Scott Galloway argues that Elon Musk’s political involvement, particularly his role in the Trump administration’s cost-cutting measures, has severely damaged Tesla’s brand. This is evidenced by a significant drop in Tesla’s brand reputation, coupled with substantial sales declines across multiple European markets. Musk’s actions alienated Tesla’s core customer base, particularly as he aligned himself with a political party largely uninterested in electric vehicles. Consequently, competitors like BYD have surpassed Tesla in European sales, highlighting the detrimental impact of Musk’s political maneuvering on his company’s success.
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US EV sales are on the rise, a trend that’s particularly interesting considering Tesla’s sales are simultaneously declining. This shift suggests the electric vehicle market is maturing beyond its early reliance on a single dominant player. The days of Tesla leading the charge, so to speak, appear to be over.
This broader growth isn’t just a matter of more competition; it signals a fundamental shift in the industry’s dynamics. The initial focus on proprietary charging cables and subscription-based software updates, strategies heavily employed by Tesla, have become less of a competitive advantage and more of a potential liability. Major automakers, having initially observed Tesla’s success with these tactics, appear to have learned from its example and adapted accordingly.… Continue reading
Tesla’s sales have dramatically declined in several key markets during the first two months of 2025. Germany experienced a 70.6% drop in sales, while Australia saw a 65.5% decrease. China also witnessed a significant decline, with February sales plummeting 49.16%. This downturn follows Tesla’s abandoned goal of 20 million annual sales by 2030 and marks the company’s first annual sales decline in a decade, raising concerns about its future growth trajectory.
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Tesla stock has experienced a record-breaking seven-week decline, coinciding with Elon Musk’s entry into the Trump administration. This downturn, pushing the stock to its lowest point since Election Day, reflects concerns from Wall Street analysts regarding decreased vehicle sales and the absence of updates on a planned low-cost model. Multiple firms, including Bank of America and Goldman Sachs, lowered their price targets, citing weakening sales in key markets like Europe and China. Furthermore, intensified competition, particularly regarding Tesla’s Full Self-Driving system in China, contributed to the negative outlook.
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Tesla sales in Australia plummeted by a staggering 70 percent in February 2025. This dramatic drop is certainly noteworthy, especially considering the global context of similar declines in other major markets. Norway experienced a 70% decrease, Denmark saw a 53% slump, and even China, a key market for Tesla, witnessed a 49% reduction in sales. Germany also suffered a substantial blow, with a 76% decrease. This widespread downturn suggests that the issues facing Tesla are not isolated to specific regions or political climates, contradicting the idea that negative press solely in North America and Europe were entirely responsible.
The significant drop in Australian sales, despite the country being arguably less affected by the controversies surrounding Elon Musk and his political entanglements, signifies a broader erosion of the Tesla brand’s appeal.… Continue reading
Tesla experienced a significant sales decline in major European markets, including a 59% drop in Germany—its lowest monthly total since July 2021. These slumps, also impacting France and the UK, coincide with CEO Elon Musk’s controversial political endorsements and actions, including support for a far-right German party and gestures interpreted as Nazi salutes. European leaders have expressed concern over Musk’s perceived attempts to influence elections for his own financial gain, further contributing to negative public perception. Decreasing Tesla sales are not limited to Europe, with California also witnessing a sustained decline in vehicle registrations.
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Tesla’s 2025 sales figures reveal significant declines across key markets, including a double-digit drop in California and dramatic decreases in Germany and France. These setbacks coincide with increased competition in the EV sector and the waning popularity of the Model 3 and Model Y. Elon Musk’s increasingly outspoken and controversial political stances are suspected to be contributing to the sales downturn, particularly among traditionally pro-EV demographics. The upcoming release of the updated Model Y is crucial for Tesla’s recovery, but its success hinges on overcoming the negative impact of Musk’s political activities.
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Tesla experienced a dramatic 59.5% decline in German sales during January 2025 compared to the same period in 2024, a sharp contrast to the overall German market’s 2.8% decrease. This substantial drop, mirroring similar trends across Europe, is attributed to the Model Y transition and negative public perception fueled by Elon Musk’s controversial actions. Overall European sales plummeted by 50.4% in January, indicating a broader issue beyond just production changes. The impact of this downturn on the wider EV market remains a significant concern.
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Tesla experienced significant sales declines in Norway, Germany, and France during January 2025, with drops of 38%, 59%, and 63%, respectively. While some attribute this to Elon Musk’s recent actions and public image, others suggest factors like increased competition from companies such as BYD, production shifts for the Model Y, and strategic sales pushes in the prior quarter. Despite the decrease, overall new car sales in Norway rose sharply in January, indicating a potential return to pre-pandemic levels. The long-term impact of Tesla’s January sales figures remains uncertain.
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Tesla experienced significant sales declines in major European markets, including a 59% drop in Germany and 63% in France, during January. These drops occurred alongside Elon Musk’s highly publicized political endorsements in Germany and the US, potentially impacting consumer sentiment. Production changes for the redesigned Model Y and inventory shortages are also cited as contributing factors to Tesla’s weak start to the year, adding to its first annual sales decline in over a decade. Further evidence suggests a correlation between Musk’s political stances and decreased sales in California.
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John Q. Hosedrinker 
Matt Underwood