Tesla’s gross sales freefall in Europe continues. The American automaker’s gross sales declined by 40% in July, whereas BYD’s elevated by 225%.
The European Car Producers Affiliation (ACEA) launched automotive gross sales numbers for July as we speak, and it confirmed that battery-electric car gross sales rose 39.1%, exceeding the expansion price of ICE autos.
Typically, rising EV gross sales could be appropriate for an EV chief like Tesla, however the American automaker’s gross sales stay in freefall in Europe.
Tesla was down 40% in July, and it’s now down 37% year-to-date in Europe:
| Producer | July 2025 Share | July 2025 Items | July 2024 Items | July Change % | YTD 2025 Share | YTD 2025 Items | YTD 2024 Items | YTD Change % |
| Volkswagen Group | 28.2 | 306,543 | 274,659 | 11.6 | 26.8 | 2,118,545 | 2,044,448 | 3.6 |
| Volkswagen | 11.5 | 124,464 | 109,327 | 13.8 | 11.0 | 872,817 | 825,709 | 5.7 |
| Skoda | 7.1 | 77,591 | 59,442 | 30.5 | 6.2 | 490,531 | 440,832 | 11.3 |
| Audi | 4.9 | 52,971 | 59,147 | -10.4 | 4.8 | 381,095 | 404,240 | -5.7 |
| Cupra | 2.2 | 24,199 | 16,662 | 45.2 | 2.2 | 177,241 | 129,571 | 36.8 |
| Seat | 1.7 | 18,564 | 22,092 | -16.3 | 1.6 | 132,209 | 172,059 | -23.2 |
| Porsche | 0.7 | 7,801 | 6,413 | 21.8 | 0.7 | 57,777 | 64,826 | -10.9 |
| Others (VW) | 0.1 | 952 | 766 | 24.3 | 0.1 | 5,984 | 5,450 | 9.8 |
| Stellantis | 13.9 | 151,391 | 153,071 | -1.1 | 16.4 | 1,192,746 | 1,298,490 | -8.1 |
| Peugeot | 4.4 | 48,027 | 49,291 | -2.6 | 5.2 | 411,792 | 394,985 | 4.3 |
| Opel/Vauxhall | 3.3 | 36,279 | 35,337 | 2.7 | 3.1 | 241,385 | 267,479 | -9.8 |
| Citroen | 2.4 | 26,333 | 26,298 | 0.1 | 2.7 | 216,659 | 249,824 | -13.3 |
| Fiat | 2.1 | 21,321 | 23,862 | -10.7 | 2.1 | 172,692 | 200,084 | -13.6 |
| Jeep | 1.0 | 10,422 | 10,479 | -0.5 | 1.0 | 82,692 | 81,231 | 1.7 |
| Alfa Romeo | 0.4 | 4,317 | 3,197 | 35.0 | 0.4 | 38,127 | 28,487 | 34.0 |
| DS | 0.2 | 1,416 | 1,506 | -5.9 | 0.2 | 11,952 | 12,608 | -5.2 |
| Lancia/Chrysler | 0.1 | 905 | 2,843 | -68.2 | 0.2 | 7,401 | 9,263 | -20.3 |
| Others (Stellantis) | 0.1 | 549 | 501 | 9.6 | 0.1 | 5,846 | 3,875 | 50.9 |
| Renault Group | 9.6 | 104,194 | 95,784 | 8.6 | 8.7 | 812,116 | 767,674 | 5.8 |
| Renault | 4.6 | 49,559 | 48,285 | 2.6 | 5.6 | 443,682 | 411,762 | 7.8 |
| Dacia | 5.0 | 53,495 | 47,468 | 12.7 | 4.6 | 362,839 | 353,155 | 2.7 |
| Alpine | 0.1 | 140 | 39 | 261.3 | 0.1 | 595 | 294 | 102.3 |
| Hyundai Group | 8.5 | 91,918 | 93,934 | -2.3 | 8.2 | 631,027 | 658,162 | -4.1 |
| Hyundai | 4.5 | 45,347 | 46,362 | -2.2 | 4.2 | 316,492 | 329,627 | -4.0 |
| Kia | 3.9 | 42,671 | 46,390 | -7.0 | 4.0 | 314,535 | 328,944 | -4.2 |
| Toyota Group | 7.0 | 77,475 | 80,390 | -3.6 | 7.0 | 556,611 | 559,524 | -0.5 |
