Tariff anxiety . . .

[jdot194]

Just as a data point - I reached out my SA who says they (the dealership, presumably - no idea if this is the PCNA 'party line')

"... have been told to expect, assuming they do implement tariffs that affect our vehicles (it may just be on raw goods / materials), is a 7.5% increase. However, we will just have to wait and see what happens."

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[cometguy]

Correct. The tariff is X% of the amount paid to the exporting country to purchase the good.

In that case, we'll find out how much Porsche sells their cars to USA dealerships for, at least more so than we know now.

 

[dgkhn]

In that case, we'll find out how much Porsche sells their cars to USA dealerships for, at least more so than we know now.

I'd say that takes some intense assuming.

Assuming PCNA, as the importer, actually pays the tariff, we don't know:

*Will the mother ship (PAG) subsidize the tariff cost (short or long term)?
*Will PCNA subsidize the cost, short or long term?
*Given that PCNA, and subsequently the dealers, will now presumably have a higher cost, would they not look for a margin over that cost?

Who knows? That's just one reason why this is such a potential mess.

 

[seabird]

In that case, we'll find out how much Porsche sells their cars to USA dealerships for, at least more so than we know now.

There's no new information there.

Porsche's gross margin on cars as around 40%, but the price increase that goes into effect and the amount of whatever tariff is enacted are not directly related. Some amount will be absorbed from the marketing/sales incentives budgets, some amount will be passed on to customers, and some amount will be taken as a loss or a tax mitigation strategy. It might be different over time and across models, and short-term market adjustments vs. MSRP revisions will depend on how stable the situation ends up.

As dgkhn hinted at, Porsche needs to minimize its financial losses. If some cars and models can have their price point pushed up because of tariffs and customers will still pay, then that will help. On the Macan, they may have to eat narrower margins to avoid tanking sales.

 

[nick776]

Mine sits in Jacksonville.... Been there for 4 days now. SA swears up and down it should be in their possession next week.
Will see....

Re tariffs...fairly certain 90% of us will decline the car should a 10,15,20% tariff be applied on April 1st. Assume Porsche has planned for this scenario...... If not, shame on them!

My Turbo is in Jacksonville too, I got the notification late yesterday that it is en route to my dealer finally.

 

[Tacoman]

My Turbo is in Jacksonville too, I got the notification late yesterday that it is en route to my dealer finally.

Are you in SoFlo (FLL Miami area)?

I still have not seen a Macan EV in the wild......

 

[KombuchaBioleather]

Update, my car's ship, the SIEM CONFUCIUS, is due to arrive at Freeport, TX at 4am tomorrow morning! Fingers crossed that it clears customs quickly. . .

 

[nischalr]

Are you in SoFlo (FLL Miami area)?

I still have not seen a Macan EV in the wild......

I'm in south Florida, Parkland, I have seen a few here in the suburbs other than ours.

 

[Tacoman]

I'm in south Florida, Parkland, I have seen a few here in the suburbs other than ours.

Cool, cool.
I am in the Davie/Cooper City area..

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