Part 11/12:
On the market front, debate persists over Tesla’s discount policies. Some claim that nearly all inventory vehicles now carry discounts, often used as end-of-quarter inventory clearances rather than permanent price cuts. Investors like Gary argue that discounts impact margins only temporarily, whereas widespread discounts reflect ongoing brand and profitability strategies.
Recent observations show that many Tesla vehicles listed for sale in the US and Canada are indeed new, with minimal miles and active discounts, suggesting aggressive inventory management. This dynamic, coupled with Tesla’s resilient stock performance—up over 53% since the 2023 annual meeting—indicates positive investor sentiment amidst evolving operational tactics.