Leroy Groffier(@LeroyGroffier):BMW, A CAUTIONARY TALE: Just a reminder that you don't hate Europe enough. Humiliating guidance cut on China and implications of declining China mkt on EM/Europe competition (Chinese brands dumping inventory). BMW will never come back in China, nor will VW, Benz. Massive strategic failure coming home to roost.

2026.06.17 13:23

BMW, A CAUTIONARY TALE: Just a reminder that you don't hate Europe enough. Humiliating guidance cut on China and implications of declining China mkt on EM/Europe competition (Chinese brands dumping inventory). BMW will never come back in China, nor will VW, Benz. Massive strategic failure coming home to roost.