Tesla vehicles deliveredUS pizza restaurant spending
Tesla deliveries and American pizza-restaurant spending, both climbing. The Tesla owner is, statistically, ordering the pizza. The pizza is, on average, in the back seat. The graph approves.
Tesla deliveries went from about 50,000 vehicles in 2015 to over 1.8 million by 2023 as the Model 3 and Y volume launches scaled the business. US pizza-restaurant spending grew from about 35 to over 50 billion dollars in the same window as delivery apps, fast-casual chains, and inflation lifted unit prices. Two completely unrelated category-growth stories sharing a window because the same eight years rewarded both an EV transition and a particular restaurant category.
Most categories grew in the late 2010s. Different aisles, same wallet.
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Want to learn more about why correlations like “Tesla vehicles delivered” vs “US pizza restaurant spending” don't prove causation? Read our guide to statistical thinking.
