Ford Reports Nearly 8% Drop in Total Sales in November, EV Sales Grow

Ford Motor Co. in Dearborn has announced its November sales results, reporting total U.S. sales of 146,364 vehicles, a 7.8 percent decline compared to November 2021, with only electric vehicles (EVs) showing growth in its segment.
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Ford's electric vehicle family was the only that saw growth within its segment for the company in November 2022. // Courtesy of Ford Motor Co.
Ford’s electric vehicle family was the only that saw growth within its segment for the company in November 2022. // Courtesy of Ford Motor Co.

Ford Motor Co. in Dearborn has announced its November sales results, reporting total U.S. sales of 146,364 vehicles, a 7.8 percent decline compared to November 2021, with only electric vehicles (EVs) showing growth in its segment.

“Strong order demand continues with overall retail orders for ’23 model year (MY) vehicles up 104 percent compared to a year ago, driven by Super Duty and Maverick,” says Andrew Frick, vice president of sales, distribution, and trucks at Ford Blue.

“Super Duty took in a record 152,000 total orders since order banks opened Oct. 27. As the year closes out, F-Series expanded its lead to more than 117,000 trucks over its second-place competitor.”

Ford’s EV sales expanded at approximately twice the rate of the overall EV segment in November as Ford prepares to increase production next year to meet U.S. demand. Sales were up 103 percent for the month compared to year ago, making Ford America’s second best-selling brand and manufacturer of electric vehicles behind Tesla.

As America’s best-selling electric truck in November, F-150 Lightning sales totaled 2,062. Since its first sale at the end of May, F-150 Lightning sales totaled 13,258 trucks. The Ford E-Transit continues to lead the commercial EV industry with 80 percent market share. During the month, Ford Pro sold 654 E-Transits and 5,811 year-to-date. Mustang Mach-E sales climbed 14.6 percent over last year on sales of 3,539. Mustang Mach-E global production has now topped more than 150,000.

The truck segment as a whole for Ford saw sales of 81,210, a 1.2 percent drop in total sales year-over-year and a 5 percent drop in retail sales in the same time. SUVs took a bigger hit, with total sales falling 15 percent to 61,889, which is also a 24.6 percent decline in retail sales year-over-year.

Ford continues to post record retail orders as demand for 2023MY vehicles grows. Retail orders are up 104 percent over ’22MY vehicles from a year ago. Orders for ’23MY vehicles totaled 307,000. With one month left this year, Ford’s retail share is up approximately 1 full percentage point over 2021.

Bronco SUV sales climbed 12.6 percent with 9,330 vehicles moved in November. Expedition sales increased 28.9 percent.

With just one month left in the year, F-Series is on track to take the truck crown again in 2022. F-Series expanded its lead as America’s best-selling truck over its second-place competitor to 117,415 trucks through November.

Sales of the Ford Transit were up 127 percent on total sales of 10,345 vans. November also marked the opening of order banks for the all-new Transit Trail.

Maverick sales totaled 68,492 through November and was up 189 percent for the month relative to a year ago. Over 80 percent of Maverick’s competitive conquests are coming from outside the pickup segment. F-Series total sales this month topped 55,000, climbing to 578,881 this year.

With improved inventory flow, Lincoln saw strong gains in Corsair sales — up 59.1 percent over last year — while Navigator was up 20.2 percent. Lincoln had 74 percent of its retail sales coming from previously placed orders in November.