Tesla Sales Slump to Three-Year Low in France, Plunge 88% in Norway

Yeah, Europe has this crazy thing about hating Nazis.

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Better start mergin’ !

Unfortunately, the Norwegian YOY drop is a general drop in car sales due to front loading of demand followed by a subsequent cratering due to changes in the VAT rules. I’m still skeptical that my fellow countrymen has actually come to their senses yet

Nazi car doesn’t sell well Boo hoo

Odd day today. Sales plunging is normally associated with stock up $20... Fanboys are hurting and have no more leverage left to pump probably because of crypto dump

and still it is going only 3% down

Some countries. Sales have been up in Norway and Sweden. Finns know better!

In Norway it went up before 31/12/2025, mainly because taxes were more normalized on electric cars from 1/1/2026. Sales are significantly down now

Yes, they only care about taxes, not Nazis. That was my point

Haven’t they already cut prices there too? So this is decreased sales on already decreased margins.

The beginning of Musk's downward spiral

It’s a shame people still don’t care enough a company is run by a fascist

On this news, I expect the stock to go up 10%.

This guy TSLAs!

But how are their robot sales doing?

When were they up in Sweden?

Still, the stock price will go up. I sincerely have no idea why they even make cars.

Don’t worry he’s angling to corner the pedo market.

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This is great News for the stock

Surely there can't be that many pro Nazi Quislings in Norway?

They announced last week that they are discontinuing the models S and X so yeah it won’t be long til they aren’t a car company.

More of this please

Musk has essentially nuked a lot of his car sales growth and now the FSD scam is going to have to do heavy lifting.

True- Tesla dumped price in Norway for a couple of years to keep numbers up

Also all their models are dated. And bad.

As a vaporware company it shouldn't be over $100

Still not enough. Has to go to 0.

I dunno, man. That’s still a stretch. If it starts to plummet and margin calls kick in, it might finally wake up.

Paywall Free Version: https://archive.ph/o4gXc

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Tesla is losing or seeing reduced subsidies in multiple regions, including China, the US, and Norway that no doubt caused demand pull forward into Q3/Q4 '25, and should result in a significant drop off in demand in Q1 '26 and possibly across all of '26. However, Germany has introduced a new subsidy as of January 1, 2026 that gives thousands of Euros in subsidies on sales of EVs and PHEVs. This could help all EV demand. Will Germans forgive Musk's fascism and deplorable pro-Nazi rhetoric and buy a large chunk of Tesla vehicles, or will they opt to use those subsidies on other brands? To some degree, yes. Fascist/ultra-nationalist parties in Germany have begun to surge in popularity. Canada almost entirely removed Chinese tariffs on vehicle imports, which no doubt Tesla will take advantage of by shipping cars from China. Canada may not want to buy products from US companies, especially US made products (can't blame them), but will they buy Teslas imported from China... which could ultimately and ironically cause far more issues in their economy as it harms their vehicle manufacturing and parts supply industries? We have to remember that when comparing deliveries to Q1 '25, Tesla had a global shutdown of all model Y production that stymied their supply and total deliveries for the full quarter, constraining their revenue. Therefore, it's hard to say how total sales Q1 '26 will compare to Q1 '25. However, even if Q1 '26 sees more deliveries than last year, we have to consider that Q1 '25 was a terrible quarter for Tesla. A slightly better result in Q1 '26 doesn't make it a good quarter. Tesla's gotten away for far too long by claiming great results versus a prior period, when that prior period was artificially constrained and had terrible results. Better than terrible isn't good.

No one is buying TeslaR? Trump needs to do a sleazy car salesman act again. MAGA will start buying lol.

Okay so it's been up 26% in January in Sweden compared to being down 44% and a total of 67% down 2025. 21 897 in 2024, 7 252 in 2025. I just think it feels a bit dishonest to just say that it's up based on one month especially since I can't even find any data for Finland in January 2026? Finland also only dropped 30% in 2025 compared to 2024. I feel like we're just making shit up? Also Norway had heavily subsidized EVs also almost double the amount of Tesla-superchargers compared to Sweden, despite having half the population. Obviously we who are in this sub likes to see Tesla fail, but you gotta understand that Norwegians keep prioritizing Tesla EVs when it's so convenient for them.

