logo
Infiniti QX65 Monograph: Why it's a big deal for the brand

Infiniti QX65 Monograph: Why it's a big deal for the brand

Yahooa day ago
Infiniti revealed its QX65 Monograph at Monterey Car Week. Infiniti Americas vice president Tiago Castro tells Yahoo Finance Senior Autos Reporter Pras Subramanian why this vehicle is an important part of the brand's product renaissance.
To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.
We're at the Quail event at the Infiniti stand. I'm here now with Thiago Castro, the head of the Americas here at Infiniti, with the new vehicle, the QX65. Now, it's a concept but we're going to see a similar car. Talk to me why this product is so important in that ultra competitive mid-size SUV space.
First of all, thank you for for joining us here, Pras. It's a it's an honor to have you here. QX65 monograph, beautiful vehicles you see. Uh we're trying to attack this uh the biggest segment in the industry, really for the luxury industry, with a true roll fastback, really sexy SUV which will bring more customers to Infiniti and allow us to continue our growth path. Um so that that's the event here. Showing the vehicle in front of a lot of people. This is a concept as you just said, uh but it gives you a good hint of what's coming next spring, 2026.
So, yeah, but next spring, right. So, but but Infiniti though is in the middle, I I believe, of a product Renaissance. Talk to me about that and how the QX kind of sits in that in that perspective.
Absolutely. So we're in the middle of a product Renaissance that really started with the QX80 uh last year. This vehicle has built been building momentum. We actually had this year the best seven months ever in sales for the QX80. So really good moment. Uh we are now transition to launching the new QX60. That's our three row SUV uh is smaller than the QX80. Uh also doing really well. Both of them are up year over year. And next year, we launched the QX65. And the goal now as we accelerate the future is to launch one vehicle per year for the foreseeable future.
So you mentioned, you know, strong sales of the of the 80, which is that full-size SUV back there. It's a very popular segment in America. But Infiniti overall with Nissan, you know, you had a rough patch and you're sort of emerging from that. What's sort of the game plan there to get that, the two brands sort of on the right path here in the United States?
So so first of all, yeah, nobody can just say that we didn't have a tough year last year. Very clear. Uh but here's the important part. We have a very clear understanding what needs to happen. There's full alignment in the global team and the regional leadership team that, in order for Nissan to be stronger, Infinity needs to be strong. So we're going to invest in the right product and the right moment. Uh today, in addition to the QX65, you can see two concept cars for the QX80. So this is our flagship model. What we're trying to do is to check with the market, what do people really like. We're look at two sides of the spectrum. One is the QX80 Tracks Pack. Tracks Pack is think about getting our current engine and increasing horsepower and torque by more than 50%. Torque is up to 750. So think about this. And then horsepower is 650 plus. But not word plus is just plus, you know? So I mean, pretty competitive features here.
Absolutely. uh with Infiniti and kind of versus the competition. But Infiniti being a Japanese automaker and having a presence around the world, tariffs are sort of a thing that's that's a story these days in the automotive sector. Do you have a deal with Japan in the US with like 15% that helps, but not with Mexico and Canada. Where do you sit there? How do you battle tariffs from an Infiniti point of view?
Well, the first step for us was to understand the the product portfolio and how can we optimize delivery. So for example, QX50, we had to pause the production into the US. Uh and but in Canada there's a lot of opportunity. So we ship more vehicles there. We also increase production of QX60 that is built here in the US. The good news, for example, is the QX65 behind us will be built here in the US as well. So very important for us to increase that footprint. Um but then we continue to accelerate um for example on the flagship model uh that I just mentioned. We we want to continue to bring them and not stop, you know. The customers are reacting very well and we need to deliver the vehicle.
So even if they're built abroad in other places where you're facing tariffs, you're able to still sell the product and maybe absorb some of that cost.
Absolutely. And then identify you know, where's the opportunity for example to reduce costs every elsewhere. There's other things you can do. So it is a evolving uh challenge for sure. Uh but we have to do this.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

