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$RACE · The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
now playing · $RACE
$RACE···bearish· mediumjohn coogan
Coogan argues Ferrari Luce EV hurts brand without Cayenne-level volume
The Luce EV damages Ferrari's brand unless it drives massive incremental volume like the Cayenne did for Porsche or Urus for Lamborghini; at ~500 units it's too small to justify t…
$RACE···neutral· mediumjohn coogan
Coogan questions Ferrari EV strategy: Luce lacks volume to subsidize brand like Porsche Cayenne
Ferrari's Luce EV is too low-volume and iconoclastic to play the brand-subsidy role that the Cayenne did for Porsche or Urus for Lamborghini; without high volume it risks diluting…