{"success":true,"data":{"pressRelease":{"id":"164023","rtpr_id":"nBw8K33T2a-20261008","ticker":"PSNY","exchange":"NASDAQ","all_tickers":["PSNY"],"title":"Polestar Reports Record Nine-Month Retail Sales and Its Strongest Third Quarter","author":"Business Wire","published_at":"2026-10-08T11:00:00.598Z","article_body":"Polestar Reports Record Nine-Month Retail Sales and Its Strongest Third\nQuarter\n\n\n * Best third quarter ever with retail sales of estimated 14,371 cars\n\n * Record retail sales of estimated 44,790 cars in the first nine months of 2026\n\nPolestar (Nasdaq: PSNY) reports retail sales of estimated 14,371 cars in the\nthird quarter and estimated 44,790 cars in the first nine months of 2026, both\nup around 1% year-on-year.\n\nThis press release features multimedia. View the full release here:\nhttps://www.businesswire.com/news/home/20261008797091/en/\n(https://www.businesswire.com/news/home/20261008797091/en/)\n\nPolestar 4 SUV\n\nMichael Lohscheller, Polestar CEO, says: “We delivered our best third\nquarter despite increasingly challenging market conditions. The start of\nPolestar 5 customer deliveries marks an important milestone for the company,\nwhile the new Polestar 4 SUV broadens our product portfolio and extends our\nreach to new customer groups entering the D-SUV segment, the largest and most\ndynamic segment in the European premium EV market.”\n                                             Q1-Q3 2026  Q1-Q3 2025  Change (%)  \n Retail sales volumes (total)                44,790      44,511      +0.6%       \n Retail sales volumes (excl. U.S. business)  40,773      40,968      -0.5%       \n                                                                                 \n\n                                             Q3 2026  Q3 2025  Change (%)  \n Retail sales volumes (total)                14,371   14,222   +1%         \n Retail sales volumes (excl. U.S. business)  12,211   13,256   -8%         \n                                                                           \n\n\nIn addition to total retail sales volumes, retail sales volumes excluding the\nU.S. are presented separately following the decision by U.S. Authorities in\nrespect of the Connected Vehicle Rule.\n\nRetail sales volumes for 2026 are provided on an estimated basis and are\nsubject to revision. Retail sales volumes for 2025 are final.\n\nEnds.\n\nAbout Polestar \n\nPolestar (Nasdaq: PSNY) is the Swedish electric performance car brand with a\nfocus on uncompromised design and innovation, and the ambition to accelerate\nthe change towards a sustainable future. Headquartered in Gothenburg, Sweden,\nits cars are available in 31 markets globally across North America, Europe and\nAsia Pacific.\n\nPolestar has five models in its line-up: Polestar 2, Polestar 3, Polestar 4\ncoupé, Polestar 4 SUV, and Polestar 5. Planned models include the Polestar 2\nsuccessor (to be launched in 2027), Polestar 7 compact SUV (to be introduced\nin 2028) and the Polestar 6 roadster. With its vehicles currently manufactured\non two continents, North America and Asia, Polestar plans to diversify its\nmanufacturing footprint further, with production of Polestar 7 planned in\nEurope.\n\nPolestar has an unwavering commitment to sustainability and has set an\nambitious roadmap to reach its climate targets: halve greenhouse gas emissions\nby 2030 per-vehicle-sold and become climate-neutral across its value chain by\n2040. Polestar’s comprehensive sustainability strategy covers the four areas\nof Climate, Transparency, Circularity, and Inclusion.