breakdown

We begin to have sales data in European countries. The acea data will arrive in the last week of May but, little by little, we are knowing sales in the main European markets. And, once again, the data for Tesla are dramatic. It was expected. It was almost waiting. With each new quarter that begins, Tesla lowers its sales. The company has long followed a registration strategy that leads to enroll a greater number of vehicles in March, June, September and December. Consequently, January, April, July and October, when the quarter begins, pays the consequences with a good hangover. Spain. The data in our country confirms it. In January the brand already gave evident symptoms that something did not march well. Neither the Tesla Model 3 nor the Tesla Moda and sneaked into the 10 best -selling electric cars of our country which gave an idea that the company had cars stored in stock After a final push in 2024 to make up the photo of the year. Now, three months later, Tesla Model 3 loses the first position again. In March he had recovered ground (and is still the best selling car in what we have been) but the Renault 5 and Kia Ev3 They have overcome them again. Right now, Tesla is leaving in our country more than 16% fall. The damage in the case of Tesla Model 3 is lower. It is 9% compared to the accumulated of January-April of 2024 and it is not a bad figure if we take into account that the Tesla Model and is falling 25.46%. The electric SUV was its best selling car and right now it has placed almost half of the units that a model 3 in setback. Still worse. The data They are still worse Out of Spain. Our country does not cease to have a relatively small electric market, so the oscillations are more evident and represented by larger numbers. However, the fall of Tesla in the main markets are striking. In April 2025, the following falls are counted with data from Bloomberg: Sweden: -80.7% Netherlands: -73.8% Portugal: -33% France: -59.4% Germany: -46% United Kingdom: -62% In April, the company only grew in Norway and Italy. In the accumulated of the year, Tesla has fallen 60% in Germany, more than 50% in the Netherlands, Sweden and Denmark and the only reason why it barely falls in the United Kingdom is because They could have diverted cars from other markets with a right -hand flyer to the islands. In a very bad time. So far we have been talking about the Tesla Model and Juniper hangover. The electric SUV update has undoubtedly slowed the sales of the new car. Because the production has reduced, there is a stock of the outgoing model to which it has had to leave and because there will be clients who have waited for aesthetic update to buy the most affordable models (it arrived exclusively wearing the most expensive option). The problem is that after a year in which the electric car noticed the first symptoms of wear, Europe has put the direct With this technology. We still have no official data from the entire continent but it is palpable that the number of electric cars in what we have been over is higher than 2024. The electric car market share has gone from 12% to 15.1% in the continent and have registered 412,997 units for 333,428 last year in the first quarter. We are at a growth of 23.9%. The competition squeezes. That means that competition begins to eat ground to Elon Musk’s company. Every day that passes is market share inside the electric car that is being left in Europe. With data from the first quarter of 2024, in Europe Tesla has gone from 2.4% market share of 1.3%. A 45%drop has been left. Volkswagen It has become the Super Survents of electric cars. After many problems with a Volkswagen id His secret has been the sale of the Great Electric Berlina. But, in addition, to these sales we must add those of Skoda, Cupra and Audiwhich improves the general photography of the group. At the same time, Kia Ev3 has entered the market very force And the Renault 5 is being a sales success in these first measures of the year, especially in France. A bump? As we say, it remains to know if what we have in front of Tesla is a bump, if it is going through a bad time that will remain as mere anecdote or if it really begins to have problems to place their cars. The arrival of Tesla Model and Juniper should end these sensations but the doubts begin to emerge. Because although in our test we count that the Electric SUV of Tesla remains a product that is above Of the competition, the truth is that there are more and more alternatives that move in about 30,000 euros and there Tesla is missing. It seems urgent for the company that can put a more affordable electric car on the market. Begins to be urgent. Seen what last numbers presentedfor the company it is urgent to lift the flight. The company has opted in recent months that it would begin to generate money with its autonomous driving systems, either with Robotaxis or with Sales to third parties. A commitment to which they have not taken revenues yet. At the same time, sales figures are not being expected. For the first time, in 2024 Tesla did not sell more cars than the previous year. Start worrying about 2025, just when competition You need to sell more cars electric And we have no 25,000 euros car Not one cheaper version of the current Model 3 or Model Y. The perspectives, of course, are not the best. Photo | Xataka In Xataka | Tesla begins to discover what happens when you lose your competitive advantage: its benefits have collapsed 71%