F-150 Lightning Is One Of The Slowest Selling Used Vehicles: Is This Bad News Before Cybertruck Launch?
Portfolio Pulse from Chris Katje
Ford's F-150 Lightning is one of the slowest-selling used vehicles, taking 78.4 days to sell in October, above the average of 49.2 days. This trend may be concerning as Tesla's Cybertruck launch approaches, with over one million reservations. Ford's Model e division reported a $1.3 billion EBIT loss in Q3, and year-to-date losses of $3.1 billion. Tesla plans to scale Cybertruck production to 250,000 units annually by 2025, potentially outpacing the F-150 Lightning in sales.

November 29, 2023 | 9:28 pm
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POSITIVE IMPACT
Tesla is set to launch the Cybertruck with over one million reservations reported. The company aims to reach an annual production of 250,000 units by 2025, potentially making it the best-selling electric pickup truck.
Tesla's upcoming Cybertruck launch and the reported high number of reservations indicate a positive short-term impact on Tesla's stock. The aggressive production targets could position Tesla favorably in the electric pickup truck market.
CONFIDENCE 75
IMPORTANCE 75
RELEVANCE 80
NEGATIVE IMPACT
Ford's F-150 Lightning is struggling in the used vehicle market, and the company's Model e division is facing significant financial losses. The upcoming launch of Tesla's Cybertruck could further pressure sales.
The slow sales of used F-150 Lightnings and the financial losses in Ford's EV division suggest a negative short-term impact on Ford's stock. The imminent launch of Tesla's Cybertruck, which has a significant number of reservations, could exacerbate the situation by increasing competition.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Rivian's R1T could face increased competition from Tesla's Cybertruck, which has a significant number of reservations and aggressive production targets.
The launch of Tesla's Cybertruck, which has garnered a large number of reservations, could negatively impact Rivian's R1T sales by increasing competition in the electric pickup truck market.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70