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Just passed a Tesla dealership that was so over full that 25 or so cyber trucks were parked in the grass next to the dealership. I googled to see if there was an existing photo and found this one of the same situation in Dallas. Lol.
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The EV "slump" (it's actually up yoy) is really a Tesla Crash
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I'd hardly call selling as many EVs as all the others in the list combined is a crash but they're certainly suffering from Musk association
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It is a crash though. Sales are down 13% year over year that despite huge price cuts that have eaten into their profits. Unlike GM and VW who both also had year over year drops Tesla only sells EVs so a 13% drop in 100% of their product is a 13% drop over all compared to a 20% drop in 10% for GM/VW.
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And, by that argument, you thus need to look at 100% of Ford/GM sales and see how they're doing. This is pretty much a macroeconomic issue, finance is expensive and most markets are either in or slowly exiting a recession. I bet all those manufacturers have experienced a similar 'crash' in % terms