Friday, January 5, 2024

Ford December/Q4/2023 Sales Results

Ford December/Q4/2023 Sales ResultsAbsolutely, a FWD/AWD Edge/Nautilus also better delineates itself from Explorer/Aviator

and C2 would have given us an Edge before 2020, so well into the product cycle by now.


There's also the other knock ons that could have freed up development teams on CD6 to do say,

Explorer Sport Trac instead of RWD Edge…an add on product like that is far less time consuming.

That could have in turn, freed up crew cab F150 to perhaps cover heavier GCWR avoiding CAFE,

if anyone could pull off a "heavy half ton" perception, it would be Ford.



That's a reasonable summation of the situation.

Keep in mind that Farley came through under Fields and Hackett, seeing how drive Bill Ford was on implementing BEVs. I think that eagerness to correct shortcomings in his predecessor's plans and the willingness of Bill Ford to support him saw a massive ramp up in intent to compete against GM, Tesla and VW - probably Ford's three main global BEV competitors.


Part of the issue becoming a BEV manufacturer is reinvention of design, development and parts procurement. Ford was clearly devoted to divorcing the old from the new but I don't think that was the problem so much as misreading just who their customers were and what they actually wanted…Fri, 05 Jan 2024 21:54:47 +0000

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