Rationalizing the Baseline

The city of Ledgerville, where Ford's sales fell six point six percent. Mayor Pennywhistle: the trucks are leaving! Baron Von Bottomline: portfolio rationalization impacted the baseline! Dash: he means Ford dropped the Escape; bad comparison. Pop: F-Series only off one point nine! Zap: Ford expects a strong Q4. Ford would.

Ford says its weak third quarter, with sales down 6.6% to 507,395, reads worse than it is: the comparison was hurt by discontinued models such as the Escape and by the F-Series supply problems, F-Series sales were off only 1.9%, and its US sales chief says F-Series sales and stocks improved through the quarter, that the early-year headwinds are 'kind of behind us' and that it sets up 'a really strong Q4'; that is Ford's own forecast, and the sales figure excludes its biggest heavy-duty trucks.

Starring

🎙️The AnnouncerMayor PennywhistleBaron Von BottomlineDashPopZap