GM’s cross-town competitor Ford – which, up until now, has been giving auto buyers relief by offering employee pricing universally – could start to raise its vehicle prices as soon as May if the import tariffs imposed by President Donald Trump are still in force at that time.
The Detroit News has seen a memo indicating a price increase could be imposed on May production at Ford factories, though these vehicles won’t be in showrooms until late June or the first weeks of July.
An approximate 1.5-month window still exists at the time of writing for auto purchasers to benefit from the “From America, For America” pricing scheme Ford currently offers with employee prices for all U.S. buyers. The company states “we will not change the price of any vehicle currently in inventory through June 2nd,” adding “customers will have a lot of choices, and we have plenty of inventory to choose from” through the second day of June.
Ford dealerships currently have about 64 days supply on lots, which should be enough to carry them through the stipulated date. However, the memo from Ford Blue president Andrew Frick says “in the absence of material changes to the tariff policy as articulated to date, we anticipate the need to make vehicle pricing adjustments in the future.”
Ford is unique among major modern automakers for building roughly 80 percent of its vehicles in the United States. This means the company is “positioned really well” to weather the fallout of Trump’s tariffs according to the Blue Oval’s vice chairman John Lawler.
However, some models, including the Ford Maverick truck, Bronco Sport and Mustang Mach-E, are imported from abroad. Additionally, many of the inputs used in building vehicles – specifically, a whole host of components – are purchased from foreign suppliers even if the vehicles themselves are U.S.-assembled. Automaker costs are expected to soar by $108 billion in 2025 thanks to White House tariff policy.
For now, the Ford strategy of cheaper prices is leading to robust sales, with Ford national dealer council chairman Ed Stivers remarking that Blue Oval dealers “haven’t had that mid-April pause this year” and concluding “we’re very bullish on May and June.”
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They raise prices mid way through anyways so this is hardly news. The question will be how much?
Trump will push Canadians and other countries to buy vehicles with no tariffs.
Toyota, Hyundai, Honda even Subaru sales will rise significantly. All because of Stupidity. I myself own 2 GM vehicles and a new Ford. But this support stops as long as Trumps in power.