Mustang Sales

[Zig]

I guess we will see, but if you think cars are expensive now, just wait till it increases by 8K to 12K depending on type. I'm an investor and invest in Ford, so I pay close attention to sales and the market. It will definitely increase vehicle prices. It's on parts as well.

Auto Tariffs Math

Also, what you say are crappy cars is just an opinion and doesn't apply to everyone else.

Agreed, the math is odd when ‘they’ claim an increase in an addition to the whole when it’s actually a percentage of a percentage (pennies on the dollar). When they ‘pre-tariff’ are offering up to the same (oh no price increase of) rebate as the predicted increase it’s beginning to sound like a wash with the benefit going to American workers and companies (depending on one’s perspective)

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[jwflowersii]

If someone is arguing that Ford is now making more profit per car as a positive.....

While some of the interior materials are slightly nicer - the screens have a much lower cost to produce compared to past Mustangs ...I wouldnt be surprised if the COGS went down (not counting for inflation) for the interior of the S650 relative to the S550 over all....(also add in the loss of some of the lighting and other small things)

Yes- you are getting dual intakes and throttle body - but that is the only real place I see expense for the car going up (again inflation adjusted)

Heck they even removed the quad exhaust on the non AVE cars... if that is not cost cutting I dont know what is...in fact going back to the single exhaust on the non AVE cars bothers me 1000 times more then the screens.....

Not saying the S650 isnt a nice car - because it is - but I wouldnt look at maximizing profit per car as a positive for consumers...

They may have removed in order to keep prices lower. When other parts price increase an option is to reduce other non essentials.

 

[jwflowersii]

Agreed, the math is odd when ‘they’ claim an increase in an addition to the whole when it’s actually a percentage of a percentage (pennies on the dollar). When they ‘pre-tariff’ are offering up to the same (oh no price increase of) rebate as the predicted increase it’s beginning to sound like a wash with the benefit going to American workers and companies (depending on one’s perspective)

It most definitely will not be a wash. Prices will increase.

https://www.waltsweeney.com/blog/20...I43ve0hZXet2QPGCHbZrOaOutmIucX1N1oWK81t-g7voh

 

[AZ_Ryan]

Agreed, the math is odd when ‘they’ claim an increase in an addition to the whole when it’s actually a percentage of a percentage (pennies on the dollar). When they ‘pre-tariff’ are offering up to the same (oh no price increase of) rebate as the predicted increase it’s beginning to sound like a wash with the benefit going to American workers and companies (depending on one’s perspective)

Someone's drinking the tariff cool aid.

 

[robvas]

It'll affect each of the big three differently. Farley sent out a memo about tariffs a few days back:

https://fordauthority.com/2025/03/f...yees-trump-tariff-impact-will-be-significant/

‌I want to provide some perspective on President Trump’s announcement that a 25% tariff on global automotive imports to the U.S. will take effect April 2.

‌Our team is evaluating the details and assessing the potential impacts of this executive order. While Ford supports the president’s vision of building a stronger auto industry and manufacturing base in the United States, the situation is dynamic and the impacts of the tariffs are likely to be significant across our industry – affecting automakers, suppliers, dealers and customers.

It’s also important to understand that Ford is in a unique position because we have the largest American manufacturing footprint of any automaker. We have made a conscious choice to be the most American automaker even as others moved production offshore, and that’s something we will promote with pride. For example:

• We assemble more vehicles in the U.S. than any other automaker and we are the No. 1 exporter of vehicles from the U.S. to other countries
• More than 80% of the vehicles we sell in the U.S. are assembled in America
• 100% of our F-Series full-size trucks are assembled in America – as are popular models such as Explorer, Bronco, Expedition, Ranger and Escape, as well as Lincoln models such as the Corsair, Aviator and Navigator
• Ford employs more hourly U.S. manufacturing workers in the U.S. than any other automaker

‌To be clear, this does not mean Ford is immune to the impact of tariffs, which could be meaningful. However, our unique American manufacturing footprint is a positive competitively in this otherwise challenging environment.

‌Just as we did during COVID, the chip shortage and other situations, Ford will work across the company, and closely with our dealers and suppliers, to protect our business in all global markets and take care of our valued customers.

‌I assure you that our Ford team has been and will continue to engage closely with the Trump administration as well as policymakers in the U.S., Canada, Mexico, and other markets to help shape these critical trade and policy issues.

‌Please stay focused on delivering the highest-quality vehicles and experiences for our customers, eliminating waste from our operations and taking care of each other.

 

[Zig]

Someone's drinking the tariff cool aid.

When if could any potential is possible.

But although guess it depends which anti-shatter glass one is consuming from .

hopefully those that charge more decrease theirs and as mr. Farley requested: ‘Please stay focused on delivering the highest-quality vehicles…’

 

[kagemusha2662]

Corvettes only sold just under 7,000 units and were down almost 21%. Sports cars are luxury items and when interest rates are high, people just won't spend on those items. Unfortunately, the prices are only going to rise due to current policies. I don't see it improving anytime soon. Unfortunately, the new tariffs are going to kill the automotive industry and stagflation is coming. This isn't political post simply talking economics.

if corvettes are down 21% and mustangs are down 32%, to me that is a MAJOR problem for mustangs, not corvettes lol

 

[jwflowersii]

if corvettes are down 21% and mustangs are down 32%, to me that is a MAJOR problem for mustangs, not corvettes lol

Not necessarily, Mustangs sold more overall. I think its mainly disposable income factor.

 

[kagemusha2662]

Not necessarily, Mustangs sold more overall. I think its mainly disposable income factor.

The number of mustangs sold is still down tremendously. And you can't compare numbers with the corvette directly lol; they were never both in the same segment. Now that you have a mustang priced very close to the above 50k+ market, people will look elsewhere such as the corvette market or other sports cars. % YoY is the only apt metric to use, and 32% vs 21% is extremely bad

 

[kagemusha2662]

Corvettes only sold just under 7,000 units and were down almost 21%. Sports cars are luxury items and when interest rates are high, people just won't spend on those items. Unfortunately, the prices are only going to rise due to current policies. I don't see it improving anytime soon. Unfortunately, the new tariffs are going to kill the automotive industry and stagflation is coming. This isn't political post simply talking economics.

they sold 7000 vs the 9300 for mustang???? this is even worse than the 32% vs 21% number LOL

 

[Marty1000]

News out today on corvette sales.... They are down for Q1 2025 I wonder is it because of the design with no manual gear box or just that the initial buying frenzy when it came out has gone down??

https://www.motorious.com/articles/news/corvette-sales-slip-21-in-q1/

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