March 25, 2025 – According to a report by Reuters, data released today by research firm JATO Dynamics reveals that Tesla fell behind traditional automakers such as Volkswagen and BMW Group in European electric vehicle (EV) sales in February, and was also outpaced by Chinese brands.
Felipe Muñoz, a global analyst at JATO Dynamics, pointed out that Elon Musk’s political stance, intensifying competition in the EV market, and the gradual phase-out of the current Model Y variant have all impacted Tesla’s sales. “Brands with a smaller product lineup face a greater risk of sales declines during product transitions, and Tesla is no exception,” Muñoz said.
The data shows that Tesla’s EV registrations in 25 EU countries, as well as the UK, Norway, and Switzerland, declined by 44% compared to the same period in 2024, with sales in February falling below 16,000 units and its market share dropping to 9.6%, the lowest level for the same period in nearly five years.
In contrast, Volkswagen’s EV sales surged 180% year-on-year, approaching 20,000 units, while BMW and its subsidiary Mini combined for sales close to 19,000 units.
It is reported that Chinese brands also outsold Tesla in the European EV market as a whole. Among them, BYD and Polestar saw sales increases of 94% and 84% respectively, surpassing 4,000 and 2,000 units. XPeng and Leopro sold over 1,000 and nearly 900 units respectively.
Overall, total car sales in these markets fell by 3% year-on-year to 970,000 units in February, while EV registrations increased by 25%.
