moritzes

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A lot of people buying before the end of the federal EV tax credit, and before tariffs cause the price to jump even more (b/c assembled in Mexico).
 

HuntingPudel

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HuntingPudel

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Mike G

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My dealer’s “Three Amigos” (three 23 GTs) are still sitting on the lot…..and besides the market forces that have kept them from moving off the lot there’s the fact that until the approval comes down to start applying that small powertrain update (AKA 25S65)….they can’t be sold. And now they’re literally not worth buying compared to the deal people are getting on 25 models.

One of these cars is a clone of what I took home, a space white 23 GT PE. Makes me a little sad that someone is missing out on a great car.
 

Snakebitten

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It's too bad that 7000 per month of any vehicle isn't necessarily enough to be a profitable venture. But imagine 7 THOUSAND of them parked SideXside and then being told they'll all be gone in 30 days and then there will be ANOTHER 7000 of them queued up for the next month's consumption.

Point is, for all the smack the Mach-E might draw in the EV media, they just keep getting gobbled up one at a time steadily.

I have mine, of course. And I completely understand why the next 7000 people that snag one, snags one. Such an under-heralded electric car.
 

Mach1E

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A lot of people buying before the end of the federal EV tax credit, and before tariffs cause the price to jump even more (b/c assembled in Mexico).
I think so too.

And considering YTD sales are only up 6% with this huge August number, that’s not very good.

Certainly this is a “choose your headline” kinda situation.

Mach E had a great “month” a mediocre “year” and Ford EV sales are having a terrible year (down 5.7%).

The great month is probably the least important data point unfortunately.
 

dbsb3233

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I think so too.

And considering YTD sales are only up 6% with this huge August number, that’s not very good.

Certainly this is a “choose your headline” kinda situation.

Mach E had a great “month” a mediocre “year” and Ford EV sales are having a terrible year (down 5.7%).

The great month is probably the least important data point unfortunately.
And unfortunately, the number that matters the most (profitability) is still nowhere close. (Even with $7500 thrown in from taxpayers). Still costs way too much to build.

For Ford's sake, I hope their next gen EVs get there, but I'm skeptical. We heard the same talk in 2019, how the Mach-E "would be profitable from day 1". Oops.

Meanwhile ICE keeps saving Ford's ass.
 

XGC75

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People confuse Earnings on Profit (EOP) with Direct Contribution to Margin (DCM) far too often.

Each Mach-E sold offsets it's cost to procure and build. Ergo they make money on each car (DCM).

The operation of running a business with their Mach-E sales is not profitable (EOP). They need to pay down debt on capital items, pay R&D, pay for lab facilities, etc.

Point being, no one is spending the money to be in the EV business to make a profit today. They're spending money to be a player in the automotive business (at all) in 20 years. Writing is on the wall. ICE will be relegated to industrial and commercial niches.
 

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For the “not a Mustang” crowd, look at the Mach-E vs the “real Mustang’s” sales figures.
No need to. They know it already. Some can’t admit it yet.
Sponsored

 
 







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