As carmakers crunch their January sales & release the figures this week, Wall Street analysts will be anaylzing them to see how badly Toyota has been hurt by its massive accelerator recall & identifying exactly who will benefit most. It is not an easy call. Wall Street feels that Ford could pick up a lot of customers because of Toyota's problems. While Ford has been the subject of enormously favorable news stories, ranging from vehicle awards to headlines for not taking a bailout — we are the only U.S. automaker to report a profit in the past several years.
But people at Goldman Sachs suggests that while Ford will continue to gain market share this year, Toyota won't affect us much. They see Chrysler and GM as being the largest source of share gains while expecting modest gains against foreign brands.