Fortune | FORTUNE 07月24日 01:30
Elon Musk’s Tesla Diner is a next step in the beleaguered EV-maker’s plan to create an ‘all-encompassing brand,’ analyst Dan Ives says
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特斯拉在洛杉矶开设了首家名为“Tesla Diner”的餐厅,标志着其正式进军餐饮行业。这家餐厅以复古未来主义为设计风格,配备了电影屏幕和80个特斯拉充电站,提供包括“史诗级培根”和牛油炸薯条在内的经典美式餐点。更值得一提的是,特斯拉的Optimus机器人也被引入餐厅,负责为顾客服务。此举被视为特斯拉品牌重塑和拓展其全方位品牌生态的重要一步,尤其是在汽车销量面临挑战的背景下,旨在通过创造“好食物、好氛围和娱乐”的体验来吸引顾客并为品牌注入新的活力。CEO埃隆·马斯克已计划将此模式推广至全球主要城市和超级充电站。

⚡️ **特斯拉跨界餐饮,打造全新品牌体验:** 特斯拉在洛杉矶开设了首家名为“Tesla Diner”的餐厅,这是其品牌战略的重要延伸,旨在从汽车制造商向更全面的生活方式品牌转型。餐厅设计融合了复古与未来主义元素,并提供充电服务,将汽车生态与餐饮体验相结合。

🤖 **Optimus机器人助力服务,科技感十足:** 餐厅引入了特斯拉的Optimus机器人,负责为顾客提供爆米花等服务,这不仅是技术展示,也为用餐体验增添了独特的科技亮点,体现了特斯拉在机器人领域的进展。

📈 **应对销量挑战,重塑品牌形象:** 在加州地区销量连续下滑的背景下,特斯拉通过开设餐厅来提振品牌形象,吸引顾客。分析师认为,这是马斯克在品牌建设方面的新阶段,利用其“狂热粉丝”基础,在不依赖广告的情况下逐步吸引消费者。

🌐 **全球扩张计划,构建生态闭环:** CEO埃隆·马斯克表示,如果首家餐厅运营良好,特斯拉计划在全球主要城市以及长途路线的超级充电站附近推广这一概念,进一步完善其从汽车到住宅再到餐饮等全方位的品牌生态系统。

💡 **马斯克“战时CEO”定位,聚焦核心业务:** 文章指出,马斯克正在回归“战时CEO”的角色,专注于特斯拉的核心业务和未来发展,如自动驾驶和机器人技术。此举有助于将他从政治纷扰中抽离,重新聚焦于公司增长,并为特斯拉未来的增长注入新的动力。

A tuna melt served in a cardboard Cybertruck box is just all part of Tesla’s recovery plan. 

The EV maker has ventured into the hospitality industry, opening the first Tesla Diner in Los Angeles on Monday. The retro-futuristic restaurant, complete with movie screens and 80 Tesla charging stations, will also serve up diner classics, from $12 “epic bacon” to $4 tallow-fried french fries to $13 hot dogs. 

The restaurant has enlisted the help of Tesla’s Optimus robots to serve popcorn to patrons. The Tesla Diner also sells a line of merchandise. Early reviews on social media have praised the food, despite waiting an hour and a half in line for apple pie and hash browns.

CEO Elon Musk has already eyed expansion for the open-24/7 concept, which he called an “island of good food, good vibes & entertainment.”

“If our retro-futuristic diner turns out well, which I think it will, @Tesla will establish these in major cities around the world, as well as at Supercharger sites on long distance routes,” Musk wrote on social media

Tesla electric vehicles charge as people wait in line outside the Tesla Diner in Los Angeles on July 21. The diner, located along the Historic Route 66, is located at the site of a former Shakey’s Pizza Parlor.

I RYU—VCG/Getty Images

A Tesla Optimus robot serves popcorn to a patron at the opening of the Tesla Diner in Los Angeles on July 19. The diner is complete with movie screens and 80 Tesla charging stations.

Carlin Stiehl—Los Angeles Times/Getty Images

As other brands jump on the nostalgia-based dining concept—Cheez-It last year opened a Woodstock, New York, diner with Cheez-It milkshakes on the menu—Tesla’s foray into the restaurant business is an opportunity to build hype for a brand that’s taken a beating, according to Tesla bull and Wedbush Securities managing director Dan Ives.

“It’s all about brand, and that’s everything that Musk is building in his next phase,” Ives told Fortune. “It fits very well with what they’re trying to do: They’re trying to lay out an all-encompassing brand that eventually goes from the car to the house to a restaurant to other areas of AI.”

Tesla continues to struggle in California, where sales have declined for seven straight quarters, including an 18.3% crater in registrations in the state year-to-date. After launching its robotaxi pilot in Austin last month, Tesla has stoked concern for the product’s growth as the service has not yet scaled and has been subject to safety concerns following a near-accident. Musk has rested the fate of the company on the highly anticipated robotaxi, which has not yet created the returns needed to expand the company’s production of its Optimus robot.

The restaurant concept, according to Ives, is “Musk building out the next leg of the Tesla growth story.” With a “cult-like following,” Tesla—a company that does not invest in advertising—can begin to incrementally attract customers.

Tesla did not respond to Fortune’s request for comment.

Elon Musk: ‘War-time CEO

Musk’s renewed focus on Tesla’s brand is what Ives had hoped for after months of pleading for the CEO to distance himself from President Donald Trump, for whom he served as “First Buddy” and ringleader of the Department of Government Efficiency (DOGE) tasked with uprooting bureaucracy and culling billions of dollars in federal spending.

But Musk’s controversial role in the Trump administration alienated his eco-conscious customer base, stoking protests against Tesla and drawing ire from investors worried the CEO was taking his attention away from his flailing company. All said, in Musk’s 130-day stint as a special government employee that ended in May, he lost and gained $100 billion of his net worth, ultimately ending his tenure with $27 billion less in wealth than he had before Trump’s inauguration.

In March, following Tesla recording its worst single-day sell off, losing $127 billion in market value, Ives called Musk’s proximity to the Trump administration a “brand tornado crisis moment” for Tesla. Now, Ives said the brand damage to Tesla is “contained,” albeit still here.

“Musk is now more of a wartime CEO,” Ives said. “And it’s about looking forward, not behind.”

Earlier this month, Ives outlined in a note to investors how Tesla’s board can help Musk right the ship. He suggested creating an incentive-driven pay package that would give Musk a bigger stake in the company and more voting power in order to keep Musk focused, particularly on a framework to merge Tesla with xAI—a move Musk opposes. Ives also indicated the board should limit Musk’s political pursuits by setting up a committee to oversee his political ambitions, including donations.

“Tesla is heading into one of the most important stages of its growth cycle with the autonomous and robotics future now on the doorstep and cannot have Musk spending more and more time creating a political party, which will require countless time, energy, and political capital,” Ives wrote.

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特斯拉 Tesla Diner 餐饮业 品牌战略 埃隆·马斯克
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