Ford Motor Company May 2025 sales year-over-year sales increase a staggering 16.3%. That makes this the third straight month of double-digit sales growth for the company. Now, the Detroit-based automaker’s good fortune comes from an employee pricing program just started for employees. This year’s program – which began in mid-April and will continue through the Fourth of July weekend – this effort comes as the company is working to overcome the impact of President Donald Trump’s 25% auto tariffs. They were enacted starting in early April 2025 on imported vehicles.
Ford had an incredible sales run. Much of this growth was driven by a significant 17.2% growth in conventional internal combustion engine vehicles. This segment still is a bastion of the automaker though, demonstrating how consumer preferences can endure even when the market turns upside down. Ford, too, recorded a stunning 29% jump in sales of hybrid models. This recent spike is evidence that consumers are quickly adopting cleaner fuels.
Not all segments performed positively. Ford announced a 25% drop in all-electric vehicle sales compared to May 2024. And sales of the electric F-150, a long-awaited and touted flagship model for the brand, fell by 25% over that same period. This overall drop in electric vehicle sales is especially surprising considering the significant establishment and market focus on electrification and sustainability.
The employee pricing program has been very successful at driving up general sales. This impact is even more significant considering the adverse impact from tariffs and the increases in vehicle prices in general. Over the last two months, consumers have been thrilled with the promotion. This increase has been crucial in balancing the overall decrease in sales of electric vehicles.
Ford’s top brass expressed a collective hope that the employee pricing move could have continued legs. Ultimately, this program is aimed at improving customer engagement and loyalty to weather the economic storm pressures from outside. The decision to implement such a program aligns with the company’s strategy to bolster sales while responding proactively to market challenges.