How are Q3 2025 sales looking, one month in?
July vehicle sales estimates
Europe
July figures are seeping in from Europe, and they show that Tesla registrations checked in 41.6% lower compared to the prior year, despite sales of electric vehicles (EVs) surging across the Continent.
It’s a continuation of the sales spiral the EV maker faced during the first half of 2025. And the problem is that the decline was supposedly due to the new Model Y being in limited supply – but the issues appear to be deeper than that.
China
Its sales of China-made EVs dropped 8.4% in July compared to the prior year. That was a reversal from the small gain Tesla posted in June, which at the time reversed an eight-month losing streak.