Most car dealers have months of inventory, Tesla typically has a couple weeks or less. In the grand scheme of things compared to other automakers this is actually tiny, and they are usually on the bottom of the list of OEM inventory.
For Tesla though, this is higher than usual, and unless most of them are in transit to customers, indicative of an issue.
Isn’t that like 50k x 20k$ (rough costs estimate) = 1B$ of slowly realizing losses?
Most car dealers have months of inventory, Tesla typically has a couple weeks or less. In the grand scheme of things compared to other automakers this is actually tiny, and they are usually on the bottom of the list of OEM inventory.
For Tesla though, this is higher than usual, and unless most of them are in transit to customers, indicative of an issue.
Edit: Just for reference.
Q4 2024 - 12 days
Q1 2025 - 22 days
Q2 2025 - 24 days
Q3 2025 - 10 days
Q4-2025 -15 days