Comment by compiler-guy

1 hour ago

Not really. It shifted Porsches brand somewhat, but Porsche is still very strong.

And if a bunch of SUV buyers want to subsidize my 911 habit--I have no complaints.

Can you point to any evidence in the last 12 months of Porsche being "very strong"?

  • Any change in the past 12 months is abolutely not up to the Cayenne, which came to market 24 years ago. Or the Macan, which came to market twelve years ago. And that was the main point of the GP post--how adding SUVs to the mix didn't ruin the brand.

    But in any event, Porsche sold more cars in 2025 in North America, than any year prior.

    https://newsroom.porsche.com/en_US/company/porsche-cars-nort...

    It did take a big hit to profitability in 2025, mostly on one-time restructuring charges. But until then it was one of the most profitable auto-manufacturers out there. And its annual revenue is still higher than most of its history, especially on a per-car basis.

    So sure, recently Porsche hasn't done well. But it has very little to do with SUVs and that transition. And I would argue that the brand itself is still very strong, even if operationally they have mishandled the electric transition.