Rivian Pulling Demand Levers

[UnsungZero_OldTimeAdMan]

Why don’t they put the incentives clearly on Rivian.com. The website is horrible in providing information. And not very user friendly.

Looks crystal clear to me. Reading makes a difference. Amazing. https://rivian.com/offers

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[savethemanual]

Price of an R2(so far) is a lot less than a new R1. They can target them all they want, different buyers.

The offer was for an R1 though, I would imagine they'd like to convert R2 reservation holders into an R1 purchase regardless of who they're sending this offer to.

 

[UnsungZero_OldTimeAdMan]

The offer was for an R1 though, I would imagine they'd like to convert R2 reservation holders into an R1 purchase regardless of who they're sending this offer to.

There exist reports of the following:

• Surplus inventory. One glance at R1 Shop, it's not difficult to imagine validity.
• Production shifts and work days reduced.
• Significant drop in demand due to impact on economy; subsequent to unstable leadership in DC.
• Rumors of switchover to NACS charging port (and get people off the fence prior to production switch).

All or any combination of these things could be the reason for pulling incentive levers. Luring R2 reservations is probably the least likely. The price gap is too far.

 

[mkg3]

There are many alternatives to R1 now.

At the price range of R1, there are more people looking for luxury vehicles than adventure vehicle with significant off road capabilities.

The vehicle sales were high for April, based on reports from automakers. BEV fell for the most part while PHEV increased noticeably and ICE stayed about the same. Much of the sales increase is demand pull-forward for fear of 25% tariff.

Rivian's earnings report is next Tuesday so we'll all get some color as to what they feel where the demand is (their forward guidance). It was already reduced from expectations during the last earnings call so it will be very telling if it changed lower or if they pull the guidance.

 

[Captblue]

Looks crystal clear to me. Reading makes a difference. Amazing. https://rivian.com/offers

Thanks for the link, on IPad it doesn’t show the link.

 

[Mark_AZR1T]

Been cost-averaging Rivian stock for so long I’ve lost track. We own both an R1T and R1S, so I’m all-in—but it’s hard to ignore the headwinds.

Outside of lease deals with tax credits, I don’t see many buyers. Demand’s been weak for a while. Unless something changes, I expect more cash burn and likely dilution.

Still believe in the long game if they can get R2 right. But I don’t see 8–10K/month deliveries until late 2026 or early 2027, and pricing will be critical.

Timing hasn’t been on their side—but if they survive this stretch, they’ve got a shot.

 

[savethemanual]

Thanks for the link, on IPad it doesn’t show the link.

It's not showing the offer I received in my OP though...I'm still curious why I got that and which demographic they're targeting with it.

 

[savethemanual]

All or any combination of these things could be the reason for pulling incentive levers. Luring R2 reservations is probably the least likely. The price gap is too far.


There a folks out there who can afford the R1, but just don't need that much vehicle. I have no interest in a 3 row SUV and I know there are many in my camp.

 

[DayTripping]

If they were doing that deal on the TriMax, I might just see what they'd give me on trade-in.

At the same time, the economy is a stressor and I've seen the impact on my clients. I am currently in at a price that doesn't stress my budget. At the same time, I went insurance shopping and saved enough on my cars to cover the additional cost a new Tri would set me back.

I can see trying to sell that to my wife. I saved on insurance for our cars, got a new truck, and it was totally cost neutral...

 

[AirplaneDr]

Makes sense, especially if that report of thousands stockpiled at Normal is true.

March 2025 imagery from the McLean County GIS. The stockpile is real.

 

[Aardvark]

I got a basic foot long Subway sandwich today and it was $17.50. Now wait for the tariffs to kick in. Interesting times ahead.

I tried to buy a foot-long meatball sub, but Subway would not accept a trade-in of my 2018 Model 3.

 

[DayTripping]

When will they stop taking Rivians in on trade? That is the question I have. Then you know it is Tesla Cybertruck bad.

 

[Count Orlok]

I got a basic foot long Subway sandwich today and it was $17.50. Now wait for the tariffs to kick in. Interesting times ahead.

The Count is amused.

 

[Schroederhc]

I traded in my Gen 1 dual-performance lrg. For a Trimotor today R1T today

 

[Electrified Outdoors]

The problem right now is economic uncertainty exacerbated by the tariff situation & DOGE, higher interest rates, and yes higher costs for pretty much everything else.

banks have also been tightening their lending standards due to higher rates of default on auto loans.

Expensive luxury vehicles ….even ones that are as compelling as Rivian are slow to move right now.

One bright spot …at least for Rivian….is that many Tesla owners have been jumping over to Rivian because they dislike Elon and Rivian vehicles are the most similar to Tesla tech wise.

This is a strong incentive on dual max performance and we may just pull the trigger here soon.

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