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Great job, that is spot on. Priority codes can be as low as 03 by the dealer, so retail orders can get 03-19 with stock orders 20-80. Only the region can give an order an 02 or 01. 01 will always be scheduled. We see that on manually allocated vehicle lines like the Raptors.

I heard that retail orders have been delivered to Michigan dealers. They are going out before the media drives.

They are waiting to go out until media drives them in March. Your dealer is going off the ERA listed on the order status in vinview. That tends to move around based on plant and shipping delays or issues.

I haven't heard anything yet.

Not for Ranger, we don't sell many Rangers but we do get a good amount of Raptor allocations based on our Raptor sales.

Ford started Ranger Raptor production by giving every dealer 1 allocation to start with more allocations distributed later in the model year. It looks that time has come for February allocation. I don't think Ford has told dealer how many more they will receive for the rest of the model year but...

Ford revealed the Maverick in June and had deliveries in December. 6 months is excellent. If the debate is how long its taken some people to get their Maverick, I think they did good. There is about 3k Ranger orders unscheduled, Maverick and Bronco received over 100k orders each. I don't think...

Match planned production is 3500 plus 700 Raptors

Correct

Correct

It will be 4th quarter before we hear anything, so sometime between October and December.

It doesn't say but I believe it doesn't include Raptor orders.

Ford wants to make sure each dealer receives one. Once they are given and they know the rest of 24MY Raptor production they will allocate the rest of production based on a formula of their choosing.

Ad a low capacity item. Probably like Bedliner, splash guards, or better yet bed cover.

You can't add 2.7 engine yet.

Ford did let us know that they will be scheduling in July for production dates of week or 9/4 to week of 9/25 (September production). A couple of weeks ago they said they were going to start production the week of 8/14 then it moved to 8/21.

Ford hasn't said, I would assume just delays in making sure it is right.

Good question, could be just more orders in general but it could be Raptors. The report doesn't say excluding Raptor.

Yes, 100%. I talked about during the is it true portion of the livestream.

Yes, it is true. That does help to price protect those retail Raptor orders for customers that will receive them.