People are waiting on the Tesla delivery numbers. The state of the automotive industry is bad right now. Sales are down across the board over the last year.
Will we start to see a reversal in 2026? Tesla is not indictive of the entire industry, of course, so it cant be used as a bell weather. Even within the EV world, since so many others have shut/reduced production, we just might be seeing swings in EV market share.
A decline over 2025 (Q1) will not be good though.
Automotive sales slump is hitting everyone, but EVs like Tesla could buck the trend with better incentives in 2026. Broader recovery might lag until rates drop more - macro headwinds are real. Watching Q1 closely.
Tesla missed Wall Street consensus so not a good start for them. We will have to see what the other manufacturers numbers look like.
Tesla's miss stings, but broader auto data might show if it's isolated or a sector-wide chill. EV incentives could still lift them later in '25 - keeping an eye on the full picture