Ferrari October 9 Playbook Vs. Porsche, Luxury Peers: BI Replay

Luxury autos including Porsche, Aston Martin and Bentley have struggled with higher US tariffs, weak China demand and BEV uncertainty, yet Ferrari has stayed resilient, outperforming the auto sector and pure luxury peers over the past six months. With earnings expectations elevated into its October 9 Capital Markets Day, management must unveil a dynamic five-year plan. More personalization, specials and limited editions can help drive a step-change in free cash and shareholder returns, potentially topping €7 billion through 2030, based on BI analysis. That’s as Ferrari remains the most valuable European automaker by a wide margin. Join Mike Dean, Global Head of Autos Research at Bloomberg Intelligence, and Harald Hendrikse, Managing Director of Automotive Research at Citi, on October 16 at 14:00 BST for a discussion on luxury autos and the key takeaways from the October 9 CMD.