US: Ford Mustang Mach-E Sales Hit The Brakes In August 2021

Most of the cars appear to be exported to Europe.

By: Mark Kane

Sep 2, 2021 at 3:44pm ET

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Ford brand continues to report significant sales drop in the U.S. - in August by almost 33% year-over-year to 119,022 due to semiconductor-related production constraints. That's deeper than in July (-31%).

On the other hand, the electrified vehicle segment - xEVs (BEVs, PHEVs, HEVs) - expanded 67% year-over-year to 8,756. That's about 7.4% of the total volume.

"Electrified vehicle sales were up 67.3 percent over last year for a total of 8,756 vehicles. Electrified vehicles are bringing in new customers to Ford at a rate that is more than 8 points higher than Ford’s overall conquest rate."

Unfortunately, sales of the all-electric Ford Mustang Mach-E amounted to 1,448 units (1.2% of Ford's total result), which is the lowest level since its market launch. That's a bit surprising as the production volume remains strong (more on that below).

Ford adds that the Mach-E is one of the fastest-selling cars in the U.S., but this time does not provide any numbers (days to turn).

One new thing is that Ford has begun to sell the top-of-the-line Mach-E GT versions.

"Mustang Mach-Es continue to turn quickly on dealer lots with the first Mustang Mach-E GTs already sold in August. Mustang Mach-Es are now shipping with available Ford BlueCruise hands-free driver assist technology."

The gross stock of Mach-E is at about 2,600 in the U.S. (at dealerships and in transport, we assume). That's less than in July (3,000).