BobbyD
The Audi eTron Has Now Outsold Tesla Model X And S
Summary
Audi eTron has been on sale for approximately two full months and I analyze its sales numbers - thus far from Europe and the U.S.
I then compare those sales numbers against its three sole competitors in the market: Tesla Model X, Tesla Model S, and Jaguar i-Pace.
The Audi was the best seller in Europe in April and increasingly so in May. When adding the U.S. numbers, it essentially matched the Model S and X.
In May, the Audi eTron broke out and became the segment best seller in these geographies combined.
The competitive impact on Tesla’s global sales (and margin) opportunity will only worsen for each year as approximately 200 electric cars make it to market by the end of 2022.
So a new model that the Audi lovers want is selling, but how many Audi lovers are there?
Everyone knows the S & X are to be re-freshed so are Tesla buyers are waiting for the new models.
Trying to argue that a few sales figures make trends or that 200 models of varying makers is going to change things is premature, especially given the big shortages of batteries.
Regards,