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US Market Situation and Outlook (Rob Stark's American Megathread)

Discussion in 'TSLA Investor Discussions' started by Benz, Feb 4, 2015.

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  1. RobStark

    RobStark Well-Known Member

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    upload_2019-2-21_0-47-46.png
     
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  2. RobStark

    RobStark Well-Known Member

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    Model X moved from perennial 4th place to 2nd in Midsize Luxury SUV in very tight race.

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  3. RobStark

    RobStark Well-Known Member

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    Tesla Growth is Literally Off the Charts.

    upload_2019-2-21_0-51-13.png
     
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  4. EinSV

    EinSV Active Member

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    #304 EinSV, Feb 21, 2019
    Last edited: Feb 21, 2019
    Great info @RobStark

    Also noteworthy — BEVs had 4.7% of the market in CA for 2018.

    And in Q4, Tesla rose to number 6 brand overall in CA, ahead of all other premium brands. Top 10:

    Toyota
    Honda
    Ford
    Chevy
    Nissan
    Tesla
    Mercedes
    BMW
    Subaru
    Lexus

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  5. RobStark

    RobStark Well-Known Member

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  6. adiggs

    adiggs Active Member

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    It's simplistic, and I realize that the future won't necessarily play out exactly this way, but I view these reports of alternative fuel market share from the California market like market share reports from the future of the car market. I cross check these with the alternative fuel market share reports from the Norwegian market.

    And in this simplistic view of things, Tesla is the 30% market provider for that future car market. And I'm pretty sure that's share measured in units, while I find share measured in revenue to be more valuable - my guess is Tesla is more like the 50% revenue share provider in this market.

    Now just to scale up from the California and Norwegian market, to the world market.
     
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  7. RobStark

    RobStark Well-Known Member

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  8. schonelucht

    schonelucht Active Member

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    In the first two months of 2019, the model 3 order tracker had 20 US entries. Then in the barely 2 weeks after the SR announcement we have 63 lines. It's clear that there was a significant amount of demand set free with the $35K model. This ties well into Fremont switching back to US only production and no shipments leaving from Pier 80 for the next two weeks at least. It would make sense for Tesla to switch back to international production near the end of March, even if that leaves US backlogged demand for the SR unfullfilled until June.
     
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  9. RobStark

    RobStark Well-Known Member

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  10. RobStark

    RobStark Well-Known Member

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    [​IMG]
     
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  11. dc_h

    dc_h Active Member

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    The worlds first great technology disruption story.
     
  12. RobStark

    RobStark Well-Known Member

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  13. RobStark

    RobStark Well-Known Member

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  14. RobStark

    RobStark Well-Known Member

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    Tesla is the 6th most popular brand in California!

    Brand
    ....CA March YTD..................YTD % Share
    1. Toyota........75,730...........,............................16.3
    2. Honda........59,859........................................12.9
    3. Ford...........39,811.........................................8.6
    4. Chevrolet...34,833.........................................7.5
    5. Nissan........26,914........................................5.8
    6. Tesla...........20,491..................................4.4
    7. Subaru........17,803............................,...........3.8
    8. Merc Benz...17,776.......................................3.8
    9. Kia...............16.073......................................3.5
    10. Hyundai......14,790........................................3.2
    11. Lexus............14,597......................................3.1
    12. Jeep............14.545.......................................3.1
    13. BMW.............14,434.....................................3.1
    14. Volkswagen..11,447......................................2.5
    15. Mazda...........11,155......................................2.4
    16. Ram.............8,983........................................1.9
    17. Dodge..........8,964........................................1.9
    18. Audi..............8,803........................................1.9
    19. GMC............7.114 ........................................1.5
    20. Acura ...........5,306........................................1.1
    21. Land Rover ...4,808.......................................1.0
    22. Infiniti............4,588........................................1.0
    23. Porsche........3,668........................................0.8
    24. Mitsubishi.....3,176.........................................0.7
    25. Volvo.............2,750........................................0.6
    26. Chrysler........2,712........................................0.6
    27. Cadillac.........2,545........................................0.5
    28. Buick.............2,043.........................................0.4
    29. Mini................2,000........................................0.4
    30. Jaguar............1,745........................................0.4
    31. Lincoln...........1,439........................................0.3
    32. Alfa Romeo.....935..........................................0.2
    33. Fiat..................351..........................................0.1
    34. Genesis...........149..........................................0.0

    Total............... 463,835..................................100


    https://www.cncda.org/wp-content/uploads/Cal-Covering-1Q-19.pdf
    Info Released today 5/20/2019
     
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  15. RobStark

    RobStark Well-Known Member

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    Legacy OEMs believed "alternative fuel vehicles" in CA were capped at below 10% market share.

    upload_2019-5-20_14-9-36.png
     
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  16. RobStark

    RobStark Well-Known Member

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    upload_2019-5-20_14-11-1.png

    Tesla Model S was capped at #2 behind Mercedes E Class for a while in the "Luxury and High End Sport Car" Segment. Now #1.

    Model 3 has an incredible 45.8% market share in the "Near Luxury" segment.

    Chevy Bolt #2 in "Subcompact" hatchback segment.
     
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  17. RobStark

    RobStark Well-Known Member

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    Model X is #2 in the "Luxury Mid Size SUV " segment. Lexus RX is number with a starting MSRP of $44k, doesn't belong in the same class as Model X IMO.
     
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  18. RobStark

    RobStark Well-Known Member

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    Tesla growth is literally off the charts.
     
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  19. Doggydogworld

    Doggydogworld Member

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    Over 2/3rds of US Q1 Teslas were delivered in CA??? That's..... interesting.
     
  20. RobStark

    RobStark Well-Known Member

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    [​IMG]
     
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