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Ford Explorer problems gutted third-quarter sales

In early September, the Detroit Free Press published a feature noting numerous problems Ford's having with the 2020 Explorer and 2020 Lincoln Aviator launches. Issues with both SUVs, built at Ford's Chicago Assembly Plant, were so rife and dire that the automaker was trucking the vehicles 275 miles away to Michigan for repairs. Bloomberg reported earlier this month that Explorer's third-quarter sales dropped 48 percent compared to the previous model in 2018, with dealers unable to get enough units on lots for customers. Nor is the snafu over: Automotive News reports that another "batch of about 2,500 Explorers in need of repairs" arrived recently in Michigan, and sales through the first nine months of 2019 are down 31 percent. Sales dips during model changeovers are to be expected as old inventory gets sold down and new production ramps up, but this is different. Ford U.S. sales boss Mark LaNeve told Bloomberg earlier this month, "We’ve got adequate inventory in our stores. For Q4, availability wonÂ’t be an issue. WeÂ’ll be able to hit our stride with Explorer starting now." It's hard to know whether that's true, with thousands of Explorers still piling into Michigan; the batch AN mentioned represents about 5 days of sales during an average month in 2018, before the drawdown and interruptions hampered matters. And when Consumer Reports tested the Ford Explorer it bought this summer, it titled the review, "2020 Ford Explorer drives nicely but has many flaws / Poor interior quality and a high price overshadow the SUV's improvements."   On top of that, the AN piece mentions a new impediment to uncorking the Explorer sales stream: Worker strife in the Chicago plant. Allegedly, "Roving groups of workers are intimidating other employees, creating a hostile environment, the people said. ThatÂ’s driving up turnover and leaving some vehicle assembly unfinished, contributing to the company having to complete the work at the Michigan factory or at dealerships, the people said." Ford's been fined twice before for the same kinds of issues at its plants, once in 1999, again in 2017, but a spokesperson said Ford isn't aware of any such problems now. The pressure otherwise has got to be unpleasant for everyone on the Explorer team, from CEO Jim Hackett down. The automaker was meant to be "turning the corner" in April, but as of now, shares are down, credit rating is down, earnings are down.

Lincoln's $5B revival bid hinges upon new D6 chassis

It's no secret that Lincoln has received short shrift from the Ford Motor Company for years, and former CEO Alan Mullay even wanted to kill the whole thing off when he ran things. Today, things appear to be trending in a different direction. Fresh investment has helped enable a sizable marketing push for its well-regarded MKC compact crossover, a couple of awards for the company and plant the seeds for a major expansion into China. While the situation is still in the early going, it looks like Lincoln is on a tentative (if long) path towards a turnaround. If new reports are accurate, the brand is poised to build on that momentum with its largest investment in new products in years thanks in large measure to a new modular platform codenamed D6.
According to four unnamed insiders speaking to Reuters, FoMoCo is investing over $5 billion over the next five years, partially to create a new modular platform to underpin multiple Lincoln vehicles - and possibly some Ford products, too. Development is reportedly being overseen by the division's new boss, Kumar Galhotra. At the moment, specific details about the D6 chassis aren't yet known, but it's rumored to have the flexibility to support front-, rear- and all-wheel drive vehicles. According to Reuters, the first model using the framework could be an MKZ replacement and seven-passenger MKT successor in 2019.
Until the D6-based models hit, expect to see continued expansion from Lincoln. Ford management isn't trying to turn around the division overnight and is planning "in terms of generations of products," according to current CEO Mark Fields. The strategy unsurprisingly includes a production version of Lincoln's recent MKX Concept, as well as an all-new Navigator using aluminum-intensive architecture. Reuters also claims the MKS is due for renewal in the meantime, including with a longer-wheelbase version to appeal to the brand's new Chinese buyers.

Coach Door Everything! This low-volume Lincoln Continental needs to inspire future Lincolns

One of the stranger vehicles that came through the press fleets last year was the 2020 Lincoln Continental Coach Door Edition. And it was strange for a wide array of reasons. It’s an extremely limited-production model; Lincoln only built 150 examples, plus another 80 of the 2019 80th Anniversary Edition that first featured the same rear-hinged doors. ItÂ’s also obsolete, since Lincoln ended production of the base Continental last year. And even if Lincoln kept building Continentals, the model was effectively obsolete in a world dominated by crossovers and SUVs. Plus, as weÂ’ll touch on in a bit, its driving dynamics were rather old-school for better and worse. But after spending some time with this odd car, it became clear that Lincoln managed to make something special, and the coach doors shouldnÂ’t die with the Continental. Before we dig deep into what the car is like and the lesson Lincoln should learn from it, hereÂ’s a quick refresher. The rear-hinged Continental started with the 2019 80th Anniversary Edition as a run of 80 cars, followed by the 2020 Coach Door Edition. To give it the fancy doors, as well as the extra length they required, Lincoln partnered with Cabot Coach Builders in Massachusetts. They took a Black Label model with the twin-turbocharged 3.0-liter V6, made the body modifications, and also added a few custom interior touches. Besides those changes, itÂ’s just like any other Continental Black Label. Well that, and it costs nearly $40,000 more. LincolnContinentalCoachDoors_03_HR View 36 Photos Since nothing really changes mechanically, thereÂ’s nothing about the Coach Door EditionÂ’s driving experience that sets it apart from a similarly equipped Black Label. The 400-horsepower twin-turbo V6 pulls hard all through the rev band and with no waiting. ItÂ’s a bit coarse for a luxury car engine, but the performance makes up for it. The relatively old six-speed automatic is quite smooth, though shifts are slow. Ride and handling change quite a bit depending on whether youÂ’re in the normal comfort mode or sport mode. Comfort mode does a great impression of the floaty, bobbing land yachts of the past, which is accompanied by quite a bit of body roll. Pop it into sport mode, and the body roll is significantly reduced, the steering weights up, and control is massively improved. It almost feels nimble. But the ride becomes stiff and bumpy, not something befitting a mini limo. So itÂ’s a mixed bag.