Porsche business model no longer applies - flower plans structure package

The sentence sits: "Our business model no longer applies.. " With this clarity, Porsche and VW boss Oliver Blume turns to the workforce- and makes it clear that this is Porsche business model reaches its limits in its previous form. Sales and result decrease, China and the USA provide headwind, electromobility presses on the margin. A second structure package should now bring the turn.

Why the Porsche business model no longer bears

Blume speaks of "massive challenges". Three factors break that Porsche business model Currently the backbone:

• A radically changed electric car mass market in China below the premium segment

• Customs and a weak dollar in the United States despite delivery records

• A slower than expected electromobility that requires high investments and brings less return

Immediate measures done - now structural package 2.0 follows

The short -term steps for securing results 2025 are completed according to the flower. In the second half of the year, the employer and works council negotiate a new structure package to permanently secure performance. Goal: that Porsche business model trim on profitability again.

Reduction in personnel without dismissals - but probably greater than expected

As early as 2025, Porsche 1,900 placed in the Stuttgart area and did not extend 2,000 temporary employment contracts. Blume makes it clear: that's not enough.

• Porsche currently employs around 23,600 employees in Germany

• Operating terminations remain excluded by the end of 2029

• Reduction takes place via partial retirement, early retirement, voluntary severance payments

  Industry observers expect a significantly greater breakdown - the VDA expects up to 20 % loss of job through the transformation across the sector.

Numbers that put pressure on

• Operative profit Q1 2025: –40 % at just under € 800 million

• Sales: from 9 to € 8.7 billion dropped

• Rendite expectation 2025: 6.5–8.5 %(strategic goal: 15–17 %, long-term 20 %)

  Even if the current performance is "only possible thanks to previous investments" - the gap to the claim is great. The Porsche business model Must pay a profit to e-mobility faster.

"Crisis of the framework conditions" - but optimization potential internally

Blume speaks of an industry -wide crisis that hits luxury goods more. This is precisely why Porsche has to raise “consistently internal optimization potential”. The conversations run "respectfully, confidentially and behind closed doors". As soon as there is agreement, the workforce "Porsche-typical transparent" is to be informed.

What does this mean for the future of Porsche?

• Faster, more flexible, more efficient structures

• Sharper product and market prioritization (think of China strategy)

• More profitable e-models and resilient supply chains

• Adaptation of the Porsche business model AN markets that become cheaper and tech strength

Conclusion

The Porsche business model faces a profound conversion. With a second structural package, personnel measures without dismissals and a clear focus on efficiency, the sports car manufacturer wants to secure profitability - and show that Porsche can ride ahead in sports even in changed markets.