Mar. 27 at 1:07 PM
🚨 Trump’s 25% Auto Tariff Takes Effect Today... Who's Affected?
▪ Audi, Porsche, Ferrari
$RACE
100% imported = 100% hit by tariffs. No U.S. assembly.
▪ BMW & Mercedes
$BMWYY $MBGYY
The U.S. is ~25% of their global sales. About half their U.S. cars are made locally, but key parts are still imported — tariffs will sting.
▪ Stellantis (includes Jeep, Dodge, etc.)
$STLA
Roughly 60% of U.S.-sold vehicles are made domestically, but with the U.S. accounting for ~50% of total revenue, any demand slowdown is a big risk.
▪ Volkswagen
$VWAGY
The U.S. market is a smaller piece (~mid-teens % of global sales). Many parts sourced in North America, so impact could be more contained.
▪ Renault
No direct exposure to the U.S. market — they’re sitting this one out.