Yeah, but who cares anymore? Tesla doesn’t make cars. Just ask Elon.

Solar City 2, here we go!

I was surprised to learn that despite all the news about declining sales their revenue in 2025 was like 90 billions and profit like 5 billions

You are mistaken, they don't sell cars, they sell stock.

This will logically drive the share price up. Elon Musk, that jerk, finally has to deliver! That's what his disciples, his shareholders, and the bribed analysts expect anyway. Now he's announced that Tesla is no longer a car manufacturer, but an AI, AI chip, AI chip design, space data center, robotics, and nobody-needs-money-anymore-because-of-Optimus-except-Elon company. And now he finally has to deliver—and he does!

Because they soon will make billions of robots. /s

Good job France

To be clear, canada has reduced tariffs for like 39k Chinese EVs - the same number before Covid. It will rise to like 70k or something with a requirement that a lot (50%? Or something like that), be priced under $35k or some other low number. I haven’t read the actual agreement, just summaries in passing. So I don’t know if the numbers are firm, illustrative or tbd in some future memorandum. Regardless, it’s a finite number of vehicles that were sold before. And nothing like a little (and limited) competition to get the Canadian supply chain to be more productive.

No more hidden door handles in China in the very near future should do well for sales there too

Wankpanzer: NAMBLA edition

Sooooo, calls?

New feature - peace on earth. Should be ready next year.

Come on, isn’t Elon trading it as a technology company? And besides, they increased sales in Italy and Spain, so the stock is bound to respond in kind. s/ Edit: [This is the source.](https://www.reuters.com/business/tesla-new-car-sales-italy-jump-year-on-year-january-after-2025-drop-2026-02-02/) Not that it matters all that much as I was interjecting what I found humorous. Heaven help anyone that even looks in the direction this meme stock.

Tesla stock is now just a meme coin that people buy so they can sell it to an even bigger idiot. There is no intrinsic value now that they have competitors instead of subsidizers. Tesla will be a mountain of debt when its elon looted corpse goes chapter 7.

Another issue with Tesla, is their CARS are getting OLD. Its the same platform for almost a decade now.

I have two teslas and am norwegian. I will not buy more nazi-cars. Hopefully we can find something european electric cars that works well when the current cars break down.

Tesla = Ponzi

Did they really? That's insane.

Its OVER

Both two companies are trading with very high valuation, but Palantir got 70% growth while Tesla's is declining. I dont know why people are still investing in Tesla while there are many other good alternatives like Palantir, let alone Google, Meta, etc, which are trading a fraction of the valuation. Also, the hope of Tesla merging with SpaceX seems slim after the announcement of SpaceX and XAi merge. Once the new entity it listed, money will shift from Tesla to SpaceXai.

There is no FSD, there is only FSD(Supervised). Any reputable company would call it Driver Assist. Of course, any reputable company would have a p/e of 10 to 30, NOT 300.

Once an EV company loses Norway, it’s game over. But then again, Tesla’s all about the Bots now, right?

Better buy calls, TSLA up 5% for sure on this news

How long until Tesla “merges” with spacex like the loser X (twitter)?

Right wing Germans don’t buy EVs. And even if they would they’d rather buy one of the better and cheaper German EVs on the market. Volkswagen surged massively last year even without subsidies and far outsells Tesla.

They can't sell them so cancelling them is reasonable. Their supposed pivot to their nonsense biped robot at least buys them some time to overpromise and take deposits for something that they will never ship.

Are the fanbois acknowledging that the competition is actually here or are the robotaxis just waiting to take them all out?

Pepsi are going to take 20 of them and never mention them again

Isn't a good chunk of that related to various credits and subsidies that are increasingly being removed?

All they had to do was be somewhat competent and they were set. Regardless of all the Musk antics their inability to develop any other models of worth is impressive

Just you wait. The Roadster demo on April 1, when he also announced the SpaceX merger so they can fly is going to be amazing! /s (But I do suspect he will try to “buy” SpaceX into Tesla so he can promise the flying Roadster for an extra decade.)

