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  "documentTitle": "Ford | Investor Conference Presentation Deck | 46 slides",
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  "authorName": "Ford",
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  "presentationDate": "2023-09-01 00:00:00",
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      "text": "U.S. Retail Loss-to-Receivables (\"LTR\") Ratio (%)\nQ2 2020: 0.15%\nQ2 2021: (0.07)%\nQ2 2022: 0.05%\nQ3 2022: 0.18%\nQ4 2022: 0.25%\nQ1 2023: 0.35%\nQ2 2023: 0.21%\n2017-2019: 0.56%",
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      "text": "Auction Values (Per Unit)*\nQ2 2020: $23,685\nQ2 2021: $32,905\nQ2 2022: $34,620\nQ3 2022: $31,675\nQ4 2022: $30,000\nQ1 2023: $30,950\nQ2 2023: $31,830",
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      "text": "EBT ($M)\nQ2 2020: $543\nQ2 2021: $1,623\nQ2 2022: $903\nQ3 2022: $589\nQ4 2022: $191\nQ1 2023: $303\nQ2 2023: $381\nDistributions: $826, $4,000, $600, $500, -, -, -",
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      "text": "Q2 EBT YoY ($M)\nQ2 2022: $903\nVol. / Mix: $47\nFin Margin: $(196)\nCredit Loss: $(96)\nLease Residual: $(112)\nOther: $(156)\nSubtotal: $390\nSpecial Items: $(9)\nQ2 2023: $381",
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      "text": "EBT down $0.5B, in line with expectations, driven by lower financing margin, credit losses and lease residuals",
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      "kind": "list",
      "text": "Auction values remain strong, but expect industry decline as supply of new vehicles improves",
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      "kind": "list",
      "text": "Lower financing margin due to higher borrowing costs",
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      "text": "Credit losses remain below historical average but are normalizing",
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      "kind": "source-note",
      "text": "** Includes special items: $(36)M SA Exit in Q2 2022 and $(9)M investment impairments in Q2 2023",
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      "text": "* U.S. 36-month off-lease auction values at Q2 2023 mix",
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      "text": "Best-in-class finance company",
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