📈 Mach-E September 2022 Sales Number: 2,324 Sold / 8,121 Produced

Mach-E September 2022 Sales Highlights

• Mach-E Sales: 2,324 vehicles. Sales (YTD): 28,089 vehicles.
  • September 2022 sales represents a 25.5% decrease from August 2022.
• Mache-E Production: 8,121 vehicles. Production (YTD): 54,811 vehicles.
  • September 2022 production represents a 67% increase from August 2022.
• Mach-E sales increased 47.3 percent over same period last year
• Mach-E turned in just 10 days on dealer lots last month.

If I read these right... around 21,000 2022 MME units went to non-US markets. (Total produced minus "gross US stocks" and "US Sales"? Just guessing but maybe a few hundred went to Mexico, a few thousand to Canada, and the rest to several European countries.

Bigfeets said:

If I read these right... around 21,000 2022 MME units went to non-US markets. (Total produced minus "gross US stocks" and "US Sales"? Just guessing but maybe a few hundred went to Mexico, a few thousand to Canada, and the rest to several European countries.

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Anything produced in September probably hasn't made it to a dealer lot in the US or Canada (or overseas, for that matter). Willing to bet that the second half of August is in a similar situation.

devmach-e said:

Anything produced in September probably hasn't made it to a dealer lot in the US or Canada (or overseas, for that matter). Willing to bet that the second half of August is in a similar situation.

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Yep, the 5,400 figure "US stock" is the explanation, I've assumed. (That is, they were produced for US but not "sold" yet in US. Similar to the monthly categorization differences: "scheduled" versus "produced".

In my own case, "my" MME unit is among the "produced" units and probably the "gross stock" units, but not among the "sales" units, since it has been 9 days in the Missouri intermodal yard waiting for its next ride to California. Its current delivery ETA suggests it likely will be among the October "sales" tally.

The factory is starting to hum along nicely. Almost at 100k annual pace. Nice!

SnBGC said:

The factory is starting to hum along nicely. Almost at 100k annual pace. Nice!

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I still think they need to pick up the pace. If Berlin can go from 0-100,000 in 9 months (Berlin ramp) , why does it take Ford 2 years. The demand for the MME is super high. Go faster!

newmme said:

I still think they need to pick up the pace. If Berlin can go from 0-100,000 in 9 months (Berlin ramp) , why does it take Ford 2 years. The demand for the MME is super high. Go faster!

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“Super high” seems relative. It’s still one of Ford’s lowest selling model.

Sure, it sold out last year, but so did everything.

Mach1E said:

“Super high” seems relative. It’s still one of Ford’s lowest selling model.

Sure, it sold out last year, but so did everything.

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A 49% increase in total sales to date year over year is nothing to sneeze at. Especially with an average of 10 days on lot before getting sold. That and near parity with ICE Mustang sales. That's a pretty solid indicator of popularity. Clearly Ford has a manufacturing problem, not a sales problem.

devmach-e said:

A 49% increase in total sales to date year over year is nothing to sneeze at. Especially with an average of 10 days on lot before getting sold. That and near parity with ICE Mustang sales. That's a pretty solid indicator of popularity. Clearly Ford has a manufacturing problem, not a sales problem.

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They increase from worst selling Ford SUV to “2nd worst.”

Just like any stat, it can sound good or bad depending on how you look at it.

But from an absolute numbers standpoint, it’s still very low volume.

The ICE Mustang is low volume too. There’s good reason the Camaro and Challenger are going away.

I bet if the Mach E was looked at from a pure business/profit standpoint, they would kill it.

We are lucky it represents more than just a profit maker for Ford.

Mach1E said:

They increase from worst selling Ford SUV to “2nd worst.”

Just like any stat, it can sound good or bad depending on how you look at it.

But from an absolute numbers standpoint, it’s still very low volume.

The ICE Mustang is low volume too. There’s good reason the Camaro and Challenger are going away.

I bet if the Mach E was looked at from a pure business/profit standpoint, they would kill it.

