POR QUE A TESLA NÃO VEM PRO BRASIL? SÉRGIO HABIB EXPLICA | Os Economistas 125

Summary

The script discusses Tesla's dominance in the electric vehicle market, selling 2 million units annually and holding 60% of the American market. It highlights Tesla's direct sales model, which lacks dealerships and allows for efficient price adjustments and inventory management. The transcript also touches on the Brazilian premium car market, noting its small size compared to the overall vehicle market, and the success of brands like Toyota Hilux over luxury models. It concludes with an advertisement for a financial consultancy course, offering a career transition opportunity for those interested in the financial market.

Takeaways

• 🚗 Tesla sells 2 million electric cars annually and holds 60% of the American electric car market, which is about 600,000 cars sold in the U.S.
• 🏢 Starting from scratch gives Tesla the advantage of a blank slate, allowing them to self-distribute their cars without relying on dealerships.
• 🛑 Some U.S. states restrict Tesla from selling directly to consumers due to the lack of dealerships, impacting their sales strategy.
• 🚚 Tesla's direct sales model enables them to quickly adjust prices and manage inventory more efficiently.
• 🌏 Tesla performs well in China, the U.S., and Europe but has not entered the Brazilian market due to perceived lack of demand for electric cars.
• 🚘 The Brazilian premium car market is about 10% of the total market, with around 200,000 premium cars sold last year.
• 📈 The total sales of premium brands like BMW, Mercedes, Volvo, Audi, and Land Rover in Brazil amount to 6,000 cars, which is 1.8% of the Brazilian market.
• 🔍 Porsche sells well in Brazil because it is relatively affordable compared to other luxury brands.
• 🚙 The Brazilian luxury market is more focused on pickup trucks priced above R$300,000, with 60,000 trucks sold annually, double the size of the premium car segment.
• 💡 The script highlights a disconnect between marketing strategies and consumer behavior, as seen in the Land Rover example where they aimed to attract customers from Toyota's SW4.
• 📚 The speaker mentions a career opportunity in the financial market through a specific training course offered by Portfel, a growing investment consultancy in Brazil.

Q & A

How many electric cars does Tesla sell annually?

Tesla sells 2 million electric cars per year.

What percentage of the American electric car market does Tesla currently hold?

Tesla currently holds 60% of the American electric car market.

What is the advantage of Tesla starting from scratch in the market?

Starting from scratch allows Tesla to have a blank slate, which is beneficial for innovation and direct distribution of their cars without relying on dealerships.

Why does Tesla sell its cars directly instead of using dealerships?

Tesla sells its cars directly to manage inventory more efficiently and to be able to adjust prices quickly without the need for intermediaries.

In which countries does Tesla perform well in terms of sales?

Tesla performs well in sales in China, the United States, and Europe.

Why is Tesla not selling cars in Brazil according to the transcript?

Tesla is not selling cars in Brazil because the company sees no market for electric cars there and does not plan to open a branch to sell a small number of cars.

What percentage of the car market in Brazil is considered premium?

The premium car market in Brazil is about 10% of the total market.

How many premium cars were sold in Brazil last year according to the transcript?

Approximately 200,000 premium cars were sold in Brazil last year.

What is the main reason Porsche sells well in Brazil?

Porsche sells well in Brazil because it is relatively cheaper compared to other premium brands.

What is the difference between the premium car market and the pickup truck market in Brazil in terms of sales volume?

The pickup truck market in Brazil, which is considered a luxury segment above R 300,000, sells 60,000 units per year, which is double the volume of the premium car market.

What is the role of the company Portfólio in the financial market according to the transcript?

Portfólio is a rapidly growing investment consulting firm in Brazil, offering specific training for those who want to become financial consultants.

What opportunity does Portfólio offer for those who complete their consultant training?

After completing the training, individuals are guaranteed an internal interview with Portfólio, providing a significant career transition opportunity.