Ferrari: Winning The Hard-To-Get Game

May 04, 2025 8:22 AM ETFerrari N.V. (RACE) StockRACE
(12min)

Summary

  • Ferrari's strong revenue growth, averaging 18.3% annually over five years, is driven by its luxury brand positioning, scarcity, and rich heritage.
  • Ferrari's legacy in motorsports and strict brand image rules create a unique competitive moat, sustaining high demand and pricing power.
  • Despite minimal shipment growth, Ferrari's ASP has increased by 6.8% annually, reflecting its strategy to maintain scarcity and drive demand.

The Ferrari logo on luxury sports car

bari paramarta

Ferrari's (RACE) revenue has been consistently growing, with its 5-year historical annual growth averaging 18.3%. Ferrari's unique moat is supported by its rich heritage and scarcity. I expect key growth catalysts for Ferrari to be the rising global popularity

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