Strategic Opportunities in Supply Chains and Semiconductors

Unraveling Contradictions in EV Strategy, Hybrid Plans, and Market Impact

Strong Financial Performance:– Ferrari reported total revenues of approximately EUR 1.8 billion for Q2 2025, marking a 4.4% year-over-year growth with flat deliveries, along with strong profitability, including EBITDA in excess of EUR 700 million and an industrial cash flow at EUR 230 million.– This growth was driven by a strong product mix, increased personalization,…

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Some companies held off on price hikes as Trump delayed tariffs. That ends soon.

Some companies held off on price hikes as Trump delayed tariffs. That ends soon.

In North America, Procter & Gamble recently announced price adjustments on about 25% of its products, which will go into effect in the next few months. It said the average increase will be roughly 2.5%, broadly in line with overall inflation. “These adjustments reflect a mix of factors, including higher raw-material and supply-chain costs, investments…

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