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Ford May Sales Surge Amid Tariffs, EV Decline

Ford May Sales Surge Amid Tariffs, EV Decline

Ford Motor Co. posted a 16.3% increase in U.S. sales for May, continuing a strong upward streak. Combustion-engine vehicle sales jumped 17.2%, while hybrid models climbed nearly 29%.

These gains offset a sharp 25% drop in electric vehicle sales, including the F-150 Lightning.

May marked Ford’s third straight month of double-digit, year-over-year growth. The company attributes the momentum to its “From America, For America” employee pricing program.

Discount Program Boosts Demand During Uncertain Climate

Introduced in response to President Donald Trump’s 25% tariff on imported autos, Ford’s discount campaign remains active through July 4. The offer gained traction quickly, drawing buyers concerned about future price hikes.

Ford spokespersons credit the program with maintaining consumer enthusiasm despite ongoing economic pressures.

Tariffs Trigger Early Purchases and Price Hikes

In late March, shoppers rushed to dealerships to beat expected price increases. That urgency lifted industry-wide sales in Q2. Ford later raised prices on some Mexican-built models made after May 2, citing both tariff costs and seasonal trends.

Though facing a $1.5 billion tariff hit, Ford sees consistent interest across key product lines—except for EVs, which continue to face headwinds.

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Kosta Gushterov

Reporter at Coindoo

Kosta has been a part of the team since 2021 and has solidified his position with a thirst for knowledge, incredible dedication to his work and a “detective-like” mindset. He not only covers a wide range of trending topics, he also creates reviews, PR articles and educational content. His work has also been referenced by other news outlets.

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