Tesla is facing its biggest reckoning yet. After dominating the electric vehicle market for over a decade, the company’s global sales are now in a sharp freefall—fueled not just by rising competition, but by a growing wave of political backlash aimed directly at its CEO, Elon Musk.
According to newly released data, Tesla delivered just around 444,000 vehicles in Q2 2025, a steep 14% drop compared to the same period last year. This marks the company’s second consecutive quarterly decline a trend that has sent shockwaves through the auto industry and shaken investor confidence.
But this isn’t just about numbers. Behind the slump is a powerful grassroots movement known as the Tesla Takedown, a global boycott campaign that accuses Musk of aligning with far right political figures and using his platforms to spread controversial rhetoric. Protesters in cities like Berlin, London, and San Francisco have taken to the streets, blocking showrooms, defacing Tesla signs, and urging consumers to stop funding the billionaire who plays politics with people’s lives.
Musk’s vocal support for Donald Trump and his recent online endorsements of extremist European parties have only intensified the backlash. Critics say Musk is no longer just a businessman he’s become a political actor, and that shift is costing Tesla dearly.
In markets like the UK and Germany, Tesla registrations have dropped by more than 45%, and in France, sales have collapsed by nearly 37%, according to auto industry trackers. Even generous discounts on popular models like the Model Y haven’t been enough to slow the bleeding.
While Musk insists the downturn is temporary and blames it on inventory adjustments and model upgrades, analysts are warning that Tesla is entering dangerous territory. With companies like BYD and Rivian rising fast and public trust in Musk shrinking the road ahead may be bumpier than ever.
For now, Tesla is still a global brand. But if the boycott continues to grow, it could become something else entirely: a symbol of how public image can crash faster than a stock price.
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