October possibly the worst month ever for Tesla sales in Europe

Tesla does this weird thing in all markets where the last month of the quarter has growing sales and the first is always low. I wonder how they do this. It's the same in China. I assume it's so they can say "look sales are growing" at quarterly call.

It's something that is happening with every publicly listed company, with Tesla it's just pushed to the extreme. They probably self register car at the end of the quarter, and then sell them as "0 km" second hand at the beginning of the next one. The thing is here is that their first month of the quarter is getting always worse and worse...

This whole quarter, will be bad for them. The EV and CAFE emission credits, were over 400 million dollars in revenue, in each of the first to quarters alone. But that’s ok, Leon says there’ll be flying cars on the JRE, by the end of the year. Hopefully, more diners too.

Not to defend Tesla but theres a few countries who havent reported numbers yet. My country Germany usually takes around a week after a new month until the numbers of the previous month are published, so the German numbers are likely released by the end of next week. Doesnt mean I expect their German numbers to be great, im just saying the numbers arent published yet, so these numbers are incomplete.

Someone call them an electric waambulance.

Most large companies do something similar. Huge push to sell at the end of the quarter/year (discounts etc) to make their targets. Everyone gets their bonus, but has a more difficult start to the next period.

These are numbers only for the countries that report registrations in almost real time. There might be some numbers missing, but they are most likely missing for all car brands equally.

Its getting lower and lower, and I cant fathom how easily the market accepts the declining guidance all the time. Its easy to see that the sales are falling because Elmo is toxic to the brand to many people. The p/e of this just goes up and up.

Turkey will save them /s Grünheide will be working one week a month if it continues as it is.

I linked the numbers that includes ONLY country that report registrations daily. They are usually a good sample of the whole EU market.

Germany is one of the places where they usually do worst so let’s see. Haven’t seen more than 5 Junipers here in total, at least. And maybe that was just the same year 5 times…

Look for ATH stock price then

I honestly think that "elon toxicity" is actually a minor factor in this. The main one is that they basically have only a 2 cars line up, and there are now just too many good alternatives. Even better one, with 800v architecture, better range, much faster charging, etc. They also made too radical choices (no physical controls at all, even for reversing - wtf), which were only tolerated when there were no other good alternatives.

You joke but with the pay package vote coming up I would expect the stock to be around 500.  I am unable to believe that this is a non manipulated occurrence.

Tesla is the most illogical stock, Elon is on par with a homeless junkie nowadays and it's ripping

Worst month so far*

US sales will also be a disaster since the tax-credits ended.

Very bullish, clear sign TSLA is not a car company and is moving toward quantum ai outta space sexbots.

Stock goes up when panels fall off flying cars.

Good.

I'm sure it's all part of the theater.

That is how modern business works. It's all about the next bonus, the next balance sheet, etc. Just loot what you can and move on once the company has been gutted and its reputation destroyed. Long term viability is no longer a consideration.

I expected that once the big automakers got into the game, Tesla would suffer. They know how to build cars, not just "fake it til you make it,"

Half of them are bulls because they know him leaving means Tesla could turn around... the other half are bulls because they're in a cult. Not even 3% short interest. So, I'm shorting Monday.

You mean the big automakers that make a loss on every EV sold, unlike Tesla that has a healthy profit margin on each one? Phillip.

So Tesla stonks go up I hear you say?

So fascists aren't good salespeople after all?

Is it a coincidence that just when competitors start launching robots and NVIDIA start partnering up with other automakers on autonomous driving, that Elon suddenly shifts the narrative flying cars? Whatever it takes to prop up the pe ratio...

Yet.

Yes, but last year they sold 6000 units in the mentioned markets in October, this year they are down around 50% in October. They are still not only losing market share (-40% in 2025), but also sales. While groups like Volkswagen amd Hyundai-Kia surge.

Good.

It is simple - big player has too much to lost. They keep prices unrealistic for litle street investors as long as they need.

Worst quarter…so far.

It's not illogical it's manipulated.

You only need to compare Friday stock volumes vs options notional

Morgan Stanley already came up with a tp of 800. So don't be surprised if the price rises to around 750-800.

