American Made Impact, Ford Surges In North America Sales In May..A series of recalls
Jun 12, 2025
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In particular, hybrid vehicles recorded 22,719 units as sales increased by 28.9%.The number of internal combustion engines reached 191,517 units, up 17.2% year-on-year.By segment, Ford SUV sales increased 25% to 94,595 units, showing the largest increase.
Truck sales rose 11.2% to 121,354, following an increase in SUV sales. However, Ford's electric vehicle (EV) sales plunged 25% to 6,723 units in May, a red flag for future growth engines. In addition, the passenger car sector also recorded 50 to 10 units, down 3.2% from the previous year.
Ford's new 'American Made' campaign revolved around employee discounts. It seems to have driven the company's overall sales growth at a time when drivers are scrambling to buy ahead of a rise in vehicle prices due to tariffs.Lincoln also saw a 39% year-on-year increase in sales in May. Ford Motor Company's total sales reached 939,925 vehicles, up 6.1% from January-May 2024.
The 2025 Escape was one of Ford's bestsellers in May, selling 17,395 units, a 24% jump from the previous year. Large SUV Explorer also increased 23% to 25,504. Bronco Sports sold 14,472 units, up 46% and Maverick sold 15,508 units, up 14%.
Wedbush Securities analyst Dan Ives said Ford's monthly sales were better than fearedHe interpreted it as `a small step in the right direction.' Ford CEO Zimpali added that "there are still many challenges ahead, including tariff and demand issues.'
Ford has extended discount marketing through employees until July 6. This is a move that affects nearly all Ford and Lincoln vehicles that will be released in 2024 and 2025. However, due to the impact of tariffs, the company announced last month that it would raise the price of its three models, the Mustang Mach-E SUV, the Maverick pickup, and the Bronco Sports SUV, by up to $2,000 (about 2.7 million won).
Cox Automotive analyzed that while vehicle prices are expected to rise in the wake of tariffs, consumers have started pre-purchasing, with May sales of all North American automakers up 3.2% year-on-year and 2.5% compared to last month."
Ford Mustang Mach-E Rally
In the midst of this strong performance, there is also a view of concern about Ford. In addition to weak EV sales numbers in May, Ford also announced more than 50 recalls in 2025, the most among North American carmakers.As of May 15, Volkswagen had the second highest number of recalls with 14.
EV sales were among Ford's underperformance in May, but Mustang Mach-E sold 4,724 units, up 11% year-over-year.
Ford has secured significant momentum in mitigating the impact of the trade war, with its third consecutive year of double-digit sales growth and May sales up 16% year-over-year.
Chairman Ford John Lawler noted that "automakers will adjust their operations over the next 12-24 months in response to tariffs"." It is interpreted that the current slump in EV sales and the announcement of a series of recalls did not hurt Ford's position much.
Ford Mustang Mach-E
Ford's sluggish performance in the electric vehicle market also appears to be a reason for the lack of lineup. Except for the electric pickup, the F150 electrified version, it has a straightforward lineup about the Mustang Mach-E. Even in Korea, Ford does not sell a single electric car.
It seems necessary to release various electric vehicles for the future market. It is expected that electric vehicles will be able to continue the Ford brand in the future only when they enter the domestic market.
Editor Song Moon-chul mc.song@carguy.kr
This article was translated by Naver AI translator.