| Toyota | 6.6 | 71,376 | 74,172 | -3.8 | 6.7 | 510,094 | 557,039 | -0.5 |
| Lexus | 0.4 | 6,099 | 4,218 | 44.6 | 0.3 | 46,517 | 24,885 | 86.9 |
| BMW Group | 7.7 | 83,279 | 74,602 | 11.6 | 7.2 | 569,338 | 542,167 | 5.0 |
| BMW | 6.3 | 66,775 | 63,725 | 4.0 | 6.0 | 474,149 | 426,159 | 11.3 |
| Mini | 1.4 | 15,404 | 10,897 | 41.4 | 1.2 | 95,189 | 80,122 | 19.0 |
| Mercedes-Benz | 4.9 | 53,458 | 53,447 | 0.0 | 4.9 | 388,876 | 387,780 | 0.3 |
| Ford | 3.3 | 35,210 | 31,730 | 11.0 | 3.3 | 260,342 | 236,071 | 10.3 |
| Volvo Vehicles | 2.3 | 25,030 | 30,044 | -16.7 | 2.5 | 195,966 | 225,003 | -13.3 |
| Nissan | 1.9 | 23,882 | 25,002 | -4.8 | 1.8 | 187,969 | 198,459 | -5.3 |
| SAIC Motor | 2.1 | 23,316 | 20,769 | 12.3 | 2.2 | 176,415 | 149,729 | 17.8 |
| Suzuki | 1.0 | 10,242 | 11,934 | -14.2 | 1.1 | 106,860 | 112,857 | -5.3 |
| Tesla | 0.8 | 8,837 | 14,769 | -40.2 | 1.2 | 113,019 | 179,338 | -37.0 |
| Mazda | 0.8 | 8,772 | 10,795 | -18.7 | 0.9 | 91,175 | 101,475 | -10.2 |
| BYD | 1.2 | 13,503 | 4,151 | 225.3 | 1.0 | 84,416 | 21,612 | 290.6 |
| Jaguar Land Rover Group | 1.0 | 9,828 | 12,010 | -18.2 | 1.2 | 82,332 | 95,161 | -13.4 |
| Land Rover | 0.7 | 9,821 | 10,240 | -4.1 | 1.0 | 79,252 | 85,950 | -7.8 |
| Jaguar | 0.3 | 7 | 1,770 | -99.6 | 0.2 | 3,080 | 28,211 | -89.1 |
| Honda | 0.6 | 6,024 | 6,068 | -0.7 | 0.5 | 3,314 | 3,777 | -12.3 |
| Mitsubishi | 0.3 | 3,327 | 4,224 | -21.3 | 0.4 | 31,221 | 40,491 | -23.6 |
In the meantime, BYD was up 225% and outsold Tesla by a large margin, with 13,503 items bought versus Tesla’s 8,837.
BYD has been promoting passenger autos in Europe for lower than 3 years, and it’s now already surpassing Tesla on a month-to-month foundation.
At this tempo, the Chinese language automaker might even doubtlessly outsell Tesla in Europe for the entire 12 months.
Electrek’s Take
BEV gross sales are up 40% and Tesla’s are down 40%. It is a crimson flag if I’ve ever seen one.
It’s surprising to me that Tesla allowed this to occur in such an important electrical car market.
If I perceive appropriately, Tesla will not be addressing the difficulty at all as a result of CEO Elon Musk believes the explanation Tesla will not be performing effectively in Europe is that “everybody else is doing poorly in Europe” and that Tesla can’t launch its Full Self-Driving system out there.
A kind of factors is a whole fabrication, as the info above highlights, and the opposite is complete hypothesis in my view.
I’d be stunned if Tesla’s FSD launch in Europe has a big influence on demand.
In the meantime, Tesla is permitting its gross sales to free-fall in one of many world’s largest automotive markets – performing prefer it doesn’t know the true purpose demand is abysmal: Elon Musk.
