Ford Sales Soar on Trucks as EVs Sink 40% in April

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Ford's U.S. sales hit an April record with a 16% jump to 208,675 vehicles, revealing a tale of two product lines.

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Traditional gas-powered trucks crushed it with a 19% sales increase, moving 116,955 units off dealer lots.

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SUV sales weren't far behind, climbing 13.4% with models like the Bronco and Navigator pulling their weight.

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Electric vehicle sales crashed by nearly 40%, with the Mustang Mach-E dropping 40% and the F-150 Lightning falling 17%.

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Ford blamed the EV sales plunge on inventory shortages, with Mach-E and Lightning supply at critically low levels of just 9 and 19 days.

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Hybrid vehicles bucked the EV trend with sales surging 30%, suggesting consumers want electrification but aren't ready to go all-in.

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The "From America, For America" employee discount program turbocharged April sales and has been extended through July 4th.

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Ford's strategy shift includes merging electrical architectures across both EV and traditional vehicles for consistent connected experiences.

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The "Power Promise" program now offers free home chargers and other perks to sweeten the deal for hesitant EV buyers.

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Industry analysts warn that today's strong sales may be pulling tomorrow's customers forward, as buyers rush to beat potential tariff-driven price hikes.

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