I understand that the numbers are really large. But having 2,000 (number quoted here to be able to clear and ship) times dealer average cost of $ 50,000 is somewhere around 100 million dollars. Even for Ford that has to be important. At even 3% carrying cost, that is over $ 8,000 a day.
That's just typical inventory though. True, the Raptors are largely customer orders, but the rest of the F150s sitting are a blend. And as others have noted, this is the byproduct of a new model year.
If assembly was completely shuttered, Ford would notice. But as long as trucks roll off, their bottom line is met.
Ultimately, every truck that's being built will be purchased and the final purchase price will be unaffected by the ok to buy taking longer than usual (it seems).
And to be honest, no.... I don't think Ford cares about $8,000/day. That's much cheaper than a large scale recall.