Episode Details

Ford’s U.S. sales dipped 10% in Q2, hit by model phaseouts, a 69% plunge in rental car sales, and production snags—especially with F-Series trucks, where supplier fires cut aluminum supplies and slashed output 11%. But strip out those factors, and Ford’s core sales actually rose half a percent. Electric models took a 40% hit, yet Ford gained retail market share to 12.3% thanks to booming demand for big SUVs and trucks. Standouts include the Maverick Hybrid (up 20%), the Bronco (outselling Jeep Wrangler), and solid growth for Explorer and Mustang. Looking ahead, Ford’s retooling a Louisville plant to build a new electric pickup by next year, betting big on SUVs, off-roaders, and commercial trucks—even as they retire older models.

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