Scenario description
Assume Ford materially restores U.S. electrified-vehicle sales momentum by 2027-03-31 after its reported Q3 decline. The initiating change is that Ford's reported U.S. sales data show both EV sales and hybrid sales have recovered meaningfully from Q3 2026 levels, with EV volume no longer near the reported 6,047-unit Q3 trough and hybrid volume no longer materially below the reported 44,308-unit Q3 level. 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, and margins remain unspecified.