Key Takeaways TSLA Q2 deliveries fall 13.4% year over year to 384,122, missing Wall Street forecasts. Production issues are no longer a factor; rising inventories now point to a growing demand shortfall. An aging lineup, stronger rivals and Musk's polarizing image are weighing on Tesla's global sales.Tesla (TSLA) is facing a growing concern that can no longer be brushed aside — weakening deliveries. After its first-ever annual delivery decline in 2024, 2025 started on a rough note. Sales have fallen acros ...