Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — J.P. Morgan 2019 Auto Conference
32 slides from Ford Mtr Co Del's conference presentation, Aug 13, 2019
Slide 1: Built Ford Proud
BUILT YErd. PROUD
Slide 2: The Power of a Winning Portfolio
THE POWER OF A WINNING PORTFOLIO KUMAR GALHOTRA P R E S I D E N T, N O R T H A M E R I C A
Slide 3: Slide 3
Slide 4: Slide 4
Slide 5: Built Ford Proud
BUILT YErd. PROUD
Slide 6: Leveraging Ford Strengths
LEVERAGING FORD STRENGTHS WORK ADVENTURE PERFORMANCE HUMAN CONNECTION
Slide 7: Shifting U.S. Consumer Demand / Preferences
SHIFTING U.S. CONSUMER DEMAND / PREFERENCES U.S. Industry Sales (Mils.) CAR UTILITY 8.7 TRUCK 5.7 5.2 4.0 3.9 2.0 2010 2018 2023 Source: IHS
Slide 8: XG a
XG a
Slide 9: Slide 9
Slide 10: Expanding Our SUV to Preferred Segments
E X PA N D I N G O U R S U V TO P R E F E R R E D S E G M E N T S
Slide 11: Stronger Retail Portfolio
S T R O N G E R R E TA I L P O R T F O L I O COMMODITIZED NEW ESCAPE YET-TO-BE-NAMED SMALL UTILITY URBAN / SLEEK OFF-ROAD / RUGGED
Slide 12: The Return of Bronco
THE "RETURN OF * BRONCO
Slide 13: We Have Passionate Customers
W E H AV E PA S S I O N AT E C U S TO M E R S …
Slide 14: Distinctly Bronco
DISTINCTLY BRONCO
Slide 15: Electrified CUV Inspired by Mustang
ELECTRIFIED CUV INSPIRED BY MUSTANG
Slide 16: Portfolio Transformation
P O R T F O L I O T R A N S F O R M AT I O N Plant Changeover Focus & C-MAX Ranger & Bronco Explorer & Taurus All New Explorer & Aviator Fusion New Models Discontinued Vehicles New Vehicle Silhouettes
Slide 17: Chicago Assembly Plant Transformation
C H I C A G O A S S E M B LY P L A N T T R A N S F O R M AT I O N
Slide 18: Chicago Assembly Plant Transformation Video
CHICAGO ASSEMBLY PLANT TRANSFORMATION VIDEO: https://youtu.be/focJ0mHq1B4 Note: If viewing this presentation in a web browser, please right click on the video link and select ‘Open link in new tab’ to preserve the download.
Slide 19: Final Assembly Modernization
F I N A L A S S E M B LY M O D E R N I Z AT I O N 115 650 NEW NEW TOOLS ROBOTIC INSTALLED SYSTEMS 9,420 FT OF NEW FLOOR CONVEYORS 504 OPERATOR 13,174 FT OF WORKSTATIONS OVERHEAD REDONE DELIVERY CONVEYORS
Slide 20: Fortifying Franchise Strengths: Key Product Launches
FORTIFYING FRANCHISE STRENGTHS: KEY PRODUCT LAUNCHES EARLY 2019 MID 2019 LATE 2019 2020 Explorer Transit 2T Super Duty Mustang-Inspired Bronco BEV SUV Corsair Ranger Aviator Escape / Kuga F-150 Small, Rugged Off-Road Utility Hybrid / Electric Offering
Slide 21: Transforming Our Product Freshness Portfolio
TRANSFORMING OUR PRODUCT FRESHNESS PORTFOLIO Ford U.S. Passenger Vehicles Average Age of Portfolio (Years) Improved Short-term Approach (2018 - 2020) Legacy Nameplate Drops Lower is • Significant new Utility product 5.8 Better introductions 5.6 5.4 5.3 • Elimination of legacy Sedan nameplates Enhanc
Slide 22: We Own Work
WE OWN WORK
Slide 23: Broadest Lineup of Trucks & Commercial Vehicles
BROADEST LINEUP OF TRUCKS & COMMERCIAL VEHICLES
Slide 24: Strongest Fleet Portfolio
STRONGEST FLEET PORTFOLIO
Slide 25: E-Commerce Growth Opportunity
E-COMMERCE GROWTH OPPORTUNITY E-Commerce Share of Total Retail Sales* 10.2% 0.6% 1999 MARCH 2019 * Source: U.S. Census Bureau’s latest quarterly E-Commerce report
Slide 26: Slide 26
Slide 27: Built Ford Proud
BUILT YErd. PROUD
Slide 28: Intelligent Oil-Life Monitor
Your vehicle is equipped with an intelligent Oil-Life Monitor that lets you know when the engine oil should be changed based on how your vehicle is used. Oil life remaining: 20% Est. service date: Apr 2019 Time to plan your next oil change service a Weather News Est. distance: 500 mi DICK SMITH FORD
Slide 29: Slide 29
Slide 30: Leveraging Ford Strengths
LEVERAGING FORD STRENGTHS WORK ADVENTURE PERFORMANCE HUMAN CONNECTION
Slide 31: Cautionary Note on Forward-Looking Statements
CAUTIONARY NOTE ON F O RWA R D - L O O K I N G S TAT E M E N T S 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, forec
Slide 32: Built Ford Proud
BUILT YErd. PROUD
Ford Motor Company — J.P. Morgan 2019 Auto Conference on 6ix