The world wide Auto manufacturing base is way over due for a consolation-as a stock holder, I don't have an issue with Ford prevailing in commercial sales vs consumer sales because the consumer market is going to change quite a bit over the next 20 years-I'm not saying self driving cars are going to be a thing (they will but not in as big of an impact as some people are expecting), but with demographics getting older and younger people not as interested in driving, there are going to be some major changes coming.
Commercially I don't see changes being as impactful
Once again those products where replaced by other products that went into a completely different direction-
I've argued that the Edge market was covered by the Mach E and the Bronco to an extent. The Maverick replaced the Focus and Fiesta as a low cost product.
Here lies the issue-its not just going to be Ford doing this-given how CAFE is determined with footprint, smaller vehicles are going to be forced into becoming EVs because it makes most sense to do so-their smaller size/weight makes them great candidates to do so. Not to mention once the Battery cost issue is solved or lowered, it will be easier for manufactures to make money on them vs ICE products of the same size that will be much more complicated to produce (Hybrid/EREV tech) to meet CAFE.
Dropping them as they were made sense, vehicles Ford was losing money on and that didn't really do much to improve Ford's reputation in recent decades. The original Tarus was iconic, but beyond that, it was just a car.
I'm of the mindset that Ford should get creative and ask themselves how to offer alternatives to the edge, escape, and sedans that are more compelling. Stop beating your head against the wall trying to repeat what doesn't work, but at the same time, don't just walk away from everything all together.
Remaking the escape as a sporty low slung crossover is something I've thrown out before. When it comes to aspirational crossovers and SUVs, there are two flavors that really seem to work for people. Boxy, rugged off-road vehicles, and sporty coupe like designs. I'm of the mindset Ford should do both, the mach-e is one of the best selling non Tesla EVs, so it resonates with buyers.
Instead of making the escape look like a bland jelly bean, make it like Ford's version of an electric Macan. So you can have that, and the boxy rugged bronco sport, two compact crossovers that appeal to passionate buyers with wildly different tastes so they don't overlap a ton.
Correct me if I'm wrong, but from an engineering and cost efficiency standpoint, you often want volume and economies of scale working in your favor. I'm not against this strategy in a broader sense, but I fear what happens if Ford keeps throwing sales volume out the window.
They'll keep having to jack up the price to boost profit margins, which will lead to even fewer sales, so they have to increase the price even more, and then you enter into this really vicious cycle that could put you out of business if you aren't careful. I just hope Ford is mindful of that and manages to strike the right balance.
I don't want Ford to be a brand in 20 years that you hardly see anyone driving because all they sell is 150k mustangs and raptors.
It's been rough going this far, but who knows, CE1 could be the very thing that ends up saving Ford long term. I could see the team creating a crash course on how to improve engineering efficiency on Ford ICE products in the future.
Sure they’re conceding net sales until the EVs come online, but every indication is Escape isn’t very profitable so what are they really losing in the meantime? By shutting down production they might actually save money. In any event it depends on what happens with the EVs down the road whether it’s the right decision. I still think they’ll upgrade Bronco Sports to fill some of the gap.