Tesla Faces Weakest Quarterly Deliveries Since 2022, Stock Down 30% in 2025

Tesla's Q1 2025 delivery consensus of 377,592 vehicles reflects a 2.4% year-over-year decline, driven by production challenges, weak demand, and brand concerns.

Tesla's Q1 2025 delivery consensus of 377,592 vehicles marks its weakest quarterly performance since Q3 2022, with deliveries down 2.4% year-over-year.
Production disruptions, including the Model Y design changeover across four factories and Cybertruck inventory issues, have significantly impacted output.
Sales in key markets have plummeted, with European sales down 42% and Chinese sales nearly halved in February 2025 due to increasing competition and market headwinds.
Analysts attribute declining demand partly to 'brand damage' stemming from Elon Musk's political involvement, which has affected Tesla's public perception.
Tesla's full-year 2025 delivery projections have been revised downward to 1.85 million vehicles, while the company's stock has fallen 30% year-to-date.

Electrek

Business Insider