\n\nForward-Looking Statements\n\nCertain statements in this press release (“Press Release”) may be\nconsidered “forward-looking statements” as defined in the Private\nSecurities Litigation Reform Act of 1995. Forward-looking statements generally\nrelate to future events or the future financial or operating performance of\nPolestar, including the timing and completion of the equity investment from\nthe financial institutions and the loan conversion. including the number of\nvehicle deliveries and gross margin. For example, projections of revenue,\nvolumes, margins, cash flow break-even and other financial or operating\nmetrics and statements regarding expectations of future needs for funding and\nplans related thereto are forward-looking statements. In some cases, you can\nidentify forward-looking statements by terminology such as “may”,\n“should”, “expect”, “intend”, “will”, “estimate”,\n“anticipate”, “believe”, “predict”, “potential”,\n“forecast”, “plan”, “seek”, “future”, “propose” or\n“continue”, or the negatives of these terms or variations of them or\nsimilar terminology. Such forward-looking statements are subject to risks,\nuncertainties, and other factors which could cause actual results to differ\nmaterially from those expressed or implied by such forward looking statements.\n\nThese forward-looking statements are based upon estimates and assumptions\nthat, while considered reasonable by Polestar and its management, as the case\nmay be, are inherently uncertain. Factors that may cause actual results to\ndiffer materially from current expectations include, but are not limited to:\n(1) Polestar’s ability to enter into or maintain agreements or partnerships\nwith its strategic partners, including Volvo Cars and Geely, original\nequipment manufacturers, vendors and technology providers; (2) Polestar’s\nability to maintain relationships with its existing suppliers, source new\nsuppliers for its critical components and enter into longer term supply\ncontracts and complete building out its supply chain; (3) Polestar’s ability\nto raise additional funding; (4) Polestar’s ability to successfully execute\ncost-cutting activities and strategic efficiency initiatives; (5) Polestar’s\nestimates of expenses, profitability, gross margin, cash flow, and cash\nreserves; (6) Polestar’s ability to continue to meet stock exchange listing\nstandards; (7) changes in domestic and foreign business, market, financial,\npolitical and legal conditions; (8) demand for Polestar’s vehicles or car\nsale volumes, revenue and margin development based on pricing, variant and\nmarket mix, cost reduction efficiencies, logistics and growing aftersales; (9)\ndelays in the expected timelines for the development, design, manufacture,\nlaunch and financing of Polestar’s vehicles and Polestar’s reliance on a\nlimited number of vehicle models to generate revenues; (10) increases in\ncosts, disruption of supply or shortage of materials, in particular for\nlithium-ion cells or semiconductors; (11) risks related to product recalls,\nregulatory fines and/or an unexpectedly high volume of warranty claims; (12)\nPolestar’s reliance on its partners to manufacture vehicles at a high\nvolume, some of which have limited experience in producing electric vehicles,\nand on the allocation of sufficient production capacity to Polestar by its\npartners in order for Polestar to be able to increase its vehicle production\nvolumes; (13) the ability of Polestar to grow and manage growth profitably,\nmaintain relationships with customers and suppliers and retain its management\nand key employees; (14) risks related to future market adoption of\nPolestar’s offerings; (15) risks related to Polestar’s current\ndistribution model and the evolution of its distribution model in the future;\n(16) the effects of competition and the high barriers to entry in the\nautomotive industry and the pace and depth of electric vehicle adoption\ngenerally on Polestar’s future business; (17) changes in regulatory\nrequirements (including environmental laws and regulations and regulations\nrelated to connected vehicles), governmental incentives, tariffs and fuel and\nenergy prices; (18) Polestar’s reliance on the development of vehicle\ncharging networks to provide charging solutions for its vehicles and its\nstrategic partners for servicing its vehicles and their integrated software;\n(19) Polestar’s ability to establish its brand and capture additional market\nshare, and the risks associated with negative press or reputational harm,\nincluding from electric vehicle fires; (20) the outcome of any potential\nlitigation, including litigation involving Polestar and Gores