Tesla sold an estimated 40,100 vehicles in the United States last month, according to data published by Motor Intelligence on Tuesday.
The figure represents a 17% decline from the 48,500 units registered in January 2025, marking the fourth consecutive month of falling year-over-year registrations.
On a sequential basis, sales dropped 17% from December’s 48,300 units, a pattern consistent with the seasonal slowdown that typically hits the auto industry at the start of each year.
Tesla‘s domestic sales have now declined year over year in nine of the past twelve months, with only July, August, and September 2025 posting gains.
Full-year 2025 registrations totaled 568,454 units, down 10% from 2024’s 625,712 — according to Motor intellignce.
US Rivals
Among rivals, Rivian registered 2,516 vehicles in January, an 18% year-over-year drop that pushed its monthly figure to a three-year low.
Lucid, posted 1,700 registrations, more than doubling its year-ago figure on a 156% surge fueled by the production ramp-up of its Gravity SUV.
Polestar registered 280 units, down 26% from December.
Last year, Tesla posted year-over-year growth only in the third quarter, when demand surged ahead of the EV tax credit deadline.
Besides policy changes, the company is focusing on autonomy-related projects rather than auto sales, despite these still making up most of its revenue.
Last quarter, automotive revenue represented $17.7 billion out of the total $24.9 billion reported — about 70%.
Lineup Update
In the final quarter of 2025, Tesla launched the Model Y and Model 3 Standard — first in the US, then in Europe — which have lowered the entry-level prices on its best-selling vehicles by around $5,000.
The Model Y is priced from $39,990, while the Model 3’s pricing begins at $36,990.
As of Monday, the company had altered the entry-level variant’s naming, removing the ‘Standard’ mention — they are now referred to as the Rear-Wheel Drive (RWD) version.
It coincided with the launch of a “standard” All-Wheel Drive (AWD) iteration for the Model Y, priced from $41,990.
Customers now have several options: the more affordable RWD or AWD base trims, the Premium version available in both RWD and AWD configurations, and the Performance AWD — which launched in the US just hours before the end of September.
Additionally, Tesla offers the luxury Model S and Model X, which were revamped last June, and the Cybertruck pickup, for which sales have been lower than expected.
Tesla announced last week that it will end production of the two flagship models as it transitions to manufacturing its Optimus humanoid robot.
The two models account for about 3% of the company’s global vehicle deliveries.
Additionally, Tesla is set to change its strategy for the Cybertruck, transitioning its line “to just a fully autonomous” one, according to Chief Executive Officer Elon Musk.
European Sales
Tesla’s sales in Sweden experienced their first year-over-year increase in twelve months in January.
In Denmark, the company sold 458 vehicles in Denmark last month, a 3% increase year-over-year.
In both Spain and Italy, registrations nearly doubled year over year to 458 and 713 units, respectively.
However, in Norway, where the company set a nationwide record in 2025, registrations tumbled sharply in January to the worst result in 36 months, aided by the country’s updated policies on EV purchases.
The overall Norwegian auto market shrank in January.
The company’s sales also fell by 67% in the Netherlands, 42% in France, 31% in Belgium and 3.1% in Portugal.
