Can Rivian Realistically Return to Growth in 2025?
When many investors turned to find the next Tesla, which is easier said than done, some turned to the young electric vehicle (EV) maker Rivian Automotive (NASDAQ: RIVN). The company had proven capable of manufacturing high-quality vehicles, impressed critics and consumers alike, and inked a massive deal for delivery vans (EDVs) with Amazon -- life was good. Exiting 2023 you could argue Rivian had more momentum than any EV maker out there, but that has since dissipated and left investors wondering if the automaker can return to growth in 2025.The harsh truth is that the automotive industry is extremely competitive, and it takes an automaker with a full lineup to be truly successful. That hampers Rivian's ability to post extreme growth as the company only offers the R1T, R1S, and EDVs. But what's worse is that Rivian's only offerings are aging, and demand for them is waning -- it's been a noticeable trend.Data source: Rivian. Chart by author.Continue reading

When many investors turned to find the next Tesla, which is easier said than done, some turned to the young electric vehicle (EV) maker Rivian Automotive (NASDAQ: RIVN). The company had proven capable of manufacturing high-quality vehicles, impressed critics and consumers alike, and inked a massive deal for delivery vans (EDVs) with Amazon -- life was good. Exiting 2023 you could argue Rivian had more momentum than any EV maker out there, but that has since dissipated and left investors wondering if the automaker can return to growth in 2025.
The harsh truth is that the automotive industry is extremely competitive, and it takes an automaker with a full lineup to be truly successful. That hampers Rivian's ability to post extreme growth as the company only offers the R1T, R1S, and EDVs. But what's worse is that Rivian's only offerings are aging, and demand for them is waning -- it's been a noticeable trend.
Data source: Rivian. Chart by author.