Tesla Sales Taking a Beating in the USA and E/U ... Here are some numbers

[dubber09]

New sales are driven by either new customers or customers replacing their Tesla with another one. I'm not talking used Tesla sales.
Eventually, potential new customer base will shrink as those interested in Tesla will have bought them already.
Another thing is loss of interest in EVs and Tesla as EV agenda is fading and many people have been exposed to Tesla and may not like what they saw. I'm one of them, when Tesla came out I had curiosity toward it, but after been driven in them a few times I now have a fairly strong dislike toward them, just not for me or my wife, she doesn't see spending money or owning one in the future.

 

[Arch Stanton]

The new 2026 Bolt comes out this year. Summer or Fall but before the end of the year. It will be interesting. I suspect it may be well priced only because, well, it seems like that is the only place left for some robust sales growth. However, as in everything, GM will not want to take away from more profitable vehicles.
I suspect as one might think, the base price will come in around $8,000 less than the Equinox. We will see. Let's see if GM messes it up.
https://gmauthority.com/blog/2024/0...duction-confirmed-at-gm-fairfax-kansas-plant/

I wonder if the taxpayer gift of $7,500 will be gone by then.

It'll be interesting to see what effect that has on sales.

 

[JeffKeryk]

I flat out love our M3P; it is perfect for our use case. And there is nothing like it performance wise for anywhere near the money.
I like the new Model Y, but I hardly need a SUV. Wifey loves her RX.

From a car standpoint, I would buy nothing else.

 

[Torrid]

Apparently we're not allowed to point out what might be the real reason behind declining numbers, because I can assure you the cars themselves aren't the issue. I see 100% where @JeffKeryk is coming from. I'm not selling my cars over the other nonsense.

I'm not sure this thread has a meaningful end, because the answer in itself isn't allowed to be discussed here no matter how lightly it's mentioned. I'll see myself out.

 

[demarpaint]

Apparently we're not allowed to point out what might be the real reason behind declining numbers, because I can assure you the cars themselves aren't the issue. I see 100% where @JeffKeryk is coming from. I'm not selling my cars over the other nonsense.

I'm not sure this thread has a meaningful end, because the answer in itself isn't allowed to be discussed here no matter how lightly it's mentioned. I'll see myself out.

Politics aside the fact still remains the competition is getting better and as a result every EV sale that goes to any of Tesla's competition is one less car sale for Tesla. I doubt Tesla will go out of business in my lifetime, but I do see their competition taking a bigger bite out of their sales as time goes on.

 

[97prizm]

First off, I have no agenda other than I watch the stock market and of course Tesla which I never invested in but it's fun to watch. Right now the stock sells at 160 times earnings, that seems to me to be insane. But what do I know? If I knew everything I would be floating around some tropical island right now.

Here are some numbers. I do think there MAYBE some static in here, model change overs etc. But my god, how there can be an excuse for such horrible sale performance I don't know. Then again, what do I know? The stock sells at 160 times earnings *LOL* though granted the stock price is lower than just 3 years ago so I guess nothing to brag about.

1. Just in, Tesla USA JAN 2025 sales down 13% year over year. At the same time USA sales of BEVs grew 15% year over year. Let's also remember they qualify for the $7,500 taxpayer gift at time of sale. This is a swing of 28% USA sales up 15%, Tesla down 13%.

2. Tesla USA market share declined 14% from 59% Jan 2024 to 45% 2025

3. January 2025 China sales down 15% year over year

4. France 2025 year over year sales dropped 63%

5. Germany for (the MONTH) Jan 2025 sales are down 60%

The numbers and totals are still being calculating and coming in. this is what is known so far. Tesla Europe in general sales are down 45% for Jan 2025

The EV market still seems to be ok. What the story will turn out to be for Tesla in the coming months will be interesting. Even as these numbers are refined, this is horrible no matter how you analyze it.

VW which has been hammered actually is showing a 16% increase in sales of the VW brand name. Very fluid, fun to watch I have nothing invested in the auto industry as of 2/25/2025 pre market opening.

