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Ford- Sales Release November 2020 Final

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Ford- Sales Release November 2020 Final Ford Super Duty Sales up 7.5 Percent; Explorer Sales Gain 21.9 Percent; Transit Van Sales up 13.9 Percent; Lincoln Aviator Retail Share Expands www.twitter.com/Ford NOVEMBER 2020 SALES Total Vehicle Truck SUV Car Total U.S. S ales 149,931 78,630 60,264 11 ,037 Total Sales vs. Nov 2019 -20.9% -20.9% -16.4% -39.1% Retail Sales vs. Nov 2019 -16.7% -20.1% -10.5% -25.9% HIGHLIGHTS “Super Duty sales produced a strong gain in November with sales up 7.5 percent. F-150 inventory continued to tighten as we moved through our Q4 . November’s total industry declined 15 percent on total sales changeover to the all-new F-150. This was a result of coronavirus-related of 1.24 million vehicles. At retail, Ford estimates the industry production stoppages in Q2 and a strong sell-down of the current model was off 12 percent, while fleet was down 25 percent. Industry F-150. Dealers are really looking forward to the 2021 F-150, which is now declines are largely attributed to one less weekend in November in transit, as well as Bronco Sport and the all-new Mustang Mach-E.” this year than last year and a renewed focus on stay-at-home – Mark LaNeve, Ford vice president, U.S. Marketing, Sales and Service policies due to rising coronavirus cases. WINNING PORTFOLIO . F-Series sales were impacted by lower inventories attributed to the lingering effects of the Q2 coronavirus production As America’s best-selling van, Ford Transit stoppage combined with the transition to the all-new F-150. November U.S. sales totaled 9,917 vans. This While Super Duty sales were up 7.5 percent, F-150 sales were was a 13.9 percent increase over a year ago, with a 70 percent increase in sales to off 45.9 percent. All-new 2021 F-150’s began shipping to commercial customers for the month. In dealers at the end of November. November, Ford’s Transit Van outsold its second-place competitor by 41 percent, with . Fusion and Fiesta continued to wind down as Ford transitions 31 percent total share of the full-size van from cars to SUVs. Ford sales adjusted for F-150’s transition Ford Commercial segment. and the discontinuance of Fusion and Fiesta were down a more America’s best-selling pickup has sold modest 7.4 percent – less than the overall industry decline of 713,325 pickups through November of this year. This is just over 195,000 more pickups 15 percent. than its second-place competitor, placing F- th . Commercial and government fleet sales recovered and were Series in position to record its 44 straight year as America’s best-selling pickup. both up 7 and 14 percent, respectively, compared to a year November Super Duty sales increased 7.5 ago. Daily rental fleets sales continue to weigh on the overall percent. fleet total, with sales down 87 percent. Ford Trucks Explorer November sales gained 21.9 . Explorer sales totaled 18,848, up 21.9 percent over year ago. percent on sales of 18,848 SUVs. Ford Ford also reported its first sales of the 2021 Bronco Sport as continues to see a strong mix of high-end performance ST which represented 17 Ford transitions from cars to SUVs. percent of sales in