1. Tesla vehicle registrations fell 76% in Germany last month. 2. Musk's political activities may harm consumer perception of Tesla. 3. Goldman Sachs lowered Tesla's sales forecast due to weakening demand. 4. Used Tesla prices dropped 4% in the last 90 days. 5. Competitors' shares rose anticipating lower tariffs from the Trump administration.
The significant decrease in registrations and declining consumer trust indicates a potential long-term negative trend for TSLA, reminiscent of challenging times in early 2019 when political issues impacted the brand's reputation.
The analysis reflects significant changes in consumer behavior and potential tariffs impacting Tesla's sales, indicating a high likelihood of pressure on TSLA's stock price.
Consumer backlash and fluctuating registrations in key markets like Germany and China suggest ongoing brand damage, similar to how Tesla's market struggled post-2019 tariff issues.