R1T Dead Last in EV Pickup Sales

[savethemanual]

Yikes!



https://insideevs.com/news/775704/electric-pickup-sales-us-q3-2025/

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[Riviot]

And McDonald’s sold more burgers than the French Laundry. Does that make them better?

See above

 

[mkg3]

EV truck sales, regardless of model, are in the toilet. Not just Rivian issue.

F-150 (non-Lightning) sold about 200K vehicles in Q3. More than all EV trucks combined x 6...

 

[captainjp]

All that matters is bottom line. Ignore the noise

 

[hammick]

The cost is killing them. We tried to become a two R1 family in July. Rivian wouldn't play ball even though I saw first time buyers post on Reddit about free colors and options. Maybe I had the wrong sales associate. Ended up with a '26 AT4 ER that has better range and charging and is a full sized truck. Right around 70k after discounts and the tax credit. We couldn't pass that up.

 

[UnsungZero_OldTimeAdMan]

Consumers prefer SUVs over trucks. Shocker. /s. Nothing burger news.

 

[ElGuano]

Sad, but doesn't bother me so long as Rivian survives and grows. Just don't want to end up like Fisker owners.

 

[savethemanual]

Consumers prefer SUVs over trucks. Shocker. /s. Nothing burger news.

The Pickup market is substantial here in 'Merica. And there is definitely an EV category of said market...albeit not as large as ICE, but it's still a significant category manufactures do not want to ignore.

 

[UnsungZero_OldTimeAdMan]

The Pickup market is substantial here in 'Merica. And there is definitely an EV category of said market...albeit not as large as ICE, but it's still a significant category manufactures do not want to ignore.

“Substantial” isn’t synonymous with majority. And R1T is among higher priced options open to consumers. Plus, it’s an EV and all pure EV sales are only about 10% of total market. Electric truck sales is a even smaller slice of an already small slice of the pie. This “data” is a given and nothing more than cherry-picking for sake of sensationalism. Furthermore, stated ad nauseam, the R1 line as a whole was never intended or priced to be a high volume product. Rivian’s goal with it has always been to launch a brand. Branding is the foundation that everything else is built on. R2 and R3 is where volume numbers matter and hold meaning.

Attempting to make this data into a gotcha, is like pointing to sales of a specific car with manual transmission and implying the entire car company is going down. It’s an unserious use of data. All this adds fuel to is truck buyers are still not open to electrification. Also a given.

 

[savethemanual]

“Substantial” isn’t synonymous with majority. And R1T is among higher priced options open to consumers. Plus, it’s an EV and all pure EV sales are only about 10% of total market. Electric truck sales is a even smaller slice of an already small slice of the pie. This “data” is a given and nothing more than cherry-picking for sake of sensationalism. Furthermore, stated ad nauseam, the R1 line as a whole was never intended or priced to be a high volume product. Rivian’s goal with it has always been to launch a brand. Branding is the foundation that everything else is built on. R2 and R3 is where volume numbers matter and hold meaning.

100 percent I hear you and agree Rivian is looking much further forward than it's R1 line. However, there is an EV Pickup market to compete in....yes it's small but it's there and they are last. That's all.

 

[Hereforthesnacks]

See above

No, but it makes them more profitable. Also, French laundry doesn’t serve burgers.

 

[Hereforthesnacks]

Consumers prefer SUVs over trucks. Shocker. /s. Nothing burger news.

The best selling vehicles in the US are trucks. Every single year.

 

[FutureTruck]

I just watched an RJ interview and he had blamed previous slow quarters on supply chain issues.

I wonder what is to blame for this quarter - even with the big EV sales/lease push due to the expiring tax credit.

And did anyone notice that Tesla sold 2X the number of cybertrucks than R1Ts?? I did see a Tesla Energy Cybertruck today, so I know some of those sales are going to Musks other companies.

 

[Hereforthesnacks]

I just watched an RJ interview and he had blamed previous slow quarters on supply chain issues.

I wonder what is to blame for this quarter - even with the big EV sales/lease push due to the expiring tax credit.

And did anyone notice that Tesla sold 2X the number of cybertrucks than R1Ts?? I did see a Tesla Energy Cybertruck today, so I know some of those sales are going to Musks other companies.

This guy always has an excuse as to why there is a disappointing quarter. It’s typically supply chain - which again points to getting a CEO in there that knows Ops.

 

[UnsungZero_OldTimeAdMan]

I just watched an RJ interview and he had blamed previous slow quarters on supply chain issues.

I wonder what is to blame for this quarter - even with the big EV sales/lease push due to the expiring tax credit.

And did anyone notice that Tesla sold 2X the number of cybertrucks than R1Ts?? I did see a Tesla Energy Cybertruck today, so I know some of those sales are going to Musks other companies.

Normal shutdown started in mid-September to begin installation of R2 production line.

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