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

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More Market Outsiders:

• Connect with Namaan and Jenny Rae on LinkedIn
• Follow Management Consulted on LinkedIn and subscribe on YouTube