Tesla sales plunge 40% in Europe as Chinese EV rival BYD’s triple

Thats what you get for supporting facists and far right demagouges. I am sure the stock will rise 40%.

Should be good for another +10 pop in the stock. If sales collapsed 50 or 60%, the stock would’ve tacked on another 30 points.

Ηave you been inside a BYD Seal; The interior is like high end Mercedes and it costs 40.000€ for 530hp and 0-100km (0-60m/h) at 3.8sec. China has won.

40% isn't enough. BYD and local brands are just better right now.

I’ve been in loads of them in China and the interior quality isn’t anything special. My Hyundai is nicer.

Model Y update didn't save Tesla's European sales. What's the next excuse?

Stock is up 8.5% this week and valued at $1.1 trillion. Who/what is propping this up? Yes, there are many Elon fans out there that like the meme stock, but Game Stop is one thing, this is something entirely different. Any other company announces plunging sales and their stock would absolutely tank. With the EV tax credit ending next month in the US, I want to see what 4th quarter results look like.

In Europe, their assist systems/softeare, charging times and consumption are far behind. It's strange to compare them to Mercedes. Their sales go mainly to fleet customers (rental companies). Every Skoda is better here.

Major banks gave elon credits secured with tsla stock . Nobody of These guys is Interessed in a collapsing Stock

Serves their arrogant scumbag CEO right. Tesla is a company full of hot air, broken promises (where are the REAL FSD robotaxis!?) and outdated EV models. They even stopped selling the Model S and X outside of North America in 2025. The supposedly cheaper and smaller Model2 car (sometimes also called Model Q in Tesla enthusiast circles) was cancelled by Musk himself. Almost nobody wants their monster Cybertruck while the competition is launching better and newer EVs all the time. Chinese car makers are actually delivering what Tesla promised with a $25k Model2 that never shipped: One Chinese EV company to look out for: LeapMotor, very strong push into Europe thanks to their alliance with Stellantis: https://carnewschina.com/2025/08/26/the-first-batch-of-leapmotor-b10-crossovers-was-shipped-to-europe-ahead-of-the-launch/ NIO / Onvo / Firefly will also offer many new EVs internationally over the coming quarters. Same for MG and of course BYD with many mainstream models at attractive prices. All these companies offer many budget and small EVs that European customers want (often as second cars), Tesla has absolutely nothing to offer in these price segments below ~25k or ~30k Euro.

It really isnt. I hate Tesla cars but their interiors are nicer than BYD. Honestly. BYD fan bois are getting worse then Tesla Fan bois.

They're probably more reliable than a Mercedes. And that's no joke or hyperbole. I also won't be buying another Skoda due to high service costs and too many parts to replace before 8 years. Europeans are in for a shock when they get used to vehicles that cost so much less to own.

two issues with Tesla in Europe, actually three: 1. Brand damage (hello Elon) 2. BYD Expansion. On top, I see more and more Polestars and EV Volvos on the roads and major marking events like demo stations in major railway stations 3. EV offers from legacy manufacturers. Skoda (local VW brand), BMW, Peugeot, all have strong offers. Bonus factor. FSD doesn't work in Eu as it does in US. Tesla doesn't even sell it as autonomous because regulators don't allow Elon claim dreams and visions as he does in US. No wonder, Tesla doesn't perform in Europe

Not sure where you are located but in my country, this particular model is sold for 54.000€. Even the base model Seal is 43.000€. I was told that you can get further discounts if you make fleet purchases but for individuals, this is the price. For the same 43.000EUR, you can get the Long Range Model 3. So, that makes the Seal more expensive than the Tesla.

Mercedes GLS is another level. I can't compare BYD to GLS neither from tech, nor from prestige POV. same with Tesla.

New trade 'deal' (capitulation) will probably allow cybertrucks to be legally driven in the EU. Not certain yet but looks that way. Edit: people are downvoting this. I'm basing my comment on these points from the trade deal: Mutual Standards Recognition: The deal aligns U.S. and EU safety and emissions standards, allowing Cybertrucks compliant with U.S. regulations to be street-legal in the EU. No Major Modifications: Previously, EU-specific requirements (e.g., lighting, crash tests) meant costly re-certifications. The deal removes most of these barriers. I'm not all knowing, but the barriers that were there before definitely seen to be weakening.

