2 ms·

This is a huge change. These kinds of boycotts and protests usually barely impact sales. The Bud Light boycott had a relatively strong impact on sales, resultin

This is a huge change. These kinds of boycotts and protests usually barely impact sales. The Bud Light boycott had a relatively strong impact on sales, resulting in a 26% decrease in in-store sales in the US. The effect on Tesla seems to be way bigger, and it's not limited to only US sales. Another prominent example of a global boycott is Nike during the 1990s, but despite the widespread coverage, their revenue actually continued to grow. A 35% sales drop is pretty crazy.

rcMgD2BwE72F 2y ago
>A 35% sales drop is pretty crazy. It's not, if you realize they started the quarter with almost no inventory (12 days in end of December, which is nothing for an OEM with no dealership). More importantly, they shut down the production lines for the Y model to convert them to the new 2025 Juniper version. That's 2/3 of their total sales. You can't sell cars you have no produced, obviously. It's April-May that you have to watch for deliveries, now that they finally started shipping the new Y out of Texas.
- InsideOutSanta 2y ago
  But then your point is not that 35% isn't a huge change; it's that the boycotts aren't causing the change.
  - rcMgD2BwE72F 2y ago
    Both. A 35% change in one month, when the production lines are being retooled for a new version of the most popular model… is nothing special. Because it was planned and couldn't be managed differently (except by stuffing inventories, which is stupid when you annonce a new model). This can easily be compensated with raising sales of the most popular vehicle being sold globally. That what's the Chinese market is proving already with ~130,000 units to be sold this quarter (same as last year).
xiphias2 2y ago
Boycott is not the same a burning cars. The sales of the car I own are going down in general, but the only way it affects me is that I know the software bug won't be fixed. Tesla owners must be scared now to get attacked.
- AlecSchueler 2y ago
  Hopefully they can keep things in perspective and direct their frustrations at the CEO who became a facist and not the millions suffering who want to oppose him.

rcMgD2BwE72F 2y ago

>A 35% sales drop is pretty crazy. It's not, if you realize they started the quarter with almost no inventory (12 days in end of December, which is nothing for an OEM with no dealership). More importantly, they shut down the production lines for the Y model to convert them to the new 2025 Juniper version. That's 2/3 of their total sales. You can't sell cars you have no produced, obviously. It's April-May that you have to watch for deliveries, now that they finally started shipping the new Y out of Texas.

InsideOutSanta 2y ago
But then your point is not that 35% isn't a huge change; it's that the boycotts aren't causing the change.
- rcMgD2BwE72F 2y ago
  Both. A 35% change in one month, when the production lines are being retooled for a new version of the most popular model… is nothing special. Because it was planned and couldn't be managed differently (except by stuffing inventories, which is stupid when you annonce a new model). This can easily be compensated with raising sales of the most popular vehicle being sold globally. That what's the Chinese market is proving already with ~130,000 units to be sold this quarter (same as last year).

xiphias2 2y ago

Boycott is not the same a burning cars. The sales of the car I own are going down in general, but the only way it affects me is that I know the software bug won't be fixed. Tesla owners must be scared now to get attacked.

AlecSchueler 2y ago
Hopefully they can keep things in perspective and direct their frustrations at the CEO who became a facist and not the millions suffering who want to oppose him.