Analysts Conflicted on These Consumer Cyclical Names: Mister Car Wash (NASDAQ: MCW), Tesla (NASDAQ: TSLA) and Temple & Webster Group Ltd (Other OTC: TPLWF)Well, given TSLA derived 86% of its revenue from selling cars in 1Q25A, and has maintained this ratio over its entire existence as a publicly traded company (Ex. 3) despite claims it’s “more than a car company” (i.e., TSLA has gone from being the next leader in the solar panel industry 2016-17 [this never happened], to bringing a Cybertruck to market that will take its sales to the next level 2018-20 [this never happened], to being the next leader in batteries 2019-20 [this never happened], etc.), it’s becoming clear to even the TSLA cultists that any turnaround in the company’s fundamentals will have to (first) start with improving car sales.