{"id":81200,"date":"2025-03-14T14:25:35","date_gmt":"2025-03-14T18:25:35","guid":{"rendered":"http:\/\/autosector.com\/?p=81200"},"modified":"2025-03-14T14:25:35","modified_gmt":"2025-03-14T18:25:35","slug":"trump-tesla-commercial-not-helping-inventory-check","status":"publish","type":"post","link":"http:\/\/autosector.com\/?p=81200","title":{"rendered":"Trump&#8217;s Tesla commercial hasn&#8217;t helped inventory or new orders"},"content":{"rendered":"<figure class=\"img-border featured-image\">\n\t<img fetchpriority=\"high\" width=\"1600\" height=\"815\" src=\"https:\/\/electrek.co\/wp-content\/uploads\/sites\/3\/2025\/03\/Screenshot-2025-03-14-at-2.19.11\u202fPM.jpg?quality=82&amp;strip=all&amp;w=1600\" class=\"skip-lazy wp-post-image\" alt=\"Trump does an ad for Tesla with Elon Musk\" srcset=\"https:\/\/i0.wp.com\/electrek.co\/wp-content\/uploads\/sites\/3\/2025\/03\/Screenshot-2025-03-14-at-2.19.11%E2%80%AFPM.jpg?w=320&amp;quality=82&amp;strip=all&amp;ssl=1 320w, https:\/\/i0.wp.com\/electrek.co\/wp-content\/uploads\/sites\/3\/2025\/03\/Screenshot-2025-03-14-at-2.19.11%E2%80%AFPM.jpg?w=640&amp;quality=82&amp;strip=all&amp;ssl=1 640w, https:\/\/i0.wp.com\/electrek.co\/wp-content\/uploads\/sites\/3\/2025\/03\/Screenshot-2025-03-14-at-2.19.11%E2%80%AFPM.jpg?w=1024&amp;quality=82&amp;strip=all&amp;ssl=1 1024w, https:\/\/i0.wp.com\/electrek.co\/wp-content\/uploads\/sites\/3\/2025\/03\/Screenshot-2025-03-14-at-2.19.11%E2%80%AFPM.jpg?w=1500&amp;quality=82&amp;strip=all&amp;ssl=1 1500w\" decoding=\"async\" fetchpriority=\"high\"\/><figcaption>\n\t\t\t\tTrump does an ad for Tesla\t\t\t<\/figcaption><\/figure>\n<p>President Trump\u2019s $100 million publicity stunt for Tesla hasn\u2019t helped the automaker\u2019s struggling sales yet, based on an inventory check and new order delivery timelines in the US.<\/p>\n<p><span id=\"more-405924\"\/><\/p>\n<p>On Tuesday, President Trump held a press conference in front of the White House <a href=\"https:\/\/electrek.co\/2025\/03\/11\/us-president-does-infomercial-at-white-house-for-company-owned-by-his-biggest-political-donor\/\" target=\"_blank\" rel=\"noreferrer noopener\">that basically amounted to an infomercial for Tesla<\/a>.<\/p>\n<p>It came a day after Tesla\u2019s stock, which constitutes most of the fortune held by Elon Musk, Trump\u2019s top political financial backer, crashed by 15%.<\/p>\n<p>A day after the ad, reports stated that<a href=\"https:\/\/electrek.co\/2025\/03\/13\/elon-musk-is-giving-trump-another-100-million-just-after-the-president-did-an-ad-for-tesla\/\"> Musk plans to give Trump another $100 million political donation<\/a>, raising questions about a potential quid pro quo.<\/p>\n<p>\t<span class=\"outbrain-ad-label\">Advertisement &#8211; scroll for more content<\/span><\/p>\n<p>Considering it\u2019s just day 4 after the ad, it might be too early to say if it helped Tesla, but we can get a good idea of the impact thanks to an inventory check and new order deliver timelines.<\/p>\n<p>Unlike most automakers, which use third-party franchise dealerships, Tesla owns its entire service and distribution network. It takes new orders online and tries to match them with vehicles in inventory, especially at the end of the quarter.<\/p>\n<p>Tesla tries to end every quarter with as low inventory as possible to improve the look of its financial results.<\/p>\n<p>This was Tesla\u2019s inventory in the US on March 11th, the day of Trump\u2019s Tesla ad (via <a href=\"https:\/\/www.patreon.com\/c\/teslike\/posts\" target=\"_blank\" rel=\"noreferrer noopener\">Troy Teslike<\/a>):<\/p>\n<ul class=\"wp-block-list\">\n<li>1,136 Model 3 listings <\/li>\n<li>2,332 Model Y listings <\/li>\n<li>1,010 Cybertruck listings<\/li>\n<\/ul>\n<p>Now, here\u2019s Tesla\u2019s inventory in the US as of today, March 14th:<\/p>\n<ul class=\"wp-block-list\">\n<li>1,435 Model 3 listings <\/li>\n<li>1,500 Model Y listings <\/li>\n<li>1,006 Cybertruck listings<\/li>\n<\/ul>\n<p>As you can see, Model 3 inventory went up a bit as it mainly remained stable throughout the month. No real impact here.