November. Explorer . continues to be on pace to take back Led by Transit, Ford van sales gained 5.2 percent, on sales of America’s best-selling mid-size SUV for the 16,322 vehicles. Transit van sales generated a 13.9 percent year. Ford also reported its first sales of gain on sales of 9,917 vehicles. Bronco Sport at the end of November. Ford SUVs . Mustang retail sales gained 7.4 percent expanding its retail Combined November retail sales of Shelby share of segment 1.4 percentage points – totaling just over GT350 and GT500 increased 33 percent. 32 percent share. Mustang sales overall totaled 4,119 cars for the month, and while this is down over a . With the overall large premium SUV segment down in year ago, retail sales were up 7.4 percent, Mustang’s retail share continues to buck November, Aviator gained approximately 3 percentage points of the trend, with retail share of segment up share in November over a year ago at 12 percent share. almost 2 percentage points in November to just over 32 percent of segment. A bout Ford Motor Company Ford Performance Ford Motor Companyis a global company based in Dearborn, Michigan. The company designs, While the large luxury SUV segment was manufactures, markets and services a full line of Ford cars, trucks, SUVs, electrified vehicles down in November, Lincoln’s Aviator retail and Lincoln luxury vehicles, provides financial services through Ford Motor Credit Company share of segment expanded 3 percentage and is pursuing leadership positions in electrification; mobility solutions, including self-driving points over last year to 12 percent of services; and connected services. Ford employs approximately 187,000 people worldwide. For more information regarding Ford, its products and Ford Motor Credit Company, please visit segment. Year-to-date, Lincoln’s overall www.corporate.ford.com. retail share is up 0.7 percentage points at 5.4 percent of the premium vehicle *U.S. sales volume reflects transactions with (i) retail and fleet customers (as segment. reported by dealers), (ii) government and (iii) Ford management. Average transaction pricing based on J.D. Power and Associates PIN data. Lincoln SUVs FORD MOTOR COMPANY NOVEMBER 2020 U.S. SALES November % Year-to-Date % 2020 2019 Change 2020 2019 Change SALES BY BRAND Ford 141,544 178,678 -20.8 1,742,391 2,105,521 -17.2 Lincoln 8,387 10,884 -22.9 92,833 99,513 -6.7 Total vehicles 149,931 189,562 -20.9 1,835,224 2,205,034 -16.8 SALES BY TYPE Cars 11,037 18,115 -39.1 179,024 325,850 -45.1 SUVs 60,264 72,089 -16.4 662,563 757,626 -12.5 Trucks 78,630 99,358 -20.9 993,637 1,121,558 -11.4 Total vehicles 149,931 189,562 -20.9 1,835,224 2,205,034 -16.8 FORD BRAND Fiesta 51 2,380 -97.9 3,354 58,199 -94.2 Focus 0 0 N/A 0 12,480 -100.0 C-MAX 0 0 N/A 0 38 -100.0 Fusion 5,902 7,492 -21.2 103,092 152,604 -32.4 Taurus 0 0 N/A 0 13,351 -100.0 GT 4 20 -80.0 165 228 -27.6 Mustang 4,119 6,472 -36.4 56,155 66,765 -15.9 Ford Cars 10,076 16,364 -38.4 162,766 303,665 -46.4 EcoSport 4,318 5,043 -14.4 55,728 60,099 -7.3 Bronco Sport 22 0 N/A 22 0 N/A Escape 13,411 15,789 -15.1 161,123 226,064 -28.7 Edge 9,096 13,917 -34.6 96,345 125,030 -22.9 Flex 118 2,368 -95.0 4,848 23,071 -79.0 Explorer 18,848 15,460 21.9 200,136 168,868 18.5 Expedition 7,025 10,379 -32.3 67,786 