In the latest European Automobile Manufacturers’ Association data for November 2025—building on Tesla's reported 34.2% EU registrations decline—BYD surged ahead with 16,158 units (+235.2% YoY), surpassing Tesla's 12,130. Tesla clings to a year-to-date EU lead of ~18,300 units, but BYD's rapid gains, Tesla's slumps in the US and China, and BYD's UK expansion underscore intensifying competition.
The ACEA report marks a pivotal shift in Europe's EV landscape, with BYD outpacing Tesla by over 4,000 units in November 2025 EU registrations. Year-to-date through November, Tesla's total stands at 129,024 (-38.8% YoY), while BYD's reached 110,715 (+240%), rapidly closing the gap.
Tesla's challenges extend globally: US sales dropped 23% to 39,800 units in November—a three-year low (Reuters)—and China deliveries fell nearly 1% to just over 73,000 (Citi/Barron’s).
BYD is aggressively expanding in Europe, especially the UK, with key hires including Claudio de Freitas (Head of Fleet Sales, ex-Tesla), Marcus Hazelwood (Head of Retail Sales, ex-Autotrader/Nissan/VW), and Thomas Brady (Network Lead for 125 showrooms). These moves, paired with competitive pricing and inventory, are fueling BYD's market share grab from incumbents like Tesla.