Ford Mustang Sales Decline by 34% as Mach-E Expands Lead at the Beginning of 2025

      Ford's sales fell nearly 9% in February, worsening an already sluggish start in January, which reflects the uncertainty in the current retail market. The company's overall volume now lags behind its 2024 figures by over 25,000 units, marking a year-to-date decrease of 7.7%. If you're a Mustang enthusiast, you might want to hope that buyers are merely waiting for the 2025 models to arrive, as current sales for the gasoline-powered Mustang are modest at best.

      A significant portion of the lost sales can be attributed to the discontinued Ford Edge, which added nearly 19,000 units to Ford's totals through February 2024. However, Ford cannot solely blame Lincoln’s 14.6% decline on the discontinuation of specific models, as all vehicles under the luxury brand have experienced decreases this year, ranging from 9.6% for the Nautilus to over 26% for the Aviator.

      Regarding the Mustang, Ford sold 2,792 units in February alone and 5,191 in the first two months of the year; in comparison, it sold 4,115 and 7,886 units in those same periods in 2024. Weather conditions likely played a role, particularly in the Midwest and Northeast, where this winter has been notably colder and snowier than last year.

      However, the decline in Mustang sales has benefited the Mach-E. It not only outsold its gasoline counterpart again in February but has also seen sales rise by nearly 62% so far in 2025, helping propel Ford's overall electric vehicle lineup to a 17.7% increase this year. Ford's hybrid sales have increased even more, up 23.5% year-to-date, while total gasoline vehicle sales have dropped by 11.1%.

      On the topic of gasoline vehicles, the F-Series has returned to form with a 17.3% increase this year (14.4% in February) after several years of stagnation. The F-150 Lightning, on the other hand, continues to face challenges, with sales declining over 15% in 2025, and its volume is currently being surpassed by the Mach-E.

      In the truck and SUV category, the Ranger is still working to recover its pre-redesign sales figures, making it hard to compare results to last year when there were no new models available. So far in 2025, Ford has sold 8,950 Rangers, which is roughly half the volume of the smaller Ford Maverick, which is also experiencing a slowdown. The updated Maverick is just beginning to reach showrooms, featuring the much-anticipated all-wheel-drive hybrid variant.

      Aside from the strong F-Series performance, the notable highlight is the Bronco's impressive growth, with sales rising 21% in 2025. This increase could set it up for a strong competition against the Jeep Wrangler, which has thus far managed to withstand the Bronco's resurgence without significant signs of distress. Could this be the year for the Bronco? We'll have to wait for the Q1 figures next month to gain clearer insights into the segment.

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