Key Takeaways New electric and hybrid models, plus expanded customization, tap rising demand from eco-conscious and affluent buyers while reinforcing the brand's exclusivity and pricing power. Diversified high-margin revenues-including lifestyle and sponsorships-reduce dependence on vehicle sales and position Ferrari for resilient, long-term earnings growth.
Key Takeaways Expanded hybrid and electric offerings, along with new models, are driving fresh market share gains and attracting a broader base of affluent first-time buyers. Personalized luxury, innovative partnerships, and disciplined operations position Ferrari for strong margin expansion, sustained pricing power, and potentially outsized shareholder returns.
Key Takeaways Transition to electric vehicles poses significant brand, profitability, and execution risks amid rising competition and regulatory pressures. Changing consumer values and social attitudes threaten demand, potentially eroding Ferrari's pricing power, cash flow, and market leadership.