Will Ford's New Global Campaign Strengthen Customer Trust?

Core Insights - Ford Motor Company has launched a new global advertising campaign named "Ready, Set, Ford," which emphasizes community and customer focus rather than just vehicle promotion [1][7] - The campaign is set to roll out first in the United States, with a global expansion expected by early 2026 [2][7] - Ford's marketing initiative is the largest for the year, following the success of the previous "From America, For America" campaign [3] Financial Impact - Ford anticipates a $2 billion net impact from tariffs this year, alongside concerns regarding electric vehicle demand as federal tax credits are set to expire on September 30, 2025 [4][7] - In comparison, General Motors expects a gross tariff impact of $4-$5 billion for the full year [5] Market Performance - Year-to-date, Ford's shares have increased by 15.4%, outperforming the Zacks Automotive-Domestic industry, which has seen a decline of 12.5% [6] - General Motors shares have risen by 7.6%, while Tesla's shares have decreased by 13.9% during the same period [6] Valuation Metrics - Ford appears undervalued with a forward price/sales ratio of 0.28, significantly lower than the industry average of 2.66 [8] - General Motors and Tesla have forward sales multiples of 0.31 and 10.74, respectively [8] Earnings Estimates - The Zacks Consensus Estimate for Ford's EPS has seen slight increases for 2025 and 2026, with a penny increase for 2025 and a 5-cent increase for 2026 in the past 30 days [9]