Absolutely, things happening in a publicly traded company must be reported, but details can and will purposefully be left out. Also, such issues will be reported in the aggregate not with individual products and probably not even with individual lines. Again, most of this is left out for reasons of it being competitive or proprietary (or even embarrassing). The Board of Directors will not even get past a certain level of granularity nor specifics.If they would rather keep give dealers access to the information and have the dealers keep us updated- works for me.
As for confidential information- Ford is a publicly traded company with an obligation to disclose any information regarding its performance that could negatively impact its earnings and, in turn, shareholder value. These disclosures are part of the quarterly 10-Q filing they and every other public company files.
Production issues, supply chain problems, labor shortages or any other reasons that impair the performance of Ford as a company is expected and required to be disclosed. Jim Farley has already publicly blamed supply chain, labor, and even his own management team for Fords weak financial performance in 21 and 22. If they considered that confidential and proprietary- Jim didn’t get the memo.
My basic conclusion remains true. Ford chooses what they will share with Dealers and with consumers. You are not yet even an owner of a vehicle in production or on order. It isn't going to change and Ford doesn't owe you anything more than they provide. Again, extremely frustrating and not entirely within all norms we expect as consumers with tremendous choice, but IMHO Ford isn't really doing its customer facing updates "wrong".
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