Supply issues can have a significant impact on companies, as evidenced by Tesla's recent struggles with their Q1 delivery numbers. This dilemma not only affects the company itself but also has implications for investors who closely monitor Tesla's performance in the market. Understanding the challenges faced by Tesla in meeting their delivery targets sheds light on the broader issue of supply chain disruptions and their ripple effects on various stakeholders. By unpacking the complexities of this situation, it becomes clear that supply issues can be a critical factor in determining the success or failure of a business, making it a crucial area for companies to address and manage effectively.
Unpacking Tesla's Q1 2024 performance, Canaccord's analysis, and the resulting implications for investors and the electric vehicle market.