The return on F150 and Aviator dwarfs the return potential of a Lincoln sedan. It’s not that they can’t do it, the juice just isn’t worth the squeeze right now with all the other new projects in progress.
There is this mindset that Ford will automatically fail unless the product fits into "x" or "y" bracket, and it is something that has bothered me as a fan, shareholder, and a consumer for quite a while. Ford fails because Ford doesn't try hard enough in certain product categories. If Ford put the same effort into a Lincoln sedan that they put into the F-150 or the Bronco or the Aviator, it could be a success. Lexus, BMW, Mercedes, and Cadillac have no issues selling multiple sedans of various types, alongside utilities. Ford can't figure out how to build just one Ford and Lincoln sedan that would sell and be competitive in North America? They were out of the compact truck market for a decade and came back strong with the Maverick. I have no doubt they could do the same with sedans if they actually tried. Dealers wouldn't be asking Ford for sedans if there wasn't interest from customers.
I think of all the billions (it has to be nearing $15 billion at this point) that Ford has lost on its EV strategy, which still has borne hardly any fruit all these years later. Yet Ford never seems to have the funds to invest in programs outside of core segments. And then all the hundreds of millions that get wasted each quarter on warranty costs. For all the talk I hear from Farley about how Ford culture is changing, I don't see it. I don't see enough discipline from management. I see a company that has been reacting to changing market conditions for the last 10 years, even under Farley's tenure. In fact, I think there have been more major about-faces on product strategy under Farley than there were under Hackett and Fields. Each time, Ford gets caught flat-footed when the market swings another direction. Meanwhile, their less reactionary competitors continue to churn along with a full portfolio of vehicles across multiple segments.
Rolling out hybrid versions of all models in the Ford Blue division is a partial answer to that question. Obviously more is needed but this is an important step.
I really want a Ranger PHEV in my Christmas stocking but I’m going to have to wait longer than I want.
Several problems with that, the big one being that CE1 was developed in isolation
away from Ford’s own engineering to avoid valid objections and criticism.
All of this new era stuff is being touted as the solution to everything wrong with
the way Ford has been engineering, developing and manufacturing products,
all push back on potential problems has been stifled and that’s a big worry.
On suppliers, the tables have turned in recent years and thanks to so much being
outsourced and so many modules now controlled by software, suppliers have Ford
and other manufacturers by the nuts, one misstep with just in time supplies can close
down production at the drop of a hat.
People gloss over this saying, just in time in play for over 30 years, fine but Ford has
never been this exposed to risk, it’s insane how much production is on a knife edge
……and now, Ford wants to introduce a completely new build process.