Geographical Demand TrendsDelivery estimates for Tesla have been lowered, reflecting broader demand trends in key regions like China, Europe, and the US.
Market CompetitionTesla delivery data has been below expectations driven by competition, an aging lineup and a buyers’ strike from negative brand sentiment and upcoming new product.
Sales PerformanceTesla shares have fallen 50% from the highs on poor sales data, negative brand sentiment and market de-grossing.