Ford’s Truck Problem

Speaking of energy, here is a quick look at the YoY change in sales for various Ford Trucks:

Graphic courtesy of the WSJ

It’s a simple story really: Ford [[f]] was losing money in 2007 when they were selling a lot more trucks, so the outlook for 2008 through 2009 looks fairly bad (in spite of their cost cutting initiatives) due to a decline in sales of the most profitable product line. The question offered is: when does Ford wake-up and re-focus its efforts on building a line of cars with “truck like margins”?

Furthermore when does Ford stop making idiotic product moves like trying to sell the U.S. market an ugly (if not bastardized) version of a car from its European division that would probably do quite well here?

Better yet: when does Ford wake-up and notice that Audi, BMW, Lexus, Mercedes, Porsche & Volkswagen are all doing quite well in the U.S. market by selling identical versions of cars they sell in Europe?

You can read more on Ford and its issues related to declining truck sales here.

Disclosure: at the time of publishing the author didn’t own a position in any of the companies mentioned in this article.

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