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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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