monitoring Tesla deliveries for years. My job depends on it. Typically, Tesla vehicle deliveries are concentrated at the end of the quarter
as the electric automaker scrambles to make “the numbers” predicted by Wall Street analysts. Why? This often acts as a catalyst to increase investor confidence. In turn, the company’s stock price can rise.
That didn’t happen this quarter and the stock price was impacted . Although these things don’t alway precisely correlate, vehicle deliveries often impact Wall Street’s “vision” for Tesla coming into the company’s quarterly earnings., we often see our own Tesla accessories sales increase at end of quarter — particularly if Tesla increases vehicle deliveries. New Tesla owners want to get accessories, right away, upon taking delivery.
Recently, we saw our timeline shift back slightly at end of quarter, which appeared to align with Tesla’s logistics-related delays. My take: this clearly was a logistics issue for Tesla, not a demand issue. I recently appeared on a
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