Lucid Motors is witnessing a significant increase in orders from former Tesla owners, with the company attributing the trend to changing consumer sentiment.
Interim CEO Marc Winteroff stated in an interview with Fox Business that over the past two months, approximately 50% of Lucid’s new orders have come from previous Tesla customers.
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“We’ve seen a dramatic uptick over the past two months,” Winteroff said, noting that Tesla owners have “always been a source” of customers for Lucid. However, recent months have brought a more pronounced shift, with many Tesla drivers actively seeking alternatives.
When asked about the reasons behind the trend, Winteroff pointed to “negative feelings about Elon” and a lack of new Tesla models, aside from the Cybertruck. “Many are looking for an option to not continue having a Tesla,” he added.
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The comments come as Lucid ramps up deliveries of its first electric SUV, the Gravity, which is expected to begin reaching customers by the end of April. The Gravity Grand Touring model starts at $94,900, with the more affordable Gravity Touring variant, priced at $79,900, set to launch later this year.
Lucid, which manufactures its vehicles in Arizona, is also monitoring the potential impact of U.S. tariff changes. Winteroff emphasized that the company’s production, including battery modules and electric motors, remains fully U.S.-based.
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The shift in Tesla customer loyalty aligns with broader sentiment trends. A recent YouGov and Yahoo News survey found that 67% of Americans would no longer consider purchasing or leasing a Tesla, with 55% expressing an unfavorable opinion of CEO Elon Musk. Among those unwilling to consider a Tesla, 37% cited Musk as at least part of the reason, while 20% stated he was the primary factor.
With Tesla’s first-quarter delivery report due this week, analysts anticipate a potentially weak performance, which could further highlight the evolving competitive landscape in the EV sector.
