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Business Insider
135 days

Tesla could save itself from a tailspin in sales and shares — by learning from airline disasters

1. Protests against Musk's political activities align with declining Tesla sales. 2. Tesla reports a 13% drop in US sales; European sales down 40%. 3. Experts suggest Musk's image is harming Tesla's eco-conscious customer base. 4. Possible recovery strategies include rebranding or changing company leadership. 5. Tesla's stock has fallen 36% since early 2025.

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FAQ

Why Bearish?

Declining sales and public protests indicate significant brand weakening, reminiscent of past crises like ValuJet Airlines' disaster.

How important is it?

The combination of sales declines and protests makes this a crucial moment for Tesla's brand.

Why Short Term?

Immediate sales declines suggest near-term consequences, but potential rebranding could lead to a longer-term recovery.

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