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New York Post
1 min

Ford CEO says taking apart Tesla, Chinese EVs was ‘shocking' — forcing him to overhaul company

1. Ford's CEO recognized the need for a complete overhaul after competitor analysis. 2. Model E division is losing significant money but aims to compete in EV market. 3. Farley warns US EV makers are lagging behind aggressive Chinese competition. 4. Chinese EV market is booming, with manufacturers gaining substantial global market share. 5. Farley drives competitors' vehicles to better understand and improve Ford's offerings.

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FAQ

Why Bearish?

Ford is struggling with costs and competitiveness in the EV sector, especially against Chinese rivals. Historical downturns occurred when major auto companies could not keep pace with market innovation, impacting stock performance.

How important is it?

The article discusses key operational changes and competitive threats, which are highly relevant to Ford's stock performance.

Why Long Term?

Ford's current challenges in the EV sector will likely affect its performance over multiple quarters as it attempts to revamp operations and compete adequately.

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