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Insights

The thinking, in full

One argument about the industry at a time, with the numbers attached and the sources named. Written here first, then cut short for LinkedIn.

8 min read

Italy's largest car dealer groups, 2026: six have said what they turn over

Autotorino, Eurocar, Intergea, Bossoni, Pasquarelli, Giacomel: 2025 revenue as declared, with source and perimeter. Five of the six are buyers.

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11 min read

A dealership has three prices, and one depends on the manufacturer

Property, net assets and goodwill are valued in different ways. A multiple only applies to goodwill, and goodwill depends on the manufacturer's franchise.

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8 min read

A week after the jump: when the Tesla Roadster will really reach the road

The reveal showed what the Roadster does. The week after showed when it arrives: contract, regulators, engineers, earnings. Europe still has no date.

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8 min read

In Paris Stellantis showed six concepts. The one that matters already has a price and a plant.

At the Paris show Stellantis brings the 2CV, Fiat Grizzly and Multiplay, Alfa Romeo Cuorerosso. Only one has a price, a date and a plant: Pomigliano.

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10 min read

Your earn-out settles on the manufacturer's numbers

Part of the price is paid later, on a profit the manufacturer moves with targets, bonuses and allocation. Define it first, or do not take it.

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6 min read

In the summer, four Chinese groups grew more than Europe's entire car market

In July and August the EU registered 57,844 more cars. Four Chinese groups added 66,080. Everyone else, taken together, went backwards.

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7 min read

The AI project you were pitched is a process problem

Automotive AI pilots fail on plumbing, not models. The saving shows up in the as-is process map, before anything is built, and sometimes the answer is no.

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10 min read

The first number is an anchor, not a valuation

Whoever approached you has already rebuilt your accounts and has a number. The weeks before you answer weigh more than the negotiation after.

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6 min read

Europe's car market grew 5.3%. For those already in it, 0.7%.

From January to August the EU registered 378,415 more cars. Four Chinese groups took 72% of them. For almost everyone else the market stood still.

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7 min read

One Slovak plant builds more cars than all of Italy

238,000 cars in 2025, down 19.8%. Germany grew 2% and Slovakia 7.7%. Italy is not living through Europe's downturn. It is living through one of its own.

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10 min read

The car industry changes hands one small deal at a time

Global deal value is a handful of megadeals. In Europe 49 deals moved 1,039 franchise points in a year, and 92% of the buyers were already at home.

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12 min read

Volkswagen is not the story. Germany's cost structure is.

Volkswagen sold 13.5 cars per employee in 2025. Toyota sold 29.0. China did not build that gap, it only stopped paying for it.

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11 min read

Europe's EV market is a fleet contract, not demand

Fleets take most of Europe's new EVs and private used demand is thinner than the registrations suggest. The residual value guarantee decides who pays.

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11 min read

Cassino is not being rescued. It is being let out.

Stellantis runs its European plants at 46% and Cassino worked 16 days in a quarter. A Chinese partner does not fix that. It rents it.

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14 min read

China is not flooding Europe. It is filtering it.

BYD shelved Turkey and is building Hungary. Chinese plants are not a wave across Europe. They are a filter, and it sorts jurisdictions.

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12 min read

The workshop sells the second car, not the showroom

A new brand arrives twice: first as volume, then as an official warranty and a workshop network. The second arrival is the one that counts.

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7 min read

Italy is losing dealer owners, not dealerships

Franchise outlets hold steady. Owners are down 41% since 2016. Thin margins are not the cause: they stopped hiding how the business was actually run.

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