Genesis · Earnings
Genesis Q2 2026 Earnings: Proof of Demand, a System Still in Progress
Genesis has reached meaningful scale—now its products, retail network, and ownership experience have to reinforce one another
Weekly Read
Genesis Enters Its Second Decade With Bigger Ambitions
Genesis has built meaningful demand but not yet a durable global brand system, while the GV90 points toward a more ambitious next product cycle
Latest Evidence
BMW Meets the Chinese Market on Pricing While Mercedes Holds Out for a Premium
BMW’s using nationwide pricing to keep its more aggressive figures uniform; Mercedes’ pre-sale pricing keeps its options open
The GV90 Shows the Blueprint for Genesis’s Next Product Cycle
Genesis continues taking cues from ultra-luxury, giving the GV90 coach doors and a VIP rear-seat experience while imbuing it with Korean home-market character
The Mercedes CLA L Is Not Impressing Chinese Shoppers
Shoppers who passed on the CLA L cite driver assistance, interface, and space, suggesting Mercedes’ China problem reaches beyond price
BMW Links the i3 Ramp to 10% Lower Munich Manufacturing Costs
BMW has not quantified what it says is strong i3 demand, but its claimed factory cost reduction is a positive signal for the Neue Klasse system
Mercedes Restores Its Face and Compromises on Materials
The electric C-Class wins back what makes a Mercedes look like a Mercedes and gives up some of what makes one feel like a Mercedes
Porsche · Earnings
Porsche Q2 2026 Earnings
Porsche’s first-half results suggest a smaller company can remain resilient, but leave open whether its broader model range can sustain Porsche economics
Mercedes-Benz · Earnings
Mercedes-Benz Q2 2026 Earnings
Mercedes’ new BEVs are gaining traction in Europe, but weak economics and a failed first China test of its next-generation BEVs leave management more confident in its strategy than the results support
BMW · Earnings
BMW Q2 2026 Earnings
BMW’s product strategy is holding, but deteriorating economics have prompted management to pursue a faster, more responsive operating model
Acura’s Weak Foundation
It’s more a regional channel than a global brand
BMW · Sustainable Differentiation
Mercedes-Benz · Technology as New Mercedes-ness
Porsche · Earning the Porsche Premium
Signs of Digital Interior Maturity
Clean-sheet designs let BMW, Mercedes, and Porsche show what more fully realized digital interiors look like
Mercedes-Benz · Technology as New Mercedes-ness
Mercedes Holds onto Its Identity
The grille, the Hyperscreen, and the shifting sources of distinctiveness
BMW · Neue Klasse Bet
BMW Makes the 3 Series Transition Look Easy
The new i3 arrives as the next step in an already-working formula
Genesis · Magma—Halo and Heritage
Rivian and Genesis Push the Extremes
Different ways young brands are building an enthusiast edge
Tesla · Automotive Execution
The Pioneering Tesla Model S
Invention and execution are different frontiers—with different leaders
Mazda Says the Quiet Part out Loud
Tradeoffs in a time of transition