<\/p>\n<p><span><a href=\"https:\/\/electrek.co\/2025\/03\/06\/tesla-now-offers-discounted-financing-on-cybertruck-as-the-truck-turns-out-to-be-a-flop\/\" target=\"_blank\" rel=\"noopener\">Tesla\u2019s difficult-to-move Cybertruck inventory<\/a>\u00a0has virtually remained unchanged. Although, we suspect that <a href=\"https:\/\/electrek.co\/2025\/03\/13\/tesla-cybertruck-deliveries-are-on-hold-as-trims-are-flying-off-the-bulletproof-truck\/\" target=\"_blank\" rel=\"noreferrer noopener\">a recent containment hold<\/a> might be responsible<\/span>.<\/p>\n<p>The only meaningful positive change was with the Model Y inventory, which went down by about 800 units.<\/p>\n<p>However, it\u2019s hard to attribute any of that to Trump because Tesla\u2019s current Model Y inventory in the US consists of the old generation that Tesla has been heavily discounting to get rid of it as it transitions to the new generation.<\/p>\n<p>As you can see in the chart below, it has been going down rapidly before Trump\u2019s Tesla ad (via <a href=\"https:\/\/tesla-info.com\/blog\/inventory-stats-regional\/US?q=1\" target=\"_blank\" rel=\"noreferrer noopener\">Tesla Info<\/a>):<\/p>\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/electrek.co\/wp-content\/uploads\/sites\/3\/2025\/03\/Screenshot-2025-03-14-at-1.14.36\u202fPM.jpg?quality=82&amp;strip=all&amp;w=1024\" alt=\"\" class=\"wp-image-405925\"\/><\/figure>\n<p>It\u2019s possible that Trump\u2019s ad helped a bit, but it mostly likely just helped Tesla get rid of some old Model Y, which Tesla is now selling as low as $35,000.<\/p>\n<p>The only real hope for Tesla is that Trump helped boost new orders for the new Model Y, but that\u2019s also extremely unlikely.<\/p>\n<p>It\u2019s more difficult to verify, but the best metric is the delivery timeline on new orders on Tesla\u2019s configurator.<\/p>\n<p>After a couple of checks with both California and Texas zip codes, Tesla says that it can still deliver new Model Y Launch Editions by the end of the month:<\/p>\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/electrek.co\/wp-content\/uploads\/sites\/3\/2025\/03\/Screenshot-2025-03-14-at-2.10.05\u202fPM.jpg?quality=82&amp;strip=all&amp;w=1024\" alt=\"\" class=\"wp-image-405940\"\/><\/figure>\n<p>This would point to soft demand for the new vehicle. To be fair, Tesla is still only taking orders for the more expensive \u201cLaunch Edition\u201d of the new version of the Model Y.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-electrek-s-take\">Electrek\u2019s Take<\/h2>\n<p>It might be too early to say, but I\u2019m not impressed by the Trump bump right now. <\/p>\n<p>I guess it takes more than a quick infomercial for Trump to convince his fans to buy an electric vehicle after he pushed EV misinformation for them for years. <\/p>\n<p>The truth is that most people, including MAGA, can see through this and understand that it is transactional and not a real endorsement of Trump, like most products that he pushes.<\/p>\n<p>I appreciate Musk putting $100 million toward Tesla advertising for a change, but like most of his moves these days, it looks like it\u2019s not working.<\/p>\n<div class=\"ad-disclaimer-container\" readability=\"6.3518518518519\">\n<p class=\"disclaimer-affiliate\"><em>FTC: We use income earning auto affiliate links.<\/em> <a href=\"https:\/\/electrek.co\/about\/#affiliate\">More.<\/a><\/p>\n<p><!-- post ad --><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Trump does an ad for Tesla President Trump\u2019s $100 million publicity stunt for Tesla hasn\u2019t helped the automaker\u2019s struggling sales yet, based on an inventory check and new order delivery timelines in the US. On Tuesday, President Trump held a press conference in front of the White House that basically amounted to an infomercial for [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8313,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[4],"tags":[],"class_list":["post-81200","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-e-cars"],"_links":{"self":[{"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/posts\/81200","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=81200"}],"version-history":[{"count":0,"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/posts\/81200\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/media\/8313"}],"wp:attachment":[{"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=81200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=81200"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=81200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}