Energy: Are Ford's Sedans Going the Way of the Horse and Buggy?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 10 May 2018
⏱️ 29 minutes
🧾️ Download transcript
Summary
Ford's recently announced move away from cars in its North American market has caused quite a stir. We get the real story behind the headlines, the trends driving the changes in the auto industry, and discuss some investor concerns.
Transcript
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| 0:00.0 | Welcome to Industry Focus, the show that dives into a different sector of the stock market every day. |
| 0:06.7 | Today we're talking Energy and Industrials. It's Thursday the 10th of May and we'll be discussing Ford. |
| 0:11.8 | I'm your host Sarah Precie and joining me on |
| 0:13.8 | Skype is Martly full contributor and senior auto specialist John Roosevelt. |
| 0:17.5 | John how are you doing? I'm doing well how are you sir? I'm good I was just |
| 0:21.5 | telling you very excited that it's almost Friday |
| 0:24.3 | We have a food truck festival going on near the office so it's it's all the good things today |
| 0:29.5 | Oh good so um so |
| 0:37.6 | Recently we've seen a lot of headlines around Ford. A couple of my favorites, Ford is basically giving up on the US car business and GM is not far behind. |
| 0:42.1 | Second favorite, Ford to Kill, Fusion, Taurus and Fiesta Cars to make way for more SUVs. |
| 0:48.0 | So we've seen a huge amount of attention on Ford's plan to reduce its passion to car lineup and refocus on its larger vision. of seen in the US and that we've actually talked on this show about before. |
| 1:04.0 | According to industry forecasts in three years time, |
| 1:07.0 | 73% of all consumer vehicles in the US |
| 1:10.0 | are expected to be utility vehicles of some sort. |
| 1:13.6 | Only 27% obviously cars. |
| 1:16.2 | This is overall, so company specifics are actually much higher, forward at 90%, GM at 84% |
| 1:21.1 | FCVs, crossovers and trucks. |
| 1:23.6 | But John, I kind of wanted to get your expert opinion and kind of peeked behind the curtain a bit. |
| 1:28.6 | What's actually going on behind these headlines? |
| 1:31.7 | Well what's really happening is, I mean Fort has this global portfolio of |
| 1:35.4 | models and some of them they make in some regions and some they make in many |
| 1:38.8 | regions. What they're doing is eliminating essentially all of it all of their sedan models from |
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