Key Takeaways Ford unveiled its "Ready, Set, Ford" campaign to highlight trust, community, passion and capability.The campaign launches in the U.S. first, with global rollout expected by early 2026.Ford faces $2B tariff costs this year and EV demand risks as tax credits end in 2025.Ford Motor Company (F) has unveiled a new global advertising campaign that extends beyond showcasing vehicles to highlight its intent of putting community and customers first. The campaign, called “Ready, Set, Ford,” focuses on f ...

Group 1 - Ford Motor Co. has launched the Ready Set Ford marketing campaign, which will cost tens of millions of dollars [1] - The campaign was initiated shortly after Ford's 104th recall this year, highlighting a significant operational challenge [1] - The initial phase of the campaign features confusing imagery, including a pickup saving a bull and various scenarios of vehicle use [1]

Group 1: Coca-Cola - Coca-Cola is a global beverage leader with extensive reach, operating approximately 120,000 suppliers, 3,000 production lines, and 5,000 warehouses, serving 2.2 billion servings daily [2] - The company has successfully evolved its product offerings, boasting 30 billion-dollar brands, with half created organically and others through acquisitions [3] - Coca-Cola expects organic revenue growth of 5% to 6% for the year, with free cash flow projected at around $9.5 billion [4] - The company offers a 3% dividend yield, which is double the S&P 500 average, and has a history of consistent dividend increases [5] Group 2: Ford Motor Company - Ford is recognized for its diverse vehicle production and has a robust dividend yield of around 5%, rewarding long-term investors with consistent income [6] - The company has a unique high-yield dividend structure, complemented by potential business growth through its Ford Pro division, which focuses on commercial vehicles and has impressive margins [7] - Ford's traditional business, Ford Blue, generated $757 million in EBIT at a 2.6% margin, while Ford Pro generated $3.6 billion in EBIT at a 10.7% margin [9] - Ford Pro's software and services contributed 17% of its EBIT, with paid subscriptions growing 25% year-over-year to 757,000 [10] - Ford maintains a solid balance sheet with $28.4 billion in cash and $46.6 billion in liquidity, providing some stability amid industry volatility [11] Group 3: Investment Considerations - Investors can choose between Coca-Cola, which offers a stable dividend and a strong brand portfolio, or Ford, which presents a higher yield and growth potential but operates in a more volatile industry [12]

Trouble turning things around Ford has been working to reinvigorate its iconic brand through its Ford+ growth plan. The company launched that strategy several years ago, which combines vehicles with software and services. It also focuses the company's efforts on three core areas: Ford Blue, for legacy gas-powered and hybrid vehicles; Ford Model e, for electric vehicles; and Ford Pro, for vehicles built for commercial customers. The company's strategy has yet to deliver for shareholders. Wholesale sales of v ...

Core Insights - Ford Motor reported a 16.3% year-over-year increase in U.S. sales for May 2025, driven by an employee pricing program amidst rising tariff costs and vehicle price increases [1][2] Sales Performance - Sales of vehicles with traditional internal combustion engines increased by 17.2%, while hybrid models saw a roughly 29% jump [2] - There was a 25% decline in sales of all-electric vehicles, particularly the electric F-150, compared to May 2024 [2] - May marked the third consecutive year of double-digit sales increases for Ford, supported by the employee pricing program continuing through the Fourth of July weekend [2] Pricing Strategy - The pricing promotion was initiated as President Trump's 25% auto tariffs on imported vehicles took effect in early April [3] - Ford announced price increases on certain vehicles imported from Mexico, effective for those built after May 2, attributed to seasonal adjustments and tariff impacts [3]

Ford stock yields a big 6.5% right now, but is the dividend safe?Ford Motor Company (F 4.45%) stock has lost nearly 26% value in one year, as of this writing. The steep fall has driven the stock's dividend yield up to a juicy 6.5%, based on its April 11 closing price of $9.14 per share.Even better, Ford stock's yield jumps to 8.2% if you count the special dividend of $0.15 per share it paid out on March 3 on top of its regular quarterly dividend of $0.15 a share.That's a massive dividend yield for a cyclica ...

Tariffs have cast a shadow over Ford and the automotive landscape.Tariffs and the uncertainty surrounding the Trump administration's trade policies have gripped the markets and cast a shadow over manufacturers in almost every industry. Cars are core to American culture, where companies like Ford Motor Company (F 9.09%) resonate with consumers and employ thousands of people.It's unclear how tariffs will impact Ford, which assembles most of its vehicles in the United States but imports many parts and componen ...