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Automers are looking for opportunities in Trump’s chaos

The trucks are shown from the viewing of drones after cleaning US customs customs and entering the US from Tijuana along the US border in Mexico at the Otay Mesa port in San Diego, California, USA, April 2, 2025.

Mike Blake | Reuters

Detroit – as president Donald Trump‘S 25% tariffs upon Imported vehicles were set to come into force, executives in Ford Motor Crashed to find out how to respond to new levies.

While they and their industry colleagues still try to navigate the consequences, Ford decided to move quickly in one area, offering a pricing program – called “From America, for America” – For US consumers.

Such programs have historically been controversial because they sell vehicles close to or lower than prices for dealers’ accounts, and go on already rigid income for retail sellers. But Ford decided that the time is suitable for launching a program to promote its operations in the US – the largest among the automakers – and helps sells against the background of consumer problems and economic uncertainty from the tariffs on Trump.

“We understand that for many Americans this is uncertain times. Let it navigate the complexity of the changing economy or just demanding a reliable vehicle for your family, we want to help,” Ford said on Thursday morning, announcing the program. “We have an inventory of retail to do this and a large selection for customers who need a vehicle.”

This is an example of how some automakers try to find a “opportunity in chaos” or trying to “take advantage of” in the background tariffsAs several industry analysts said CNBC.

“I absolutely love it. I think it will lead to sales,” said the Ford Mark McVER dealer, the owner of Olathe Ford Lincoln near Kansas, Kansas. “It is very interesting to see how Ford is rising and take advantage in this program. I think it’s a great game. This is really a real deal for the client.”

Ford, which financially helps retailers in the program, told the dealers about this on the day ahead of the tariffs that come into force on Thursday. This has publicly announced the new program – which runs until June 30 – hours after the fees.

Throwing themselves into the tariffs, Ford also largely considered Wall Street analysts as one of the most accommodated automakers because of its large production in the US, especially for trucks.

This week, Ford shares went better than its competitors, closing the week by 1.4%. That compares to the Chrysler father Stellantis Loss of 14.2% and General Motors Fall 5.4% per week.

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Car reserves

Others perform a Ford strategy that also helps Prices and profits of the vehicle Being above starting with a pandemic. Friday’s competitor Crosstown Stelatis announced a similar program for the staff priced while The engine of Hyundai He said it would not raise prices by at least two months to ease consumer problems.

“It makes sense that they will try to take advantage at the moment,” said Erin Kiting, executive analyst at Cox Automotive.

Kiting notes that from Ford and Stellantis, the last of which is in Europe, but has serious operations and brands in the US – it reminds consumers that they are “home” companies. Automers also have an inventory, including older models they need to sell to give up with a new vehicle.

“Removing a place for those new vehicles to come to the exhibition hall and try to keep that market share makes a lot of meaning,” Kiting said. “Anyone who can defeat the price there, with the level of demand, will be able to keep the market share longer than others, and perhaps capture something from those who are not ready to meet the client where they are now.”

Ford and Stellantis brands such as Ram Trucks and Jeep have one of the highest days of cars in the automotive industry, reports to Cox Automotive.

This week, both companies were one of the only large automakers that reported noticeable drops on the sale of cars in the first quarter. Stellantis was disabled by about 12% and Ford decreased by 1.3% compared to a year earlier.

COX reports that the average national day’s car was 89 days, and these brands were 110 days and 130 days. The automotive industry has historically considered that a healthy delivery day is from 60 days to 80 days.

In light of tariffs and fears for the potential price increase, the demand for vehicles was high. Consumers were flocked by sellers for dealers At the end of last month, when Trump confirmed that the tariffs would come, which would lead to significant revenues from sales for many automakers.

On August 21, 2024, Glendale, California, exhibited a Ford Raptor pickup.

Mario Tama | Gets the image

Cox automotive Estimated selling new cars In March, 1.59 million units were reached, which significantly exceeded its forecast and marking the best month for sales in four years.

“Last week and including last weekend, of course, the best weekend I have seen for a very long time,” said Hyundai Motor North American Motor North Parker on Tuesday During the call of the media. “I do it now -very long. So, a lot of people, I think, rushed this weekend, especially to try to win tariffs.”

Selling now because future sales are not guaranteed, it can also help if there is a recession in the US. JP Morgan on Friday By the end of the year, the chances of American and global recession increased from 40% to 60%.

“Since demand is now, it makes sense (to offer stimuli to consumers) because everyone says,” We need to go now, “maybe go ahead and get the benefits now when we go to recession,” Kiting said.

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