A recent Cox Automotive survey highlights Ford Motor Co.'s excessive vehicle inventory as a sign of declining demand, with sales dropping 25% since December. As of early February, national inventory reached 2.92 million cars, with Ford reporting a worrying 138 days' supply alongside Buick. This overstock is compounded by an unusual 63% of the inventory consisting of 2024 models, raising concerns about sales strategy. In contrast, Lexus and Toyota show significantly lower days' supply, suggesting these brands may be better aligned with market demand and new car reliability perceptions among consumers.
Ford's inventory has a high number of pickups, which can post high numbers because of multiple configurations.
Despite colder weather affecting sales, Ford still had a massive inventory with a concerning 138 days' supply of vehicles.
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