Thread: Barclays izvješće potvrđuje TTACs priča o F-150 aluminijske poteškoće

Ford announced that assembly plants in Dearborn and Kansas city will be shut down for a total of 13 weeks as it retools to switch production to the all new F-150 pickup truck that has an performansi aluminij body. The launch of the 2015 F-150 will be closely watched, as Ford and its competitors see how consumers accept the lighter, more expensive kamion.

Meanwhile, an analyst report seems to confirm TTACs initial story that Ford was forced to kašnjenja production of the new truck by up to three months due to difficulties with the new performansi aluminij body.

Brian Johnson, an as with Barclays Capital, noted thatThere has already been a delay in the production schedule, likely due to challenges in stamping, zakivanje, and welding of the performansi aluminij, Johnson said in a report published earlier this week. Štoviše, Ford also faces risks with obzirom na to potentially higher warranty rashodi and customer acceptance (large pickup dostave may be resistant to change, and may be skeptical of the new trucks durability).

The success of that launch will have a significant impact on FoMoCos 2014 profits. In 2013, F series trucks (which include the heavier duty pickup lineup that starts with the F-250 and runs through the F-650 medium duty kamion) represented 31% of Fords light vehicle sales . Morgan Stanley estimates that the F series accounts for 90% of Fords global profits.
The increased downtime for the F-150 launch might lower Fords North American pretax profit by $800 million this year, according to Buckingham Research Group analyst Joseph Amaturo.
Its not just a question of how they start making and selling the new truck either. Ford needs to manage production and inventory of the outgoing model if they want to maximize profits. The automaker needs to build up a large enough inventory so that when the plants shut down trgovci are not affected. At the same time it doesnt want to accumulate too many, leading to discounts and incentives.