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Tesla US sales drop to nearly 4-year low in November
- mikestew 11mo agoFrom TFA: ”The end of credits hit many EV rivals harder. Overall U.S. EV sales fell more than 41% in November and Tesla's market share rose to 56.7% from 43.1%, the data showed.” So EV sales are down, less so for Tesla than other makers, but someone needed a catchy headline? I mean, I have absolutely no love for Tesla, but am I wrong in thinking that this is a little click-baity?
- browningstreet 11mo agoThe article isn’t focused on Tesla’s market share, it’s focused on the mix of standard and premium product offerings they’ve rolled out lately and the effect that has had on absolute unit sales (and margins). As it is they still can’t sell as many cars as they used to, which stands in contrast to Elon’s pay package. Given that, the title seems accurate to me.
- FireBeyond 11mo agoThis number makes no sense. In the space of one month Tesla's market share increased by over 30%? On overall declining sales, including for Tesla? Nothing about that makes sense. > According to an Experian Automotive report on electric vehicles, out of the 292.3 million cars and trucks on the road in the U.S. in 2024, approximately 4,092,200 (1.4%) of those were electric cars. So 43% would be 1.76M. Going to 57% would be 2.33M, i.e. nearly 600K sales. Except: > Demand for Standard versions was expected to support sales in November, but the company's total sales fell nearly 23% to 39,800 vehicles from 51,513 a year earlier and were the lowest since January 2022, according to the data from Cox, which tracks sales across the industry. Whatever "math" is happening in this article is fundamentally broken. Unless they mean "the market sale of EVs in November", in which case 39,800 of 70,000 is Tesla, up from... 31,000? So Tesla's monthly sales drops to a 4 year low, down 23%, but somehow 8,800 vehicles is enough to increase market share by 30%+? I have no idea what mashup of numbers is happening here.
- breve 11mo ago> Whatever "math" is happening in this article is fundamentally broken. No. They're talking about sales and market share in November. The short version is Tesla is selling fewer cars these days.
- parineum 11mo agoBut their competitors are selling even fewer, right?
- breve 11mo agoTesla's competitors are car makers. Toyota's doing better than ever.
- parineum 11mo agoYou seem to be dancing around the context of Tesla sales being down in an environment where all EV sales are down. It's easy to connect the dots to the missing subsidies for the reason for the decline but Tesla is declining less than other EVs.
- breve 11mo agoThere's no dancing around any issue. North America is the third largest EV market. Tesla's sales are down everywhere, even in a market it leads in. Tesla used to claim it would sell 20 million vehicles per year: https://www.reuters.com/business/autos-transportation/tesla-drops-reference-its-goal-delivering-20-mln-vehicles-annually-impact-report-2024-05-23/ https://www.reuters.com/business/autos-transportation/tesla-... Now Tesla's much revised goal is to have sold 20 million in total by 2035: https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-pay-trillionaire.html https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-... China and Europe are the two biggest EV markets. Those EV markets are growing but Tesla's sales have declined there too: https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Quarters https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Q... Tesla carries a large amount of needless, self-inflicted brand damage. Swasticars don't sell well. Toyota, meanwhile, has been setting sales records this year: https://www.reuters.com/business/autos-transportation/toyota-global-output-sales-hit-record-highs-january-june-2025-07-30/ https://www.reuters.com/business/autos-transportation/toyota...
- Zigurd 11mo agoExcept for a Rivian, other car OEM's are selling gasoline vehicles instead of their EVs. Now that EVs are a mature business, it's just a part of every car OEM's product line.
- m463 11mo ago> the rest of its lineup is older models with minor refreshes. minor refreshes = removing critical controls like turn signal and drive select stalks. Who would want to go from several dedicated tactile controls in model s/x to no stalks and few controls?
- square_usual 11mo agoI'm very happy with the new design. I miss the buttons when I drive a car with stalks.
- frogperson 11mo agoI'm still shocked they have any sales at all. You couldn't pay me to drive around in one of Musk's Hitler-mobiles. There is no way I would pay money for one of his cars or support him in any way.
- bskddkkddk 11mo ago[flagged]
- insurancesucks 11mo ago[flagged]
- klooney 11mo agoUsed Model 3s are a steal though
- Zigurd 11mo agoThey are a relative steal compared to previous prices. If I was going to buy a used EV as a commuter vehicle, I buy an even cheaper one to minimize risk from parts and repair costs. I don't know if it's deserved but I see a lot of Tesla service horror stories.
- ginko 11mo agoWhat shocks me even more is that TSLA is still about 10% up YoY. What path to (hyper-)profitability are investors seeing?
- tim333 11mo agoMusk is shilling the robots.
- jaredcwhite 11mo agoEvery time I see a CyberTruck out in the wild, I feel like reality is broken. The level of disaster of that rollout, combined with D.O.G.E. and "Mechahitler" Grok, has forever tarnished the Tesla brand. I suspect there is a sizable group of people who will never buy a product by that brand ever again (or at least as long as Musk is at the helm).
- ekjhgkejhgk 11mo agoI notice you skipped mentioning the CEO doing nazi salutes.
- narcotraffico1 11mo agoI love how they claim it wasn't a nazi salute... that was absolutely a nazi salute. Nobody can watch that and say that it wasn't.
- homieg33 11mo agoI saw it live (before all the commentary) and didn’t think it was a nazi salute :/
- brazukadev 11mo agoWhat do you think now?
- heavyset_go 11mo agoHere's a video[1] of it to jog anyone's memory who saw and might not remember it. [1] https://reddit.com/r/gifs/comments/1i7w4nz https://reddit.com/r/gifs/comments/1i7w4nz
- tim333 11mo agoI gave him some benefit of the doubt at first that he might just have a weird 'my heart goes out to you' gesture. But footage was found of him doing an actual one of those https://www.reddit.com/r/centrist/comments/1i8ajx0/video_of_musk_making_an_actual_my_heart_goes_out/ https://www.reddit.com/r/centrist/comments/1i8ajx0/video_of_... Completely different.
- NedF 11mo ago[dead]
- holtkam2 11mo agoIf Tesla fires Musk I'll buy one of their cars that day
- insurancesucks 11mo ago[flagged]
- dyauspitr 11mo agoRun of the mill frankly.
- sosodev 11mo agoEven if they fire him he'll still have a huge amount of ownership in the company...
- aneesyaz 11mo agoThat's an illuminating headline compared to the bubble I exist in. Living in the eastside suburbs of Seattle, it's common to see three or four Teslas whizz by one after another.
- black_13 11mo ago[dead]