NVR, Inc. (NVR): A Bull Case Theory
NVR, Inc. (NVR): A Bull Case Theory

Yahoo

time21 minutes ago

  • Yahoo

NVR, Inc. (NVR): A Bull Case Theory

We came across a bullish thesis on NVR, Inc. on Invest in Quality's Substack by Invest In Assets. In this article, we will summarize the bulls' thesis on NVR. NVR, Inc.'s share was trading at $7,830.44 as of August 7th. NVR's trailing and forward P/E were 16.56 and 17.39, respectively according to Yahoo Finance. Copyright: alotofpeople / 123RF Stock Photo NVR, Inc. is a U.S. homebuilder and mortgage banking company with a differentiated, capital-light approach that has made it one of the most efficient compounders in the housing sector. Operating under brands like Ryan Homes, NVHomes, and Heartland Homes, NVR avoids the typical risks associated with land development by using land option agreements instead of purchasing land outright. This strategy not only minimizes exposure to real estate market swings but also enhances return on invested capital—an exceptional 58%—while allowing the company to maintain a net cash position of $1.11B and an interest coverage ratio of 75.4x. Its business model comprises two synergistic segments: homebuilding, which drives the bulk of revenues through home deliveries and pricing, and mortgage banking, which generates income via origination fees, interest, and loan sales. NVR's operational efficiency is further reflected in its 25% gross margin and 19.3% operating margin, alongside a 5-year EPS CAGR of 17.4% and revenue CAGR of 8%. The company's disciplined capital allocation has translated into a 17.1% 5-year stock price CAGR, underscoring its status as a reliable compounder. Its strong moat lies in its land-light model, robust balance sheet, vertically integrated mortgage arm, and strong regional brand equity. NVR also rewards shareholders through aggressive buybacks, reducing share count and boosting per-share returns. With consistent mid-teen growth in revenue, earnings, and free cash flow—even across housing cycles—NVR offers a compelling combination of resilience, profitability, and capital return, making it a standout long-term holding in a traditionally cyclical industry. Previously, we covered a on NVR, Inc. by Kairos Research in May 2025, which highlighted the company's land-light strategy, disciplined execution, and shareholder alignment. The company's stock price has appreciated by approximately 7.6% since our coverage. This is because the thesis has continued to play out. Invest In Assets shares a similar view but emphasizes NVR's operational efficiency and compounding potential. NVR, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held NVR at the end of the first quarter which was 45 in the previous quarter. While we acknowledge the potential of NVR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Atlassian Corporation (TEAM): A Bull Case Theory
Atlassian Corporation (TEAM): A Bull Case Theory

Yahoo

time21 minutes ago

  • Yahoo

Atlassian Corporation (TEAM): A Bull Case Theory

We came across a bullish thesis on Atlassian Corporation on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on TEAM. Atlassian Corporation's share was trading at $168.06 as of August 8th. TEAM's forward P/E was 39.53 according to Yahoo Finance. christina-wocintechchat-com-FVgECvTjlBQ-unsplash Atlassian delivered a strong Q2 2025 performance, reporting $1.38 billion in revenue, up 22.3% year-over-year and beating estimates by 2.2%. Subscription revenue surged 22.8% to $1.31 billion, driven largely by cloud growth, which reached $928 million, a 25.7% increase. The company sustained robust profitability with gross margins expanding 1.9 points to 85.3% and operating margins rising 4.6 points to 24.3%. Non-GAAP EPS of $0.98 surpassed expectations by 16.7%. Net new annual recurring revenue (ARR) soared 1,695.5% year-over-year to $159 million, supported by strong premium and enterprise edition upgrades, which grew 40%. Atlassian's AI features saw rapid adoption, with monthly active users climbing 50% quarter-over-quarter and token usage increasing fivefold, reinforcing AI as a key engagement driver embedded across its platform. The launch of Teamwork Collection, a bundled cloud suite, exceeded expectations with significant deployments at major automotive, semiconductor, and gaming firms. Enterprise sales gained momentum with a record number of $1 million+ ACV deals, more than doubling year-over-year, highlighting deepening penetration in large accounts. However, free cash flow (FCF) margin declined 10.5 points to 26%, and Q4 FCF fell 13% due to timing shifts in billing and collections, reflecting the transition to annual billing and multiyear deal linearity. Guidance for Q3 2025 revenue slightly missed estimates, reflecting caution around macro uncertainties and migration complexities in large enterprises. Despite these near-term headwinds, Atlassian reaffirmed its long-term targets of 20% CAGR revenue growth and 25%+ operating margins by FY2027, underpinned by continued investments in AI, cloud migration, and sales execution. Overall, Atlassian's results showcase durable growth, strong customer expansion, and a well-positioned product portfolio driving secular cloud adoption trends. Previously, we covered a on Atlassian Corporation by Deep Value Returns in May 2025, highlighting strong free cash flow and long-term growth targets. Since then, the stock has depreciated about 19% amid modest near-term growth. Sergey shares a similar view but emphasizes Q2 2025 results, AI adoption, and cloud growth, while noting some near-term cash flow challenges. Atlassian Corporation is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 82 hedge fund portfolios held TEAM at the end of the first quarter which was 75 in the previous quarter. While we acknowledge the potential of TEAM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.