That makes no sense. A 40% drop in sales should see the stock go up at least 15-20%

No. It really won’t.

That's impossible. Over-riding domestic safety transportation requirements in EU isn't something decided by a light agreement between a few trade representatives. That's not how that works. Especially there in the EU.

I suspect most of them are part of a Chinese campaign. I don’t think it’s actual BYD fanbois in most cases. But they’re so bad at it. “BYD interior is like a high end Mercedes” is such obvious propaganda. I’m sure they’re all right cars, ideal for anyone who just thinks of a car as an appliance. But the comparisons with high end luxury cars are just laughable.

That is very subjective, but Tesla's minimalism is very ugly in my opinion. The BYD interior is far superior than Tesla.

It looks nicer but the materials aren’t as good. Atto3 bits literally fall off and steering wheels wear so fast.

In my opinion they are pretty similar. A friend has a Model3 and the material inside isn't crazy either.

Yes. There is a bot army out there promoting Chinese cars and disparaging every thing else.

LOL

No it’s not special but atto3 interior parts disintegrate. Look at the shifter emblems that break off and stab you in the hands. I don’t think Tesla interiors are falling apart, except for some steering wheel covers. Which BYD also struggles with.

Maybe the Atto is cheaper produced and the quality suffer about it. But if we compare the Seal vs the Model3, I think they are pretty much the same quality.

People may speculate that his bond with the gov’t may help. Also he is one of the few in-USA manufacturers, and owns the supercharger network

Also, Tesla don’t have the NACS advantage they have (or better, they have had it for a long time but it is eroding) in America

This is my I don’t buy index funds. Cause they have to be using other people’s 401k money to buy this Stock!

For base model I’d go Tesla model 3 over seal. Long range/ premium/ mid tier I’d go Seal over Tesla. For performance I’d go Tesla over seal. It’s close.

Here in Australia the latest BYD's support DC fast charging, 30 minutes to gain 50% capacity or there abouts. I wouldn't call that far behind. Consumption wise, the Seal will match or slightly surpass a current gen Model 3 in range. Yes it uses a bigger battery and achieved lower efficiency while doing so. But much of that can be attributed to its higher curb weight, larger and roomier interior and higher performance. Software wise, Tesla win here for the most part. But that's not to say BYD's is bad. Even then, this negative is somewhat offset by the inclusion of Apple and Android auto and wireless charging in the BYD. So too the premium interior aesthetics. Their driving assists are below-average to average, that's BYD's most glaring issue. Then there's the added bonus of BYD not being associated with Elon.

Wake me when felonius botched penis is in the poor house Or when teslas stock hits 0... whichever comes first

I personally disagree.

Doesn’t matter, nobody is gonna buy them here anyways. Ford Ranger, VW Amarok, F150 and Dodge Ram are all legal to drive here, but almost nobody ever does. They’re just too big and impractical for Europe. The only guys I know who have pickups are farmers and have Nissan Navaras, and they’ll never switch because it’d been more expensive and not usable for their purposes.

I see dodge rams all the time. No they don't fit. No they don't care.

even if cybertruck is allowed (and affordable for road tax and insurance), I cannot see sufficient sales in EU when the USA market already collapsed

„All the time“..? They made up 0.6% of vehicle sales in Europe in 2024, with a strong focus on „small“ models and Japanese ones. Yes you notice the Dodge Rams „all the time“, but that’s because they stick out like sore thumbs, not because there’s a significant number of them out there.

I see about 4 dodge ram like trucks in my sub 10k town. The population of the eu is larger than the us. There could be tens of thousands of sales easy. It's an EV. In many places road tax exempt.

>not because there’s a significant number of them out there. 1 is too many already. And it's not just one.

Ok, but it still requires legislation in the EU and/or national parliament to make it happen. Trade agreements are violated all the time. They're goals.

So? There is still absolutely no market for the Cybertruck in Europe, no matter if it is legal to sell or not. You act as if I’m advocating pickup use…?!

