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Logistics Not to Blame for Tesla’s Deliveries Miss. There Is a Much Bigger Reason.

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Logistics Not to Blame for Tesla’s Deliveries Miss. There Is a Bigger Reason. | Barron’s


Tesla

stock was getting hammered after weaker-than-expected third-quarter delivery numbers. Wall Street seems to believe the shortfall was due to logistics. That isn’t what investors are worried about, however. They’re worried about demand.


Tesla

(ticker: TSLA) reported Sunday third-quarter deliveries and production of 343,830 and 365,923 units, respectively. Wall Street was looking for about 358,000 units to be delivered.

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