{"id":11789,"date":"2023-05-21T17:11:10","date_gmt":"2023-05-21T21:11:10","guid":{"rendered":"https:\/\/ifintechworld.com\/investing\/ford-to-host-investor-meeting-3-things-to-watch\/"},"modified":"2023-05-21T17:11:11","modified_gmt":"2023-05-21T21:11:11","slug":"ford-to-host-investor-meeting-3-things-to-watch","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=11789","title":{"rendered":"Ford to Host Investor Meeting. 3 Things to Watch."},"content":{"rendered":"
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Stocks, and stock valuations, of traditional auto makers are languishing. Investors just aren\u2019t sure they can make it an all, or mostly, electric world.
\n Ford Motor
\n will try to convince investors otherwise on Monday. <\/p>\n

The auto maker, which celebrates its 120th birthday in June, hosts its 2023 \u201cCapital Markets Day\u201d in Dearborn, Mich.
\n Ford
\n (ticker: F) is calling the event \u201cDelivering Ford+.\u201d<\/p>\n

\n

Ford+<\/h2>\n

The plus strategy encompasses a lot of things. Essentially, it\u2019s about preparing the company for the future\u2014and making sure it will be around for the coming 120 years. <\/p>\n

CEO Jim Farley really started the next phase of Ford\u2019s future in early 2022 when he reorganized the company into new business units: one dedicated to traditional cars, called Ford Blue, another to commercial business, called Ford Pro and one dedicated to EVs, called Model e. <\/p>\n

One consequence of the reorganization is investors see financial results for each division. The change isn\u2019t all about numbers, though. \u201cWe have a much smaller Model e team,\u201d says Lisa Drake, Ford\u2019s vice president of industrialization for its Model e division. <\/p>\n

Smaller size enables the Model e team go faster and break rules in the car business \u201cwhich really aren\u2019t rules,\u201d adds Drake. \u201cI call them urban myths inside of Ford, things that we\u2019ve convinced ourselves [of].\u201d That can include the way cars are designed or how fast it takes to bring a new model to market. <\/p>\n

Ford+ is also about digitizing the car, adding software on both EVs and traditional vehicles. The best example might be Ford\u2019s Blue Cruise hands free driver assistance software, but software controls a lot in modern cars including suspension and braking, among other things. <\/p>\n

The car \u201cis the next big device to be digitized, says Farley, adding that putting software in vehicles is as big a change and profit opportunity for the industry as EVs.<\/p>\n

Profit <\/h2>\n

Just now much money is an important question for investors. Ford\u2019s traditional and Pro business generated 10%-plus in operating profit margins in the first quarter, earning a combined $4 billion in operating profit. Ford Model e lost $700 million in Q1 and is expected to lose $3 billion in 2023. <\/p>\n

Ford, obviously, needs to improve Model e operating profit and has plans to do so. The company is targeting 8% Model e operating profit margins in 2026. Some of that comes from scale\u2014makings more cars out of the same number of plants. If all goes to plan, Ford might sell about one million EVs in 2026. Some comes from design, too. <\/p>\n

The next generation of Ford EVs are \u201cmore massively simplified,\u201d says Farley. \u201cThe second cycle is going to help [profitability] a lot.\u201d <\/p>\n

Gen 2 <\/h2>\n

Ford has taken to calling its second cycle of EVs, the ones coming after the Mach-E, E-Transit van and F-150 lightning, its second generation of vehicles. <\/p>\n

\u201cDesign simplicity helps from a material cost perspective,\u201d says Drake, reflecting on what\u2019s coming with Gen 2 products. \u201cThe cockpits are much more digital.\u201d From a manufacturing perspective, Gen 2 vehicles will use less labor and be assembled more efficiently, she says. <\/p>\n

The Stock<\/h2>\n

Any updates about new EV design or cost can move Ford stock in the coming days. The success of the Ford + strategy will determine how the stock performs in coming years. <\/p>\n

Farley, is bullish on the future. \u201cThis is like investing in
\n Apple
\n or
\n Samsung
\n in \u201906, before that transition of smartphones,\u201d he says. Their job \u201cis to be one of the early winners.\u201d <\/p>\n

Coming into Monday trading, Ford stock is flat so far this year and down about 7% over the past 12 months, leaving shares trading at less than 7 times estimated 2024 earnings. The
\n S&P 500
\n is up roughly 10% this year and up about 5% over the past 12 months. The S&P trades for a little more than 17 times estimated 2024 earnings. <\/p>\n

Rising interest rates has hurt vehicle affordability and sapped some investor enthusiasm for the sector. Other car stocks have struggled as well. Shares of
\n General Motors
\n (GM) and
\n Tesla
\n (TSLA) are down about 9% and 20% over the past 12 months, respectively. <\/p>\n<\/p><\/div>\n<\/div>\n

Read the full article here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Stocks, and stock valuations, of traditional auto makers are languishing. Investors just aren\u2019t sure they can make it an all, or mostly, electric world. Ford Motor will try to convince investors otherwise on Monday. The auto maker, which celebrates its 120th birthday in June, hosts its 2023 \u201cCapital Markets Day\u201d in Dearborn, Mich. Ford (ticker: […]<\/p>\n","protected":false},"author":1,"featured_media":11790,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[239],"tags":[83],"class_list":["post-11789","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-investing","tag-featured","post_format-post-format-video"],"yoast_head":"\nFord to Host Investor Meeting. 3 Things to Watch. | iFintechWorld<\/title>\n<meta name=\"description\" content=\"Stocks, and stock valuations, of traditional auto makers are languishing. 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