Ford F-150 Lightning Platinum (2024) (53621481713) by Charles from Port Chester, New York / BY 2.0 (https://creativecommons.org/licenses/by/2.0/) This is the last in our series on the worst CEOs in America for 2025. We have a winner after picking several possibilities earlier: William Clay Ford Jr., executive chair of Ford Motor Co. (NYSE: F). 24/7 Wall St. Key Points William Clay Ford Jr. of Ford Motor Co. (NYSE: F) is our pick for the worst CEO in America for 2025. He is behind Ford’s disastrous tu ...

Core Viewpoint - Ford Motor Co is shifting its strategy from aggressive all-electric vehicle (EV) investments to a focus on hybrids, extended-range EVs, and gas-powered trucks, indicating a strategic reset that prioritizes profitability over competing directly with Tesla [1][2][8] Group 1: Strategic Shift - Ford is stepping back from large, capital-intensive EV projects and narrowing its focus to areas where it believes it can execute profitably [2] - The decision to cancel a large all-electric pickup and transition the F-150 Lightning to an extended-range platform reflects a strategic choice to reshape its portfolio [4] - By leaning into hybrids and extended-range EVs, Ford is prioritizing flexibility and appealing to buyers who want electrification without fully committing to charging infrastructure [5] Group 2: Competitive Landscape - Tesla's model is built around pure EV scale, requiring substantial capital and the ability to withstand margin pressure, which Ford is choosing to avoid [3] - Ford is not trying to compete with Tesla on its terms, instead opting for a different approach that allows it to monetize its strongest franchises like trucks and SUVs [6][8] Group 3: Capital Allocation - The strategic reset is fundamentally about capital allocation, as large EV programs require patience and absorb cash, while hybrids and gas-powered trucks generate it [7] - By walking away from the most capital-intensive EV projects, Ford lowers execution risk, improves earnings visibility, and reduces exposure to regulatory changes [7] Group 4: Market Positioning - The market has not punished Ford for its decision to rewrite its playbook around profitability and execution, positioning itself for a market cycle that rewards cash flow over ambition [8] - Ford's approach suggests that not every automaker needs to win the EV race; some can succeed with a playbook that fits their actual market strategy [8]

Ford - Ford's shares are rising despite announcing a $19.5 billion special charge primarily related to a pullback in EV investments and a broader business restructuring [2][4] - The company reassured investors that these charges will not impact adjusted earnings, raising their 2025 adjusted EBIT outlook to approximately $7 billion [3][4] - Ford is refocusing on hybrids, smaller EVs, and core trucks and SUVs while reducing investments in unprofitable electric models, which has led to a positive market reaction [4][5] Pfizer - Pfizer's stock reaction to its guidance has been lackluster, forecasting a 2026 profit outlook below Wall Street expectations [6][7] - The company projects adjusted EPS for fiscal year 2026 to be between $2.80 and $3, while the market expected $3.06 [7] - Pfizer anticipates a revenue hit of $1.5 billion in 2026 due to key older drugs losing exclusivity, contributing to challenges in maintaining a robust drug pipeline [9] Lockheed Martin - Lockheed Martin has been downgraded by Morgan Stanley from overweight to equal weight, with a price target cut from $630 to $543 [10][11] - The downgrade is attributed to underperformance compared to peers and concerns over disruption risks from emerging technologies [12] - Execution issues and pension headwinds are also expected to exert pressure on the company's performance in major segments [13]

