Polestar is close to selling its remaining U.S. model-year 2026 cars, CEO Michael Lohscheller told Reuters on October 8, 2026. The vehicles identified in the report are Polestar 3 and Polestar 4 SUVs. Neither Reuters nor Polestar disclosed how many remain, so “close to selling out” is a qualitative update—not a count or a percentage of inventory sold.
What Polestar’s sell-through announcement means for U.S. shoppers
Polestar said it expected to sell previous model-year vehicles already in its U.S. inventory. Reuters reported that the remaining stock consisted of Polestar 3 and Polestar 4 vehicles. The company has not published a live inventory total, and this announcement does not establish whether a particular car is still available at a retailer. Availability can change as vehicles are sold.
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In comments reported by Reuters, Lohscheller said U.S. sales were strong “as we are now selling the last model year 26 cars.” That quotation was reported by Reuters; it was not part of Polestar’s official quarterly sales release. Read Reuters’ report syndicated by Euronext.
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In its September 3, 2026 H1 results, Polestar said the U.S. Department of Commerce’s Bureau of Industry and Security had not authorized it under the current Connected Vehicle Rule to sell vehicles in the United States from model year 2027 onward. The company said it expected to continue selling previous model years from inventory, then focus its U.S. activity on supporting customers, including service access and honoring warranty and product commitments.
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This describes Polestar’s account of the agency decision and its stated plan; it is not a broader legal analysis of the rule. Polestar’s release is available in its H1 2026 results announcement.
How U.S. sales compare with Polestar’s wider results
Polestar’s October 8 sales release estimated global retail sales of 14,371 cars in the third quarter of 2026 and 44,790 in the first nine months. The company said the 2026 figures were estimates subject to revision; its 2025 comparison figures were final.
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| Period and geography | Reported sales | Year-over-year comparison | Source and qualification |
|---|---|---|---|
| Q3 2026, global | 14,371 | Up about 1% | Polestar estimate, subject to revision |
| First nine months of 2026, global | 44,790 | Not stated in the October 8 release | Polestar estimate, subject to revision |
| Q3 2026, excluding the U.S. | 12,211 | Down 8% | Polestar estimate, subject to revision |
| First nine months of 2026, excluding the U.S. | 40,773 | Down 0.5% | Polestar estimate, subject to revision |
| Q3 2026, U.S. | About 2,160 | 966 in Q3 2025 | Reuters-reported U.S. figures; not the global sales release |
The company defines retail sales broadly as new cars handed over through sales channels and sale types, including internal, fleet, retail, rental, and leaseholder channels. Such sales may or may not directly generate revenue for Polestar. The estimates and definition appear in Polestar’s Q3 2026 sales release.
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The figures describe different geographies and periods. Global Q3 sales were up about 1%, while sales excluding the U.S. were down 8%; the U.S. figure comes from Reuters’ separate report. Those numbers do not show that every market grew, or by themselves establish how much U.S. demand came from selling down existing inventory.
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What Polestar says about customer support
Polestar’s H1 results said that after selling previous model years from U.S. inventory, it would focus on supporting existing customers, including maintaining service access and honoring warranty and product commitments. This is the company’s stated commitment; the announcement does not provide a detailed service plan, locations, or a timeline for individual customers.
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