Goldman Sachs
June 5, 2026
On the Road with Goldman Sachs European Edition
EquitiesConsumer Discretionary
This report provides insights from a field visit to Ferrari following its recent EV launch. It covers the company's pricing strategy and long-term guidance amid the shift to electrification.
Key Takeaways
- 1.Ferrari's recent EV launch had a strong market reaction, with shares down 8% on the day.
- 2.Ferrari is sustaining higher average selling prices (ASP) driven by product price mix.
Table of Contents
- Topics
- Speaker
- Moderator
- Related Research
- Previous Editions
- Global Market Intelligence
- Resource Corner
- Micro Publications & Features
- Listening in at Goldman Sachs
- Disclosure Appendix
- GS Factor Profile
- M&A Rank
- Quantum
- Disclosures
- Regulatory disclosures
- Additional disclosures required under the laws and regulations of jurisdictions other than the United States
- Ratings, coverage universe and related definitions
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Authors
Christian FrenesSahar Islam
Securities
RACE.MI
Themes
Electric VehiclesLuxury Automotive
Regions
EuropeItaly
