“I bought this car before Elon went crazy.” This sticker, closet at the back of a tesla, can find it on the roads in the next few days. Cirula among the buyers of the emblematic electric brand, disappointed with the conservative turn taken by the richest man, in particular to the Chief of the Dux (Government Department), the Ministry of Drastic cuts as disastrous.
Can the disenchantment for your boss explain the fall in manufacturer’s sales? In France, Tesla sold 26% less cars, with just 2,395 mmatriculated vehicles in February, according to the automotive platform (PFA). The figures well below the market (-0.7%) and disappointing in the view of the relative, but the real increase, of electricity sales, represented 18% of the records last month, against 17% in January.
The future decrease in ecological bonus increased sales in early February, and there is a possible first explanation: Tesla is not eligible for the bonus for all its models. Model 3, for example, does not benefit, while the model and yes, is assembled in Germany.
A stand in the stock market
But the problem is not only French: European sales of electric cars increased by 34% in January 2025, according to Acea, but those of Tesla fell by 50%. The T group has lost 13% of its value market assessment, which returns below 1,000 billion capitalization.
The guilt of a reinforced commercial activity for certain manufacturers, eager to sell electricity before the criteria related to CO2 issuance thresholds are still hardening in 2025. Part of the sales from 2024 to 2025 for accounting purposes would have changed.
But Tesla also suffers doubts about his full participation in the manufacturer’s strategy, now that he must also honor a political mandate. This partly erased the demonstration that followed the choice of Donald Trump: Tesla’s action had jumped 37% on the days they had followed.
Above all, from a commercial point of view, the group suffers delays. Worldwide, the manufacturer had announced at the end of January a 1% of its deliveries in 2024, the first decrease in its history, while anticipating “a slight increase.” Tesla had been assigned by temporary sites of sites, especially in Germany after a voluntary fire and a strike, but also in Texas and China for modernization works.
Increased competition
Tesla is still a leader, but suffers the strategy of new aggressive brands. Chinese brands, such as Byd, even if European customs tasks have already discouraged MG, for example, but also European brands, such as Citroën and especially Renault, which advance in electricity and cut offers in Tesla.
Worldwide, the manufacturer had announced at the end of January a 1% of its deliveries in 2024, the first decrease in its history, while anticipating “a slight increase.”
“There was a significant redistribution in a year, rather for the benefit of European manufacturers,” said Marc Mortureux, general director of the PFA.
Therefore, the fall in Tesla’s sales must be linked to the increase in Renault or Citroën, both in the largest segments (Scenic, Peugeot E-3008) and in the city cars (Renault 5, Citroën ë-C3).
On the contrary, Tesla is based on aging models, while waiting, for example, the effects of the remains of its model and: the American SUV is renewed only at the beginning of the year, 5 years after its launch.
Source: BFM TV