Guggenheim,\nInc., government and regulatory proceedings, including the NHTSA investigation\ninto the Polestar 2 rear view camera, tax audits, investigations and\ninquiries; (21) Polestar’s ability to continuously and rapidly innovate,\ndevelop and market new products; (22) the impact of the ongoing conflict\nbetween Ukraine and Russia and the conflict with Iran and the conflict in the\nRed Sea; and (23) other risks and uncertainties set forth in the sections\nentitled “Risk Factors” and “Cautionary Note Regarding Forward-Looking\nStatements” in Polestar’s Form 20-F, and other documents filed, or to be\nfiled, with the SEC by Polestar. There may be additional risks that Polestar\npresently does not know or that Polestar currently believes are immaterial\nthat could also cause actual results to differ from those contained in the\nforward-looking statements.\n\nNothing in this Press Release should be regarded as a representation by any\nperson that the forward-looking statements set forth herein will be achieved\nor that any of the contemplated results of such forward-looking statements\nwill be achieved. You should not place undue reliance on forward-looking\nstatements, which speak only as of the date they are made. Polestar assumes no\nobligation to update these forward-looking statements, even if new information\nbecomes available in the future, except as may be required by law.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20261008797091/en/\n(https://www.businesswire.com/news/home/20261008797091/en/)\n\nEllen Broomé\n\nHead of PR\n\nellen.broome@polestar.com (mailto:ellen.broome@polestar.com)\n\nAnna Gavrilova\n\nHead of Investor Relations\n\nanna.gavrilova@polestar.com (mailto:anna.gavrilova@polestar.com)\n\n\nCopyright Business Wire 2026","article_body_html":"","raw_payload":{"data":{"id":"nBw8K33T2a-20261008","title":"Polestar Reports Record Nine-Month Retail Sales and Its Strongest Third Quarter","author":"Business Wire","ticker":"PSNY","created":"2026-10-08T11:00:00.598Z","tickers":["PSNY"],"exchange":"NASDAQ","article_body":"Polestar Reports Record Nine-Month Retail Sales and Its Strongest Third\nQuarter\n\n\n * Best third quarter ever with retail sales of estimated 14,371 cars\n\n * Record retail sales of estimated 44,790 cars in the first nine months of 2026\n\nPolestar (Nasdaq: PSNY) reports retail sales of estimated 14,371 cars in the\nthird quarter and estimated 44,790 cars in the first nine months of 2026, both\nup around 1% year-on-year.\n\nThis press release features multimedia. View the full release here:\nhttps://www.businesswire.com/news/home/20261008797091/en/\n(https://www.businesswire.com/news/home/20261008797091/en/)\n\nPolestar 4 SUV\n\nMichael Lohscheller, Polestar CEO, says: “We delivered our best third\nquarter despite increasingly challenging market conditions. The start of\nPolestar 5 customer deliveries marks an important milestone for the company,\nwhile the new Polestar 4 SUV broadens our product portfolio and extends our\nreach to new customer groups entering the D-SUV segment, the largest and most\ndynamic segment in the European premium EV market.”\n                                             Q1-Q3 2026  Q1-Q3 2025  Change (%)  \n Retail sales volumes (total)                44,790      44,511      +0.6%       \n Retail sales volumes (excl. U.S. business)  40,773      40,968      -0.5%       \n                                                                                 \n\n                                             Q3 2026  Q3 2025  Change (%)  \n Retail sales volumes (total)                14,371   14,222   +1%         \n Retail sales volumes (excl. U.S. business)  12,211   13,256   -8%         \n                                                                           \n\n\nIn addition to total retail sales volumes, retail sales volumes excluding the\nU.S. are presented separately following the decision by U.S. Authorities in\nrespect of the Connected Vehicle Rule.\n\nRetail sales volumes for 2026 are provided on an estimated basis and are\nsubject to revision. Retail sales volumes for 2025 are final.