Overview

• Tesla's Q1 2025 global deliveries fell to 336,681 vehicles, marking a 13% year-over-year decline and the company's lowest quarterly performance in three years.
• Sales in China, Tesla's second-largest market, dropped 22%, with 172,754 vehicles delivered, as local competitors like BYD gained ground with more affordable and advanced EVs.
• European sales plummeted, with Germany experiencing a 62.2% year-over-year decline, reflecting Tesla's eroded market share in the region.
• Elon Musk's political affiliations, including his role in the Trump administration and support for far-right European parties, have sparked protests, vandalism, and brand backlash, further hurting sales.
• Financial analysts have lowered Tesla's stock price targets, citing weak demand, production challenges, and growing competition as key concerns for the company's future.