77,166 -12.2 Ford SUVs 52,838 62,956 -16.1 585,988 680,298 -13.9 F-Series 52,698 72,407 -27.2 713,325 809,530 -11.9 Ranger 8,495 10,594 -19.8 91,612 75,357 21.6 E-Series 3,412 3,736 -8.7 33,067 40,872 -19.1 Transit 9,917 8,710 13.9 115,990 142,500 -18.6 Transit Connect 2,993 3,067 -2.4 31,120 38,014 -18.1 Heavy trucks 1,115 844 32.1 8,523 15,285 -44.2 Ford Trucks 78,630 99,358 -20.9 993,637 1,121,558 -11.4 Ford Brand 141,544 178,678 -20.8 1,742,391 2,105,521 -17.2 LINCOLN BRAND MKZ 583 1,222 -52.3 11,507 16,326 -29.5 Continental 378 529 -28.5 4,751 5,859 -18.9 Lincoln Cars 961 1,751 -45.1 16,258 22,185 -26.7 Corsair/MKC 2,242 2,498 -10.2 23,472 22,994 2.1 Nautilus/MKX 1,874 2,590 -27.6 20,049 28,999 -30.9 MKT 6 88 -93.2 170 3,300 -94.8 Aviator 1,942 2,029 -4.3 19,926 5,513 261.4 Navigator 1,362 1,928 -29.4 12,958 16,522 -21.6 Lincoln SUVs 7,426 9,133 -18.7 76,575 77,328 -1.0 Lincoln Brand 8,387 10,884 -22.9 92,833 99,513 -6.7 2 N OVEMBER 2020 S TOCK Ford Motor Company NOV 2020 U.S. GROSS STOCKS Gross Stock Units (000) Taurus - Fusion 19.3 Focus - C-Max - Fiesta - Mustang 16.4 GT 0.0 Ford Cars 35.7 MKZ 2.7 Continental 2.0 Lincoln Cars 4.7 Total Cars 40.3 Escape 43.9 Bronco Sport 5.5 EcoSport 21.3 Edge 29.4 Flex 0.0 Explorer 56.1 Expedition 20.4 Ford SUVs 176.7 MKC 7.7 Nautilus 7.9 MKT 0.2 Aviator 6.2 Navigator 4.7 Lincoln SUVs 26.6 Total SUVs 203.3 Econoline Van 7.5 Transit Connect (Tourneo) 11.3 Transit Van 23.9 Ranger 18.3 F-Series 134.8 Medium/Heavy 4.6 Ford Trucks 200.3 Total Car, Utility, Truck 443.9 3 N OVEMBER 2020 PRODUCTION 2020 Calendar Year NA Production By Plant Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Full Year Flat Rock Ford Mustang 8,313 8,574 5,536 - 544 5,775 7,757 5,935 7,749 7,198 5,152 62,533 Lincoln Continental 471 665 434 - 37 743 738 844 1,128 1,167 898 7,125 Chicago Main Ford Explorer 26,160 24,295 14,557 6 5,206 19,164 22,585 28,030 24,211 26,992 22,490 213,696 Lincoln Aviator 2,068 1,891 1,351 - 520 2,218 2,024 3,148 2,960 3,020 2,610 21,810 Chicago SHO Ford Explorer - - - - - - - - 198 2,787 2,058 5,043 Lincoln Aviator - - - - - - - - 142 585 401 1,128 Cuautitlan Mustang Mach-E - 9 97 17 16 6 12 126 24 736 2,545 3,588 Dearborn Truck Plant Ford F-Series (F-150) 33,008 33,214 19,475 - 7,006 28,569 32,281 36,740 5,272 8,112 13,022 216,699 Detroit Chassis Plant Stripped Chassis 1,176 1,836 1,120 1 137 1,605 1,910 2,619 2,715 2,859 1,854 17,832 Hermosillo Ford Fusion 22,266 21,484 13,925 1 538 17,317 23,252 - - - - 98,783 Lincoln MKZ 2,058 2,563 2,103 - 69 2,654 3,616 - - - - 13,063 Bronco Sport - 29 51 - - 14 129 - 300 844 8,022 9,389 Kansas City (SUV) Ford Transit 15,508 16,813 10,846 1 2,223 16,269 15,854 17,696 16,806 8,014 14,056 134,086 Kansas City (Truck) Ford F-Series (F-150) 18,324 29,247 20,172 - 6,940 26,704 30,196 31,779 32,220 12,030 3,901 211,513 Kentucky Truck Ford F-Series (Super Duty) 31,449 32,510 21,099 - 7,543 22,271 27,907 33,510 33,700 34,094 28,026 272,109 Ford Expedition 10,163 9,938 6,117 - 1,942 5,630 7,180 6,397 8,753 9,715 7,641 73,476 Lincoln Navigator 1,512 1,985 1,548 - 576 1,693 2,106 1,998 2,625 2,646 2,047 18,736 Louisville Assembly Ford Escape 26,604 21,672 15,051 - 3,655 20,071 19,568 20,712 18,859 16,335
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