As a Czech, it hurts me on a molecular level to see Škoda described as a "local VW brand".

but not insurance exempt. 10 000 sales is not saving the model. #50 in sales 2024 (Opel Astra) sold 80 000 in EU

That's true. And maybe trump runs his mouth and the entire deal is moot. But don't underestimate the German car lobby in their willingness to throw every other industry and all civilians under the bus to prevent higher tariffs in the usa.

Stock proceeds to move up…just cuz

>So? There is still absolutely no market for the Cybertruck in Europe, I like your optimism.

I agree. Those 37 new sales should push the stock to all-time highs.

I’m sorry, I described it so for the North American readers. Skoda is a great car, no doubt. Octavia is legendary, Kodiaq is value king

Ahahaha 🤣. Boycott Tesla!

Bring BYD to the United States!

This. Only if regulators in EU become corrupt and start hating pedestrians

Sorry, these are wild claims without substance.

Sorry, but everything above 30 minutes for 10-80% is too slow.

Mercedes are already known to have poor reliability. Not a wild claim at all.

No one in Europe wants the Cybertruck, it won’t make financial sense to bring it to market even if it could be legally driven.

Lower sales equals more potential growth…

The Blade 2 battery will eventually be the big difference. 8C charging and 210 w/kg LFP will be a game changer that the Europeans will find hard to beat. Add in the "God's Eye" (if allowed) and 1000v architecture and BYD will be a strong competitor for the buyer's money.

It is not really not about BYD, BYD might have grown by 200% but still at a low level. It is really VW Group that has picked up the lost sales from Tesla.

That would sell about as well as the Hummer and in all my years in Germany, and all over Europe, I saw one and I'm pretty sure that was a drug dealer.

Probably. VW makes great cars, no doubt. I was recently driving VW Touran in France with Line assist enabled. It was such an amazing experience - the car controls speed, follows speed limit, and even slows down before road curves to have the right speed to drive safely. Not to mention the car was reliably keeping distance. 100% safe and reliable. What an experience. Same with Audi Q3 and Skoda Kadiaq, btw

It’s alright. Tesla is no longer a car company and never was. It’s a software, robotics, diner, taxi company.

Tiny niche in Europe. No volume sales for pick-up trucks of any kind (ICE or EV) in Europe. The CT could be allowed tomorrow, won’t matter. Total flop.

Simple facts. Pickup trucks do not sell in large volume in Europe.

Somewhere in the future, where also the europeans are improving (BMWs and Mercedes autonomous developement is really good, VW starts robotaxis in 2026). Currently what is offered here is at the lower end, compareable to Renault 5.

I am not talking about the future. This is now.

Mercedes E vehicles have a poor reliability? Any source on this?

While I do feel pretty sorry for the “man in the street” employees of Tesla, for fElon Musk all I have is GOP-style Thoughts & Prayers.

I predict a 10% rise in stock price based on this news.

Then why the 'will' and 'if allowed'? Currently, BYDs lineup in Europe is at the lower end of tech. Fact.

I freaking love it !!! I desperately want to see the Biopic: Musk and the great fall

Ryan Shaw & everyone who still posts Tesla videos daily won't mention this. They won't mention the $243 million lawsuit. It is a cult.

The options market props tsla up. The value in holding tsla is selling options against it. It’s the daily #2 traded equity option on average. Only nvda trades more. It’s a very manipulated stock and its for the options market.

Diners and taxis. Definitely the next trillion dollar businesses!

Most of the world still hates Nazis.

That's interesting, did not know that. I assume they're selling short term options?

