Ford fuels Could gross sales surge with well timed advertising and marketing
Ford Motor Firm reported a 16% gross sales improve to 220,959 in Could year-over-year, with optimistic beneficial properties at each Ford and Lincoln. Hybrid automobiles led the best way with a 28.9% gross sales improve, totaling 22,719 items, with inner combustion engine gross sales up 17.2% to 191,517 items. By way of segments, Ford’s SUV gross sales noticed probably the most vital acquire at 25% to 94,595 items. Truck gross sales adopted behind the SUV uptick at an 11.2% improve to 121,354 items. Nevertheless, Ford Motor Firm’s electrical automobile (EV) gross sales plummeted 25% in Could to six,723 items. The automotive class noticed a much less dramatic lower of three.2% to five,010 items, in line with Ford Authority.
Ford’s new American Made marketing campaign, centered round providing worker pricing, seems to primarily be fueling the corporate’s general gross sales acquire as drivers try to get forward of tariff-imposed automobile value will increase. Lincoln reported a 39% improve in Could gross sales, and Ford Motor Firm’s complete gross sales are up 6.1% to 930,925 automobiles in comparison with the primary 5 months of 2024.
The 2025 Escape was considered one of Ford’s best-sellers in Could, with gross sales catapulting 24% to 17,395 items. Ford’s 2024 Explorer noticed a 23% gross sales improve to twenty,504 automobiles. Bronco Sport gross sales rose 46% to 14,472 items, and the Maverick noticed a 14% acquire to fifteen,508 deliveries. Monetary analyst Dan Ives, managing director at Wedbush Securities, stated “the month-to-month gross sales have been higher than feared and is a small step in the proper course,” however added that there’s “nonetheless quite a lot of wooden to cut forward for (CEO) Jim Farley and Ford with tariffs and demand points,” the Detroit Free Press reviews. Whereas Ford Motor Firm prolonged its worker pricing advertising and marketing to July 6, which impacts practically all 2024 and 2025 Ford and Lincoln automobiles, the American automaker introduced worth hikes as much as $2,000 final month on three of its Mexico-produced fashions: the Mach-E SUV, Maverick pickup, and Bronco Sport SUV.
Ford is succeeding regardless of recall points and the market’s slowing tempo
Could represented the third consecutive year-over-year double-digit gross sales improve at Ford. Cox Automotive expects Could gross sales throughout all automakers to rise 3.2% from final 12 months and a pair of.5% from final month, however the month’s gross sales tempo will likely be considerably lower than March and April, in line with NBC. Apart from weak Could EV gross sales numbers, Ford has issued over 50 U.S. recollects in 2025, probably the most of any automaker. By way of Could 15, Volkswagen Group had issued the second-most recollects at 14. Whereas EV gross sales have been considered one of Could’s lowlights at Ford, the corporate’s Mustang Mach-E skilled an 11% year-over-year gross sales surge to 4,724 items. Ford Motor Firm inventory completed at a 2.10% day by day market improve and 5.6% year-over-year progress on Tuesday.
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Closing ideas
With its third consecutive year-over-year double-digit gross sales improve and a 16% year-over-year gross sales improve for Could, Ford has momentum that’s essential to the corporate mitigating commerce war-related impacts, together with $1.5 billion in added internet prices for 2025. Ford Chair John Lawler stated the automaker will alter operations over the subsequent 12 to 24 months in response to tariffs, however as of now, weak EV gross sales and common recollects aren’t considerably hurting the corporate’s standing.