Ford Motor : US Sales, Inventory, and Production for November 2020 ()

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

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NOVEMBER 2020 SALES

Total Vehicle

Truck

SUV

Car

Total U.S. Sales

149,931

78,630

60,264

11,037

Total Sales vs. Nov 2019 -20.9%

Retail Sales vs. Nov 2019 -16.7%

-20.9% -20.1%

-16.4% -39.1%

-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 changeover to the all-new F-150. This was a result of coronavirus-related production stoppages in Q2 and a strong sell-down of the current model F-150. Dealers are really looking forward to the 2021 F-150, which is now in transit, as well as Bronco Sport and the all-new Mustang Mach-E." - Mark LaNeve, Ford vice president, U.S. Marketing, Sales and Service WINNING PORTFOLIO As America's best-selling van, Ford Transit

 November's total industry declined 15 percent on total sales of 1.24 million vehicles. At retail, Ford estimates the industry was off 12 percent, while fleet was down25 percent. Industry declines are largely attributed to one less weekend in November this year than last year and a renewed focus on stay-at-home policies due to rising coronavirus cases.  F-Series sales were impacted by lower inventories attributed to the lingering effects of the Q2 coronavirus production stoppage combined with the transition to the all-new F-150. While Super Duty sales were up 7.5 percent, F-150 sales were off 45.9 percent. All-new 2021 F-150's began shipping to dealers at the end of November.  Fusion and Fiesta continued to wind down as Ford transitions from cars to SUVs. Ford sales adjusted for F-150's transition and the discontinuance of Fusion and Fiesta were down a more modest 7.4 percent - less than the overall industry decline of 15 percent.  Commercial and government fleet sales recovered and were both up 7 and 14 percent, respectively, compared to a year ago. Daily rental fleets sales continue to weigh on the overall fleet total, with sales down 87 percent.  Explorer sales totaled 18,848, up 21.9 percent over year ago. Ford also reported its first sales of the 2021 Bronco Sport as Ford transitions from cars to SUVs.  Led by Transit, Ford van sales gained 5.2 percent, on sales of 16,322 vehicles. Transit van sales generated a 13.9 percent gain on sales of 9,917 vehicles.  Mustang retail sales gained 7.4 percent expanding its retail share of segment 1.4 percentage points - totaling just over 32 percent share.  With the overall large premium SUV segment down in November, Aviator gained approximately 3 percentage points of share in November over a year ago at 12 percent share. A bout Ford Motor Company Ford Motor Company is a global company based in Dearborn, Michigan. The company designs, manufactures, markets and services a full line of Ford cars, trucks, SUVs, electrified vehicles and Lincoln luxury vehicles, provides financial services through Ford Motor Credit Company and is pursuing leadership positions in electrification; mobility solutions, including self-driving services; and connected services. Ford employs approximately 187,000 people worldwide. For more information regarding Ford, its products and Ford Motor Credit Company, please visitwww.corporate.ford.com. *U.S. sales volume reflects transactions with (i) retail and fleet customers (as reported by dealers), (ii) government and (iii) Ford management. Average transaction pricing based on J.D. Power and Associates PIN data.

FORD MOTOR COMPANY NOVEMBER 2020 U.S. SALES

SALES BY BRAND
Ford	141,544	178,678
Lincoln	8,387	10,884
Total vehicles	149,931	189,562
SALES BY TYPE
Cars	11,037	18,115
SUVs	60,264	72,089
Trucks	78,630	99,358
Total vehicles	149,931	189,562
FORD BRAND
Fiesta	51	2,380
Focus	0	0
C-MAX	0	0
Fusion	5,902	7,492
Taurus	0	0
GT	4	20
Mustang	4,119	6,472
Ford Cars	10,076	16,364
EcoSport	4,318	5,043
Bronco Sport	22	0
Escape	13,411	15,789
Edge	9,096	13,917
Flex	118	2,368
Explorer	18,848	15,460
Expedition	7,025	10,379
Ford SUVs	52,838	62,956
F-Series	52,698	72,407
Ranger	8,495	10,594
E-Series	3,412	3,736
Transit	9,917	8,710
Transit Connect	2,993	3,067
Heavy trucks	1,115	844
Ford Trucks	78,630	99,358
Ford Brand	141,544	178,678
LINCOLN BRAND
MKZ	583	1,222
Continental	378	529
Lincoln Cars	961	1,751
Corsair/MKC	2,242	2,498
Nautilus/MKX	1,874	2,590
MKT	6	88
Aviator	1,942	2,029
Navigator	1,362	1,928
Lincoln SUVs	7,426	9,133
Lincoln Brand	8,387	10,884

November	%	%
2020 2019	Change	Change
-20.8	1,742,391	2,105,521	-17.2
-22.9	92,833	99,513	-6.7
-20.9	1,835,224	2,205,034	-16.8
-39.1	179,024	325,850	-45.1
-16.4	662,563	757,626	-12.5
-20.9	993,637	1,121,558	-11.4
-20.9	1,835,224	2,205,034	-16.8
-97.9	3,354	58,199	-94.2
N/A	0	12,480	-100.0
N/A	0	38	-100.0
-21.2	103,092	152,604	-32.4
N/A	0	13,351	-100.0
-80.0	165	228	-27.6
-36.4	56,155	66,765	-15.9
-38.4	162,766	303,665	-46.4
-14.4	55,728	60,099	-7.3
N/A	22	0	N/A
-15.1	161,123	226,064	-28.7
-34.6	96,345	125,030	-22.9
-95.0	4,848	23,071	-79.0
21.9	200,136	168,868	18.5
-32.3	67,786	77,166	-12.2
-16.1	585,988	680,298	-13.9
-27.2	713,325	809,530	-11.9
-19.8	91,612	75,357	21.6
-8.7	33,067	40,872	-19.1
13.9	115,990	142,500	-18.6
-2.4	31,120	38,014	-18.1
32.1	8,523	15,285	-44.2
-20.9	993,637	1,121,558	-11.4
-20.8	1,742,391	2,105,521	-17.2
-52.3	11,507	16,326	-29.5
-28.5	4,751	5,859	-18.9
-45.1	16,258	22,185	-26.7
-10.2	23,472	22,994	2.1
-27.6	20,049	28,999	-30.9
-93.2	170	3,300	-94.8
-4.3	19,926	5,513	261.4
-29.4	12,958	16,522	-21.6
-18.7	76,575	77,328	-1.0
-22.9	92,833	99,513	-6.7

Year-to-Date 2020 2019

NOVEMBER 2020 STOCK
NOV 2020 U.S. GROSS STOCKS
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

Ford Motor Company

Gross Stock

Units (000)