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Porsche

Porsche Spent Years Chasing Volume. Its New CEO Is Undoing That.

Oct 26, 2026

Michael Leiters came to Porsche from Ferrari and McLaren. The Mission S concept and a lower break-even point suggest he is undoing a decade of volume chasing.

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Porsche's Margin Fell to 1%. Can the Rolex Playbook Help?

Oct 12, 2026

The plan to sell fewer, more expensive cars echoes how Rolex came through the quartz crisis. Rolex did it with no shareholders watching. Porsche can't.

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The Retreat Detroit Didn’t Make Alone

Jul 20, 2026

Several of the specific comparisons behind a recent Detroit EV takedown don't hold up against the data.

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Porsche's Swiss Watch Moment

Jul 22, 2025

What Rolex can teach Porsche about surviving disruption

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LockSimple

Porsche’s Bold Move: Quickly Phasing Out the ICE Macan

Jul 15, 2024

Since its debut in 2014, the Porsche Macan has been a cornerstone of Porsche’s sales success, becoming the company’s best-selling model globally for many of the years since its introduction.

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TaaSMaster

One free memo a week on the structural questions the press releases don't answer and the conclusions the trade coverage doesn't reach. Written by Randall McAdory for executives, analysts, investors and anyone who follows the industry closely.

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