Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — Credit Suisse Industrials Conference 2020
15 slides from Ford Mtr Co Del's conference presentation, Dec 2, 2020
Slide 1: Credit Suisse Industrials Conference
Credit Suisse Industrials Conference Lisa Drake North America Chief Operating Officer Lynn Antipas Tyson Executive Director, Investor Relations December 2, 2020
Slide 2: The Plan
The Plan We Must: Turn around automotive operations, compete like a challenger Treat customers like family Create must-have products and services Simplify everything Modernize everywhere Care for each other We Will: Capitalize on our strengths Disrupt ourselves Partner for expertise and efficiency L
Slide 3: Drive Growth, Improve Execution, Speed Transformation
Drive Growth, Improve Execution, Speed Transformation Turnaround Automotive Improve quality Reduce costs Accelerate restructuring of underperforming businesses Modernize and simplify Growth Levers — Disrupt Ourselves Allocate more capital, resources and talent to strongest businesses and vehicle fra
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Slide 5: 445
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Slide 6: Capitalize On Our Strengths
Capitalize On Our Strengths 556 6
Slide 7: Zs "New. ee -tech; carbon neutral rReecsieaaialinl Forte eS a= Foe
Zs "New. ee -tech; carbon neutral rReecsieaaialinl Forte eS a= Foe - at-the historic Rouge Complex ($700M investment) > -~ . -. for the All-New, Alt- Electric F-150, coming mid- “202250 SSS - b4 S Ne - ~. & mes oo af.
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Slide 9: The Industry's Most Exciting Lineup
The Industry’s Most Exciting Lineup F-150 E-TRANSIT pe Wiech F-Series: #1 Pickup Globally Best-Selling Cargo Van Standard 4x4, G.O.A.T. Dynamic performance with and in the World2 Modes™ (Goes Over Any advanced technologies: Best-Selling Pickup in the Type of Terrain) anda Intelligent Range, U.S. for
Slide 10: Key Launches On Track
Key Launches On Track Launch Checkpoints & e ue ken Production Start Design/Engineering Supplier Manufacturing F-150 October 12 JV JV JV Mustang Mach-E October 26 JV WA JV Bronco Sport October 26 V JV V
Slide 11: Improved Quality To Increase Margins and Customer Satisfaction
Improved Quality To Increase Margins and Customer Satisfaction # Design/Engineering ay Suppliers ees Manufacturing Added new tools and people in plants and dealerships for early detection and response to emerging issues Expanded fleet customer validation process to include extended high-mileage and
Slide 12: Material Cost
Material Cost Trend Begins to Reverse by 2021 2016 — 2020 Material Cost increased due to product spending that delivered a refreshed average showroom age (from 5 years to 3 years) 2021-2025 Material Cost reductions are delivered as benefits from modular catalogue and flexible architectures are reali
Slide 13: Incremental Rugged Adventure Vehicles
— 3 incremental RUGGED ADVENTURE — "VEHICLES
Slide 14: Product Notes
Product Notes 1 Based on 1977-2019 CY total sales. 2 Based on IHS Market New Registrations data 2014-2019 YE, which is compiled from government and other sources and captures 95 percent of global new vehicle volumes in more than 80 countries as reported in February 2020. Transit family-based volumes
Slide 15: 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
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