Everyone says the dealer system is dying. Everyone says direct-to-consumer is the future.
But what if they have it backwards?
Direct sales shines when demand is red hot. But when inventories swell, it’s the dealer network that carries the risk, moves the cars, and keeps factories running.
In my latest LinkedIn Newsletter, I dive into Tesla’s margin swings, the dealer “financial shield,” and what consumers actually gain (or lose) in each model.
👉 Read the full piece HERE.