US President Donald Trump recently held a press conference in front of the White House, touting his connection to electric vehicle manufacturer Tesla. The event was seen as an infomercial for the company, with some speculating that it might have influenced Tesla’s sales.
However, an analysis of Tesla’s inventory and new order delivery timelines in the US suggests that the ad has had little impact on sales. According to a recent check, Tesla’s Model 3 inventory increased slightly, while its Cybertruck inventory remained largely unchanged. The company’s Model Y inventory, which is now transitioning to the newer generation, decreased by about 800 units.
It’s worth noting that Tesla’s current Model Y inventory consists mainly of older models being heavily discounted to clear them out. The company has been actively marketing these lower-priced vehicles, potentially leading to some sales despite the lackluster overall performance.
The most telling indicator of the ad’s effectiveness might be Tesla’s delivery timeline for new orders. Despite claims from California and Texas zip codes that new Model Y Launch Editions can still be delivered by the end of the month, this suggests soft demand for the newer vehicle.
While some have speculated that Trump’s ad helped boost sales, the data suggests otherwise. The company’s bottom line remains largely unchanged, indicating a disconnect between the perceived value of Tesla from Trump and actual sales figures. As one commenter noted, most people can see through the transactional nature of the endorsement and are not convinced by the ad.
Source: https://electrek.co/2025/03/14/trump-tesla-commercial-not-helping-inventory-check