\n\nEnds.\n\nAbout Polestar \n\nPolestar (Nasdaq: PSNY) is the Swedish electric performance car brand with a\nfocus on uncompromised design and innovation, and the ambition to accelerate\nthe change towards a sustainable future. Headquartered in Gothenburg, Sweden,\nits cars are available in 31 markets globally across North America, Europe and\nAsia Pacific.\n\nPolestar has five models in its line-up: Polestar 2, Polestar 3, Polestar 4\ncoupé, Polestar 4 SUV, and Polestar 5. Planned models include the Polestar 2\nsuccessor (to be launched in 2027), Polestar 7 compact SUV (to be introduced\nin 2028) and the Polestar 6 roadster. With its vehicles currently manufactured\non two continents, North America and Asia, Polestar plans to diversify its\nmanufacturing footprint further, with production of Polestar 7 planned in\nEurope.\n\nPolestar has an unwavering commitment to sustainability and has set an\nambitious roadmap to reach its climate targets: halve greenhouse gas emissions\nby 2030 per-vehicle-sold and become climate-neutral across its value chain by\n2040. Polestar’s comprehensive sustainability strategy covers the four areas\nof Climate, Transparency, Circularity, and Inclusion.\n\nForward-Looking Statements\n\nCertain statements in this press release (“Press Release”) may be\nconsidered “forward-looking statements” as defined in the Private\nSecurities Litigation Reform Act of 1995. Forward-looking statements generally\nrelate to future events or the future financial or operating performance of\nPolestar, including the timing and completion of the equity investment from\nthe financial institutions and the loan conversion. including the number of\nvehicle deliveries and gross margin. For example, projections of revenue,\nvolumes, margins, cash flow break-even and other financial or operating\nmetrics and statements regarding expectations of future needs for funding and\nplans related thereto are forward-looking statements. In some cases, you can\nidentify forward-looking statements by terminology such as “may”,\n“should”, “expect”, “intend”, “will”, “estimate”,\n“anticipate”, “believe”, “predict”, “potential”,\n“forecast”, “plan”, “seek”, “future”, “propose” or\n“continue”, or the negatives of these terms or variations of them or\nsimilar terminology. Such forward-looking statements are subject to risks,\nuncertainties, and other factors which could cause actual results to differ\nmaterially from those expressed or implied by such forward looking statements.\n\nThese forward-looking statements are based upon estimates and assumptions\nthat, while considered reasonable by Polestar and its management, as the case\nmay be, are inherently uncertain. Factors that may cause actual results to\ndiffer materially from current expectations include, but are not limited to:\n(1) Polestar’s ability to enter into or maintain agreements or partnerships\nwith its strategic partners, including Volvo Cars and Geely, original\nequipment manufacturers, vendors and technology providers; (2) Polestar’s\nability to maintain relationships with its existing suppliers, source new\nsuppliers for its critical components and enter into longer term supply\ncontracts and complete building out its supply chain; (3) Polestar’s ability\nto raise additional funding; (4) Polestar’s ability to successfully execute\ncost-cutting activities and strategic efficiency initiatives; (5) Polestar’s\nestimates of expenses, profitability, gross margin, cash flow, and cash\nreserves; (6) Polestar’s ability to continue to meet stock exchange listing\nstandards; (7) changes in domestic and foreign business, market, financial,\npolitical and legal conditions; (8) demand for Polestar’s vehicles or car\nsale volumes, revenue and margin development based on pricing, variant and\nmarket mix, cost reduction efficiencies, logistics and growing aftersales; (9)\ndelays in the expected timelines for the development, design, manufacture,\nlaunch and financing of Polestar’s vehicles and Polestar’s reliance on a\nlimited number of vehicle models to generate revenues; (10) increases in\ncosts, disruption