Mercedes and Porsche are struggling amid U.S. tariffs.

Market Dynamics & Trade - BMW anticipates a potential trade deal in July, influencing their positive outlook compared to other automakers [1] - BMW's SUV production in America for global export mitigates tariff impact [1] - Mercedes experienced sales decline in the US despite having operations in Alabama [2] - Porsche's US sales rose due to pre-tariff inventory, a strategy unlikely to continue [3] - Porsche manufactures vehicles primarily in Germany and Slovenia, facing tariff challenges [3] Profitability & Cost Management - BMW is able to maintain profit margin expectations [1] - Mercedes and Porsche are struggling to maintain profitability due to tariffs [2] - Some companies are absorbing tariff costs to protect 2025 model pricing, impacting sales [3]