Ford (F): FY24 Q4 earnings call, Feb 5, 2025
No Kalshi or Polymarket word markets were listed for Ford’s Feb 5, 2025 earnings call (FY24 Q4). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “Dealer”; 5 quoted, at least 25 words apart.
…reduction in Q2 again. So, we'll be right where we want. Our dealer days' supply for our sales will be right in that mid-50,000 range,…
…when we look at pickup inventories, there's almost 100 days' supply on dealer lots across not just Ford, but GM and Rivian as well. And…
More granularly, I noticed that one of our competitors is running a dealer cash program for the pickup trucks. That's a very significant change. So,…
…like our plan going in for the first half to get our dealer supply inventories back down below 60 days. That's a really big effort…
…for a couple of weeks. We have good stock situation in our dealers right now. So -- but longer-term, 80%-plus of our vehicles are made…
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