Market Overview - U.S. stocks experienced a modest decline as investors reacted to a mixed November jobs report, with the Dow falling 40 points to 48,375 and the S&P 500 easing to 6,805, reflecting pressure on technology and growth stocks [1][14] - The delayed November nonfarm payrolls report indicated the U.S. economy added 64,000 jobs, surpassing Bloomberg estimates of 50,000, but the unemployment rate rose to 4.6%, the highest since 2021, suggesting underlying weaknesses in the job market [2][14] Labor Market Insights - The rise in unemployment, despite job gains, raised concerns about economic momentum, with analysts noting that the labor market may be entering a "hiring recession" [3][13] - The Labor Department reported that unemployment increased due to higher labor force participation and effects from a recent government shutdown, with October payrolls revised to show a loss of 105,000 jobs [5][6] - The number of Americans working part-time for economic reasons rose to 5.5 million, an increase of 909,000 from September, while long-term unemployment stood at 24.3%, indicating persistent challenges in the job market [6][13] Federal Reserve Outlook - The jobs report is critical as it sets the stage for upcoming consumer inflation data, which will influence expectations for the Federal Reserve's rate decision in January [6][14] - Fed Chair Jerome Powell emphasized the need for substantial data before making policy adjustments, with markets divided on whether the central bank will consider rate cuts in early 2026 or maintain a cautious approach [7][14] Stock Performance - Among notable stock movements, Tesla (TSLA) fell over 1%, impacting the Nasdaq, while Nvidia (NVDA) remained steady near $176 after a strong performance in AI-related shares [8][15] - Ford (F) shares rose about 1% following the announcement of a $19.5 billion charge related to its strategic shift away from electric vehicles [8][14] - Smaller-cap stocks like AMC Robotics, Rezolve AI, and Biodexa Pharmaceuticals saw significant movements, indicating ongoing risk appetite in select speculative names despite broader market caution [9][12]

福特汽车(F.US)涨2.5%，最高触及13.99美元，创去年7月以来新高。消息面上，福特汽车宣布将计提约 195亿美元费用，主要与其电动汽车业务相关。福特将停产F-150 Lightning纯电皮卡，转而生产配备车 载汽油发动机的增程版本。福特自2023年以来已在电动车业务上亏损130亿美元，目前将战略重心转向 混合动力和增程式电动车，同时加强传统燃油车阵容。(格隆汇) ...

Ford's EV retreat and $19.5 billion write-down puts a number on the shocking whiplash of US vehicle and climate policy, @liamdenning says (via @opinion) https://t.co/HzNmyM54BE ...

Core Viewpoint - Ford Motor Company (F) will incur approximately $19.5 billion in special project expenses related to its withdrawal from the pure electric vehicle sector, ceasing production of the all-electric F-150 Lightning pickup truck, and shifting its investment focus towards hybrid and range-extended electric vehicles, while targeting smaller, cost-effective electric vehicles. The company has raised its adjusted EBIT guidance for 2025 to about $7 billion [1]. Group 1 - Ford will record approximately $19.5 billion in special project expenses [1] - The company will stop production of the all-electric F-150 Lightning pickup truck [1] - Ford is shifting its investment focus to hybrid and range-extended electric vehicles [1] Group 2 - The company aims to target smaller, cost-effective electric vehicles [1] - Ford has raised its adjusted EBIT guidance for 2025 to about $7 billion [1]

Core Insights - Ford aims to leverage the AI boom by enhancing its focus on energy storage, a strategy that has proven successful for Tesla [1] Company Strategy - The company is looking to capitalize on the growing demand for energy storage solutions, which aligns with the increasing integration of AI technologies in various sectors [1] Industry Context - The energy storage market is experiencing significant growth, driven by advancements in AI and renewable energy technologies, presenting new opportunities for automotive companies like Ford [1]

Core Viewpoint - DAVIDsTEA is conducting a webcast to present its third quarter results for fiscal 2025, indicating a focus on transparency and communication with stakeholders [1]. Group 1: Financial Performance - The webcast includes forward-looking statements regarding the company's expectations for future performance, highlighting the importance of these projections for investors [2]. - The company emphasizes that actual results may differ from projections due to various risks and uncertainties, which are detailed in the Management's Discussion and Analysis (MD&A) [2]. - All financial figures discussed in the webcast are presented in Canadian dollars, ensuring clarity for stakeholders [3]. Group 2: Management and Leadership - Sarah Segal, the Chief Executive Officer and Chief Brand Officer of DAVIDsTEA, is leading the presentation, indicating strong leadership presence in communicating the company's performance [4].

Ford's $19.5 billion writedown tied to a reset of its electric-vehicle business highlights the mounting challenges for legacy automakers as they navigate waning demand and a changed regulatory backdro... ...