Tesla Sales Drop in Europe as BYD Surges Ahead ⚡🇪🇺

[nihalsari]

The European EV market is shifting fast — and Tesla is losing ground.

The Numbers

Tesla: 8,837 new EV registrations in July 2025 — down 40% YoY (ACEA data, via CNBC).

BYD: 13,503 new EVs in July 2025 — up 225% YoY (New York Post).

July marked the 7th straight month of Tesla sales declines in Europe, even as the overall EV market keeps growing.

Why It Matters

Competition: Chinese brands, led by BYD, are flooding Europe with new models and fast dealership rollouts.

Stagnation: Tesla hasn’t refreshed its lineup, leaving buyers with fewer reasons to upgrade.

Brand Issues: Elon Musk’s polarizing reputation may also be weighing on European demand.

Market Impact

BYD first overtook Tesla in April 2025:

BYD: 7,231 EVs

Tesla: 7,165 EVs

Tesla Q2 2025 results:

Net profit: $1.17B (–16% YoY)

Revenue: $22.5B (–12% YoY)

The Takeaway

BYD is not just competing — it’s winning in Europe. With Tesla sales shrinking for months and no major new models, the once-dominant EV maker risks being overtaken in what was supposed to be one of its strongest markets.

Do you think Tesla can bounce back in Europe, or is this the start of a permanent shift toward Chinese EV dominance?

[Nahid10]

BYD isn’t just catching up — they’re running laps around Tesla in Europe. The growth numbers (+225% YoY) vs Tesla’s –40% show where consumer sentiment is heading. Cheaper models, better dealership networks, and faster rollouts are exactly what mainstream buyers want. Unless Tesla brings fresh models and competitive pricing soon, this feels less like a “dip” and more like the start of a permanent Chinese EV takeover in Europe.

[jacson4]

Tesla’s slump looks bad on paper, but I wouldn’t call it game over yet. They still have unmatched software, charging infrastructure, and brand loyalty. Yes, BYD is growing fast — but Tesla has bounced back before when people doubted them. If the next-gen Model 2 or refreshed Model Y launches on time, Tesla could easily regain momentum in Europe. The question is whether they can move fast enough before BYD cements its lead.