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Tesla Loyalty Dips to Industry Levels as Sales Tumble

Elon Musk’s endorsement of President Trump drove Tesla’s repeat-purchase rate down before it recovered to just 57.4% in May.

Overview

  • Tesla’s U.S. loyalty rate rose from a March low of 49.9% to 57.4% in May, leaving it behind Chevrolet and Ford and level with Toyota.
  • Deliveries fell 8% in the United States during the first five months of 2025 and plunged 33% in Europe over the first half of the year.
  • Since February, Tesla has gained fewer than two new households for each one it lost, marking its weakest net customer migration on record.
  • An aging model lineup and the underperforming Cybertruck have opened the door for legacy automakers and Chinese EV makers to attract former Tesla buyers.
  • Analysts say Musk’s political activism alienated eco-conscious customers and urge Tesla to rebuild its brand even as it tests robotaxi services.