In my July piece, “Porsche’s Swiss Watch Moment,” I explored what happens when a brand that once defined the rulessuddenly finds itself playing catch-up. Back then, the issue was how Porsche would navigate the EV shift without losing the essence of what makes a Porsche… a Porsche.
Today, the challenge is sharper.
Two markets. Two futures. One brand caught in the middle.
📉 In China, EVs are the only game in town — not because consumers demand it, but because the CCP mandates it.
📈 In the U.S., Porsche’s most loyal and profitable customers still want ICE — and want it loud.
🧠 My Full Analysis Is Now Live on LinkedIn
This week’s full newsletter explores:
The two-market contradiction Porsche can’t easily solve
Why its China strategy is at a breaking point
What recent Reuters reporting reveals about the collapse of the Chinese auto market
And what Porsche’s leadership is actually saying (and not saying) about how they’ll respond
👉 Read the full TaaSMaster post on LinkedIn