So, unless Tesla keeps a LOT of inventory, there will likely still be the option to custom build the car for your order. Or you might want the 7-seat option in the Model Y. If there is inventory of your cars, why would you have a backlog? Well, there might be inventory of some models, but not of others, or their might not be inventory in the exterior or interior color you want. Additionally, if Tesla has multiples of the same configuration, it generally doesn’t show that on its website. It shows 175 Model 3 vehicles in the US, but I counted close to a 100 just in California, in addition to the 48 in Florida and nearly 50 in Texas. For example, shows 83 new Model 3s available and one in Florida, but shows 48 Model 3s within 200 miles of my home in Tampa (200 miles from Tampa covers most of Florida’s big cities except the panhandle, which doesn’t seem to have any Tesla inventory anyway). I think Tesla changed the API to make their job more difficult. The inventory trackers don’t seem to be working too well, unfortunately. In the past, the discounts on the demo and inventory vehicles was enough that Tesla would usually sell out in most US markets (there would still be inventory traveling, but pretty much all the inventory that was ready to sell would be sold). That is markedly different from when I was there at the end of the first quarter, when it was a zoo of 40 people or so working with sales advisors to order or pick up a car.Īs my friend Dennis says in the above video (a great channel to subscribe to if you want the latest info on whether it is the best time to buy or for tips on financing), Tesla put many or all of its demos on sale at the end of quarter. I stopped at the local Tesla showroom yesterday and there wasn’t a single person there (until I was leaving and someone showed up for a test drive). This is known as the “wave,” and normalizing the deliveries is known as “ unwinding the wave.” End-Of-Quarter Channel Check, Lots Of Cars Available In The US I expect that the company will continue to smooth out deliveries compared to its previous practice of delivering little in the first part of the quarter and then spending a lot of resources to delivery many cars in the last month of every quarter. My expectations are that Tesla will meet the expectations on both and make about 20,000 more vehicles than it sells. I’m writing this article on July 1st, before Tesla has announced its second quarter production and delivery numbers. What is Tesla’s inventory and backlog now? If it is rising, is that by design, intentional? I look at that and more in this piece.
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