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TTAC commenter j_slez has worked his magic again, this time on our new Ford monthly sales data. Hit the jump for a comparison with GM and Toyota.
15 Comments on “TTAC Data Dive: Ford Sales Graphs...”
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..and that’s including fleet sales, right?
And I assume Chrysler’s wouldn’t even fit on the chart?
Right, fleet sales included. Fleetcentral does have fleet sales broken out, but only for aggregate six-month blocks October-March.
So Ford’s been following Toyota (mostly) since Jan 2007, and took their biggest hit pre-2006. Is 150k / mo enough to pay the bills? I doubt they’re going back to the good old days of 250 – 300k / mo.
equally down! eventually it will move the other way. question is who will be here to see it
So what happened in July ’05? Was that huge ass bump the Mustang?
To me, the most interesting thing is how similar the spikes and dips are.
July 2005 had almost 70,000 extra trucks sold, most of those F-150s, compared to other months that year. You can bet it was some sort of sales promotion, employee pricing or the like.
@ Joel
To me, the most interesting thing is how similar the spikes and dips are.
Yes, that’s what I wondered. It might be possible to argue that the Toyota line doesn’t jerk around as much, so one might suspect it’s the antics in the sales channel that cause GM/Ford’s to move around.
Perhaps these are the “sales drives” and/or incentive campaigns?
It must be hell planning manufacturing capacity in that environment.
>>>happened in July ‘05? Was that huge ass bump the Mustang<<<
GM was up also, but I don’t think GM dealers sold many Mustangs. I think July ’05 was the first “employee pricing for everyone” extravaganza.
SAS graphs are awesome!! Go Proc GPLOT
I think that GM may have started the “employee pricing for everyone” in June 05, as only they have a big bump that month. Ford copied them in July…?
I did a little different analysis. Basically, I used a method of averaging to normalize the graphs by pulling out insane high points and broke sales down to small and large cars, SUVs, and trucks. Sports cars and cars from non-core brands (dead/sold GM brands and PSG Ford brands) have been removed. I then added in economic conditions that influence purchases (credit and fuel prices).
http://quentin.fauberg.com/nasioc/gm-sales-04.pdf
http://quentin.fauberg.com/nasioc/toyota-sales-04.pdf
http://quentin.fauberg.com/nasioc/ford-sales-03.pdf
One thing about GM, they’ve mostly killed car brands, so that data might be slightly skewed (Pontiac and Saturn moved some metal), but I think it gives a pretty good trend between the brands and how they’re doing in their particular categories. The GM graph is particularly telling, though, why they are up shit creek.
Great stuff. Both sets of charts are excellent. Now this is the sort of thing other sites don’t have.
I and a few others have some detractors, but the hard core numbers prove Ford, sans bankruptcy, is a money losing phenom, in an increasingly worsening position, contrary to recent media portrayals.
Their situation is quickening into a death march.
This is a case that boggles the mind in terms of how much perception and reality can diverge.
Pull up their EBIDTA.