Tesla is not just a car company. It's in the business of selling the future. A future so bright that it's brighter than the sun.

It's a meme stock. no manipulation needed.

0.8% in Denmark in October. Compared to 7.3 in October '24, and 11.1% in Oct. '23

It not just the loss of credits that will factor, anyone that might have bought in Oct-Nov-Dec will have bought a few months early to take advantage of the end of the credits.

Fucking criminal that this is allowed. They are just trying to make sure retail is holding the bag when it drops.

Why are we even posting about EVs and Tesla? They're not a car company. It's November 2025, Tesla are a flying mobility company now. Previously a robotaxi company. Before that a self driving company. Before that they were a car company.

Isn’t retail often the one left holding? Thats the modern archetype of finance.

Yep! Also anyone that buys at the end of the year to get a deal won’t be since there are no sales on Tesla/ anyone to negotiate with that wants to meet year end numbers. I really want to see this next quarters numbers.

People need to stop calling it that. It's 100% manipulation, but it's easy for the manipulators to get away with it by calling it a meme.

Retail and/or taxpayers

The problem with that is, is the sole fact that the other OEM's willingly contributed to Tesla's profit margins through the use of the credits. Those credits were not insignificant to the balance sheet either as Q1/Q2 will show.

I will give you that Tesla made some incredibly WTF design choices, many of them being a health hazard. Even with that I think a majority of the drop off in sales is due to Elon. Tesla is not a status symbol anymore. The complete lack of advertising, other than the propaganda pieces and bot farm posts, allows the established automakers to make their cars more of a luxury product. The two designs for Tesla without the yearly rebrands of the product line makes the secondary market much smaller for Tesla, as well. A new Tesla doesn’t have the same appeal as a 2026 Mercedes or other 2026 EV. Then you add the Elon is toxic to the collective perception of the brand and you have a huge downturn of the status symbol of owning a new Tesla.  The other more controlled markets like China have cheaper competition in the EV market decreasing the market share of Tesla there.  Almost all of these issues can be linked back to Elon. The choices to ignore everything traditional manufacturers have learned over a hundred years of making cars has led to some serious unforced errors. Reinventing the wheel when you don’t have to has led to this point.  Anyhow we get to the same point, Tesla will never monopolize the automotive market and their market share will only decrease from here on. Tesla has positioned themselves in the Yugo car slot.  They are not the cheapest or most luxurious car out there, nor do they have the best engineering or marketing. Their market share is probably at a high right now.

That really hasn't been true for a few years. BMW, Mercedes, Hyndai-Kia all make profits on EVs. Even VW Group makes small profits on them, though EVs dilute their overall margin. Sure, Ford and GM lose money, though I expect Ford has turned the corner on that with their current European EVs, which are selling very well (and are partly based on VW technology).

You were a little quick with this as the UK added 8000 more EV sales to the totals with only 22 of those being Teslas. Dropped their market share to 2.6% or only 1/3rd of last years 7.9%. Why wait for a Tesla when other car makers can get you a car in any month.

Glad to see, they've been getting away with laziness in car development and lies about FSD, without even mentioning the joke Robotaxi and their ridiculous robot is. Time for them to go down or fire Musk.

Wont they probably have long term contracts on credits?  So other auto companies will still need to pay them until the contract expires.

How's it going?

All they needed to do was make better evs sooner. Or maybe just any evs. Then they wouldn't need to buy credits of Rivian & Tesla. Would've been even better before BYD bought 5 brand spanking new fast & vast ro-ro transport ships.

Average entry at $472.50 this morning. A little over $1.1m short position.

The problem with making EV's is they are very difficult to be profitable. While I haven't truly crunched the numbers and only delve into them lightly, the fact remains that EV's are only profitable when subsidized or credited from gas manufacturers. Below I've included an article from Reuters detailing the subsidies that China offers. Let's also not forget, for a US manufacturer to compete, we need better access to raw materials which China has better (cheaper, think tariffs) access to (lithium, cobalt, etc).  https://www.reuters.com/business/autos-transportation/china-signals-it-will-pull-plug-subsidies-evs-with-five-year-plan-exclusion-2025-10-29/

Healthy profit margin? You mean subsidy… there is nothing healthy about that.