We are lucky it represents more than just a profit maker for Ford.

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If the cars were staying on the lot for 30 days or more, you might have a point.

If Ford had to entice people with a ton of rebates or cash offers, like GM did with the Bolt, then you might be correct.

If dealers weren’t marking them up a ton, I could see your point of view.

But none of those are true. The car is a huge success. They’re selling as fast as they can make and ship them. This is purely a manufacturing capacity issue. Not a reflection of how poorly the car is selling.

newmme said:

I still think they need to pick up the pace. If Berlin can go from 0-100,000 in 9 months (Berlin ramp) , why does it take Ford 2 years. The demand for the MME is super high. Go faster!

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Germany is in some DEEP DEEP trouble right now. Their manufacturing sector is going to soon been at zero. They produce a lot of goods and energy jumping 1000%+ if they're even allowed to use it.

That's going to create a market vacuum. The limiting factor for electric will always be the batteries however. These cells are better spent on PHEV over BEV. It allows production to scale by a factor of 4 or 5 when cells are spread out among more vehicles. This will be the weak spot for at least another 3 -5 years.

Batteries batteries batteries.

devmach-e said:

If the cars were staying on the lot for 30 days or more, you might have a point.

If Ford had to entice people with a ton of rebates or cash offers, like GM did with the Bolt, then you might be correct.

If dealers weren’t marking them up a ton, I could see your point of view.

But none of those are true. The car is a huge success. They’re selling as fast as they can make and ship them. This is purely a manufacturing capacity issue. Not a reflection of how poorly the car is selling.

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If ANY car was staying on the lot or getting discounted right now you would have a point.

Pretty much every car on the planet is being sold as fast as they can build them.

Even Ford said recently they’re not making much $$ on the Mach E. That doesn’t sound like a “huge success” to me.

The reality is……. We really don’t know what the real demand is in a normal market, but the total sales numbers are still quite low “for a Ford.”

What would happen if they waved a magic wand and doubled production? It would still be low volume, but I imagine the markups would disappear instantly.

All I’m saying is that I think it’s a little early to claim victory here.

The MME is doing well in Norway. Moving up! Basically tried with Polestar and Id.3

Mach1E said:

Just like any stat, it can sound good or bad depending on how you look at it.

Mach1E said:

They increase from worst selling Ford SUV to “2nd worst.”

Just like any stat, it can sound good or bad depending on how you look at it.

But from an absolute numbers standpoint, it’s still very low volume.

The ICE Mustang is low volume too. There’s good reason the Camaro and Challenger are going away.

I bet if the Mach E was looked at from a pure business/profit standpoint, they would kill it.

We are lucky it represents more than just a profit maker for Ford.

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d.

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Well your right in that any stat analysis depends on what you are comparing it to, and yes MME is still a niche product and low sales especially compared to the sales of say the Bronco which is a new "SUV" product for Ford

It would be more interesting to compare how the MME is doing in the EV market and removing TESLA as an outlier, the MME is not doing bad

The MME is not going away anytime, as you already point out, this is not just a profit line, its the first EV for Ford and this is where they (and every Car manufacturer) is betting their future

SnBGC said:

The factory is starting to hum along nicely. Almost at 100k annual pace. Nice!

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Summer 2023 is going to be interesting. I'm in NH. I live in a part of the state that is six miles from the Massachusetts border and about 15 miles from the Maine border, so coastal just off I-95. I maybe see one other Mach-E a day, often with MA or ME plates.

I actually see more Rivians on a weekly basis. I don't mind the exclusivity of my car (a Cyber Orange Mach-E gets a lot of looks around here) but it would be nice to chat with other owners.

I figure with production finally ramping up, my isolation might change by next summer. Just in time for me to trade in for an Equinox (kidding or am I ).

I should mention I do know another Mach-E owner in town. Met her at a local EV event. She's actually on the town planning board and energy council. But she texted me that right after the EV event, a teen crashed into her car so it won't be on the road for a while.