Why This Article?
Ford is taking a hit in the markets. First, it was the disappointing second-quarter results. And then it was Steel and Aluminum tariffs. Since the first quarter of this year, CEO Jim Hackett, has touted a “Fitness Plan”. But through all of this turbulence, the analyst community (including me) has been frustrated at the lack of details. So, I’ve taken the liberty to estimate what some of those details could be. The idea is to stress-test my original thesis.