Over the previous few months, Tesla has been making a major pivot away from its extremely profitable electrical automobiles towards humanoid robots, a pet obsession of CEO Elon Musk’s. That restructuring marketing campaign appears to be forward of schedule, with Tesla’s electrical automobile gross sales plunging to astonishing lows.
The EV maker hit a four-year low within the US final month, promoting 17 percent fewer cars in January in comparison with the identical interval final 12 months, indicating the corporate’s core enterprise is falling aside as Musk focuses his consideration elsewhere.
An much more stark scenario is taking part in out throughout the pond. In keeping with an analysis by CleanTechnica utilizing knowledge from EU-EVs.com, which tracks battery electrical automobile registrations in European international locations, Tesla’s general gross sales in January of 2026 had been down precipitously from the identical level simply two years in the past. Throughout 13 European markets, Tesla automobile gross sales had been down 49.5 % between January 2024 and January 2026, primarily based on public automobile registration knowledge. In comparison with the identical level in January 2025, gross sales in 12 of those markets had been down 23 %.
Tesla’s European loss leaders embody Norway, the place gross sales dropped an astonishing 93 % in two years, from 1,108 items in January 2024 to a measly 83 in January of this 12 months. Within the UK, registrations went from 1,591 items to simply 714, a 55 % fall. The Netherlands, in the meantime, noticed gross sales drop 81 %.
There have been some small vivid spots, like Eire, the place gross sales elevated from 66 in January 2024 to 143 in January of this 12 months. Finland, too, noticed a 33 % rise over the 2 years, from 169 automobiles to 224.
Sadly for Tesla’s shareholders, these aren’t practically sufficient to cease the hemorrhaging. Although Musk’s political antics have undoubtedly performed some heavy brand damage throughout Europe, he’s not the one purpose for the hunch. Tesla’s faltering gross sales additionally come amidst tense labor disputes in Germany and Sweden as a tidal wave of Chinese-made EVs floods the zone.
Whether or not the corporate is even focused on boosting its efficiency in Europe is unclear, but when these numbers are any indication, it might be a significant uphill battle.
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