Tesla’s (TSLA) situation in Europe continues to deteriorate, despite electric car sales surging and the new Model Y now being available.
The European Automobile Manufacturers Association (ACEA) released the latest complete data for European vehicle sales for April 2025 today, and it confirmed that Tesla’s total sales in EU, EFTA, and UK amounted to 7,261 units – down 49% year-over-year.
Tesla’s deliveries in Europe are now down 38.8% year-over-year for the first four months of the year.
During that same period, battery-electric vehicle sales grew 26.4% in the market and 34.1% in April alone.
Last week, we reported that Tesla CEO Elon Musk claimed “every manufacturer” is experiencing demand problems in Europe, with “no exception.”
As we can see from the ACEA data, that’s not true. The Volkswagen Group, Renault, BMW, and SAIC are all up year-to-date and in April.
In Q1 2025, Tesla blamed its poor performance on the Model Y changeover, but it doesn’t have this excuse in Q2.