Ferrari Isn’t an Outlier. Luxury Is Repositioning EVs — So Are Detroit’s Big Three.

Ferrari’s decision to halve its 2030 BEV mix and delay a second EV fits a broader luxury pattern: more hybrids now, measured BEV later. That same recalibration is visible in Detroit—with a twist: Ford, GM, and Stellantis are pairing slower EV timelines with lower-priced EV entries to keep volume moving.

Mercedes, Bentley, Lamborghini, Aston all set the tone. Mercedes now expects up to 50% electrified (BEV + hybrid) sales by 2030, five years later than its prior target—formalizing a dual-powertrain decade. Bentley has pushed its all-EV lineup to 2035 and will reveal its first BEV in 2026, keeping PHEVs central in the interim.

Lamborghini delayed its first EV (based on the Lanzador) to 2029, and leadership openly says it could even land as a PHEV instead of a BEV given buyer readiness. Aston Martin has likewise deferred its first BEV to late decade while expanding hybrids through 2035.

Ferrari’s recalibration is squarely in-band. Ferrari cut its 2030 BEV target to ~20% (with 40% hybrid, 40% ICE) and delayed its second EV, while the first model, Elettrica, aims to preserve brand margins and experience rather than chase volume. For sites and CPOs, the message is consistent: premium customers will demand fast, reliable charging at destination venues, but luxury BEV volumes will ramp more gradually than early hype suggested.

Why This Matters for Landlords & CPOs

Design for premium speed—serve hybrid dwell. The luxury mix will be PHEV-heavy for years. Build 300–350 kW-capable DCFC where throughput matters and monetize longer dwell with L2 at hotels and mixed-use. The value isn’t just kWh; it’s minutes saved and amenities delivered.

Phase capacity, standardize the playbook. A slower BEV ramp argues for modular buildouts: trenching, conduits, transformer pads now; cabinets later as utilization climbs. Standardize SLAs, MTTR, signage, and spare-parts caches.

Prioritize experience over vanity counts. Well-lit, visible, camera-covered sites with clean restrooms and easy payment will win premium users—and lift satisfaction across segments. Aim for 6–12 bay nodes, clear ingress/egress, and enforceable 97–99% uptime.

The Detroit Addendum: Recalibration + Affordability

Here’s where the story broadens beyond the high end. Detroit’s Big Three are also re-phasing—but crucially, they’re adding budget EVs to keep the funnel wide:

• GM: After trimming EV output in 2025 and planning PHEVs by 2027, GM is relaunching the Chevrolet Bolt at under $30,000, with an even cheaper trim to follow—positioning Bolt/Equinox EV as volume leaders.

• Ford: Ford has leaned into hybrids (targeting major growth and delaying some EV programs) while mapping a new affordable EV family with target pricing around $30,000 starting later in the decade.

• Stellantis: Pursues a multi-energy strategy (gas, hybrid, EV) and has repeatedly teased a $25,000 Jeep EV for the U.S. “very soon,” reinforcing the sub-$30k push.
  

For property owners, that means: while ultra-premium BEV demand builds slowly, entry-level EVs will keep fast-charging utilization rising at value-oriented destinations—grocers, power-centers, off-highway retail—especially when paired with validation and loyalty.

Operator Takeaways

• Mix your sites. Pair destination gigahubs (Class-A malls, resorts) with value hubs (everyday retail) to capture both luxury PHEV/BEV traffic and the coming wave of sub-$30k EVs.

• Engineer once, repeat often. Portfolio-level templates for leases, single-line diagrams, ADA layouts, and wayfinding compress soft costs across dozens of locations.

• Price the experience, not just electrons. Premium tiers (priority bays, lounge access) can coexist with budget-friendly per-kWh rates—mirroring the vehicle barbell in the market.

Bottom Line 

The market is segmenting along consumer preference. Ferrari’s slower BEV cadence isn’t a detour—it’s the luxury norm, echoed by Mercedes, Bentley, Lamborghini, and Aston. Detroit’s Big Three are following suit on pacing—while simultaneously introducing lower-priced EVs (Bolt under $30k, Ford’s ~$30k lineup, a ~$25k Jeep) to sustain mass adoption. 

For CPOs and landlords, the winning plan is in the niche plays: premium-ready, travel way stops, budget-inclusive: build high-reliability fast hubs at top destinations or corridors, phase in capacity, and seed everyday retail with affordable, well-run DCFC that captures the next million drivers. For places with longer dwell times, high end level two chargers may be appropriate at a much lower cost.