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mustang84isu

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mustang84isu last won the day on August 27 2022

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  1. IMO, it needs to go even further than price parity with ICE. Initial cost is just one part of the equation of vehicle ownership, but then you also have maintenance, insurance costs, and even right to repair issues. Tesla's issues with high insurance rates and expensive repairs that force you to service it at Tesla service center are pretty well documented; I don't know how Ford or other OEM's are fairing, but it's something that will make the average consumer drag their feet even longer on EV ownership. Then there is battery safety; lithium batteries and thermal runaway are a real issue that will someday be resolved when solid state batteries replace them, but until then it might give potential buyers pause. And finally, resale value...current EV's are going to be worth little to nothing after 8 years or so because replacing the battery when it fails is too expensive for most to afford. I've seen some 2021 & 2022 Model 3 Long Range models going for $17-19K. That's like a 65% loss of value over 2-3 years. I'm seeing two & three year old Mach-E's with less than 30K that are for sale in the $25-28K range, which is about a 50% loss of value. That's crazy and will be a huge headwind for EV adoption by the mainstream buyer. Manufacturers need to improve in all these areas to truly make a dent in ICE sales. Which is why I am glad that Ford is delaying EV's a bit and pushing hybrids in the interim.
  2. I have noticed that Ford's paint quality has really gone downhill. My 2001 LS had paint that still looked brand new when I got rid of it at 140K miles. My 2007 MKZ started having minor rust issues @130K around the wheel wells despite me being pretty meticulous about claying and waxing it, and being garage stored...otherwise, the paint was in pretty decent shape overall when I got rid of it. However, our Edge and Continental (2017's) have had lots of issues with chipping paint on the bumper and hood, and the Continental even has corrosion bubbling up on a couple spots around the wheel wells despite being garaged 95% of the time and also receiving regular detailing and washes. I don't know if this is the result of cost cutting, poor QC, or just more eco-friendly paint that doesn't last as long, but I hope they address it.
  3. The Fusion and Focus generated a lot of buzz when they came out, especially the 2013 Fusion. But in typical Ford fashion, they let things rot on the vine and then claim it was lack of demand that killed it instead of Ford's own lack of investment into that product or nameplate. The 2017 Fusion refresh was weak and barely on anyone's radar, and it is not much of a surprise that sales went from 300K only a couple years earlier to 200K in 2017, then 173K in 2018, and then off the cliff when rumors about the Fusion's demise started to leak. Ford's market share is actually down from where it was in 2015, 2016, and 2017. It was almost 15% in 2017, dropped to 12.9% in 2022, and we don't have full figures yet for 2023 but in Q3 in was 12.8%. How much of that lost market share was ceded to other manufacturers by axing sedans and not having a more diverse lineup? Ford's profits are up quite a bit since covid, but they are still down from where they were in 2015, 16, and 17. Gross profit in 2022 was $23 million, but in 2015-16-17 it was over $25 million and go back to 2013 and it was approaching $27 million. I think offerings like Ford Pro are bringing a new revenue stream that will help Ford with more consistent profitability, but I worry Ford has backed itself into a corner on products by focusing only on what is popular at the moment and won't be able to react to changing trends when the tide inevitably shifts again. Look at how popular SUV's were in 2000, and then how popular sedans were only 10 years later, and then back to SUV's in 2020. The difference in 2000 and 2010 was that Ford had a diverse lineup that could quickly react to changes, and not having a single sedan to sell seems foolish in this high interest rate environment. Sedan sales for the Japanese three have stabilized, and Honda's new Accord was actually up almost 30% in 2023. The Chevy Malibu was up 13% despite being pretty outdated. Q1 2023 was the first time sedans had seen market share gain in the US since 2002 apparently, per Automotive News. Seems like a mistake for Ford not to being participating at all.