This is the actual language used in the agreement **framework** being discussed**:** (There are no agreements as to which >"8. The United States and the European Union commit to work together to reduce or eliminate non-tariff barriers. With respect to automobiles, the United States and the European Union intend to accept and provide mutual recognition to each other’s standards. Cooperation on standards plays a crucial role in enhancing the transatlantic marketplace. The European Union and United States commit to enhance opportunities for technical cooperation between EU- and US-domiciled standards development organisations with the objective of identifying and developing standards for the transatlantic marketplace in key sectors of mutual interest. The United States and the European Union commit to facilitate conformity assessments to cover additional industrial sectors." From: [Joint Statement on a United States-European Union framework on an agreement on reciprocal, fair and balanced trade](https://policy.trade.ec.europa.eu/news/joint-statement-united-states-european-union-framework-agreement-reciprocal-fair-and-balanced-trade-2025-08-21_en) The points you copy pasted... with no citations... was from someone's random post on cybertruckownersclub.com , where you did no verification into the claim... not even reading the comments below this person's post that dispute the claim. Here's that post: https://www.cybertruckownersclub.com/forum/threads/eu-usa-trade-deal-paves-way-for-cybertruck-in-europe.47221/#:\~:text=Mutual%20Standards%20Recognition%3A%20The%20deal,)%20meant%20costly%20re%2Dcertifications The OP of that post responds to criticism by literally posting a snippet from the quote I pasted above, where it does not, in fact say what he said... and what you quoted.

Very interesting. I wonder how they are doing here in the US. I ordered a 2026 Models S Plaid a little over a week ago and was approved by Tesla Financial for a 36 month / 12k mile lease with a money factor of .00427 (10.24% APR). What is my credit score you ask? Tesla sent me an email advising me that they ran my credit and that my credit score was 835. So an 835 credit score gets you a 10.24% APR lease rate with Tesla nowadays. Yeeeaaaaa, I will be canceling my order. That’s just insane. Plus, this is in conjunction with the new price bump and forced Lux package. No thanks.

I see Cybertrucks all the time in my area. That doesn't mean more than 60k have been sold in the US, only accounting for about .021% of all vehicles on the road. So one cybertruck for every 4,750 vehicles on the road. Know why I see them daily? Because I'm probably really only seeing one daily over and over again... who parks at an office across the street.

Correct. Short term weeklies dominate. Similar to how 0dte volume dominates in spy, qqq, spx options.

>With respect to automobiles, the United States and the European Union intend to accept and provide mutual recognition to each other’s standards. It's right there. Seems like it says they will recognise each others standards. I'm not a lawyer. I don't claim to be all knowing. But they're is reason to be weary of these developments.

Context matters. Now read the rest of the paragraph and tell me they're going to... verbatim.. accept each others standards based on this **entire** paragraph. They're talking about their intention for their standards organizations working together to create a transatlantic set of standards, instead of being silo'd from one another and creating completely different sets of standards that are costly for OEMs to deal with. The one sentence you quoted does not say they're going to literally allow any vehicle that doesn't meet their standards into their nation... an idea you literally took from some dude on a cybertruck forum who no doubt has a financial bias (both in the vehicle he owns, and very likely the shares he holds) to make such a statement. (If we're being honest, most CT owners are shareholders; otherwise they'd have never bought that dumpster of a vehicle.) Unless that CT poster is you and you were just quoting yourself.

It didn’t make financial sense to bring it to the American market but that didn’t stop Elon.

>They're talking about their intention for their standards organizations working together to create a transatlantic set of standards, It literally says each other's standards. Stop gaslighting.

So maybe you can point me to a comprehensive list of ETF opportunities for Tesla? Back in the financial crisis, I bet against the banks with an ETF called SKF. If bank stocks went up 1, this went down 2. And of course, the opposite. I bought call options for pennies at various strike prices from 170-180 when it was trading at 90-100. It was money I knew I would likely lose because I was in too quickly, but I was willing to take that risk. It paid off and then some. The world is now filled with endless ETF opportunities with a lot of them involving Tesla. Is there a compiled list somewhere of what's available?

Short-dated Tesla call options. Many argue that Musk and other insiders are propping up the stock. There’s no evidence, but the volume of short-dated, bullish Tesla call options is astonishing.

Get a Lucid Air.

Yes, it does say other's standards. What it does not say is that they will instantly accept other vehicles with alternative standards into their country, or adopt each other's standards overnight. This is a notice of intention to work together on the standards process. THAT is why context matters. Something you seem to have a really hard time including.

https://www.etf.com/stock/TSLA Pull the overview drop box down and change to etf

Actually I’m seriously considering it. The Lucid Air - Grand Touring is 16k more in price but yet has a $437.48 lower lease payment than the Model S Plaid. Lol. Interesting! 2026 Lucid Air GT $130,200 @ $1,489 per month vs Tesla Model S Plaid $114,130 @ $1,926.48 per month.

