT's would they have sold?

Cargurus shows over 3,000 2025's as well, but as expected most of those are 'on the way' and not actually at the dealerships yet. Most of the ones that are actually in stock have only been there a few days.

 

[drive_55_not]

You're greatly underestimating how much overhead they have building the car that doesn't change

you can't go from selling 120,000 to 40,000 and just add to the price

What'z weird is Ford kept the EcoBoost pricing the same for 2025 but raised the price on the V8 by $4000. Not sure how material/labor cost are $14,000 more for the 2025 V8 over the Ecobeast ...

As for Ford selling 120K S550 when it was launched, IIRC Ford was offering rebates on the 2015 ... I know Ford was trying for years to wean buyers off those rebates, COVID finally hit that button for them.

And it's not like the 2018/19 MY's were flying off the lots, There was a $2500 rebate on my 2018 GT .... I took the FMC 0% @72mo financing instead.

And I haven't seen Ford offering 0 for 72months since 2021 here in the SE , which I'm sure helped move inventory.

One thing that's killing people is INSURANCE, My car insurance has doubled from 1600 to 3200 a year for my 4 vehicles since 2020, I have a 2011 F250, 2021 Mustang GT, 2024 Gt and a 2020 Hellcat, No tickets and no accidents.

And my homeowners has also doubled. 2300 a year for my 2 properties.

And don't get me started on health insurance ... At least that is tax deductible.


.

 

[erocker]

Ford better consider moving their Windsor plant unless they want to start charging even more. Maybe the hike this year is pre-emptive of governmental economic incompetence? We'll find out!

 

[keithwalton]

Ford decided the spec of every UK MY 24 mustang and then let buyers think they were making factory orders when they were really just matching to pre-selections and then made them wait 7 months+ for delivery.

Interesting tid bit, all of the initial batch of cars that were not matched to buyers had the red brake calliper option. They clearly overestimated the desire for £400 red brakes

 

[robvas]

Interesting tid bit, all of the initial batch of cars that were not matched to buyers had the red brake calliper option. They clearly overestimated the desire for £400 red brakes

they can just buy those caliper covers in the other thread, any color and brand name (sticker) you want!

 

[Upacurb]

What'z weird is Ford kept the EcoBoost pricing the same for 2025 but raised the price on the V8 by $4000. Not sure how material/labor cost are $14,000 more for the 2025 V8 over the Ecobeast ...

As for Ford selling 120K S550 when it was launched, IIRC Ford was offering rebates on the 2015 ... I know Ford was trying for years to wean buyers off those rebates, COVID finally hit that button for them.

And it's not like the 2018/19 MY's were flying off the lots, There was a $2500 rebate on my 2018 GT .... I took the FMC 0% @72mo financing instead.

And I haven't seen Ford offering 0 for 72months since 2021 here in the SE , which I'm sure helped move inventory.

One thing that's killing people is INSURANCE, My car insurance has doubled from 1600 to 3200 a year for my 4 vehicles since 2020, I have a 2011 F250, 2021 Mustang GT, 2024 Gt and a 2020 Hellcat, No tickets and no accidents.

And my homeowners has also doubled. 2300 a year for my 2 properties.

And don't get me started on health insurance ... At least that is tax deductible.


.

To follow up with what you are saying

Coyote crate motors look to be around 11K with EcoBoost Crate motors around 5K - so 6K difference just in the motor......I kind of doubt there is another 8K difference in the transmission and rear end ...what other differences are there between the EcoBoost and GT on the base model cars? (asking as I have no idea)

Thinking a GT should be 8K or 9K more not 14K ......

 

[Rocket Man]

how about axles, drive shaft, brakes, cooling, suspension, etc?

 

[24BlueStang]

I agree, I like the dash in my S650, while I am probably not the "target generation, as I am in my mid 40's.

I almost walked out of the finance office from buying my car. I have prime credit 715-730 depending on who you look at and the best the dealer could come at me with on financing was 10.8% APR. I also had money to put down on the car if that helped to get the interest rate down. Dealer pretty much told me those were the rates and that was it. I made a phone call while sitting in their office to Navy Federal and got approved at 5.5%. Probably should have made that phone call first, but I figured Ford credit is usually competitive. Bottom line is no one wants to pay 10% + in interest on a car note so that is slowing car sales as well. It would be interesting to see how many sales start on the S650 and end up with a MachE sale because of incentives and "special financing".

Side note, dealers/salesman have gotten lazy since COVID and pretty well expect vehicles to sell themselves and are not willing to negotiate on pricing anymore. You are either going to pay their price or they are going to sell it to the next person that comes through the door. Case and point is the Toyota dealership down the street from me hasn't had a full lot of new cars to sell since COVID and can't keep more that 15-20 cars on the lot. As soon as they get a truckload of cars in the area gone out the door at sticker every time.

I financed my EB at 9.9% with a 625 credit score at the time. I just tried to trade for a $34K Jeep Gladiator and 12.5% was the lowest that got offered to me except my bank at 9.9% with a 684 credit score… it’s super odd to me how it all works

 

[Upacurb]

how about axles, drive shaft, brakes, cooling, suspension, etc?

Good point- but even if you took the more robust parts and subtracted out the cost for the EcoBoost parts- how much could the variance really be?

I cant imagine a driveshaft for a GT is that much more expensive then that for an EcoBoost - same for a larger radiator - or shocks even....Im sure at their cost the difference is probably 20 or 30 dollars .....

Probably the drive shafts- but even then....I just dont see 4K to 5K in price delta there....

Now Im curious- given turbochargers create heat- I would image cooling is similar on base models? (asking because I genuinely dont know...)

 

[Gregs24]

Ford better consider moving their Windsor plant unless they want to start charging even more. Maybe the hike this year is pre-emptive of governmental economic incompetence? We'll find out!

Do they still make the steering wheels in Mexico

 

[Gregs24]

Ford decided the spec of every UK MY 24 mustang and then let buyers think they were making factory orders when they were really just matching to pre-selections and then made them wait 7 months+ for delivery.

Interesting tid bit, all of the initial batch of cars that were not matched to buyers had the red brake calliper option. They clearly overestimated the desire for £400 red brakes

Actually I think all UK cars have red callipers (other than DH) - it was technically an option but fitted to everything.

I don't think anybody ever thought they were 'factory orders' and with so few options for the UK and pretty much every combination made available you could usually get what you wanted. Unless you wanted Rapid Red which never seemed to arrive here!

 

[Gregs24]

Good point- but even if you took the more robust parts and subtracted out the cost for the EcoBoost parts- how much could the variance really be?

I cant imagine a driveshaft for a GT is that much more expensive then that for an EcoBoost - same for a larger radiator - or shocks even....Im sure at their cost the difference is probably 20 or 30 dollars .....

Probably the drive shafts- but even then....I just dont see 4K to 5K in price delta there....

Now Im curious- given turbochargers create heat- I would image cooling is similar on base models? (asking because I genuinely dont know...)

There are a lot of differences - different air intakes, different exhaust, different ancillaries, different 'hood' even. Without a full strip down you wouldn't be able to really price up the differences.

Sponsored