of supply or shortage of materials, in particular for\nlithium-ion cells or semiconductors; (11) risks related to product recalls,\nregulatory fines and/or an unexpectedly high volume of warranty claims; (12)\nPolestar’s reliance on its partners to manufacture vehicles at a high\nvolume, some of which have limited experience in producing electric vehicles,\nand on the allocation of sufficient production capacity to Polestar by its\npartners in order for Polestar to be able to increase its vehicle production\nvolumes; (13) the ability of Polestar to grow and manage growth profitably,\nmaintain relationships with customers and suppliers and retain its management\nand key employees; (14) risks related to future market adoption of\nPolestar’s offerings; (15) risks related to Polestar’s current\ndistribution model and the evolution of its distribution model in the future;\n(16) the effects of competition and the high barriers to entry in the\nautomotive industry and the pace and depth of electric vehicle adoption\ngenerally on Polestar’s future business; (17) changes in regulatory\nrequirements (including environmental laws and regulations and regulations\nrelated to connected vehicles), governmental incentives, tariffs and fuel and\nenergy prices; (18) Polestar’s reliance on the development of vehicle\ncharging networks to provide charging solutions for its vehicles and its\nstrategic partners for servicing its vehicles and their integrated software;\n(19) Polestar’s ability to establish its brand and capture additional market\nshare, and the risks associated with negative press or reputational harm,\nincluding from electric vehicle fires; (20) the outcome of any potential\nlitigation, including litigation involving Polestar and Gores Guggenheim,\nInc., government and regulatory proceedings, including the NHTSA investigation\ninto the Polestar 2 rear view camera, tax audits, investigations and\ninquiries; (21) Polestar’s ability to continuously and rapidly innovate,\ndevelop and market new products; (22) the impact of the ongoing conflict\nbetween Ukraine and Russia and the conflict with Iran and the conflict in the\nRed Sea; and (23) other risks and uncertainties set forth in the sections\nentitled “Risk Factors” and “Cautionary Note Regarding Forward-Looking\nStatements” in Polestar’s Form 20-F, and other documents filed, or to be\nfiled, with the SEC by Polestar. There may be additional risks that Polestar\npresently does not know or that Polestar currently believes are immaterial\nthat could also cause actual results to differ from those contained in the\nforward-looking statements.\n\nNothing in this Press Release should be regarded as a representation by any\nperson that the forward-looking statements set forth herein will be achieved\nor that any of the contemplated results of such forward-looking statements\nwill be achieved. You should not place undue reliance on forward-looking\nstatements, which speak only as of the date they are made. Polestar assumes no\nobligation to update these forward-looking statements, even if new information\nbecomes available in the future, except as may be required by law.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20261008797091/en/\n(https://www.businesswire.com/news/home/20261008797091/en/)\n\nEllen Broomé\n\nHead of PR\n\nellen.broome@polestar.com (mailto:ellen.broome@polestar.com)\n\nAnna Gavrilova\n\nHead of Investor Relations\n\nanna.gavrilova@polestar.com (mailto:anna.gavrilova@polestar.com)\n\n\nCopyright Business Wire 2026"},"type":"article","timestamp":"2026-10-08T11:00:00.900970264Z","server_sent_at_ms":1791457200900},"received_at":"2026-10-08T11:00:00.951Z","source_url":"https://www.businesswire.com/news/home/20261008797091/en/"},"analysis":{"id":"152460","press_release_id":"164023","analysis_json":{"industry":{"label":"Automobiles","sector":"Consumer Discretionary"},"redFlags":["Volumes ex-U.S. down 8% YoY in Q3; headline growth of ~1% is well below EV-market growth","U.S. volumes broken out separately due to U.S. Authorities' Connected Vehicle Rule decision","2026 volumes are estimates subject to revision"],"eventType":"operations_update","narrative":"Polestar reported its best-ever third quarter with estimated retail sales of 14,371 cars, up around 1% year-on-year.