Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor — Wolfe Research Global Auto Industry Conference 2019
22 slides from Ford Mtr Co Del's conference presentation, Jan 15, 2019
Slide 1: Wolfe Research Global Auto Industry Conference
Wolfe Research Global Auto Industry Conference January 15, 2019 Hau Thai-Tang Executive Vice President, Product Development and Purchasing Ford Motor Company
Slide 2: Creating Tomorrow, Together
Creating Tomorrow, Together Our Freedom of movement drives human progress. Belief Our To become the world’s most trusted company, Aspiration designing smart vehicles for a smart world. Passion for Product & Deep Customer Insight Our Plan for Value Creation Winning Propulsion Autonomous Mobility Port
Slide 3: Shifting U.S. Consumer Demand / Preferences
Shifting U.S. Consumer Demand / Preferences U.S. Industry Sales (Mils.) Average U.S. Industry Transaction Prices Cars Utilities Trucks and Commercial Vehicles 9.2 $41,239 5.7 $33,164 $30,946 4.0 4.1 3.8 $26,160 2.0 $24,146 2010 2018 2023 2010 2018 3 Source: IHS and J.D. Power PIN
Slide 4: Leveraging Ford's Strengths
Leveraging Ford’s Strengths WORK ADVENTURE HUMAN PERFORMANCE CONNECTION 4
Slide 5: Where To Play – Shifting Spending To More Profitable Vehicles
Where To Play – Shifting Spending To More Profitable Vehicles 52% 42% 35% 32% 33% 6% 2015 North America Plan 2018 North America Plan (2016 - 2020) (2019 - 2023) Utilities Trucks and Commercial Vehicles Cars 5
Slide 6: How To Win
How To Win Leverage 1 Ford’s Strengths 2 Add Growth Products Improve 3 Profitable Mix 6
Slide 7: A Century Of Ford U.S. Pick-up Truck Leadership
A Century Of Ford U.S. Pick-up Truck Leadership First first Model 50, F-100 Twin I-beam SVT F-150 F-150 Raptor, All-new with Ford flathead pickup high- All-new high-performance F-Series suspension Lightning F-150 V8 replaces F-1 performance pickup off-road pickup Super Duty 1917 1935 1948 1953 1954
Slide 8: America's Best-Selling Truck For Years
America’s Best-Selling Truck For 42 Years Average Sales Transaction Advantage Price Share Over Chevy 2018 $46,700 37.6% 324K All-new All-new F-150 Super Duty launched launched November September 2015 $42,000 35.7% 180K 2014 2016 8 Source: J.D. Power PIN ISR
Slide 9: Return Of Ranger – Expanding Into Midsize Truck Segment
Return Of Ranger – Expanding Truck Portfolio Into Growing Midsize Truck Segment U.S. Mid-Size Truck All-New 2019 Ranger Segment Trend (000) 674 627 633 603 591 523 452 Introduction of All-New Ranger 2017 2018 2019 2020 2021 2022 2023 9 Source: IHS
Slide 10: Ranger's Proven Success Outside The U.S.
Ranger’s Proven Success Outside The U.S. Global Ranger Global Ranger Volume Volume Ranger Raptor Excluding U.S. (000) Including U.S. #2 #4 270 120 2011 2018 2019 10 Source: IHS
Slide 11: 2018 Expedition
2018 Expedition “It's hard to undersell how good the 2018 Ford Expedition is in its full-size SUV class.” – Kelley Blue Book “The 2018 Ford Expedition’s blend of performance (both on- and off-road), comfort, utility, and tech easily make it the new benchmark for the full-size 2018 WINNER – SUV class
Slide 12: 2018 Expedition
2018 Expedition Average Conquest Transaction From Price Share GM 2018 $63,600 18% 21% 2017 $51,000 12% 18% All-new Expedition launched November 2017 12 Source: J.D. Power PIN ISR
Slide 13: Explorer – America's Best-Selling 3-Row SUV
Explorer – America’s Best-Selling 3-Row SUV U.S. Sales Since 2011 Redesign (000) 227.7 135.7 1991 Explorer 2011 2018 13
Slide 14: 2020 Explorer Will Set The Bar Even Higher
2020 Explorer Will Set The Bar Even Higher ST • All-new RWD architecture • Smarter and more capable Platinum Hybrid • Broadest-ever lineup with richer mix 14
Slide 15: Incremental Product Offerings To Broaden Appeal
Incremental Product Offerings To Broaden Appeal Urban Active 2019 Escape Rugged Off-Road 15
Slide 16: 2018 Lincoln Navigator
2018 Lincoln Navigator “…the new Navigator is aimed squarely at Cadillac’s bling-king SUV. The long and short of that discussion is that the Navigator is, without a shred of doubt, leaps and bounds better in every discernible way… ” – Gear Patrol “With the new Navigator, following the debut of the f
Slide 17: 2018 Navigator
2018 Navigator Average Conquest Transaction From Price Share Cadillac 2018 $83,000 24% 11% 2017 $55,900 13% 4% All-new Navigator launched November 2017 17 Source: J.D. Power PIN ISR
Slide 18: 2020 Aviator – Expanding The Lincoln Portfolio
2020 Aviator – Expanding The Lincoln Portfolio Into The Growing Premium Utility Segment U.S. Large Crossover Premium Utility All-New Aviator Segment Trend (000) All-New Aviator 236 222 210 198 202 169 2018 2019 2020 2021 2022 2023 18 Source: IHS
Slide 19: Future Of Ford
Future Of Ford Small Off-Road Utility Mustang-Inspired Performance Bronco Battery Electric Crossover 19
Slide 20: Recap
Recap Where To Play How To Win Leverage Ford’s Strengths Work Adventure Add Growth Products Human Performance Connection Improve Profitable Mix 20
Slide 21: <x & oS
<x & oS
Slide 22: Cautionary Note On Forward-Looking Statements
Cautionary Note On Forward-Looking Statements Statements included or incorporated by reference herein may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on expectations, forecasts, and assumptio
Ford Motor — Wolfe Research Global Auto Industry Conference 2019 on 6ix