  4. This refresh looks better to me than the previous version. I always felt like the rear of the 2020 Explorer had too much blank real estate, and I think the light bar going across the back helps break it up. I also like the squared off grille more than the 2020's grille. Interior looks better too. Echoing some others, the only thing I don't like is that they went away from physical knobs and buttons. I rented a 2022 Edge a couple years ago with the vertical screen and was not a fan of so many basic functions being buried in the screen. I have both physical buttons and redundant screen controls on my Continental, and I rarely find myself using the controls on the screen. I'd actually rather see smaller screens that are better integrated into the interior design rather than the larger Tesla-style projected tablet that everyone seems to do now. I think the 2025 Navigator does a nice job of getting away from the stuck-on tablet aesthetic, so hopefully we see that trickle down to other Ford products in the future.
  5. I liked the Charger concept quite a bit, but the production version looks even better. It's hard to tell if the proportions have changed, but they feel better on the production model, especially the rear deck...which doesn't appear to droop as much as it did on the concept. The c-pillar also looks a little less chunky. This will be refreshing to see on the streets in a world awash with boring CUV's. Hopefully they make a sedan version for Chrysler. Ford should take a hint.
  6. Jeep's sales have really fallen off a cliff the last several years. They sold almost a million in the US a few years back...now down to 642K. I think that was a couple years before Bronco and Bronco Sport were released, and that was back before the Gladiator and Wagoneer were added to the lineup. Either Ford is eating their lunch with the Bronco/BS, or they're becoming so ubiquitous on the road that people are intentionally choosing a different brand to avoid driving the same vehicle as their neighbor/co-worker. FCA and now Stellantis would have been far better served investing in Dodge and Chrysler instead of dumping money into Fiat and Alfa for the US market. All these years later, they are not even close to approaching the sales of even a zombie brand with essentially one model like Chrysler.
  7. It is happening to combined stores as well. My hometown's dealership was a Chevy, Buick, and GMC store, and four other Chevy, Buick, GMC stores within a 50 mile radius also are now just Chevy GMC.
  8. It's suprising how rapidly Ford, GM and Stellantis have divested from rural markets. Twenty years ago my hometown of 5,500 people used to have a standalone Chevrolet dealership, a Pontiac-Buick-GMC-Cadillac dealership, a Ford-Mercury-Lincoln dealership, and a Chrysler-Dodge-Jeep dealership. The Chrysler dealership lost all its franchises during Chrysler's 2009 bankruptcy. The Cadillac franchise left around the same time. The Chevy dealership and the (by then) Buick-GMC dealership were bought by the Ford dealership and merged into a single dealership with five brands (Mercury was gone by that time). However, within the last year both Lincoln and Buick are gone, and now they are down to Ford, Chevy, and GMC. Eleven brands 20 years ago, down to 3 today. Two thoughts: 1) Forcing dealerships to upgrade to EV--and if they don't, pulling their franchise--in rural areas is a mistake. Rural areas will always lag because they don't have widespread EV infrastructure yet. It will get there, but it will take more time. I can see thinning some of the less performing dealerships, but in my state they literally pulled every Buick franchise that is not in a metro area. 2) Driving 1-2 hours to service your Buick or Lincoln is really going to limit any sort of sales growth outside of metropolitan areas, at least in the Midwest. You still see lots of new Buicks and Lincolns because they have (well, had) a dealership presence in these rural markets, unlike German, Japanese, and Korean brands. This just further erodes the brand loyalty in those areas and will make it more difficult for struggling brands like Lincoln and Buick to survive in the US market.
  9. Here's a video comparing the Cybertruck 35 mph crash with several other midsize pickups. A pretty telling display of how poor Cybertruck's crumple zones are compared to the competition. Elon jokes about how if you are in an argument with another car, you will probably win. Your passengers might suffer spinal fractures or other debilitating injuries, but sure...you'll "win."
