Ford Starts Off the New Year by Pissing Us Off

Steph Willems
by Steph Willems

Are there fits of childlike, fists-clenched glee occurring in the Glass House right now? Quite possibly, and not just because someone brought a scooter into the building.

Don’t say we didn’t predict it. Ford, following in the footsteps of rival General Motors, says it plans to switch to quarterly sales reporting in 2019. While this move would even out the monthly spikes and troughs caused by fleet timing, it ends up meaning less data available to journos and the public.

The rage felt by those who enjoy poring over monthly sales stats burns like a thousand Ivy Mike bombs. Matthew Guy just took a header into a snowbank to cool off.

In breaking the seal, GM started an annoying trend that’ll surely be picked up by other automakers (Tesla reports quarterly, but GM was first among legacy OEMs). Don’t be surprised to see Fiat Chrysler go the same route by the end of the year.

While many regard the move as a way of keeping the PR ball mostly in the automaker’s court in this new era of cooling auto sales, companies (and some analysts) would argue that quarterly reports provide a clearer picture of a vehicle’s sales health over the long run. That doesn’t mean we can’t piss and moan about it.

As for actual sales, Ford’s 2018 report card is in. With total fleet sales up just a tick, Ford’s U.S. sales volume fell 3.5 percent last year, with the Blue Oval brand showing a 3.3 percent loss and the Lincoln division posting a 6.8 percent drop. December sales (this is the last time we’ll have to say those words in relation to Ford) fell 8.8 percent — a figure encompassing both brands.

How did Ford’s volume break down in relation to bodystyle? Take a guess. This is the company that celebrated 2018 by culling all cars save the Mustang, so traditional passenger vehicles boasting trunks and hatchbacks did not fare well — not that they’re doing all that hot anywhere else. Sales of Ford and Lincoln cars sank 18.4 percent in 2018. Crossovers and SUVs barely made it into the red, with a 0.5 percent sales increase. Trucks, on the other hand, posted a gain (shocker!), with sales up 1.4 percent. Expect their share of Ford’s volume to rise markedly in 2019, once the Ranger comes online.

We’ll have a full overview of the industry’s 2018 sales for you later today. Matthew just needs to thaw out first.

[Image: Ford Motor Company]

Steph Willems
Steph Willems

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  • Inside Looking Out Inside Looking Out on Jan 03, 2019

    No big deal. All Silicon Valley companies report only quarterly results. I personally do not care how much they sell each month.

  • Don1967 Don1967 on Jan 04, 2019

    Pity the modern auto journalist who will feel lost without a constant stream of data porn to copy and paste, or the millennial whose iPhone will suddenly go blank right in the middle of eating his Frosted Flakes. I fear that this trend will spread to Wall Street, where financial reporters will start providing thoughtful analysis into long-term business fundamentals while the most recent Trump tweet gets completely ignored. These are dark times in which we live.

  • SCE to AUX All that lift makes for an easy rollover of your $70k truck.
  • SCE to AUX My son cross-shopped the RAV4 and Model Y, then bought the Y. To their surprise, they hated the RAV4.
  • SCE to AUX I'm already driving the cheap EV (19 Ioniq EV).$30k MSRP in late 2018, $23k after subsidy at lease (no tax hassle)$549/year insurance$40 in electricity to drive 1000 miles/month66k miles, no range lossAffordable 16" tiresVirtually no maintenance expensesHyundai (for example) has dramatically cut prices on their EVs, so you can get a 361-mile Ioniq 6 in the high 30s right now.But ask me if I'd go to the Subaru brand if one was affordable, and the answer is no.
  • David Murilee Martin, These Toyota Vans were absolute garbage. As the labor even basic service cost 400% as much as servicing a VW Vanagon or American minivan. A skilled Toyota tech would take about 2.5 hours just to change the air cleaner. Also they also broke often, as they overheated and warped the engine and boiled the automatic transmission...
  • Marcr My wife and I mostly work from home (or use public transit), the kid is grown, and we no longer do road trips of more than 150 miles or so. Our one car mostly gets used for local errands and the occasional airport pickup. The first non-Tesla, non-Mini, non-Fiat, non-Kia/Hyundai, non-GM (I do have my biases) small fun-to-drive hatchback EV with 200+ mile range, instrument display behind the wheel where it belongs and actual knobs for oft-used functions for under $35K will get our money. What we really want is a proper 21st century equivalent of the original Honda Civic. The Volvo EX30 is close and may end up being the compromise choice.
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