Some sources -
https://www.barrons.com/articles/tesla-stock-sales-fall-79f67c8f (you may hit a paywall in Barrons, typically they allow a viewing of their stories before hitting that wall to subscribe)

https://finance.yahoo.com/news/teslas-european-sales-plunge-45-125147495.html

Last but not least, European Automobile Manufacturers Association says EV sales soared 37% with big gains in Germany and the UK in Jan 2025 and Tesla is not participating in that.

Here is the source - https://www.bloomberg.com/news/articles/2025-02-25/tesla-sales-fall-45-in-europe-as-rivals-ev-registrations-soar?leadSource=uverify wall
(you may have to give an email to read it)

I dont know where this ends up, I suspect long term it will be ok I still dont understand a 160 times earnings valuation but then again, the same would go for bitcoin.

When the Musk meddles in foreign affairs, and supports a specific party In Germany I saw this coming a mile down the road. The president of Poland has now said "No Poles should be driving a Tesla. " Tesla is WAAAAY overpriced, Musk himself has said this many a time. When Mercedes Benz has level three autonomous driving in the USA (certified no less) since December 2023, Acura has level three certified in Japan, and Stellantis has announced today that they will have level three this year The board of directors should have canned Musk ages ago, but won't. I can only hope Tesla crashes and burns. I support American companies to a tee, but when Musks lawyers keep telling him to "Zip his lip and quit making empty promises " that should be a clue like Scooby Doo. I really wish the us Government would go in and audit Tesla like they did at Rocky Flats.

 

[97prizm]

Apparently we're not allowed to point out what might be the real reason behind declining numbers, because I can assure you the cars themselves aren't the issue. I see 100% where @JeffKeryk is coming from. I'm not selling my cars over the other nonsense.

I'm not sure this thread has a meaningful end, because the answer in itself isn't allowed to be discussed here no matter how lightly it's mentioned. I'll see myself out.

Well to be fair Tesla keeps removing items like radar, and turn signal stalks, and calling it "Development ". My dad is one of the smartest people I know yet his comment is always "Everyone hates Musk because he's rich " Which is infuriating as in many cases it has nothing to do with his wealth. I'd like to see Musk produce a diploma as I've seen many a back and forth that he did or didn't Graduate from college .

 

[97prizm]

New sales are driven by either new customers or customers replacing their Tesla with another one. I'm not talking used Tesla sales.
Eventually, potential new customer base will shrink as those interested in Tesla will have bought them already.
Another thing is loss of interest in EVs and Tesla as EV agenda is fading and many people have been exposed to Tesla and may not like what they saw. I'm one of them, when Tesla came out I had curiosity toward it, but after been driven in them a few times I now have a fairly strong dislike toward them, just not for me or my wife, she doesn't see spending money or owning one in the future.

I had to deal with horrible Tesla customer service in 2018. I worked for a guy that owned an independent dealership and liked Tesla. He purchased a 6 month old Model X with 4k miles on it. He paid in full at the auction. At the time Tesla said "We will tow your Tesla vehicle under warranty to the closest Tesla service center FREE OF CHARGE." The second day he had it the passenger door lock broke and the door wouldn't latch. This kept the model x from driving. Tesla used every excuse in the book to get out of paying for a tow. Then ad the three missing rear headrests were $300 apiece and the door lock replacement was $400. It left a worse taste than aspartame in my mouth after that.

 

[BHopkins]

I recently bought a new car for my wife, and in my research in deciding what to buy, I seriously considered buying an EV SUV. I even took a Mustang Mach E for a test drive. I also looked at getting a Lyriq, and did a little research of the MB EQE, but they haven't depreciated enough yet, to be in the price range that I was considering.

Whatever car I selected for my wife, needed decent range, because we like to travel to Kentucky to visit our son and his family, and alternate between flying and driving. With range in mind, I thought about the Model Y. But I quickly eliminated the Model Y, or any Tesla for that matter, because I lover physical buttons, particularly when controls are well laid out, even ergonomically positioned. Where Tesla has put almost all controls, except very few steering wheel controls, in the screen, that is a show stopper for me.

