I am a financial journalist who wrote a story about Tesla’s annual sales data and challenges it faces in the Chinese market. The above chart was produced in Datawrapper from data and its company reports and a 2025 sales analysts forecast sourced from FactSet.
Please let me know what you think and whether Tesla’s challenges in China are an indicator for the challenges facing the wider western car industry.
But I feel like there are some possible growth challenges that this graph does Not See.
Crazy that tesla is valued at 100x earnings and isnt even growing
Gee… wonder why this might be…
Elon did nahtzee that coming
and in 2026 they’ll sell more piñatas than cars…projections are meaningless
Why would sales bounce back?
Obligatory I don’t like Elon disclaimer, but averaging a 40% YoY growth is pretty insane.Â
What evidence is there to suggest sales will bounce in 2025? Musk has alienated the core group of people open to purchasing an EV, pandered to a demographic that largely shuns EVs, and their lineup is complete dogshit at this point: the Cybertruck is a flaming turd that’s already tapped out its market, the Model S is over a decade old, the 3 and X are nearly so, and even the Y is on Year 5 with no replacement in sight.
Meanwhile legacy manufacturers have been coming up with models better than Tesla’s leftovers. Again: what suggests Tesla will bounce back?
My guys there will be no bounce back he alienated his core audience. Is his strongest market, the sf Bay Area tech bros are actively avoiding Tesla and selling theirs.
What is it that chinese like about teslas? Now that they have so much of their own car makers, and tesla model lineup is basically 2 cars designed 8 years ago?
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I am a financial journalist who wrote a story about Tesla’s annual sales data and challenges it faces in the Chinese market. The above chart was produced in Datawrapper from data and its company reports and a 2025 sales analysts forecast sourced from FactSet.
Please let me know what you think and whether Tesla’s challenges in China are an indicator for the challenges facing the wider western car industry.
Full article: [https://www.fdiintelligence.com/content/data-trends/from-luxury-to-everyday-teslas-china-fight-84553](https://www.fdiintelligence.com/content/data-trends/from-luxury-to-everyday-teslas-china-fight-84553)
Data viz tool: [https://www.datawrapper.de/](https://www.datawrapper.de/)
Data source: [https://ir.tesla.com/#quarterly-disclosure](https://ir.tesla.com/#quarterly-disclosure)
But I feel like there are some possible growth challenges that this graph does Not See.
Crazy that tesla is valued at 100x earnings and isnt even growing
Gee… wonder why this might be…
Elon did nahtzee that coming
and in 2026 they’ll sell more piñatas than cars…projections are meaningless
Why would sales bounce back?
Obligatory I don’t like Elon disclaimer, but averaging a 40% YoY growth is pretty insane.Â
What evidence is there to suggest sales will bounce in 2025? Musk has alienated the core group of people open to purchasing an EV, pandered to a demographic that largely shuns EVs, and their lineup is complete dogshit at this point: the Cybertruck is a flaming turd that’s already tapped out its market, the Model S is over a decade old, the 3 and X are nearly so, and even the Y is on Year 5 with no replacement in sight.
Meanwhile legacy manufacturers have been coming up with models better than Tesla’s leftovers. Again: what suggests Tesla will bounce back?
My guys there will be no bounce back he alienated his core audience. Is his strongest market, the sf Bay Area tech bros are actively avoiding Tesla and selling theirs.
What is it that chinese like about teslas? Now that they have so much of their own car makers, and tesla model lineup is basically 2 cars designed 8 years ago?
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