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Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

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Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#21

Post by rsynnott »

CamperBob2 wrote: post #7

Many have argued that Musk's shift to far-right politics is responsible for some of this decline -- and it certainly makes some sense -- but I wonder if the cause and effect are being conflated. If Musk were aware that Tesla was going to lose this much ground due to factors beyond his own mismanagement, including the threat of Chinese imports and a widespread shift away from EVs due to a right-populist sentiment swin…

I mean, there's no need to go all 4D chess here, really. Sometimes a crazy person who tweets about "woke mind viruses" at four in the morning is just a crazy person who tweets about "woke mind viruses" at four in the morning.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#22

Post by toomuchtodo »

rsynnott wrote: post #19
toomuchtodo wrote: post #15

Earlier quoted context omitted.

200% YoY growth in Europe. Surpassed Ford in global auto sales, selling only EVs. Largest private employer in China. EV printer go brrr. BYD uses aggressive discounts in bid to make Germany its leading European market - https://www.autonews.com/byd/ane-byd-discounts-germany-sales... - February 17th, 2026 China's BYD Overtakes Ford in Global Sales for the First Time - https://finance.yahoo.com/news/chinas-byd-overtake…

Note that BYD doesn't just make BEVs. They're quite big in plug-in hybrids, which aren't in that data. They apparently sold 175k cars in Europe last year. A breakdown of BEV vs PHEV doesn't seem to be available, but 75k of those were one particular PHEV, so it's at most 100k BEVs. VW AG sold 750k BEVs in Europe last year: https://www.volkswagen-group.com/en/press-releases/volkswage... (see the PDF). Not saying that B…

I simply find it noteworthy how fast Chinese EVs are scaling up as a climate change mitigation. I don’t care who builds and sells them, just do so as quickly as possible.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#23

Post by rsynnott »

toomuchtodo wrote: post #22
rsynnott wrote: post #19

Earlier quoted context omitted.

Note that BYD doesn't just make BEVs. They're quite big in plug-in hybrids, which aren't in that data. They apparently sold 175k cars in Europe last year. A breakdown of BEV vs PHEV doesn't seem to be available, but 75k of those were one particular PHEV, so it's at most 100k BEVs. VW AG sold 750k BEVs in Europe last year: https://www.volkswagen-group.com/en/press-releases/volkswage... (see the PDF). Not saying that B…

I simply find it noteworthy how fast Chinese EVs are scaling up as a climate change mitigation. I don’t care who builds and sells them, just do so as quickly as possible.

Oh, yeah, to be clear, BYD is doing amazingly well. Just not, particularly, in Europe. This seems to confuse the media.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#24

Post by bdangubic »

nwah1 wrote: post #13
mekdoonggi wrote: post #5

Good. Seems like the sales decline will reach the US eventually too. Even Toyota is coming out with compelling EV products this year. Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything. Imagine Tesla with a "normal" CEO and marketing department. They would have a bunch of different trims and options for the 3/Y, a redesi…

TSLA market cap is 1.29 trillion today. Of course, with a P/E ratio of over 381

they are building stuff on the Moon, P/E should be 150k! building Moon stuff is cool

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#25

Post by jackvalentine »

I just ordered a 37,000AUD BYD, the "$25k (USD) car" that Elon used to promise was coming.

Seems like I'm not the only one with 2779 BYD EVs sold in the country in January compared to just 501 Teslas.[1]

[1] https://business.carsales.com.au/news-room/news/vfacts-janua...

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#26

Post by plagiarist »

citrin_ru wrote: post #12

Given less than stellar sales how come TSLA stock is not far below all times high and 15% higher than a year ago? Investors still expect some miracle?

The market can remain irrational longer than we can remain solvent.

And possibly also the overt government corruption is priced in.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#27

Post by epolanski »

rsynnott wrote: post #6
pseingatl wrote: post #2

BYD is a formidable competitor and a great product for less.

BYD is not, despite the press, really very big in Europe (though it is in a couple of individual countries, notably Spain). Europe-wide, Geely, the Chinese manufacturer that everyone forgets about, is actually bigger: https://eu-evs.com/marketShare/ALL/Groups/Bar/All-time-by-Qu...

I see lots of byds in Europe.

I mean, they aren't common as Teslas, but there are more and more.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#28

Post by Betelbuddy »

nwah1 wrote: post #13
mekdoonggi wrote: post #5

Good. Seems like the sales decline will reach the US eventually too. Even Toyota is coming out with compelling EV products this year. Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything. Imagine Tesla with a "normal" CEO and marketing department. They would have a bunch of different trims and options for the 3/Y, a redesi…

TSLA market cap is 1.29 trillion today. Of course, with a P/E ratio of over 381

NVIDIA P/E is 46

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#29

Post by pbronez »

rsynnott wrote: post #6
pseingatl wrote: post #2

BYD is a formidable competitor and a great product for less.

BYD is not, despite the press, really very big in Europe (though it is in a couple of individual countries, notably Spain). Europe-wide, Geely, the Chinese manufacturer that everyone forgets about, is actually bigger: https://eu-evs.com/marketShare/ALL/Groups/Bar/All-time-by-Qu...

Geely is also present in the US via Volvo and Polestar. They haven’t delivered an affordable entry level EV yet, but I’ve been impressed with the Polestars. I’d never buy one because a Chinese car running on Google software sounds like a nightmare, but they’ve been good when I rented them.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#30

Post by Betelbuddy »

jackvalentine wrote: post #25

I just ordered a 37,000AUD BYD, the "$25k (USD) car" that Elon used to promise was coming. Seems like I'm not the only one with 2779 BYD EVs sold in the country in January compared to just 501 Teslas.[1] [1] https://business.carsales.com.au/news-room/news/vfacts-janua...

This is a quote from Tesla latest earnings call, at 04 min..

"Because we're really moving into a future that is based on autonomy and so if you're interested in buying a Model S and X, now would be the time to order it, because we expect to wind down S and X production in next quarter and basically stop production of Model S and X next quarter. We'll obviously continue to support the Model S and X programs for as long as people have the vehicles, but we're gonna take the Model S and X production space in our Fremont factory and convert that into an Optimus factory, which will... with the long-term goal of having 1 million units a year of Optimus robots in the current S/X space in Fremont."

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