Tesla (TSLA) is down 22% in Europe while EVs were up 30%

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The latest automotive numbers in Europe were released for August, confirming that Tesla’s decline is continuing, but it has slowed down, with the company “only” being down 22%.

However, the most worrying part for Tesla is that it is happening while battery-electric vehicle sales were up 30% last month.

Tesla’s decline in Europe has been well-documented for the last two years, but it has accelerated significantly in 2025, with Tesla experiencing a monthly decrease of 30-40% year-over-year.

In somewhat good news for the company, the decline has slowed in August.

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The European Automobile Manufacturers’ Association (ACEA) released its report for sales in August 2025.

It confirms that Tesla delivered 14,831 vehicles in Europe (EU + EFTA + UK) in August 2025, down 22% from August 2024.

In comparison, the decline is not as alarming as previous months, but it now brings Tesla’s total deliveries year-to-date to 133,857 vehicles compared to 198,474 vehicles in 2024. That’s down -32.6%.

Where things start to get more alarming for Tesla is when you compare it to the broader EV market.

ACEA reports:

The YOY variation in August 2025 showed a rise of 30.2% for battery-electric and 14.1% for hybrid-electric cars, while plug-in-hybrid electric recorded its sixth consecutive month of continuous strong growth with a 54.5% increase.

Here are the results for August and year-to-date in EU + EFTA + UK:

Electrek’s Take

It should be alarming when the world’s biggest electric automaker sees its sales decline 22% in a market where electric vehicle sales are surging 30%.

There’s certainly something wrong that should be addressed.

However, Tesla is not addressing the issue. In fact, Elon Musk even outright dismissed it when asked about it a few months ago. He doesn’t have to, because he has convinced Tesla shareholders that EV sales no longer matter, and it’s about autonomous driving and robots.

Musk even commented on this ACEA report. Reuters published it and claimed that BYD outsold Tesla in the EU. Musk retweeted and commented on a post claiming that Reuters was misleading:

Reuters is not being misleading. BYD outsold Tesla 9,130 units to 8,220 units in the EU last month.

If they had said “Europe” rather than the EU, it would have been misleading, but they didn’t.

Tesla did outsell BYD in broader Europe, if you include EFTA (Iceland, Liechtenstein, Norway, and Switzerland) and the UK: 14,831 to 11,455 units.

Either way, I don’t know why he would want to get into that conversation whatsoever because in EU+EFTA+UK, BYD was up 215% last month compared to Tesla being down 22%.

Year-to-date, BYD is up 280% compared ot Tesla being down 32%.

At this pace, BYD is likely to outsell Tesla for the entire year, and the Chinese automaker is operating under tariffs in Europe, a market where it has only been present for about three years.

Elon has fully lost the plot.

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