Porsche cuts full year revenue forecast 2024
07-22-2024, 10:59 PM
#2
RL Community Team
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IMHO that flooding story is BS. Sales are down because Porsche has reached people's price threshold.
A base Macan starts at $63k? Base EV Macan $75k? Macans are the golden gooses, but maybe not for long at those prices.
A base Macan starts at $63k? Base EV Macan $75k? Macans are the golden gooses, but maybe not for long at those prices.
07-22-2024, 11:04 PM
#3
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Are they adding ADM to the forecast.
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Carlo_Carrera (07-23-2024)
07-22-2024, 11:10 PM
#4
What’s a €1 billion here and there amongst friends? 👀
07-22-2024, 11:54 PM
#5
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07-22-2024, 11:58 PM
#6
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07-23-2024, 12:58 AM
#7
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07-23-2024, 08:42 AM
#8
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I was at the dealer the other day and he said they are discounting Macan’s. He didn’t say which version or how much. He said that they have to many.
07-23-2024, 10:07 AM
#9
LOL...
"In a note published Tuesday, UBS analysts said they were “surprised” by frequent supply chain issues at Porsche. While the flooding the in the supplier’s facility could be seen as major issue, supply chains have broadly been “very stable” since the end of the chip crisis, they said.
“This raises some question marks about supply chain management at Porsche,” the analysts wrote."
https://www.cnbc.com/2024/07/23/pors...-shortage.html
"In a note published Tuesday, UBS analysts said they were “surprised” by frequent supply chain issues at Porsche. While the flooding the in the supplier’s facility could be seen as major issue, supply chains have broadly been “very stable” since the end of the chip crisis, they said.
“This raises some question marks about supply chain management at Porsche,” the analysts wrote."
https://www.cnbc.com/2024/07/23/pors...-shortage.html
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Carlo_Carrera (07-24-2024)
07-24-2024, 09:42 AM
#10
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LOL...
"In a note published Tuesday, UBS analysts said they were “surprised” by frequent supply chain issues at Porsche. While the flooding the in the supplier’s facility could be seen as major issue, supply chains have broadly been “very stable” since the end of the chip crisis, they said.
“This raises some question marks about supply chain management at Porsche,” the analysts wrote."
https://www.cnbc.com/2024/07/23/pors...-shortage.html
"In a note published Tuesday, UBS analysts said they were “surprised” by frequent supply chain issues at Porsche. While the flooding the in the supplier’s facility could be seen as major issue, supply chains have broadly been “very stable” since the end of the chip crisis, they said.
“This raises some question marks about supply chain management at Porsche,” the analysts wrote."
https://www.cnbc.com/2024/07/23/pors...-shortage.html
A 2024 Audi Q5 starts at $45k. How can a base Porsche Macan starting at $63k be worth $18k more? Quick answer, it isn't.
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roule (08-21-2024)
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Carlo_Carrera (07-26-2024)