\n\nNine-month 2026 retail sales hit a record 44,790 cars, but volumes excluding the U.S. fell 8% in Q3 and 0.5% for the nine months.\n\nThe company highlighted the start of Polestar 5 customer deliveries and the Polestar 4 SUV's entry into the large European premium D-SUV segment.\n\nVolumes ex-U.S. are now broken out separately following the U.S. Authorities' decision on the Connected Vehicle Rule.","sentiment":"mixed","agentHooks":{"shouldPost":false,"suggestedAngle":"Record headline volumes mask stagnation — ex-U.S. sales down 8% in Q3 raises demand questions."},"keyFigures":{"customDimensions":{"q3_ex_us_change":"-8%","q3_retail_sales":14371,"q3_retail_sales_yoy":"+1%","q3_retail_sales_ex_us":12211,"nine_month_ex_us_change":"-0.5%","nine_month_retail_sales":44790,"nine_month_retail_sales_yoy":"+0.6%","nine_month_retail_sales_ex_us":40773}},"quotedText":"We delivered our best third quarter despite increasingly challenging market conditions.","namedEntities":{"people":[{"name":"Michael Lohscheller","role":"CEO"},{"name":"Ellen Broomé","role":"Head of PR"},{"name":"Anna Gavrilova","role":"Head of Investor Relations"}],"products":["Polestar 2","Polestar 3","Polestar 4 coupé","Polestar 4 SUV","Polestar 5","Polestar 6","Polestar 7"],"companies":[{"name":"Polestar","ticker":"PSNY","relationship":"filer"},{"name":"Volvo Cars","relationship":"strategic partner"},{"name":"Geely","relationship":"strategic partner"}],"dollarAmounts":[]},"materialImpact":{"score":2,"reasoning":"Monthly-style retail sales update: record headline volumes but growth of only ~1% YoY, with ex-U.S. volumes down 0.5% for nine months and down 8% in Q3. No revenue, margin, or guidance figures disclosed."},"tickerRelevance":{"others":[],"primary":"PSNY"},"globalImportance":30,"audienceRelevance":35,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"small-cap EV maker with retail following","dataQuality":"estimated volumes, no financials","eventGravity":"routine sales volume update, ~1% growth","retailFavoriteBoost":"EV/meme-adjacent brand"}},"event_type":"operations_update","event_type_secondary":null,"sentiment":"mixed","material_impact_score":2,"narrative":"Polestar reported its best-ever third quarter with estimated retail sales of 14,371 cars, up around 1% year-on-year.\n\nNine-month 2026 retail sales hit a record 44,790 cars, but volumes excluding the U.S. fell 8% in Q3 and 0.5% for the nine months.\n\nThe company highlighted the start of Polestar 5 customer deliveries and the Polestar 4 SUV's entry into the large European premium D-SUV segment.\n\nVolumes ex-U.S. are now broken out separately following the U.S. Authorities' decision on the Connected Vehicle Rule.","key_figures":{"customDimensions":{"q3_ex_us_change":"-8%","q3_retail_sales":14371,"q3_retail_sales_yoy":"+1%","q3_retail_sales_ex_us":12211,"nine_month_ex_us_change":"-0.5%","nine_month_retail_sales":44790,"nine_month_retail_sales_yoy":"+0.6%","nine_month_retail_sales_ex_us":40773}},"named_entities":{"people":[{"name":"Michael Lohscheller","role":"CEO"},{"name":"Ellen Broomé","role":"Head of PR"},{"name":"Anna Gavrilova","role":"Head of Investor Relations"}],"products":["Polestar 2","Polestar 3","Polestar 4 coupé","Polestar 4 SUV","Polestar 5","Polestar 6","Polestar 7"],"companies":[{"name":"Polestar","ticker":"PSNY","relationship":"filer"},{"name":"Volvo Cars","relationship":"strategic partner"},{"name":"Geely","relationship":"strategic partner"}],"dollarAmounts":[]},"model_name":"glm-5.3-flashx","prompt_hash":"sha256:5c812bd9e28b810d","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-10-08T11:00:15.234Z","global_importance":30,"audience_relevance":35,"importance_components":{"tickerTier":"small-cap EV maker with retail following","dataQuality":"estimated volumes, no financials","eventGravity":"routine sales volume update, ~1% growth","retailFavoriteBoost":"EV/meme-adjacent brand"}},"durationMs":7611,"modelName":"glm-5.3-flashx"}}