Tesla’s gross sales in a number of key European markets proceed to say no sharply in Q2 2025, regardless of the brand new Mannequin Y, which was blamed for disappointing gross sales within the first quarter, now being obtainable.
Over the previous couple of years, Tesla’s gross sales in Europe have been declining.
In 2024, Tesla delivered 11% fewer autos in Europe in comparison with 2023 – regardless of having ramped up manufacturing at its Gigafactory Berlin, the place it produces Mannequin Ys for the European market.
Whereas this was already a foul signal for Tesla, gross sales began to say no at a a lot sharper rater in 2025 in comparison with an already unhealthy 2024.
In Q1 2025, Tesla’s gross sales in Europe declined 37% in comparison with Q1 2024.
Tesla shareholders had been holding on to the idea that the decline was nearly fully attributable to the Mannequin Y changeover.
The automaker up to date the design and a few options of the Mannequin Y, its best-selling automotive, limiting availability because it up to date manufacturing traces within the first quarter.
It should certainly have had an influence and Tesla additionally blamed the Mannequin Y changeover for decrease deliveries in Q1 throughout its earnings name final week.
Nevertheless, it additionally said that manufacturing is now again to regular in April, and but, Tesla’s gross sales proceed to say no in Europe.
Throughout the 5 European markets that report automotive registrations every day, Tesla is just not solely monitoring down about 50% from the identical interval in 2024 (Q2 2024), however additionally it is monitoring behind its horrible Q1 2025 regardless of having the brand new Mannequin Y:
We’re additionally beginning to have some month-to-month numbers from different European markets.
In France, Tesla reportedly delivered solely 863 autos in April. That’s down 59% year-over-year and down 24% from the primary month of Q1 2025.
In Denmark, the automaker has delivered solely 180 autos in April. That’s down a staggering 67% in comparison with April 2024 and 59% from January 2025, when Tesla didn’t but have the brand new Mannequin Y.
In Portugal, Tesla delivered solely 239 autos in April based mostly on registration knowledge – down 47% year-over-year and down 39% from the primary month of Q1 2025.
Extra knowledge from European international locations is predicted to be launched within the coming days, with the total dataset to be made obtainable later this month.
In Q1 2025, Tesla’s 37% decline in gross sales in Europe coincided with a 24% surge in battery electrical automotive gross sales.
Electrek’s Take
That is quickly trying like a requirement collapse for Tesla amid a surge in BEV gross sales from opponents in Europe.
Each time you’ve got a market main quickly shedding market shares in a surging market, it’s a huge crimson flag.
Tesla shareholders have been holding on to the concept that it was all because of the Mannequin Y changeover, however that hope is fading.
It appears to be like like Tesla’s gross sales should not doing significantly better proper now, regardless of the brand new Mannequin Y being in stock.
You will get a brand new Mannequin Y delivered as we speak in France:
Certain, the RWD variations are coming simply subsequent month and will assist a bit with quantity, however Tesla has much more competitors down market with Mannequin Y.
The truth that the AWD is just not promoting in vital numbers needs to be extraordinarily worrying.
Tesla is being squeezed out of the European market, largely resulting from most customers’ dislike for its CEO.
