This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Headshot of Victor Taylor Nissan named Victor Taylor division VP for U.S. manufacturing, supply chain management and production engineering, part of a new organizational structure aimed at bolstering its U.S. manufacturing footprint. Taylor, a nine-year Nissan veteran, will focus on optimizing operations across all three of Nissan's U.S. plants, the comp ...

Core Insights - Ford is experiencing an alarming increase in recalls in 2025, with 81 recalls in the first five months, surpassing the total of 67 recalls in all of 2024, affecting over 4 million vehicles [1][9] - The recalls indicate significant quality control issues, with 80 requiring physical inspections or repairs, suggesting deeper design flaws [1][9] - The company faces substantial financial implications from these recalls, with over $5 billion in losses anticipated from its EV division and additional warranty and recall-related expenses [6][10] Recall Details - A recent recall involved over 200,000 vehicles due to rearview camera failures, affecting models like Explorer, Maverick, Mustang, F-150, and Transit Connect from 2018 to 2024 [2][9] - Other recalls include five units of the 2025 F-150 Lightning for brake fluid leaks and 130,000 Lincoln Aviator SUVs for potential detachment of parts while driving [3] - Ford's recall issues are significantly more severe compared to competitors like General Motors and Nissan, which have faced fewer and less impactful recalls [4][5] Financial Impact - Recalls are costly, impacting margins due to repair logistics, parts replacement, labor costs, and dealership reimbursements [6] - The ongoing quality perception issues could lead to a loss of market share and consumer trust, further straining Ford's financials [7][10] - Ford's stock has underperformed, losing around 10% over the past year, with a forward price-to-sales ratio of 0.29, indicating a lower valuation compared to the industry [13][14]

Core Points - Nissan will recall 443,900 vehicles in the U.S. due to engine failures [1] - Affected models include Nissan Rogue, Altima, Infiniti QX50, and Infiniti QX55 [1]