Ford reports 16% sales increase in May amid employee pricing, tariffs

Core Insights - Ford Motor reported a 16.3% year-over-year increase in U.S. sales for May 2025, driven by an employee pricing program amidst rising tariff costs and vehicle price increases [1][2] Sales Performance - Sales of vehicles with traditional internal combustion engines increased by 17.2%, while hybrid models saw a roughly 29% jump [2] - There was a 25% decline in sales of all-electric vehicles, particularly the electric F-150, compared to May 2024 [2] - May marked the third consecutive year of double-digit sales increases for Ford, supported by the employee pricing program continuing through the Fourth of July weekend [2] Pricing Strategy - The pricing promotion was initiated as President Trump's 25% auto tariffs on imported vehicles took effect in early April [3] - Ford announced price increases on certain vehicles imported from Mexico, effective for those built after May 2, attributed to seasonal adjustments and tariff impacts [3]