Bronco Production Numbers

Dragoon

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Great information, thank you for putting all this together and keeping us up to date!
 
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ChiliPepper

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I'm a little late on reporting. Lots of traveling around the western US. Heading off to The Maze (and Orange Cliffs) district of Canyonlands NP next week. A month early for the annular total solar eclipse on 10/14.

Anyway, here's the August data. The MAP had the assembly line humming. We'll see how the UAW impacts the September numbers. Still assembling MY23 vehicles.

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FYI, MY24 production is currently scheduled to start up the week of 6-NOV.
 
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ChiliPepper

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Constraints . . . same as before just different numbers. Here's something new . . . running out of Shadow Black paint; does not affect BRs.

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Notice a trend here for August? Hard Top constraint continues; going on 22 months.
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ChiliPepper

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Boy Howdy, September was the slowest production month since SEP 2021. UAW impact.

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ChiliPepper

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No production scheduling this week or last week. The last scheduled week was week 42; 16-23 OCT. The minimal September production has depleted the component pipeline. Not looking good for orders waiting to be built.

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OK, I was in Europe for a month so here's the very late October productions numbers. Obviously, all but a line stoppage. Slowest production month EVER since pre-production. UAW impact. It is believed that MAP cleaned up some the "holds", which resulted in the 82 Broncos for October.

I was at the Ford MAP on 24-NOV and the employee parking lot was packed full. We should expect to see some good numbers next week for November.

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Note that the model year change over is no the end of October. Due to the UAW strike, the change over this year is the end of December.
 
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ChiliPepper

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Let's talk constraints . . .
Here are the last four weeks (newest to oldest). Notice that the 99 code has been zeroed. There are 11,380 back orders; up from 9,117 at the end of the UAW strike. As always, 4dr hard tops are constrained (23%). Only 10% of orders want a soft top.
Screenshot 2023-11-29 125700.jpg Screenshot 2023-11-29 125728.jpg Screenshot 2023-11-29 125816.jpg Screenshot 2023-11-29 125912.jpg
 
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Let's talk scheduling . . .
Here are the notes for the last three weeks (newest to oldest). Key points:
  • MY23 order banks are closed
  • MY23 scheduling is complete through 22-DEC, which is followed by the Christmas shutdown.
  • Currently scheduling MY24 through week 6
  • Note the requirement(s) to get a Raptor scheduled.
If you don't already have a build date for your Raptor, then your dealer has most likely called you and you have been bumped from MY23 to MY24. So sorry, price increases may/will apply.

Screenshot 2023-11-29 130128.jpgScreenshot 2023-11-29 130254.jpg
Screenshot 2023-11-29 131944.jpg
 
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Let's talk price . . .
It appears I missed a $500 increase to the MY23 Raptor MSRP; started sometime in SEP-NOV. Now $86,580 before options and D&D.

The ordering constriants and pricing have not changed for MY24 Raptor.

The chart below show the MY23 price increases.
1701291865723.png
 
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Dragoon

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Let's talk price . . .
It appears I missed a $500 increase to the MY23 Raptor MSRP; started sometime in SEP-NOV. Now $86,580 before options and D&D.

The ordering constriants and pricing have not changed for MY24 Raptor.

The chart below show the MY23 price increases.
View attachment 11081
That's a hefty increase in the base cost from the original price in a short period of time!
 
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ChiliPepper

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Yep, a 26.4% increase base sticker cost (MSRP + D&D).

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The previous chart illustrates, in hindsight, rationalization (i.e. break even) for paying an ADM in the early MY23 days. The ADMs were never justified; they are pure dealer greed.

I absolutely love my 🌢️ Raptor! But, given todays prices, I would find it hard to purchase a MY24 Raptor.
 
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ChiliPepper

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OK, Ford is cranking out trucks at the MAP again.

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ChiliPepper

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Geez, I'm getting kind of slothful now that I have a new love interest. :love:

The Ford MAP finished December with a 'normal' production month.
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ChiliPepper

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No scheduling this week.
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ChiliPepper

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ChiliPepper

ChiliPepper

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CY24 brings on MY24. I saw a MY24 Wildtrak last week; either that or it was a MY23 with painted flares.

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