NIO: Trade War Could Be A Major Boon

Core Insights - NIO reported over 40% year-over-year growth in deliveries, indicating strong demand for its vehicles [1] - The company achieved more than 400 basis points year-over-year improvement in gross margin, reflecting operational efficiency [1] - Despite these positive metrics, NIO missed both earnings per share (EPS) and revenue expectations, suggesting challenges in profitability [1] Delivery and Growth - NIO's deliveries grew by over 40% year-over-year, showcasing a significant increase in vehicle sales [1] Financial Performance - The gross margin improved by more than 400 basis points year-over-year, indicating better cost management and pricing strategies [1] - The company reported a miss in EPS and revenue, highlighting potential issues in scaling operations or market conditions [1]