  10. Has anyone seen photos of the rear seat headroom with a regular sized adult sitting back there? I've seen video of people getting in and out and it looks cramped, but it is hard to find actual photos of a tall adult sitting back there. It's probably better than the Model Y's third row which is only fit for a child or small adult, but it seems like the raked shape would sacrifice rear seat headroom quite a bit. One of the things that has always surprised me about Teslas with a glass roof is that they don't offer a sunshade that retracts. I have the pano sunroof on my Continental, and during the winter I usually keep the shade closed because the sun is often low enough to cause glare issues in the cabin, and it helps keep the cabin more comfortable when it is cold outside. The pano roof window tint really doesn't help much. With the Cybertruck having a raked window and potentially low headroom for rear passengers, I imagine that will get annoying fast when you have full sun blaring down and no way to control it.
  11. The Cybertruck reveal had a "crash test" where they slammed the Cybertruck into a steel wall at 35 mph, and as many have predicted, the crumple zones are pretty much non-existent. There was enough force transferred through the body that it snapped the rear axle. I don't know how NHTSA even approves this for public roads at this point. The sharp corners are a danger to pedestrians. Add in the faulty FSD software and this truck is guaranteed to cause some gruesome accidents in the future. Apparently the drag race with the Porsche was only an 1/8th mile, even through the video said it was a quarter mile. https://www.reddit.com/r/RealTesla/comments/189g2l7/cybertruck_racing_the_porsche_911_was_only_a_18/ I think this will be Tesla's first flop of a vehicle. Elon really overpromised and underdelivered on this one.
  12. It's interesting that pundits and journalists were predicting death of the ICE, but YTD Ford's ICE sales are actually up a couple percent more than BEV sales. However, Ford just can't seem to get in the right groove in this transition to BEV. They were way too late to the EV game...dragging their feet with compliance vehicles like the Focus Electric when the EV market was still pretty young and they would have had a better shot at picking up early market share. Now they have killed off sedans and have let other bread-and-butter vehicles languish during the 2020-2021 inflation mania and stock market boom that would be a beneficial to have in this post-COVID inflation hangover. Went all in on SUV's and trucks when gas prices were still low, and finally went all in on BEV's during the same 2021 inflationary bubble. The timing couldn't have been worse. Ford continues to throw well known names such as Focus, Fusion, and possibly now Escape in the trash. It boggles the mind. Maybe they'll come back as EV's? But then we hear things like they don't want to be in the two-row EV crossover segment because it's too competitive. Huh? Build a competitive two-row crossover then. Put the same energy you put into the F-150 Lighting, Mach-E, Maverick, and Bronco. Ford is becoming so timid these days that I fear they are permanently ceding market share to competitors, and we all know that once you lose those customers, it is hard to get them back. Sure, margins and profitability are important, but so far shrinking the business hasn't yielded the intended results. Ford's profit last year was about the same as 2017, and actually less than 2015 & 2013. And Ford's stock price continues to be in the gutter because they can't seem to stick to a consistent product strategy or focused message. It's going to be an agonizing next couple years until BlueOvalCity is finally online and the next generation of EV's start rolling out.
  13. IMO, the biggest barrier to entry is charging infrastructure itself. Where I live, multi-family apartment complexes are going up everywhere - and none of them have charging infrastructure being built in. If you can't charge overnight, the prospect of owning an EV becomes difficult, if not impossible. Retrofitting older houses with charging stations is also a cost and burden that not many will want to take on initially. Until charging times drop down to the equivalent of a gas engine or charging stations become more widespread, I think EV adoption will be much slower than some are expecting. I agree that hybrids are our best solution for the interim if we are trying to focus on what is best for the environment....and I don't know why governments aren't doing more to push hybrids instead of expensive EV's.
  14. Ford continues to be floating downstream without a paddle when it comes to Lincoln. Really disappointing. I felt like Farley was moving things in the right direction a couple years ago, but there have been some really questionable decisions and waffling on product lately. FoMoCo is not inspiring a lot of confidence these days.
  15. One more "what if"....if the 2017 MKZ refresh had adopted more of a Continental rear end.
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