Ferrari · Earnings
Ferrari Q2 2026 Earnings
Q2 shows how portfolio renewal and personalizations sustain growth, while Luce exposes the tension between expanding the offer and preserving Ferrari’s brand
Featured
BMW · Neue Klasse Bet
BMW’s Gen6 Battery Award Bolsters Its Credibility in Core EV Technology
Recognition at China’s World New Energy Vehicle Congress strengthens the case for BMW’s internally developed EV technology
BMW · China Competitiveness
Mercedes-Benz · China and Localized Luxury
BMW and Mercedes Have Better Products for China. How Much Volume Can They Rebuild?
Recent analysis provides insight into the brands’ China challenge and questions whether their former volume can be restored
Genesis · Luxury Claim
The GV90 Shows the Blueprint for Genesis’s Next Product Cycle
Genesis continues taking cues from ultra-luxury, giving the GV90 coach doors and a VIP rear-seat experience while imbuing it with Korean home-market character
Porsche · Earnings
Porsche Q2 2026 Earnings
Porsche’s first-half results suggest a smaller company can remain resilient, but leave open whether its broader model range can sustain Porsche economics
Latest Evidence
Weekly Read
China Pushes Battery Development as the U.S. Eases Fuel-Economy Requirements
Easier U.S. fuel-economy requirements could slow the shift to EVs; the Weekly Read becomes the Monthly Read in November
What Moved
Neue Klasse Bet
Early iX3 orders and European BEV growth strengthen Neue Klasse's product case, and industry recognition of Gen6 battery technology innovation provides technical credibility. The updated 7 Series and next-generation X5 show how BMW plans to spread the technology. Sustained software quality, target-level margins, and profitable portfolio-wide scale remain unproven.
Latest Evidence
Watch List
Ferrari Uses Software to Sell a Sharper-Handling Purosangue
Mercedes-Benz Expands Solid-State Battery Testing as China Targets 2030 Scale
NHTSA Resets U.S. Fuel Economy Standards Through 2031
XPENG Will Launch Its Flagship G9L Globally and Build It in Europe
McLaren Plans to Broaden Its Lineup Beyond Sports Cars
Articles
Genesis · Earnings
Genesis Q2 2026 Earnings: Proof of Demand, a System Still in Progress
Genesis has reached meaningful scale—now its products, retail network, and ownership experience have to reinforce one another
Mercedes-Benz · Earnings
Mercedes-Benz Q2 2026 Earnings
Mercedes’ new BEVs are gaining traction in Europe, but weak economics and a failed first China test of its next-generation BEVs leave management more confident in its strategy than the results support
BMW · Earnings
BMW Q2 2026 Earnings
BMW’s product strategy is holding, but deteriorating economics have prompted management to pursue a faster, more responsive operating model
Acura’s Weak Foundation
It’s more a regional channel than a global brand
Differentiation
Signs of Digital Interior Maturity
Clean-sheet designs let BMW, Mercedes, and Porsche show what more fully realized digital interiors look like
Mercedes-Benz · Technology as New Mercedes-ness
Mercedes Holds onto Its Identity
The grille, the Hyperscreen, and the shifting sources of distinctiveness
BMW · Neue Klasse Bet
BMW Makes the 3 Series Transition Look Easy
The new i3 arrives as the next step in an already-working formula
Differentiation
Rivian and Genesis Push the Extremes
Different ways young brands are building an enthusiast edge
Tesla · Automotive Execution
The Pioneering Tesla Model S
Invention and execution are different frontiers—with different leaders
Mazda Says the Quiet Part Out Loud
Tradeoffs in a time of transition