The average new car now costs over $50,000, with monthly payments nearing $760.
So how did Ford post its best U.S. sales year since 2019?
In this episode of Market Outsiders, Namaan and Jenny Rae break down how Ford defied expectations in 2025 – despite tariffs, high rates, and weakening EV demand.
They cover:
- Why 2025 may have been the first “normal” auto year since COVID
- How financing, hybrids, and product mix drove Ford’s outperformance
- What Ford must change in 2026 as margins shift beyond unit sales
This is a forward-looking strategy conversation on how automakers adapt when cars start behaving more like platforms than products.
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Chapters:
- 03:05 — 2025 Auto Industry Overview
- 06:33 — Ford's Unexpected Success
- 08:56 — Consumer Behavior and Car Buying Trends
- 13:53 — Analyzing the Automotive Market Trends
- 16:40 — Consumer Behavior and Financing Strategies
- 19:51 — The Shift Towards Hybrid and Electric Vehicles
- 22:46 — Sales Performance and Market Share Insights
- 25:38 — Future Strategies for Automotive Companies
- 28:30 — Monetizing Customer Relationships Post-Purchase