Humberto Boellert
๐ค SpeakerAppearances Over Time
Podcast Appearances
We need to follow the consumer.
Their blood is boiling.
Meanwhile, on the other side, people that were like forcing it, and you're seeing Porsche, Ford, Honda, all back off of EV plans in a big way.
Billion-dollar write-offs, multi-billion dollars.
I thought Ferrari's EBITDA was two times the auto average.
I thought they were up at like 16%.
Are you ready?
Okay, is that clothes and licensing or just cars?
Or be texting at the same time on a turnpike.
Well, this is a wild guess based on just looking around.
But the Roma has moved a lot.
And I think it's like 80-20.
They don't turn.
It wasn't a Porsche anymore.
It was a sled.
You put your foot down, it just went, but there was nothing to it.
There was style to it, but it didn't move.
It didn't turn.
It was the most horrible driving experience for people who enjoy driving.
Know your customer.