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Number of stores in U.S
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Description

Tesla, Inc.: The High-Tech Anchor of the Autonomous and Sustainable Era Headquartered in Austin, Texas, Tesla enters 2026 at a strategic crossroads, transitioning from a pure-play electric vehicle (EV) manufacturer into a global leader in Robotics and Artificial Intelligence. Under the guidance of CEO Elon Musk and the framework of Master Plan Part 4, the brand’s 2026 retail strategy reinforces its Direct-to-Consumer (DTC) model, eschewing traditional franchise dealerships for sleek, high-traffic Galleries and Delivery Centers. The 2026 physical footprint is defined by a strategic "Omnichannel Hybrid" approach: high-visibility boutiques in Tier-1 Lifestyle Centers for brand discovery, coupled with large-scale Service/Delivery Hubs in industrial perimeters. Key 2026 drivers include the global rollout of the Model Y "Juniper" refresh, the expansion of Robotaxi pilot zones, and the first internal deployments of the Optimus humanoid robot. For landlords, Tesla represents a premier "Innovation Anchor" that drives high-income tech-early-adopters and provides institutional-grade credit stability, despite the brand's shift toward autonomy and digital-first sales.

Brand Category

Retail

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Site criteria

Size range

100 - 300 SF

Ideal size

200 SF

Optimal frontage

100 LF

Basic requirements

Target markets

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Preferred anchors

  • Example

Preferred co-tenants

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Preferred traffic generators

  • Food
  • Entertainment

Preferred location type

  • Street
  • Lifestyle
  • Grocery

Preferred building type

  • Free-standing
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