November 26, 2025
Sales crash, takes clash
Tesla's European sales tumble nearly 50% in October
Europe dumps Teslas; rivals surge; commenters roast Elon
TLDR: Tesla’s Europe sales fell 48.5% in October, its 10th monthly drop, while BYD and other rivals surged. Commenters split between blaming Musk’s polarizing image and Tesla’s fading edge, as investors chase autonomy hype and push the stock up despite the slump.
Tesla’s European sales didn’t just dip — they face-planted: registrations fell 48.5% in October, the 10th straight monthly drop, even as overall EVs in Europe rose 32.9%. Cue the comment section brawl. One camp says Europe is over Tesla — “bad vibes, bad politics,” with some tossing extreme allegations about Elon’s public antics. Another camp shrugs and blames fierce competition from China: BYD’s sales jumped 207% and SAIC rose 46%, while Tesla’s market share slid to 1.6%.
Investors? They’re partying anyway. Tesla stock popped nearly 7% after a “must own” call tied to its AI and full self-driving (FSD) ambitions, even though Europe hasn’t approved FSD yet. The Netherlands’ RDW will let Tesla demo the tech in February — not a green light, just a schedule. Commenters mocked the whiplash: “sales crash, stock splash,” with others accusing the media of cherry-picking bad headlines unless there’s growth somewhere.
Design drama also flared: critics say Tesla “hasn’t innovated” and the Cybertruck is a meme machine, while fans insist autonomy hype will “change everything.” For context: Tesla registrations were just 6,964 in October per ACEA, and Europe’s EV share hit 16.4%. The feed reads like a reality show: Europe says nope, investors say dope.
Key Points
- •Tesla’s European registrations fell 48.5% year over year in October to 6,964 units, marking a 10th straight monthly decline (ACEA).
- •Overall EV registrations in the broader European region rose 32.9% in October; EVs reached a 16.4% market share; total auto registrations rose 4.9%.
- •Year to date (first 10 months), Tesla’s Europe registrations fell 29.6% to 180,688 units, with market share dropping to 1.6% from 2.4%.
- •Chinese rivals gained: BYD’s European sales rose 207% to 17,470 units; SAIC’s rose 46% to just under 24,000.
- •Tesla shares rose nearly 7% after Melius Research called it a “must own” based on autonomy; RDW in the Netherlands will assess FSD in February (not yet approved).