Thanks very much.

Even if they are allowed to drive there that’s not going to make any significant bump in sales. It’s too big, too ugly, too expensive and too Nazi of an owner. They might even lose money on all the things they need to do to get them there to sell

>instantly >overnight I never claimed it did.

When they say down 40% YoY they really undersell it. That is only a decent metric in a perfectly stable market. If the market is growing 20% YoY and you are down 40% YoY, you're more like 60% off from where you should be. Looking at the quarterly numbers, if you went back to before the shitshow and simply extrapolated where they should have been if each quarter actually matched the industry, you'd see a massive shortfall in shipments. And it is only going to get worse. For those that say Tesla is not a car company, but actually an AI company, I'd counter that if you can't even do the car thing right, who would we trust that you can get the infinitely more complicated thing right.

They are and have always been corrupt, but only 90% of them.

It depends on where you live. I live in central Stockholm and huge pickups (F-150 raptor) are popular among handymen. I know it’s not reasonable. But it’s still true.

Yes. That’s why it’s 0.6% of the total market. But not more :)

Fair enough! I think the idiots that drive F150 raptors are addicted to engine noise and exhaust fumes. No Tesla for there guys.

Couldn’t happen to a better guy my heart goes out to him salute

I mean that's all well and good but that dumpster is not even selling in America. I cannot see it selling more than 1000 units a year in EU.

Especially since the board of directors have been dumping their stocks for over a year. They aren't selling cars, the directors have no trust in the company, so what is this stock? Is it just "Elon simp hodl"?

I would argue that FSD doesn't work in the US aswell...

> No one in Europe wants the Cybertruck that's not entirely true. I know of several cybertrucks in Europe. People want them for novelty and what not. Are there MANY people like that? probably not, but there are at least some. Also if you consider UK to be Europe - there was that case of a CT being seized there as well. And yes other places have willing owners too. I know of some in Taiwan, Japan and some other places. And I think recently Tesla decided to expand to Korea officially?

he shot the pooch. it aint coming back

Your town is in no way or shape representative for the rest of Europe. Pick ups are only 0.6% of the market here, and most want to actually use it for something (which the CT is not useful for).

10% increase in stock price

Its part of the S&P 500. All index funds and 401K own that stock.

I am not I Europe but.. call his bluff? Let him sell 2 trucks there and laugh at all 3 of them

There’s only one barrier when it comes to the Cybertruck: It sucks. That alone will prevent it from being a hit anywhere

I agree, but also I find it suspiciously weird that they pulled S and X from tesla.com for my country, but not Cybercan, even though you are not allowed to order it.

Reducing our health and safety standards down to America’s shitty and non-existent levels for anything, cars, food, whatever is an absolutely terrible idea. I don’t see it happening.

I have seen precisely zero Dodge rams

Do they even make rams with the steering wheel on the right? Edit: a quick Google search seems to say no, but you can pay to have it converted.

“Tesla, how to lose first mover advantage” will be studied in business schools.

Tesla cars' value is the feature related to EV. But it lacks the craftsmanship that need hundred year to refine. Eventually people like the EV feature all bought one and the market has saturated.

Trump and other Republicans like their ICE car, not EV. Elon Musk should have sided with Democrats and have a Democrat elected President. Then Elon could keep his EV empire growing for another four years.

I agree. But even these banks pump TSLA to keep the loans safe, you can see TSLA is the worst stock of Magnificent Seven. Eventually stock market will drop to reasonable valuation, TSLA will drop significant because it has P/E of 193. Even a tech company it is too high and we all know it is a car company.

BYD Seagull is $8,000 in China but with tax, it is priced more than $30,000 in EU. Even so, BYU still expands in EU and Tesla is shrinking. I think if USA allows BYD imports, the price tag will be similar to $30,000 with 200% tariff. Still, there could be $6,000 profits for importers.

Not Even a good car Company any more

Prices in China are insanely low. Fact.

The most expensive part is battery. And BYD makes their own battery. That is the secret of cheap EV.