He’s been spiraling down for years at this point.

Who would buy one now that Tesla is moving away from vehicle production, as they cancel models.

The regulatory credit sales totaled 1,993 million in 2025 and the company had total net income of 3,855 million, so the credits are about half their profit.  However, it isn't really clear that those credits are going away.  Fleet emission standards will continue to tighten in places like Europe, and it seems like some OEMs are going to have to continue pooling with Tesla to avoid the massive fines there.  You will likely see a gradual tapering of thise credits, but they will remain considerable for a while.

I can't comprehend why people are buying them at all. I'd amputate my legs in a trash compactor before I'd be caught in a Tesla.

Elmo thinks he can save this brand by changing what they manufacture; it’s definite proof that he’s out of touch and doesn’t understand regular people whatsoever. They hate you dude. Doesn’t matter what you make. They hate YOU.

EV adoption isn't always about politics, it's about cost of living. I've seen plenty of conservatives in the US buying EVs. Petrol is extremely expensive in Europe, albeit so is electricity, so it's a question of which is cheaper to operate a vehicle per mile. I just checked, Germany's gasoline price is about $7.91 per gallon. (usd) Electricity prices are also expensive at up to $0.44 cents per kWh. (not sure if Germany has lower time of use rates overnight) It's probably close to half the cost to charge an EV per mile traveled, which if traveling 20 miles per day on average, can add up to as much as $600 in savings per year. Throw in the new government subsidy, and the savings on maintenance and it's a no-brainer, so long as the vehicle owner has access to home charging. I'm not saying other brands won't exceed Tesla's sales; I'm saying that any subsidy will boost EV sales in the nation overall, and a rising tide lifts all boats, including Tesla's sales for those who are willing to ignore Musk's antics.

FSD to Mars, earning revenue as you sleep.

$100 for the whole thing, not per share.

Opened Tesla Call 1000$ by 2028 💪

Ok then, how many Optimus robots did Tesla sell in January 2026? Silence…chirp, chirp.

Reduced consumption is good for the environment, right?

The EV sales did rise in 2025 as well, while Tesla sales took a massive hit. In Germany, it is very much about politics. On top of that, Tesla just isn't a good EV anymore in comparison to the competition. Most new EVs I see in my neighbourhood are either Volkswagen, Kia or BMW. There is this one Renault 5 I see passing by every day. The Teslas I see are old models, probably bought 2-5 years ago. If it's about the cost of living, people will buy BYD and other cheap cars instead. There is a Chinese car you can lease for 18 euros a month when applying the subsidies. Charging prices without an additional contract on public chargers can reach up to $0.90 over here, which is kind of ridiculous. Tesla's charging network isn't a huge benefit anymore either. It's just cheaper for Tesla customers, but everybody can use them. In general, those who will receive subsidies (it's tied to the income) don't have the money for a Tesla and for home charging (as they usually don't own a home, especially not with solar panels on the roof). So they will choose the cheapest leasing offer they can get. A Tesla Model 3 base configuration starts at $44,900 or $311 monthly leasing cost with a 48-month contract and an initial payment of $6,700, which almost matches the maximum of subsidies. The base Model Y is $398 monthly under the same conditions or $48,385. To receive the maximum subsidies, you need to be a household with two or more kids and a total taxable income below $53,142. Such a family can't pay for a Tesla. The average income in Germany is about $61,400 before taxes and social security. That's about $3,286 net per month. 10 to 15 percent of that for the leasing payment? When you already have to pay 20 to 30 percent of it for rent and another 10 to 20 percent for cost of living as a single?

German January 2026 sales... 1301 units which is static year on year but please remember last year they were retooling the factory for juniper and before the cheap standard models were introduced. Things are not well in Grünheide. A boat could ship in enough TESLAs from US to satisfy their demand in Europe tariff free.

US sales down 17% [https://eletric-vehicles.com/tesla/tesla-us-sales-fall-for-fourth-straight-month-in-january/](https://eletric-vehicles.com/tesla/tesla-us-sales-fall-for-fourth-straight-month-in-january/) remember this is the refreshed model which should be selling more than the old one.

