Ford's 200,000-Plus Unit Upside Opportunity For The Expedition SUV

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About: Ford Motor Company (F), Includes: FCAU, GM, NSANY, TM
by: Anton Wahlman
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Summary

Ford sells a dramatically smaller ratio of large body-on-frame SUVs to pickup trucks than General Motors, Nissan and Toyota.

If Ford just caught up with GM in this SUV-to-pickup ratio, it would sell 200,000 more Ford Expedition and Lincoln Navigator units per year.

The 2018 Ford Expedition and Lincoln Navigator are all-new as of late 2017, unlike GM’s SUVs that are at the end of their model cycle.

GM will likely launch all-new body-on-frame SUVs in late 2019, giving Ford approximately 18 months to capitalize on this cycle.

This could be Ford’s No. 1 opportunity to take large SUV share, and do so in the market’s most profitable segment.

In the fourth quarter of 2017, Ford (F) started delivering the all-new Expedition, which is a very large body-on-frame, three-row SUV based on the F-150 pickup truck. It also has a sister vehicle,