Tesla Faces Projected Q1 Delivery Decline Amid Brand and Demand Challenges

Analysts predict a year-over-year drop in Tesla's vehicle deliveries as CEO Elon Musk's political affiliations and aging vehicle lineup weigh on the company's performance.

• Tesla's Q1 2025 delivery numbers, set to be released on April 2, are expected to show a decline of 3.6% to 7% compared to the same period last year.
• Analysts attribute the anticipated drop to brand damage linked to Elon Musk's political actions, including his role in the Trump administration, which has alienated Tesla's liberal customer base.
• Delays in launching new models, including a refreshed Model Y and a more affordable vehicle, have further weakened demand for Tesla's aging lineup.
• Global protests against Musk and Tesla, coupled with rising competition from rivals like BYD, have intensified challenges in key markets such as Europe, China, and the U.S.
• Economic pressures, including high interest rates and new tariffs on imported vehicle parts, have compounded Tesla's struggles, despite domestic manufacturing advantages.

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