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Tesla market share in US drops to lowest since 2017

reuters.com

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Re: Tesla market share in US drops to lowest since 2017

#41

Post by adrr »

cosmic_cheese wrote: post #16

Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…

Still the best EVs on the market in terms of range, performance and price(in the US). Chevy bolt competitor wouldn’t make sense because Chevy couldn’t even make the chevy bolt work and stopped production 2023. EV trucks don’t make sense at all, they can’t tow unless you want to recharge every 100 miles. Also range is severely reduced offroading. I don’t get why auto manufacturers keep pushing them on the public.

Tesla has image problem. Y refresh is getting praise. Edmunds says its the best car they’ve driven in 2025. It should be selling like hotcakes. I don’t think anything is fixing Tesla unless they fire musk.

Re: Tesla market share in US drops to lowest since 2017

#42

Post by adrr »

nabla9 wrote: post #7
bluedevilzn wrote: post #2

The stock on the other hand…

Less than 10% of Tesla's value is in existing business. Tesla's revenue hasn't grown in three years 1. Car company (true) 2. energy company (eh) 3. robotaxi (next year since 2018) 4. robots ... Google, Amazon Robotics/Kiva, Hyundai/Boston Dynamics, even Nvidia are ahead of Tesla in AI+robotics.

Tesla’s product is the stock.

Re: Tesla market share in US drops to lowest since 2017

#43

Post by cosmic_cheese »

decimalenough wrote: post #39
cosmic_cheese wrote: post #16

Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…

The six-seater Model Y L, which has already been launched in China, fills in that "SUV that's the next step up in size" gap. https://en.m.wikipedia.org/wiki/Tesla_Model_Y_L But yes, I fully agree that deprioritizing/stopping the low-cost "Model 2" was a major mistake. Particularly with tariffs keeping Chinese EVs out, Tesla could have pretty much owned the space in the US. (Although Elon's DOGE antics would still hav…

As things stand, assuming that Nissan can manage to remain afloat, that “Model 2” market segment is going to be snapped up by the 2026 Leaf, which will start at ~$25k before incentives and is just a touch bigger than the Bolt EUV was and comes with NACS, fast charging, and a properly cooled battery. There’s little in the US EV market that comes close to competing at that price range.

Keep in mind that these things will be built in Japan and imported. I’m sure Tesla could’ve figured out some way to have an offering the same price or cheaper.

Re: Tesla market share in US drops to lowest since 2017

#44

Post by dghlsakjg »

hammock wrote: post #38
cosmic_cheese wrote: post #16

Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…

> Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck I don’t know if you have checked out other OEMs lineups lately…Ford doesn’t even make a sedan anymore. That’s right. Just SUVs and trucks. And mustang supercar. Other OEMs have similarly trimmed their lineups. You can thank CAFE er al for that.

Ford makes plenty of sedans. It doesn't sell any in Canada or its neighbour.

Don't forget that about the other 95% of the people on earth

Re: Tesla market share in US drops to lowest since 2017

#46

Post by vvpan »

adrr wrote: post #42
nabla9 wrote: post #7

Earlier quoted context omitted.

Less than 10% of Tesla's value is in existing business. Tesla's revenue hasn't grown in three years 1. Car company (true) 2. energy company (eh) 3. robotaxi (next year since 2018) 4. robots ... Google, Amazon Robotics/Kiva, Hyundai/Boston Dynamics, even Nvidia are ahead of Tesla in AI+robotics.

Tesla’s product is the stock.

Meme stock.

Re: Tesla market share in US drops to lowest since 2017

#48

Post by laweijfmvo »

adrr wrote: post #41
cosmic_cheese wrote: post #16

Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…

Still the best EVs on the market in terms of range, performance and price(in the US). Chevy bolt competitor wouldn’t make sense because Chevy couldn’t even make the chevy bolt work and stopped production 2023. EV trucks don’t make sense at all, they can’t tow unless you want to recharge every 100 miles. Also range is severely reduced offroading. I don’t get why auto manufacturers keep pushing them on the public. Tesl…

EV trucks do make sense, because most people (in the US) want a truck and don’t tow anything.

Re: Tesla market share in US drops to lowest since 2017

#49

Post by dghlsakjg »

to11mtm wrote: post #14
testbjjl wrote: post #8

Earlier quoted context omitted.

Wonder if the end of the subsidies against a 7% increase is sales, potentially due to end of subsidies is a canary?

You mean like the thing where Telsa magically sold a not-really-logical number of vehicles in Canada when subsidies were running out there?

If you follow up on the story, Tesla was cleared of all wrong doing after an investigation. Tesla did sell that number of vehicles, they just were very behind on filing for the incentives, but still within the program guidelines. Once the government announced that the incentives were running low, they filed all of their backlog at once.

I love to hate on Elon as much as the next person, but everything was above board.

https://driveteslacanada.ca/news/canada-clears-tesla-in-izev...

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