Tesla Gross sales in Germany Truly Nonetheless Down Enormously

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There’s been some buzz up to now few days about Tesla gross sales rising in Germany, after a lot press up to now 12 months or two on declining gross sales there and in Europe extra broadly — and internationally much more broadly.

One might say that, sure, Tesla gross sales rose in Germany final month. Nevertheless, that’s a restricted window with distinctive circumstances, and is basically simply cherry choosing. When monitoring gross sales, we’re making an attempt to know developments — together with, sure, modifications in developments when the winds do change. Nevertheless it’s sensible to be cautious about altering developments till they solidify, and to again them with logical theories about why the change is happening. As Tesla went from years of progress to real gross sales decline, I spent months cautiously noting the potential long-term change and elements at play.

So, what is going on in Germany?

Tesla’s 2,276 gross sales complete in February 2026 is certainly up from 1,429 gross sales in February 2025. Nevertheless, it’s nonetheless massively down from the 6,038 gross sales in February 2024. That’s a 62% drop in gross sales from two years in the past.

Moreover, the German BEV market general grew by 29% in February 12 months over 12 months, so one would anticipate a BEV firm to see rising gross sales in that point.

Additionally, recall that Tesla had paused Mannequin Y manufacturing in early 2025 with the intention to change over the manufacturing traces from the previous model of the Mannequin Y to the brand new one. So, February 2025 gross sales have been presumably unnaturally decrease from the manufacturing interruption.

The broader level, in my view, is that Tesla gross sales are a lot decrease than they have been two years in the past within the largest EV market in Europe, and that is regardless of having a big manufacturing facility within the nation!

If we add in January gross sales numbers, Tesla had 3,152 gross sales in January 2024, 1,277 gross sales in January 2025, and 1,301 gross sales in January 2026. So, once more, an enormous decline in comparison with two years in the past. Including January and February gross sales collectively, we get 9,190 in 2024, 2,706 in 2025, and three,577 in 2026. That’s a 61% decline this 12 months in comparison with two years in the past.

Some Tesla followers are cheering the year-over-year gross sales improve in Germany with out trying on the broader context, or at the least with out acknowledging it. They need to assume big photo voltaic progress has returned, and Tesla goes to climb once more and attain new heights. In truth, this isn’t indication of that.

Throughout Europe, Tesla can also be not doing properly. In January, its gross sales dropped 17% 12 months over 12 months. That was after falling 45% 12 months over 12 months in January 2025….

Again to Germany, additionally be aware that Tesla had solely 4.9% of the BEV market there in February. Volkswagen Group, the market chief, had 41% of the market.