Market Overview - The classic car market has shown strong performance in 2025, with significant activity in live auctions, digital sales, and private transactions, indicating a solid year overall [2][3] - There is optimism that this strength will continue into 2026, with no indicators suggesting a downturn [3] Supercar Segment - The supercar segment has emerged as the biggest story of 2025, with 80% of vehicles purchased by major collectors being supercars, particularly models from the 1990s and later [4][5][6] - New manufacturers and boutique brands are contributing to the growth of this segment, with high-value cars being sold rapidly [7] Generational Trends - The baby boomer generation is simplifying their collections as they age, while younger generations (Gen X, millennials, Gen Z) are beginning to enter the market and show interest in car collecting [10][11][12] - The anticipated wealth transfer of approximately $4 trillion annually is expected to influence the classic car market, as younger generations inherit and decide the fate of these vehicles [13][14] Market Dynamics - Luxury car manufacturers are producing and selling vehicles in greater numbers than in the past, with brands like Ferrari and Lamborghini setting record sales [17][18] - The market is also seeing a rise in interest for trucks, SUVs, and vintage restorations, indicating diverse opportunities for collectors [19][20] Collector Insights - A list of 11 cars has been identified as great value options for collectors, including iconic models like the Porsche Carrera GT and more affordable options like the Mazda Miata [22][23] - The Porsche 911 continues to be a strong investment, with various generations maintaining popularity among collectors [30] Economic Indicators - The strength of the classic car market is linked to consumers feeling positive about their financial situations, which encourages purchases despite uncertainties like tariffs [34][36] - The performance of the stock market is seen as a potential tailwind for the classic car market, as strong stock performance may lead to increased spending on luxury items [37]

Ford's Potential Supercar Project - Ford CEO Jim Farley is considering developing a supercar or hypercar for off-road racing [1] - Farley expressed dissatisfaction with the current state of the supercar segment, finding them increasingly boring [2][3] - Ford aims to create a supercar capable of off-road performance, drawing inspiration from Ford Bronco's Baja 1000 win [3] Market Positioning and Strategy - Ford is exploring owning both ends of the automotive spectrum, from affordable EVs around $30,000 to high-performance supercars [6] - The company already has the Bronco D.R. (Desert Ready) and the Raptor R, an 800 horsepower supercharged V8, demonstrating its capability in off-road performance vehicles [4][5] - Ford's potential off-road supercar is considered more important than Formula 1 racing by Jim Farley [8] Competitive Landscape - Jim Farley believes no current supercars are truly designed for off-road use, implying a unique market position for Ford [7][8] - While brands like Lamborghini and Porsche have off-road capable models, Ford aims for a vehicle that can be genuinely abused off-road [7][8]