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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