3 day inventory

Discussion in 'Model 3' started by bwilson4web, Oct 10, 2018.

  1. bwilson4web

    bwilson4web Well-Known Member Subscriber

    Skip to 5:50 in the video:

    • 3 days - Tesla Model 3
    • 274 days - Fiat Spider
    • 59 days - Mazda Miata
    Bob Wilson
     
  2. Roy_H

    Roy_H Member

    I think this has been well covered already with the simple explanation that almost all Teslas are made to order and pre-sold.
    Why do you have a video about BMW's short-sighted take on battery costs? Whoever in BMW that made the statement, costs will not come down, obviously believes there will be no future design changes or "break-throughs" in energy density.
     
  3. God

    God Member

    Like it or not, demand of the current offering LR AWD or MR RWD with forced Premium Upgrade Package for purchase only has peaked...
     
  4. bwilson4web

    bwilson4web Well-Known Member Subscriber

    Source?

    Bob Wilson
     
  5. God

    God Member

    Is there a source that says otherwise?
    Facts:
    1. 3000 3s in inventory
    2. US buyers can place an order today and receive their car in three days
    3. Tesla is now stopped producing US 3s and focusing on LHD Global 3s

    Demand will still be high for the SR version, 3s with no PUP and the ability to lease...
     
  6. bwilson4web

    bwilson4web Well-Known Member Subscriber

    Source: http://ir.tesla.com/node/19341/html

    1,010 Model 3 vehicles and 1,897 Model S and X vehicles were in transit to customers at the end of Q4, and will be delivered in early Q1 2019.

    You are off by about 2,000 Model 3 vehicles.
    Source: http://ir.tesla.com/node/19341/html

    Our inventory levels remain the smallest in the automotive industry, and we were able to reduce vehicles in transit to customers by significantly improving our logistics system in North America.

    The "three days" is how long from the end of the production line and delivered to the customer. The car still has to be built to the customer's order.
    Source: http://ir.tesla.com/node/19341/html

    There remain significant opportunities to continue to grow Model 3 sales by expanding to international markets, introducing lower-priced variants and offering leasing. International deliveries in Europe and China will start in February 2019. Expansion of Model 3 sales to other markets, including with a right-hand drive variant, will occur later in 2019.

    Tesla has not stopped making North America cars but simply expanding their customer base to include "Europe and China." Making cars for International users does not stop making cars for the USA.

    What I was asking for is your source, who was blowing smoke up your butt. You'll notice I cited a Tesla release filed with the SEC. If you have something else from Tesla, by all means share it. But I suspect your source was deliberately trying to make a fool of you.

    Bob Wilson
     
  7. Pushmi-Pullyu

    Pushmi-Pullyu Well-Known Member

    You need a few more qualifiers in that statement. Domestic demand for LR AWD or MR RWD with forced inclusion of the PU Package without lease has plateaued. Saying it has "peaked" suggests it's about to start dropping. Looking at the history of Tesla sales in the early years with the Model S and Model X, the idea that sales have "peaked" seems rather unlikely. That said, I do expect to see lower domestic sales of the Model 3 this year, altho higher global Model 3 sales, as Tesla concentrates on overseas sales of the higher-priced versions of the Model 3.

    Tesla still has several demand levers to pull for Model 3 demand. It's pulling a pretty big one now, by starting overseas sales. We can expect Tesla to continue offering only the current upscale versions of the car, so long as there is enough demand for the maximum number Tesla can currently produce.

    Tesla continues to say it will put the lower-priced Standard Range version into production in 4-6 months.... but that 4-6 months is apparently as far away now as it was several months ago. Will Tesla put the Standard Range Model 3 into production in the 2nd half of 2019? Or will it continue to delay the debut of that so long as it can find more buyers in Europe, China and elsewhere for the higher-priced trim levels?

    Stay tuned for the next thrilling chapter of our soap opera, "As the Wheel Turns", or "What's a South-African-Canadian-American billionaire entrepreneur, software designer, online banking pioneer, and automotive engineer physicist turned rocket scientist to do?" ;)

     

Share This Page