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Financial analyst and host, Jason Moser, discusses Tesla's delivery numbers, personal care companies adapting to declining sales with 'upflation,' and the FTC's investigation into a merger in the mattress industry. The podcast also covers the future demand for Tesla in the EV market and the impact of the upcoming election on business moves.
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Quick takeaways
- Tesla faces competition in the EV market, prompting a need for more affordable vehicle options.
- FTC raises concerns about market dominance in Tempersielly's merger with Mattress Firm.
Deep dives
Tesla's Second Quarter Deliveries and Production
Tesla's second quarter delivery and production numbers result in a 5% drop in deliveries compared to the previous year. Despite beating Wall Street estimates, the decline signifies a challenging period for Tesla amidst increasing competition in the EV market. The focus shifts towards assessing future demand and whether Tesla needs to cater to a broader market beyond its traditional high-cost options.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode