As Q1 2025 results loom this Monday, Ford’s leadership once again finds itself under scrutiny—and rightly so. The company's persistent failures in cost control, quality, and EV execution are compounded by a series of high-profile blunders and tone-deaf leadership moves.
Flagship programs like FN4 and CE1 continue to flounder, doomed subscription services, bleeding cash and credibility. Project Canopy, once hyped as a game-changer, has proven to be a directionless vanity effort. Worse, Ford's ongoing obsession with flashy external hires—often flunkies from Apple, Tesla, Motorola, Lululemon, Vivint, and Amazon—has brought in more style than substance. These so-called “innovators” bring buzzwords, not results.
Ford's cost discipline is a mess, quality metrics have deteriorated, and the EV strategy is directionless. Investors and employees deserve accountability—not another quarter of excuses from a leadership team more focused on media impressions than manufacturing excellence.
Time's up. Deliver or go.