Earlier today, I published a new edition of TaaSMaster over on LinkedIn exploring the latest strategic warning from Porsche’s executive team. The company told employees its legacy business model “no longer works in its current form.” That’s not just a quarterly earnings hiccup. That’s something really worth paying attention to.
In the post, I examine:
China’s impact on Porsche’s growth engine
The slowing EV adoption in North America that is forcing a strategic reset
Porsche’s exposure to U.S. import tariffs, and why U.S manufacturing is probably a bad idea for the company
The potential value of “German Made” like “Swiss Made” is for Rolex
Rolex’s Quartz Crisis moment possibly offering Porsche a survival lesson
This is not just a car story. It’s a business model story. A premium brand story. And a cautionary tale about chasing transformation on someone else’s timeline.
📬 If you haven’t read the full piece yet, here’s the link to read it on LinkedIn:
Let me know your thoughts in the comments or drop me a message - especially if you think Porsche’s moat is widening… or eroding.