Are there any ICE vehicles left in Norway?

Failing to set aside funds for ongoing product development of old models has always been short-termism to juice the accounts. I honestly thought Elon would have exited Tesla before the chickens came home to roost.

Don't worry, they're ramping that down to claim they're pivoting to robots

Tesla sold 1.9% more cars in Germany in January y/y. While that isn't huge news, given how much their sales have dropped off in Germany over the last few years, compared to the huge loss of sales in multiple other reliable European nations for them, this is good news for them considering the alternative of having yet another nation with a huge sales loss y/y. Like I said, a rising tide lifts all boats. New subsidies buoyed Tesla's sales and even lifted them up by a tiny bit. Without those subsidies, Tesla's sales may have crashed further. Further, we have to remember Tesla shutdown model Y production for a few weeks across all of their factories last year in Q1 that artificially reduced their sell through in Q1, especially in the months during and just after the shutdowns. Some of that sell through was moved into Q2. Without factory shutdowns this year, Q1 could see slightly higher sales than Q1 last year around the world. OTOH, Q2 could see worse deliveries than last year on account that more deliveries were crammed into Q2 2025 to catch up from the shutdown. Without that Q1 shutdown, and need for a catchup in Q2... Q2's may very well decline in 2026. \_\_ I would think most people buying EVs have access to nightly charging on account of high fees at DC fast chargers. The same could be said for most regions in the world. \_\_ No doubt there are now much cheaper options than Teslas, with plenty of charging options. In fact, I used to point out that because the model 3 / Y were so much cheaper than the S/X, the sales of S/X fell off a cliff with the introduction of these cheaper vehicles. As it turns out, people just wanted an electric car, they didn't necessarily care about having a high end electric car. S/X sold such high volumes early on because there simply weren't any viable options. Now that there are even cheaper models than the 3/Y, or even comparable priced options, that competition is eating Tesla's lunch. Europe's always had a different situation than the US on account that they used a single charging standard, whereas the US spent years with the NACS / CCS plug mess that Tesla took full advantage of to boost their US sales. Since every car in Europe uses CCS, the charging network couldn't be lauded over customers heads, enabling far more competition.

Garbage products

Good news!

They sell fairytales.

Do you realise that Tesla's sales in January 2025 dropped by 59.5% y/y? So an increase of 1.9% is marginal at best. It's 1277 cars or a 0.7% market share for a company valued at more than (almost?) all car manufacturers together. 1,119 of those sales have been Model Ys. Talking about direct competitors to the Model 3, the Mercedes CLA (more expensive but with about the same specs and also a sedan-style car) sold 8.4 times as many. Almost every BEV SUV option by VW Group outsells the Model Y. Some by far. Tesla is basically dead in Germany.

I don't know about 60%, I've seen numbers closer to 40% across Europe, but yes, as I mentioned in my comment: >Tesla sold 1.9% more cars in Germany in January y/y. **While that isn't huge news, given how much their sales have dropped off in Germany over the last few years, compared to the huge loss of sales in multiple other reliable European nations for them, this is good news for them considering the alternative of having yet another nation with a huge sales loss y/y.** Germany used to be Tesla's largest European market, so it's certainly not bad news for them to have stopped the hemorrhaging from the last couple of years. But then it's only one month. I'll stand by my full analysis for this quarter and next until I see evidence that it's wrong. To be clear, none of my analysis has painted a rosy picture for Tesla.

The 59.5% was according to the Kraftfahrtsbundesamt in Germany. I agree a plus of 1.9% is better than another sales drop, though it’s much easier to achieve a plus on massively reduced numbers. And subsidies didn’t seem to have an impact yet. Still it’s just 1277 cars sold in a country with more than 11 million valid drivers licenses and it’s just a third of the best selling BEV model by Skoda. And less than a lot of models with higher margins than Tesla. We are talking about the highest valued car company in the world after all. Personally I think that Tesla might achieve a slight sales increase q/q, but their profitability will plummet.

So many people who say they love their Tesla have literally never owned another new car before.

It would have been so easy to just make a regular EV truck or SUV but Elon is too obsessed with his image of being visionary to let that happen