Tesla's U.S. Sales Are On Track For A Very Bad 2025
Briefly

Tesla's U.S. Sales Are On Track For A Very Bad 2025
"With more competition than ever, an aging lineup and buyers who feel politically betrayed, Tesla entered 2025 with a disadvantage. That fight has continued throughout the year and has placed Tesla well below the market average for year-over-year sales growth. According to sales estimates posted by Cox Automotive on Wednesday, Tesla's U.S. sales for 2025 are on track do be down 8.9% year-over-yearfrom around 634,000 vehicles in 2024 to roughly 577,000 in 2025."
"The whole picture points to a bleak 2025 as a whole, with Tesla's sales in Q4 down a staggering 29.8% compared to Q3, and 22.4% compared to Q4 of last year. This isn't necessarily indicative of Tesla's overall performance compared to its competition, but rather it's a broader snapshot of how the EV market as a whole is reacting to the loss of government incentives."
Tesla's U.S. sales are projected to fall about 8.9% in 2025, from roughly 634,000 vehicles in 2024 to about 577,000 in 2025. Quarter-over-quarter performance shows a 29.8% drop in Q4 versus Q3 and a 22.4% decline versus Q4 of last year. Increased competition, an aging model lineup, and buyer backlash over policy changes contributed to weaker demand. Tesla introduced lower-cost versions of the Model 3 and Model Y but those variants did not generate expected sales. Cox Automotive notes a Q3 sales surge driven by buyers claiming the EV tax credit before it expired, followed by a sharp demand decline.
Read at insideevs.com
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