The most recent automotive numbers in Europe have been launched for August, confirming that Tesla’s decline is continuous, but it surely has slowed down, with the corporate “solely” being down 22%.
Nevertheless, essentially the most worrying half for Tesla is that it’s occurring whereas battery-electric automobile gross sales have been up 30% final month.
Tesla’s decline in Europe has been well-documented for the final two years, but it surely has accelerated considerably in 2025, with Tesla experiencing a month-to-month lower of 30-40% year-over-year.
In considerably excellent news for the corporate, the decline has slowed in August.
The European Vehicle Producers’ Affiliation (ACEA) launched its report for gross sales in August 2025.
It confirms that Tesla delivered 14,831 automobiles in Europe (EU + EFTA + UK) in August 2025, down 22% from August 2024.
Compared, the decline just isn’t as alarming as earlier months, but it surely now brings Tesla’s whole deliveries year-to-date to 133,857 automobiles in comparison with 198,474 automobiles in 2024. That’s down -32.6%.
The place issues begin to get extra alarming for Tesla is if you evaluate it to the broader EV market.
ACEA studies:
The YOY variation in August 2025 confirmed an increase of 30.2% for battery-electric and 14.1% for hybrid-electric vehicles, whereas plug-in-hybrid electrical recorded its sixth consecutive month of steady robust development with a 54.5% improve.
Listed below are the outcomes for August and year-to-date in EU + EFTA + UK:
Electrek’s Take
It must be alarming when the world’s largest electrical automaker sees its gross sales decline 22% in a market the place electrical automobile gross sales are surging 30%.
There’s definitely one thing unsuitable that must be addressed.
Nevertheless, Tesla just isn’t addressing the problem. Actually, Elon Musk even outright dismissed it when requested about it just a few months in the past. He doesn’t need to, as a result of he has satisfied Tesla shareholders that EV gross sales not matter, and it’s about autonomous driving and robots.
Musk even commented on this ACEA report. Reuters revealed it and claimed that BYD outsold Tesla within the EU. Musk retweeted and commented on a submit claiming that Reuters was deceptive:
Reuters just isn’t being deceptive. BYD outsold Tesla 9,130 models to eight,220 models within the EU final month.
If they’d mentioned “Europe” moderately than the EU, it might have been deceptive, however they didn’t.
Tesla did outsell BYD in broader Europe, in the event you embrace EFTA (Iceland, Liechtenstein, Norway, and Switzerland) and the UK: 14,831 to 11,455 models.
Both method, I don’t know why he would wish to get into that dialog in any way as a result of in EU+EFTA+UK, BYD was up 215% final month in comparison with Tesla being down 22%.
12 months-to-date, BYD is up 280% in contrast ot Tesla being down 32%.
At this tempo, BYD is prone to outsell Tesla for all the 12 months, and the Chinese language automaker is working beneath tariffs in Europe, a market the place it has solely been current for about three years.
Elon has absolutely misplaced the plot.
