Scenario description
Assume Ford does not materially restore U.S. electrified-vehicle sales momentum by 2027-03-31 after the reported Q3 decline. The initiating change is that Ford's reported U.S. sales data show EV sales and/or hybrid sales remain at or below the weakened Q3 2026 levels, or otherwise continue to weaken, rather than rebounding together. The geography is the United States and the entities are Ford's U.S. EV and hybrid vehicle lines; unavailable model-level volumes, pricing, incentives, production constraints, and margins remain unspecified.