Tesla sales significantly collapsed in the first quarter of 2025-Diepresse.com
In the first three months, Tesla departed 336,681 vehicles, 13 percent less than a year ago. This is even worse than expected.
The deliveries of Tesla fell by 13 percent in the first quarter, burdened by the tougher competition, the weak demand for the aging range of electric vehicles and the criticism of the policy of company boss Elon Musk. The electric car manufacturer stated that he had delivered 336,681 vehicles in the first quarter, compared to 386,810 units a year ago.
This is worse than expected: Analysts had assumed that Tesla would deliver 372,410 vehicles in the period from January to March. This emerges from an average estimate of 15 analysts from Visible Alpha, which have reduced their forecasts in the past 30 days.
Elon Musk promised a return to growth after Tesla’s annual deliveries decreased last year. However, the declining demand for the aging product range of electric vehicles and a counter reaction to its political stance could lead to this promise is difficult to observe.
Musk’s advisory role for US President Donald Trump, through whom he was significantly involved in the release of thousands of federal employees and the reduction of humanitarian aid, has triggered dissatisfaction with some customers. The protests in front of Tesla shops in the United States and Europe have increased and Tesla cars are deliberately damaged. Some data indicate that the number of Tesla owners who exchange their vehicles increases.
Investors now hope that refreshed models such as Model Y and incentives contribute to countering weak demand and hard competition with Chinese competitors such as BYD and European competitors such as Volkswagen and BMW.
The sales of Tesla in the European key markets declined again in March, with sales in France and Sweden declining the third month in a row. Tesla started selling the revised model Y in the USA and Europe last month in the USA and Europe last month, which is characterized by a modern design and improved interior. In addition, the company has announced that it can launch a more cheaper model based on its existing platform, but has not yet announced any precise details about this vehicle.
The expensive cybertruck Pickup, which came onto the market at the end of 2023, encounters limited demand due to its polarizing trapezoidal design and quality problems. Tesla recently called back almost all cybertrucks to fix a possible problem with external cladding. Even if Tesla is likely to hit the new tariffs of 25 percent on imported vehicles less hard due to its production based in the USA, the effects on the expense are « significant » according to Musk. Tesla also warned of possible retaliation tariffs in response to the tariffs.
The Tesla share was clearly in the minus on Wednesday afternoon. She has already lost a third of her value since the beginning of the year. (Bloomberg/Red.)
