Leaderboard

For the very last time @smk4565, ANY brand that has multiple FWD models is playing in THAT PART of the mainstream market and no amount of bar moving BS about ever changing ATPs changes that. You have been told this by multiple folks so stop acting like you don't know the truth here.

Tesla Fanboy logic is not just here @ C&G, it is crazy funny to read all the comments posted on this one about Tesla Semi Truck. Tesla Semi recall suggests production is still slow | Electrek

He fails to see that the ATP does not mean $h!. The bulk of Benz sales are from their models like the A class, CLA, GLC, GLA, etc, which DO compete against the mainstream models out there. This isn't "opinion". This is "fact". It's why Mercedes started selling lower priced models 20 years ago (C230 anyone?). High line priced cars alone would not keep them in business and SMK knows that but that fanboy logic won't let him admit it. He fails, as well, to see the bigger point and that is the Tesla DOES compete in the luxury market as well as the mainstream, despite his BS claims to the contrary.

They was watching a CarEdge YouTube video, they had the Cox Automotive Data for last month, ATP at JLR is $107,000 (probably since they killed off half the Jaguars and are just selling Range Rovers) and Mercedes was just over $82,000. Which makes sense the EQE and EQS are transacting over $80k and you have SL and G-wagon over $150k and the A-class is gone. Good on the CT4, but the C-class or 3-series easily outsells the CT5 and Cadillac has no E-class competitor, I guess the Celestiq could loosely be S-class competition. Lyriq’s competitor would be the EQE SUV since they are mid-size 2 row SUVs. Either more luxurious than a Tesla Y, but maybe they are more Model X competitors with less performance. Model Y isn’t the #2 selling SUV, it is the number 2 selling vehicle based on estimates. With the sales increases they are seeing it could beat the Silverado this year. It easily outsells the RAV4, best selling SUV competition is done and over. And GM or Hyundai won’t change that. And how would GM or Hyundai or anyone else change it? They lose money on EV’s so they can’t match Tesla’s price, they aren’t vertically integrated so they can’t match Tesla’s price. Their dealer network adds cost so they can’t match Tesla’s price.

Mercedes is probably comparing their EV’s to Tesla because Tesla is what people know. The EQB vs Model Y comparison is a horrible one for Mercedes, not sure why they would even make it. The EQB is another EV that needs a $5-10,000 price cut plus it isn’t eligible for the tax credit. Model Y all day long over the EQB. Mercedes doesn’t compete in the mainstream, their ATP in April was over $82,000. I don’t see many mainstream middle class buyers spending that. Sure Tesla competes over a wide price range now but the future is for them sub $30,000 for the next big growth. And the Tesla Model Y is the #2 selling vehicle in the US for the first 4 months of the year. Only the F150 outsells it now, and heck with Cybertruck taking pick up market share next year, Model Y could be #1 selling vehicle in the US in 2024, which seems pretty mainstream to me.

I get that the Model X and S are expensive luxury cars, but that isn't Tesla's focus or where they are going. Look at their sales for Q1 2.5% of their delivers are S/X and which are their German luxury brand competitor vehicles. Tesla had to start high priced with the early adopters, that is over, now they are going after mass market. The next Gen Tesla is going to be at least double the volume of Model Y, maybe 4X Model Y volume. Tesla's goal is 20 million units per year, that volume isn't coming at the expense of Mercedes or BMW, it is coming at the expense of Honda, Toyota, GM, VW, Ford, Stellantis, Hyundai and Renault/Nissan. The question is who loses 10-15% of their sales and who loses 50% and goes under.