As we have all seen, there are a ton of headlines about Tesla's (TSLA) declining sales numbers, and it's honestly a bit overwhelming. Here's a quick breakdown of what I gathered:
* Europe sales are reportedly down by 45%
* China sales have decreased by either 49% or 29%
* Australia sales are down by 65.5%
\^\^ keep in mind there are a ton of articles and headlines on this, I picked from a few \^\^
With all these headlines, it's tough to figure out what timeframes they're talking about. Is it one day, one week, three months? Who knows?
Amidst all this noise, I decided to dig deeper into what we should actually expect. While analysts' projections aren't great, they don't seem as grim as the headlines suggest.
**Global Tesla Sales (Q1):**
* **2024 Actual**: 386,810 units
* **2025 Initial Projections**: 412,000 units (median of 398K-426K range, which would've been a 6.5% increase)
* **2025 Current Projections**: 377,000 units (a 2.5% decrease from Q1 2024)
* **Projection Change**: Initial to current projections dropped by 8.5%
**USA Sales Breakdown (Q1):**
* **2024 Actual**: 140,187 vehicles
* **2025 Current Projection**: 138,867 vehicles
* **Change**: Only a 0.9% decrease in the US market
These numbers don't look great, especially for a company like Tesla that's all about growth. But we're still talking about single-digit declines quarter-over-quarter, assuming the analysts are somewhat correct.
I wanted to understand what the Q1 report might reveal because, going by the headlines, it seemed like it would be terrible. But after digging in, it doesn't seem as bad as it feels. Is it just me?
What do you all think? Could the market react less harshly on Q1 review day than the news is making it out to be?