Question · Q3 2025
Robert Karofsky asked about the drivers behind Q3's stronger-than-expected performance, the normalization of US consumer behavior regarding tariffs, and any observed increase in order cancellations in the US due to residual value concerns.
Answer
Antonio Piccon (CFO) attributed the strong Q3 performance to higher personalization and a lower cost base. Benedetto Vigna (CEO) confirmed that US business is proceeding as usual, with tariffs now at 15% (down from 25%), leading to a revised commercial policy (price increase up to 5%). No unusual order cancellations were noted.
Ask follow-up questions
Fintool can predict
RACE's earnings beat/miss a week before the call