What model is/isn't a direct competitor (the Model 3 is closer in range/performance/price than the Model Y), has no bearing on a discussion about whether or not Tesla is having an inventory problem.
Make much sense for...? I don't get your point. Tesla ONLY sells EVs. If you want to include ICE F-150s when talking about how well Ford is selling EVs, that would be dumb. If you want to talk about how well Ford is selling cars in general, it would make sense.
Sales and inventory are two separate things. If they produce 200k and sell 200k, everything is peachy. If they produce 300k thinking they will sell 300k, but can only sell 200k, they are in trouble. Same number of sales, but a very different financial outcome.
I don't 'hate' Tesla. Just because I'm not shaking the pom-poms and cheering them on doesn't mean I hate them or want them to do poorly. And I've laid out my logic (Tesla inventory was climbing sharply before the price cuts). Numbers don't lie, even if you don't like them.
They had zero tax rebates last year so Ford and others had the advantage. Once the IRA was approved and people found out near the end of the year it was coming most people waited to see what was going to happen so at least in the US sales slowed.
Nothing wrong with being able to deliver a car within 2 months. Ford is 6 months out.I wonder why you only show Model Y inventory. Just kidding, I know exactly why:
Because if you REALLY wanted to show how great Tesla is doing, you would show ALL of their inventory. Their inventory has been slowly creeping up all the last several months, and the only thing that kept it from spiraling out of control was large price cuts. I don't think Tesla is doing 'bad', but you only cut prices when you can't sell at your current price. Their market ($50k+ vehicles) might be saturated.
Here is another data point. While driving in Marin County (north of San Francisco), I saw a large parking lot at a dealership packed full of Teslas.
Here is a street view from back in July (view from frontage road)
And one from September (which is how it looked when I passed by yesterday, view from freeway):
Um my MME is 9 months out.
Two months? Go pick out the Tesla you want from the lot I showed you. No need to wait...
What I heard from the analysts most manufacturers will cut production in 2023-2024 to avoid price reduction. Tesla can't do that, they sell investors growth story. I suspect Tesla will keep adjusting prices up or down depending on demand. They would rather take a hit in profits than in deliveries.
Ok then, no free car for you, can I have yours when they offer it please? ?
Would be hard to overstate the importance of tax rebates.
Agreed on both counts
I am pretty sure they're still making money on each car they sell. I am not an tesla fanboy or elon follower but it's a pretty solid strategy to undercut the competition to get volume out there. Especially with Ford being their biggest competitor getting caught with their pants down at the moment.
