Part 6/9:
Residual Values and Leasing: Tesla's ability to quote lower monthly lease payments (aiming for around $299 instead of the current ~$520) relies heavily on reducing Cost of Goods Sold (COGS) and optimizing residual values. The perception is that Tesla can produce a Model Y at roughly $36,000 in COGS, enabling potentially profitable lease terms at the projected prices.
Lease Margin Optimization: By leveraging residual value differences and financing rates, Tesla could offer attractive monthly payments that make the car accessible without sacrificing profitability. The analyst suggests that with strategic cost cuts and residual value assumptions, Tesla could feasibly offer a lease at $299/month, a significant reduction capable of boosting sales and market share.