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If Prices Could Talk

How Ferrari became Europe’s most valuable car brand

If Prices Could Talk · 2025-02-27 · 36 min

Episode notes

In this episode, Jeet Mukherjee and Pete Morelli join Tracy Dent to break down Ferrari’s differentiation and quality of revenue strategy, Honda & Nissan’s $60B deal collapse, and Nike's possible path to a comeback. We discuss: - How Ferrari became the most valuable carmaker in Europe at a $90B valuation - What the Honda-Nissan failed merger tells us about the auto market - How Nike’s new partnership is a comparison to their Michael Jordan era - and what it tells us about today's consumer markets CHAPTERS 00:00 Introductions 00:31 WSJ:The Wild Economics Behind Ferrari’s Domination of the Luxury Car Market 18:21 Forbes: Honda CEO Plays Hardball By Demanding That Nissan CEO Resign 21:56 Predictions for the auto manufacturer market 26:26 The New York Times: Nike Bets Big on Kim Kardashian Jeet’s LinkedIn: Pete’s LinkedIn: Tracy’s LinkedIn:

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