Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — J.P. Morgan 2019 Europe Autos Tour
19 slides from Ford Mtr Co Del's conference presentation, Mar 22, 2019
Slide 1: Playing to Win: Ford Europe
Playing to Win Ford Europe March 22, 2019
Slide 2: Today's Participants
Today’s Participants Lynn Tyson: Executive Director, Investor Relations Stuart Rowley: Chief Operating Officer, Ford North America Hans Schep: General Manager, Commercial Vehicles, Ford Europe Sarah-Jayne Williams: Director, Smart Mobility, Europe Will Periam: Chief Financial Officer, Ford Europe 2
Slide 3: 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 assumpti
Slide 4: Today's Participants
Today’s Participants Lynn Tyson: Executive Director, Investor Relations Stuart Rowley: Chief Operating Officer, Ford North America Hans Schep: General Manager, Commercial Vehicles, Ford Europe Sarah-Jayne Williams: Director, Smart Mobility, Europe Will Periam: Chief Financial Officer, Ford Europe 4
Slide 5: Improving Ford's Competitive Position And Profitability In Europe
Improving Ford’s Competitive Position And Profitability In Europe • Ford of Europe has embarked on a program to fundamentally redesign our business and reset near term performance • Program was officially launched on January 10, 2019. Negotiations with Social Partners are progressing well • Future O
Slide 6: New Operating Model Will Focus Capital On High-Margin, High-Growth Businesses
New Operating Model Will Focus Capital On High-Margin, High-Growth Businesses ROIC (%) HIG HLY A C C R ET IV E Circle size = 2017 +/- EBIT (Bils) + High Performing • Future Operating Model will 80% >200% of focus on high-performing Europe’s EBIT business supported by 60% strong competitive position
Slide 7: Today's Participants
Today’s Participants Lynn Tyson: Executive Director, Investor Relations Stuart Rowley: Chief Operating Officer, Ford North America Hans Schep: General Manager, Commercial Vehicles, Ford Europe Sarah-Jayne Williams: Director, Smart Mobility, Europe Will Periam: Chief Financial Officer, Ford Europe 7
Slide 8: Diversity Of Commercial Vehicle Customer Types
Diversity Of Commercial Vehicle Customer Types • Handyman Van • Building Trades • Equipment Repairs • Drain Clearance • Windscreen Repair • Road M aintenance • Parcel Delivery • Commercial Vehicle • Furniture M over • Tippers customers are represented by • Daily Rental • Ice Cream Van • Finished Goo
Slide 9: Strong CV Industry Growth
Strong CV Industry Growth EU20 Industry Volume Ford Segment Pickups Medium Commercial Vehicle – 2T Ranger Share • Commercial Vehicle industry Medium Commercial Vehicle – 1T 2.8M 2.7M has grown by 47% in the last Integrated Style Van 2.5M 29% Heavy Commercial Vehicle 6 years 2.2M Transit • Largest gr
Slide 10: Ford Strengthening Leadership Position
Ford Strengthening Leadership Position EU20 Market Share (Pct.) • Our product and distribution led strategy improved our market position from seventh in 2012 to market leadership #1 in 2015 #1 #1 14.1% #1 13.2% 13.5% • 2018 represented our sixth 12.6% consecutive year of market #3 share growth and o
Slide 11: Commercial Vehicle Strategy Continuing Profitable Growth
Commercial Vehicle Strategy Continuing Profitable Growth PRODUCTS DISTRIBUTION PARTNERSHIPS / ALLIANCES SERVICES Ford Transit Centre Network Ford Otosan Fleet services • Manufacturing / engineering • Financing / leasing / insurance 1 Tonne • Acquisition / re-marketing • Admin and compliance • Rental
Slide 12: Today's Participants
Today’s Participants Lynn Tyson: Executive Director, Investor Relations Stuart Rowley: Chief Operating Officer, Ford North America Hans Schep: General Manager, Commercial Vehicles, Ford Europe Sarah-Jayne Williams: Director, Smart Mobility, Europe Will Periam: Chief Financial Officer, Ford Europe 12
Slide 13: Our Mobility Solutions: Smart Vehicles, Smart World
Our Mobility Solutions Smart Vehicles Smart World I n t e g r a t ed S e r v i ce s M o b i l i t y O r c h e s tr at io n F O R D P AS S L AS T M I L E D E L I VE RY U R B AN E L E C T RI C VAN F O R D C O M M E R C I AL P AR K I N G S O L U T I O N S SO LU TION S … C I T Y D AT A SO LU TION S … TH
Slide 14: EU City Transport Strategies Tackle Air Quality Challenge
EU City Transport Strategies Tackle Air Quality Challenge Media Headlines Capture Citizen Sentiment Examples of City Transport Plans • Urbanisation is creating significant challenges for European cities • Air quality is the number one issue followed by congestion • City Mayors are introducing new le
Slide 15: Commercial Mobility Solutions: The Urban Electrified Van (UEV)
Commercial Mobility Solutions: The Urban Electrified Van (UEV) Providing our commercial customers with an UEV that gives range WHAT: assurance and not range anxiety Transit Custom PHEV with UEV Services Ecosystem including HOW: geofencing innovations. Working with Transport for London and supported
Slide 16: Commercial Mobility Solutions: Last Mile Delivery
Commercial Mobility Solutions: Last Mile Delivery Providing our commercial customers with an urban last mile solution WHAT: with the seamless connection of traditional van fleets with more appropriate, specialist last mile vehicles Multi-modal software platform and last mile courier • Increased onli
Slide 17: Commercial Mobility Solutions: Connected Services For Fleet Managers And Drivers
Commercial Mobility Solutions: Connected Services For Fleet Managers And Drivers Connected experiences for owners, drivers and fleet managers both WHAT: in and outside of the vehicles HOW: Built in, brought in and beamed in connected services To help our customers drive business productivity to make
Slide 18: City Data Solutions
City Data Solutions Analysis of smart vehicle data to assess road safety, fleet operations WHAT: re-timing, EV charging infrastructure and road traffic metrics Connected 160 Light Commercial Vehicles running across London, HOW: collected data, combined with city data sets, developed algorithms to cr
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