Tesla investors are preparing for evidence of the decline in global demand this week, as the electric maker fights the opposite wind, including a violent reaction to the consumer against the CEO, Elon Musk.
On April 2, the American company will issue data on deliveries in the first quarter-sales agent-expected to appear in the same period last year. The numbers follow global protests on Saturday against Musk and Tesla, targeting the auto showrooms.
Analysts reduced their expectations amid evidence that the role of Musk in the Trump administration had affected the Tesla brand.
Dan Evs, the manager of the US company, is expected to reach between 355,000 and 360,000, by 7 % in the same period last year and below the initial predictions via Wall Street of 400,000.
Evis, who recently warned to investors that Tesla faces the “moment of the hurricane crisis of the brand”, that 30 % of the expected decline is due to the brand associated with musk and its involvement in the so -called Ministry of Government efficiency (Dog). The Consulting Authority targeted federal agencies with cost reduction policies.
Other problems that affect Tesla numbers during the first three months of the year include consumers who are waiting for an update for best -selling models Y. The United States is the largest market in Tesla.
In a note for investors last week, IVES said that although “many of this softness are linked to customers who are waiting for the Y. model update along with a new low -cost model launched by summer … MUSK and brand problems in playing clearly.”
Matthias Schmidt, an electric cars analyst in Berlin, said that Musk “strikes the demographic of the liberal consumer exactly as it hurts.”
Schmidt, who is expected to come in the first quarter in Western Europe in Western Europe, added: “The basic toxic issue has become behind the breakdown of the brand and must be depleted before it explodes like one of his missiles,” added Schmidt, who is expected to come in the first quarter in Western Europe in Western Europe.
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Among the owners of Tesla, the Democratic Owner Group has decreased from 40 % during the Biden administration to 29 % now, as the Republic group has reached about 30 % since 2021, according to the Strategic Market Research Company.
Last week, Donald Trump announced a 25 % tariff on cars from abroad, as Tesla also expects to be affected despite the fact that its cars are made for the United States market in America. The company imports some parts of its made cars in the United States. Last week, MUSK wrote on X, his social media platform, that Tesla was “uncomfortable” with definitions. He added: “The effect of the tariff on Tesla is still important.”
Customs duties are threatened with indulgence in the global auto industry in “pure chaos”, according to Evis. He said in a note for investors last week: “Every car manufacturer in the world will have to raise prices in the form of what sells in the United States and the supply chain of logistics declaring the tariff that has been heard all over the world until it is difficult until our arms are placed at this moment.”
However, Trump said on Saturday that he “could not care less” if car makers raised prices in response to definitions of foreign -made vehicles. In fact, US President NBC News told that he hoped that foreign car makers would raise prices because “people will buy US -made cars. We have a lot.”