The more we look at Tesla’s delivery numbers, the worse they get
Tesla reported incredibly disappointing delivery data this morning, missing analyst estimates and last year’s numbers by about 50,000 vehicles — the most on record.
The drop appears to have caught analysts off guard, too. Tesla’s 337,000 deliveries were nearly 14% below consensus estimates on Bloomberg — another record.
Perhaps most concerning is that generally speaking, conditions in Q1 should have been pretty good for Tesla: no tariff-related price increases for parts yet, the potential elimination of the EV credit as a motivator for buyers, and a big push for 0% financing. And that was before the president of the United States held what was basically an infomercial for the company on the White House lawn. With those advantages slipping, why would one expect a turnaround?
