Market reaction today suggests fear that Model X is nibbling at Model S sales, causing a dip in July business. What if Model X sales partially replace, instead of adding to, Model S sales? Musk did say months ago that Tesla was trying to “anti-sell” the Model X.
Cannibalization could cost Tesla its 2015 volume goal. Yipes! Model S meat — it’s what’s for dinner.
On the other hand, the lull could relate to Tesla Energy activities and/or Model X preparations. And the other other hand, foreign vs domestic delivery patterns could be the culprit. And on the other other other hand, the lull may not exist at all. Tesla does not report montly sales, so it’s all guesswork.