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.
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.
> But in any event, Porsche sold more cars in 2025 in North America, than any year prior.
Porsche sells about as many cars every year as Ferarri has sold in its entire existence. I'm not sure that's a strong indicator of whether or not it "brand" (AKA public perception) is doing well or not. Clearly Ferarri has a strong brand than Porsche, despite only selling 330,000 cars in the past 80 years. And despite Porsche selling 310,000 in 2024 alone.
Yes they have very different business models. But it would be like using "number of Window's licenses sold" to argue that Microsoft has a really strong brand right now.
Which is why I was comparing Porsche's 2025 sales data with its own prior years' sales data and not with Ferrari's sales data. Year over year is an imperfect but reasonable-directional proxy for brand staying power, especially given that the product mix didn't change all that much (except that the 718 series were put on hold, which one would expect would make it worse, not better).
"While loyalty has fallen slightly since last year’s study, some brands held strong with buyers. Porsche was the top premium car brand with a 58.2 percent loyalty rate, followed by Mercedes-Benz with a 49.7 percent rate. Lexus ranked highest in the premium SUV segment, with BMW a close second."
For Microsoft, number of licenses sold year-over-year would be relevant. Although the comparison isn’t great because it is harder to switch operating systems than car brands.
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.
> But in any event, Porsche sold more cars in 2025 in North America, than any year prior.
Porsche sells about as many cars every year as Ferarri has sold in its entire existence. I'm not sure that's a strong indicator of whether or not it "brand" (AKA public perception) is doing well or not. Clearly Ferarri has a strong brand than Porsche, despite only selling 330,000 cars in the past 80 years. And despite Porsche selling 310,000 in 2024 alone.
Yes they have very different business models. But it would be like using "number of Window's licenses sold" to argue that Microsoft has a really strong brand right now.
Which is why I was comparing Porsche's 2025 sales data with its own prior years' sales data and not with Ferrari's sales data. Year over year is an imperfect but reasonable-directional proxy for brand staying power, especially given that the product mix didn't change all that much (except that the 718 series were put on hold, which one would expect would make it worse, not better).
"While loyalty has fallen slightly since last year’s study, some brands held strong with buyers. Porsche was the top premium car brand with a 58.2 percent loyalty rate, followed by Mercedes-Benz with a 49.7 percent rate. Lexus ranked highest in the premium SUV segment, with BMW a close second."
https://www.thetruthaboutcars.com/cars/news-blog/j-d-power-p...
For Microsoft, number of licenses sold year-over-year would be relevant. Although the comparison isn’t great because it is harder to switch operating systems than car brands.