- Ford’s total sales dropped 6.3% in January despite a 20% rise in EV deliveries.
- F-150 Lightning sales slid 15.5% as the EV pickup continues to struggle.
- Lincoln posted a 7.4% decline while the Nautilus was the brand’s only sales winner.
The automotive landscape is always shifting, and Ford’s January sales numbers offer a snapshot of that evolution. The automaker started the year slower than in 2024 with 136,474 deliveries, marking a notable 6.3 percent drop from the 145,632 vehicles sold in January last year. A slow start overall, but not without a few bright spots. One standout? The Mustang Mach-E, which is having a stellar opening lap with sales up a staggering 172 percent.
That’s right, the all-electric Mach-E, long ballyhooed by purists, started off the year very strong. Ford shifted 3,529 of them during the month or around 113 of them per day. That’s clearly a huge improvement on the 1,295 units sold in January of 2024. That statistical bump smashed every other car in Ford’s lineup save for one.
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That other vehicle is the Ford Ranger that saw a 1,385.8 percent increase in sales. It shifted 4,502 Ranger trucks compared to just 303 in January last year. Granted, the boost there comes down mostly in part to that Ranger production wasn’t in full swing last year. Nevertheless, Ford (and really any brand) will take any kind of big boost in sales it can get right now.
Mustang Sales Take a Beating
Across the lineup, very few cars had increases in sales and among the losses, the Mustang might be the most worrisome. Year over year, sales plummeted 36.4 percent, falling from 3,771 units last January to just 2,399 this year. It’s not the first time the traditional Mustang has been outsold by the electric crossover that shares its name, but this drop stings even more considering the competition—or lack thereof.
With GM pulling the plug on the Chevy Camaro and Dodge offering the new Charger exclusively as an EV (for now), the Mustang is essentially running unopposed in the gas-powered muscle car segment—yet somehow, it still managed to lose ground, and not just a little.
Mixed Results Across the Lineup
As for the rest of Ford’s lineup, the Bronco recorded a healthy 21.9% increase over the same month last year, climbing to 9,056 units. The brand’s best-seller, the F-Series, saw a combined 20.4% boost, reaching 58,644 units.
On the other hand, the electric F-150 Lightning continued its downward trend, dropping from 2,258 units in January 2024 to 1,907 last month—a 15.5% decline. The Maverick also took a hit, falling 29.8% to 8,739 units.
Lincoln Sales Drop 7.4%
Moving on to Lincoln, Ford’s luxury arm saw a 7.4% decline, dropping to 6,470 units compared to the same month last year. The only exception was the Nautilus, which posted a 19.2% increase to 2,425 units, while every other model suffered a double-digit drop.
While Ford, including its Lincoln division, sold more than ten times the amount of internal combustion cars as it did electrified ones, it was the latter that bolstered overall sales. Combustion-only cars saw a 9.4 percent dip in January while electrified cars saw a 19.8 percent increase. Ford could shift everything back into the black soon though. It’s ramping up production of lower-cost vehicles in hopes of drawing more customers.
