>In fact, Model 3 is down 29.4% in Europe so far this year despite plenty of inventory.
Sedan sales have been down for a while so Model 3 isn't trendy. Also, last year Q1 had the new "Highland" Model 3 in full-volume delivery from Shanghai (https://www.teslarati.com/tesla-model-3-highland-deliveries-...) after the launch in October.
It's all about the new Y now and it was only launched in mid January and deliveries only started on March 10 https://www.electrive.com/2025/03/10/tesla-hands-over-first-...
>The shift to the new Model Y design is certainly having an effect, but it cannot account for the 43% drop in deliveries.
Why? Model Y already accounts for 2/3 of the sales in Europe. And the production lines were down for 3-5 weeks, they take time to ramp back up and Tesla started the quarter with only 12 days of inventory.
>With deliveries of the new Model Y having started this month in Europe, we can see Tesla is still suffering in markets that report registration daily.
But who knows in which countries did Tesla prioritize the "Junpier" deliveries. If they picked the markets with no public daily numbers, then their arguments collapse. I doubt Norway and Sweden are the easiest to reach from Berlin, for instance.