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EVs Are Selling Well for Everyone Except Tesla

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Re: EVs Are Selling Well for Everyone Except Tesla

#2
> Sales data from April, collected by Automotive News, shows growth in the EV market outpacing that of vehicles as a whole. Electric sales were up 14 percent as a whole, which is a promising number. Yet, when you take Tesla out of the equation, those numbers skyrocket: Non-Tesla EV sales grew a full 69 percent over the same period.

Re: EVs Are Selling Well for Everyone Except Tesla

#3

> Sales data from April, collected by Automotive News, shows growth in the EV market outpacing that of vehicles as a whole. Electric sales were up 14 percent as a whole, which is a promising number. Yet, when you take Tesla out of the equation, those numbers skyrocket: Non-Tesla EV sales grew a full 69 percent over the same period.

Maybe Tesla's market/customer base has just saturated.

Re: EVs Are Selling Well for Everyone Except Tesla

#4

> Sales data from April, collected by Automotive News, shows growth in the EV market outpacing that of vehicles as a whole. Electric sales were up 14 percent as a whole, which is a promising number. Yet, when you take Tesla out of the equation, those numbers skyrocket: Non-Tesla EV sales grew a full 69 percent over the same period.

Maybe Tesla's market/customer base has just saturated.

[deleted]

Re: EVs Are Selling Well for Everyone Except Tesla

#5

> Sales data from April, collected by Automotive News, shows growth in the EV market outpacing that of vehicles as a whole. Electric sales were up 14 percent as a whole, which is a promising number. Yet, when you take Tesla out of the equation, those numbers skyrocket: Non-Tesla EV sales grew a full 69 percent over the same period.

Maybe Tesla's market/customer base has just saturated.

As a relatively early investor, I have been watching Tesla subs for a long time. Even though I sold 2 years ago I still pay attention. While certainly not the only factor, public opinion on Musk is a significant factor it appears:

https://electrek.co/2023/07/27/disapproval-elon-musk-top-rea...

https://www.google.com/search?q=site%3Areddit.com+won%27t+bu...

Re: EVs Are Selling Well for Everyone Except Tesla

#7

> Sales data from April, collected by Automotive News, shows growth in the EV market outpacing that of vehicles as a whole. Electric sales were up 14 percent as a whole, which is a promising number. Yet, when you take Tesla out of the equation, those numbers skyrocket: Non-Tesla EV sales grew a full 69 percent over the same period.

Maybe Tesla's market/customer base has just saturated.

I´d also wager that some of the competition has finally gotten they sh!t together. Tried the new WV ev Passad and the latest Skoda Enyaq. Both have great battery range and when it comes to comfort are much better than the stiff bumby Tesla.

Tesla had momentum and they used it to the max. Now the competition has gotten wizer.

I do not subscribe to the interwebs anti-Musk rhetoric, most people do not care if he eats babies for breakfast as long as his cars are affordable, reliable, comfortable and reasonably green.

So before the Musk hate starts as is fashion in the forums these days, competition got better, Tesla are no longer ahead.

That's what I would bet on.

Re: EVs Are Selling Well for Everyone Except Tesla

#9
I am in the market for a new vehicle and am strongly considering purchasing an EV. Tesla’s lineup seems stale to me. The Model 3 is relatively modern. However, the Model Y is due for a refresh but project Juniper has been delayed. The Model X, and S are also stale. Competition offers fresh models with more better build quality and design. Tesla seems to be falling behind.

Re: EVs Are Selling Well for Everyone Except Tesla

#10
post #7

Earlier quoted context omitted.

Maybe Tesla's market/customer base has just saturated.

I´d also wager that some of the competition has finally gotten they sh!t together. Tried the new WV ev Passad and the latest Skoda Enyaq. Both have great battery range and when it comes to comfort are much better than the stiff bumby Tesla. Tesla had momentum and they used it to the max. Now the competition has gotten wizer. I do not subscribe to the interwebs anti-Musk rhetoric, most people do not care if he eats ba…

> Tesla had momentum and they used it to the max

They had momentum and fumbled it with the Cybertruck. They retain a massive sourcing and production expertise advantage, as well as a built-in marketing advantage in their existing customers (and Superchargers).

In the time they fumbled they lost the low-end market to China. They’re currently bleeding the aspirational market to higher-end, more-differentiated brands.

I’m not a car guy. It isn’t clear where they go from here. But they both didn’t use their momentum “to the max,” nor are they out of steam.

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