While I admittedly can't establish causation, it is worth noting that most EV offerings from other manufacturers, have struck more of a balance between physical buttons and controls that are integrated into the screen. I know that some people, who like to play with the tablet, like all the controls in the screen. But could it be that even some initial Tesla owners, who thought they would like this approach, are finding that they don't care for it, and when replacing their Tesla, are getting something other than a Tesla?

Could it also be that the market has finally reached that tipping point, where there are plenty of other EV offerings that the consumer prefers over what Tesla has to offer? I know that this has been discussed many times in the past, and there have been strong (and sound, at the time) arguments that Tesla sales vs sales of other EV offerings, showed that the American consumer really did prefer the Tesla offerings over their competition. But the data no longer shows that. Something has tipped.

I'm trying to tread very carefully on the next point, but I'm not oblivious to the fact that some may have strong dislikes for the Tesla Founder (who shall remain unnamed in this post). But that has always been the case. Nothing new there. Are the consumer just getting less willing to overlook what they don't like about the Founder?

Admittedly, I am glad to see that the sales numbers are going up for all the other EV offerings. So many of us predicted that this day would eventually come. It is a good thing. It will be a very good thing in the end, particularly for the consumer.

 

[JeffKeryk]

Politics aside the fact still remains the competition is getting better and as a result every EV sale that goes to any of Tesla's competition is one less car sale for Tesla. I doubt Tesla will go out of business in my lifetime, but I do see their competition taking a bigger bite out of their sales as time goes on.

Makes sense. And one less sale to any other car company.
No doubt there is a smoothing to the Tesla sales ramp, and not doubt there is no one reason why. Product life cycle...

Personally I'm crying about the stock! And we probably ain't done yet...

 

[scoot]

I recently bought a new car for my wife, and in my research in deciding what to buy, I seriously considered buying an EV SUV. I even took a Mustang Mach E for a test drive. I also looked at getting a Lyriq, and did a little research of the MB EQE, but they haven't depreciated enough yet, to be in the price range that I was considering.

Whatever car I selected for my wife, needed decent range, because we like to travel to Kentucky to visit our son and his family, and alternate between flying and driving. With range in mind, I thought about the Model Y. But I quickly eliminated the Model Y, or any Tesla for that matter, because I lover physical buttons, particularly when controls are well laid out, even ergonomically positioned. Where Tesla has put almost all controls, except very few steering wheel controls, in the screen, that is a show stopper for me.

While I admittedly can't establish causation, it is worth noting that most EV offerings from other manufacturers, have struck more of a balance between physical buttons and controls that are integrated into the screen. I know that some people, who like to play with the tablet, like all the controls in the screen. But could it be that even some initial Tesla owners, who thought they would like this approach, are finding that they don't care for it, and when replacing their Tesla, are getting something other than a Tesla?

Could it also be that the market has finally reached that tipping point, where there are plenty of other EV offerings that the consumer prefers over what Tesla has to offer? I know that this has been discussed many times in the past, and there have been strong (and sound, at the time) arguments that Tesla sales vs sales of other EV offerings, showed that the American consumer really did prefer the Tesla offerings over their competition. But the data no longer shows that. Something has tipped.

I'm trying to tread very carefully on the next point, but I'm not oblivious to the fact that some may have strong dislikes for the Tesla Founder (who shall remain unnamed in this post). But that has always been the case. Nothing new there. Are the consumer just getting less willing to overlook what they don't like about the Founder?

Admittedly, I am glad to see that the sales numbers are going up for all the other EV offerings. So many of us predicted that this day would eventually come. It is a good thing. It will be a very good thing in the end, particularly for the consumer.

I dislike Ford's founder and I dislike Ford's majority shareholder , and I bought vehicles from that company . I'm not so pompous that I have to sit on the internet and slam them over and over and over.

 

[scoot]

Sorry, but I don't understand your point. I don't see any political narrative in that @Strumpan_ said. What does not liking business practices have to do with politics?

I'm not a genius or a mind reader , somebody please point out his poor business practices that he is dumping on the people he employees or purchasers of his products . Show me one country in this world that everybody is 100% happy with. We should start a thread with CEOs that make us maddddd .

 

[dnewton3]

Several posts have been deleted.
It's apparently impossible for some to discuss EVs without bringing politics into the fray.
Thread locked.