[HN Gopher] Tesla US sales drop to nearly 4-year low in November
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       Tesla US sales drop to nearly 4-year low in November
        
       Author : doener
       Score  : 29 points
       Date   : 2025-12-12 20:53 UTC (2 hours ago)
        
 (HTM) web link (www.reuters.com)
 (TXT) w3m dump (www.reuters.com)
        
       | mikestew wrote:
       | From TFA:
       | 
       |  _"The end of credits hit many EV rivals harder. Overall U.S. EV
       | sales fell more than 41% in November and Tesla 's market share
       | rose to 56.7% from 43.1%, the data showed."_
       | 
       | So EV sales are down, less so for Tesla than other makers, but
       | someone needed a catchy headline? I mean, I have absolutely no
       | love for Tesla, but am I wrong in thinking that this is a little
       | click-baity?
        
         | browningstreet wrote:
         | The article isn't focused on Tesla's market share, it's focused
         | on the mix of standard and premium product offerings they've
         | rolled out lately and the effect that has had on absolute unit
         | sales (and margins).
         | 
         | As it is they still can't sell as many cars as they used to,
         | which stands in contrast to Elon's pay package.
         | 
         | Given that, the title seems accurate to me.
        
         | FireBeyond wrote:
         | This number makes no sense. In the space of one month Tesla's
         | market share increased by over 30%? On overall declining sales,
         | including for Tesla?
         | 
         | Nothing about that makes sense.
         | 
         | > According to an Experian Automotive report on electric
         | vehicles, out of the 292.3 million cars and trucks on the road
         | in the U.S. in 2024, approximately 4,092,200 (1.4%) of those
         | were electric cars.
         | 
         | So 43% would be 1.76M. Going to 57% would be 2.33M, i.e. nearly
         | 600K sales. Except:
         | 
         | > Demand for Standard versions was expected to support sales in
         | November, but the company's total sales fell nearly 23% to
         | 39,800 vehicles from 51,513 a year earlier and were the lowest
         | since January 2022, according to the data from Cox, which
         | tracks sales across the industry.
         | 
         | Whatever "math" is happening in this article is fundamentally
         | broken.
         | 
         | Unless they mean "the market sale of EVs in November", in which
         | case 39,800 of 70,000 is Tesla, up from... 31,000?
         | 
         | So Tesla's monthly sales drops to a 4 year low, down 23%, but
         | somehow 8,800 vehicles is enough to increase market share by
         | 30%+? I have no idea what mashup of numbers is happening here.
        
           | breve wrote:
           | > _Whatever "math" is happening in this article is
           | fundamentally broken._
           | 
           | No. They're talking about sales and market share in November.
           | 
           | The short version is Tesla is selling fewer cars these days.
        
       | m463 wrote:
       | > the rest of its lineup is older models with minor refreshes.
       | 
       | minor refreshes = removing critical controls like turn signal and
       | drive select stalks.
       | 
       | Who would want to go from several dedicated tactile controls in
       | model s/x to no stalks and few controls?
        
         | square_usual wrote:
         | I'm very happy with the new design. I miss the buttons when I
         | drive a car with stalks.
        
       | frogperson wrote:
       | I'm still shocked they have any sales at all. You couldn't pay me
       | to drive around in one of Musk's Hitler-mobiles. There is no way
       | I would pay money for one of his cars or support him in any way.
        
       | jaredcwhite wrote:
       | Every time I see a CyberTruck out in the wild, I feel like
       | reality is broken.
       | 
       | The level of disaster of that rollout, combined with D.O.G.E. and
       | "Mechahitler" Grok, has forever tarnished the Tesla brand. I
       | suspect there is a sizable group of people who will never buy a
       | product by that brand ever again (or at least as long as Musk is
       | at the helm).
        
         | ekjhgkejhgk wrote:
         | I notice you skipped mentioning the CEO doing nazi salutes.
        
         | antaviana wrote:
         | Eventually, they'll be fine. Wolkswagen was established by the
         | German nazi regime and it has been fine for a long time in
         | spite of its past.
        
       | holtkam2 wrote:
       | If Tesla fires Musk I'll buy one of their cars that day
        
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       (page generated 2025-12-12 23:01 UTC)