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This idiot is trying some market research. Bitten by the $TSLA vs $TSLAQ bug I observe new data about consumer interest in the Model Y compared to other Teslas. Musk states the Y will outsell S3X, bears believe in brand fatigue and the Y being less attractive to consumers. 1/
Musk/bulls claim: the 3 sold very well in its mid-size sedan segment. The Y will do the same targeting the even larger "crossover" segment. (Tesla's chart att.). Porsche's Cayenne and Macan sell much better than their sports cars and sedans (US sales att.) $TSLA $TSLAQ 2/
Bears claim: 1) Model 3 and Y are too similar and Y will not attract that many new customers. ( @edmunds' video) 2) many 3 buyers came from demand for a more affordable Tesla, which is now depleted. @TroyTeslike's order tracker corroborates a low Y backlog $TSLA $TSLAQ 3/
If bears are correct and the Y does not attract many new customers, Tesla's growth claim in the NA and EU is stalled until new, very succeful products are launched. As common in auto, S3X demand suffers from lack of novelty w/o facelifts and improved features $TSLA $TSLAQ 4/
Let's dig into it! Most car buyers carefully inform themselves about their significant new expense. Google reveals that the Y is much less searched than 3, S, and Cybtrck, in 2019 and right now. It cannot even compete in current searches with the 'old' 3. $TSLA $TSLAQ 5/
I use Wikipedia for product research, pictures, historical notes and links. How does the Y do against other Teslas? Answer: similar to Google data, the Y is outshadowed by 3, S and Cybtrck historically and right now $TSLA $TSLAQ 6/
How does the data look for Porsche? The larger sedan Panamera is outsold by the larger crossover SUV Cayenne. The same holds for the mid-size pair 718 (only two doors) vs Macan. Google and Wikipedia data reflect this different consumer interest. $TSLA $TSLAQ 7/
Conclusion: all data points to the bears' thesis. Despite Tesla's and certain journalists' attempts to hype the Y (att.), customers--as so often--evaluate the product's value proposition consistent with outsiders' gut takes. $TSLA $TSLAQ 8/
