Operational Excellence (OPEX) Daily Briefing – Monday, September 22, 2025: Porsche and the Delayed EV Launch: Operational Excellence Lessons for Every Business.

Điểm Tin Operational Excellence (OPEX) Mỗi Ngày – Thứ Hai, ngày 22/09/2025: Porsche Và Câu Chuyện Hoãn Xe Điện: Bài Học Operational Excellence Cho Mọi Doanh Nghiệp.

Welcome to my unique weekday article for the paid subscriber-only edition.

Operational Excellence (OPEX) Daily Briefing – issued on weekdays (Monday to Friday).

Điểm tin Operational Excellence (OPEX) hằng ngày (phát hành các ngày thứ Hai đến thứ Sáu).

This is the bilingual post in English and Vietnamese. Vietnamese is below.

Đây là bài viết song ngữ Anh-Việt. Tiếng Việt ở bên dưới.

Don’t forget the unique BizDecoded series.

English:

1. Introduction: When a Major Brand Stalls

On September 22, 2025, the global market was shaken by news from Porsche. The German luxury carmaker announced it had to postpone the launch of several electric vehicle (EV) models. As a result, the management board revised its 2025 profit forecast down to a maximum of 2%, instead of the previously expected 5–7%. This announcement immediately caused Porsche’s stock to drop more than 7% in a single morning, while its parent company Volkswagen anticipated a financial hit exceeding 5 billion euros.

This story quickly became a focal point, not only within the automotive industry but also in the broader management community. It raised a series of questions:

• Why did a heritage brand, renowned for precision and excellence, stumble at such a critical moment?

• What lessons can businesses draw in today’s era of speed-driven competition?

• Most importantly: how can other companies avoid falling into a similar situation?

This is where the mindset of Operational Excellence (OPEX) can offer valuable insights.

2. The “Late-to-Market” Phenomenon and Its Multi-Dimensional Impact