PriceSmart, Inc. (PSMT): A Bull Case Theory
PriceSmart, Inc. (PSMT): A Bull Case Theory

Yahoo

time21 minutes ago

  • Yahoo

PriceSmart, Inc. (PSMT): A Bull Case Theory

We came across a bullish thesis on PriceSmart, Inc. on Countervail Capital's Substack by Johann Colloredo-Mansfeld. In this article, we will summarize the bulls' thesis on PSMT. PriceSmart, Inc.'s share was trading at $111.29 as of August 7th. PSMT's trailing P/E was 23.43 according to Yahoo Finance. Copyright: stocking / 123RF Stock Photo PriceSmart, Inc. (PSMT), a U.S.-based operator of 54 membership warehouse clubs across Latin America and the Caribbean, has been financially resilient but largely ignored by markets. Despite consistent 7.3% revenue CAGR since FY 2020, margin expansion, and a strong balance sheet with no debt, the stock has remained flat for a decade, sharply underperforming U.S. peers like Costco and BJ's. PSMT's operations resemble a long-EM, short-dollar carry trade: it collects revenues in local currencies but sources and finances in U.S. dollars, making FX a primary driver of performance. Empirical analysis shows that a 1% local currency appreciation boosts annual revenue growth by ~3% and EBITDA margins by 0.57%. Valuation multiples tend to rise indirectly through these fundamentals during weak-dollar regimes. In such scenarios, simulations suggest PSMT equity could return over 5x within three years, albeit with elevated tail risk. In contrast, under strong-dollar regimes, outcomes are stable but muted, with capital preservation and a 1.5x median return. Currently, PSMT trades at steep discounts—79% on TEV/EBITDA and 68% on TEV/Sales—despite similar returns on capital and higher margins versus peers. It yields 1.2% on dividends and 1.8% on free cash flow, offering positive carry while acting as a leveraged hedge on USD weakness. With improving fundamentals, robust FX-driven upside optionality, and current valuation misalignment amid a weakening dollar backdrop, PSMT equity presents a rare opportunity: an attractively priced, positive-carry instrument offering asymmetric upside and capital protection—an underappreciated bet on dollar depreciation embedded in a fundamentally solid business. Previously, we covered a bullish thesis on PriceSmart, Inc. (PSMT) by Charly AI in April 2025, which highlighted the company's strong financials, regional expansion, and undervaluation. The company's stock price has appreciated approximately 9% since our coverage. This is because the thesis began to play out. Johann Colloredo-Mansfeld shares an identical thesis but emphasizes FX-driven upside optionality. PriceSmart, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 20 hedge fund portfolios held PSMT at the end of the first quarter which was 22 in the previous quarter. While we acknowledge the potential of PSMT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store