But they don't really have an SUV, which is by far the most popular form factor. The Model Y is closest but it's still a bit car-ish.
Interest rates are up.
Their chairman is going through a very public ...episode.
They'll definitely overcome the headwinds: they still have superfans despite the Musk antics; they have lower leverage than GM/F [0]; there's a lot of regulatory pressure coming down the pipes over the next 10-30 years to phase out ICE engines.