Tesla normalized direct-to-customer for automotive retail. Lynk & Co, Nio, VinFast, and the wave of EV-native brands followed. The customer expectation has moved: research online, configure online, see-and-touch at an experience hub, take delivery wherever they are, manage ownership through an app.
The math has moved with it. D2C profit margins exceed traditional dealer-model margins materially — the OEM owns the end-to-end customer journey, the data, the upsell path, and the recurring revenue from software and services.
But dealer franchise law in many markets prevents pure D2C. The dealer network represents decades of physical investment, customer relationships, and after-sales infrastructure. The OEMs and dealer groups that try to pivot too fast break their relationships and lose service capacity. The ones that don't pivot fast enough lose the customer to whichever EV-native brand designs the experience the customer wanted in the first place.
Most groups are stuck running both — a hybrid that captures neither upside. We design the strategy that wins this transition. And we stay through the redesign.