Yeah, that makes sense after Porsche got torpedoed with tariffs and a sagging market here and in China. Can't forget the evaporation of the EV market, either.

 

PAG is going to go through an 80's-like multi-year consolidation period.
They won't develop the 994 because they don't have the money to do so.
So they'll do a .3 to keep things fresh instead.
The 992 is a truly terrific platform much the same way the SC/3.2 was.

 

The market is changing (I have sold a lot of Porsche as a part of my business)

There are over 1,000 new 992 911's unsold and available in the USA

This would be unheard of even 1-2 years ago.

992.2 Base/S/4S will be attainable for a discount by next year

I have a dealer right now with two unsold 992.2 GT3 Touring allocations that I work with. They want crazy ADM, but regardless, they are unsold.

No one wants to buy a near 200k Base/S 911, it's simply not a good value for money, especially not when all the buyers remember not even 2-3 years ago when 135-140k got you a loaded base.

Porsche has a choice to make, either become Ferrari/Lamborghini and only make high ticket special/bespoke cars and forget the everyday enthusiast, or have a kumbaya moment and realize they need to make a change.

 

its crazy they'll rather spec it themselves and do their shenanigans (sell as used with 500 miles) than back off from an ADM too.

 

And just what kind of change would that be? I am sure the new management already sees the need for change. I suspect that some hard choices will be coming and prospects for a return to profitable status are not in the short term crystal ball.

 

anytime they want to sell me a gt3 without an adm ill be there. porsche would have to decide to flood the market and **** off some people. but what do they care about used sales? the dealers get way more out of used cars than porsche does.

 

Ferrari is great example of brand management and driving demand while increasing profits per unit. Not only is there a long waiting list that is multiple years longer than production capacity, but they also reject potential buyers, driving prices up even more. The more they become unattainable the more people with lots of money want them - it's all about the status! There is a reason they are very, very profitable despite producing only a small number of cars. If Porsche could move into that direction with their 911 line-up ... why would they not? Porsche and Ferrari are already in their own category of brand desire.

 

EU 7 has been postponed until 2030, once it becomes a reality I suspect more t-hybrid models will be headed our way.

https://www.highmotor.com/en/ue-apla...asta-2030.html

 

Demand is definitely slowing down. I was able to get a 2.2 GT3 at sticker.
I see at least 2-3 911s always available in my small local dealership, where about a year ago there were almost 0 at the lot.

 

Don’t forget that the relationship between Porsche prices and everyone else is still intact. A base 911 costs the same relative to the rest of the market as it always has.
If you’re calling it a Porsche problem, you’re really describing an industry-wide issue. Walking a car show last weekend just reinforced it: this is not a “Porsche inflation,” this is an inflation. So, yes, enjoy “saving” money by buying a $100K Ford truck instead of a $160K 911.
And if anyone has actual data showing that the 911 TAM based on income-to-price ratio in North America has decreased, let’s see it.

 

I disagree. The 911 has gotten far more expensive in the last couple of years compared to a BMW M car and other semi-attainable sports cars. Whereas in the past I might have rationalized paying "a little more" to get the 911, now it's literally double the price.

 

BMW M cars depreciate way more than a 911

 

I ordered a 992s yesterday due to arrive in May. I would say price has affected the demand. A year ago I was told 16 months for an order.

 

Porsche - bring back a 968-like vehicle as the new entry-level. Then, to satisfy the yabbos, make a lifted AWD version that outsells it 3-1.

 

Inflation is up 30% since 2020. Start there.

Has P done a .3 before? The .2s got an extra Cat. Just like the 991.2, the 992.2 is the power plant for the 994, hybrids and all.

People have money. Until they don’t, nothing changes.