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Data provided by Cox Automotive shows empirically that the Tesla Takedown protest initiative has failed to reduce Tesla’s sales in America. A new report just published by Cox Automotive, titled EV Market Monitor – July 2025, reveals that Tesla saw “strong gains” and delivered a whopping 53,816 units in July. That delivery volume is higher than the 12-month average of deliveries for Tesla in 2024, which was about 1,000 vehicles lower per month. Tesla remains the top-selling electric vehicle maker in America, and its Model 3 and Model Y have no real challengers in terms of EV delivery volume.
During the second quarter, Tesla’s U.S. deliveries were down a bit, as were the EVs from many brands, including Rivian, Ford, Kia, and Jaguar. Tesla was transitioning the Model Y to a new generation, and that always impacts deliveries, regardless of the manufacturer.
The shine is now fading from EVs, and with the end of federal subsidies now looming, we expect that Q4 will be a bloodbath, with all brands seeing the impact of the “free money” drying up. August and September are expected to be better than average for EVs as the September 30th expiration date for the tax incentives approaches.
Tesla is having mixed results outside of the U.S. Deliveries are way up in Norway and up in Spain, the U.K., and Turkey (home to Europe’s most populous city). In other global markets, the deliveries have been down or flat.
Another way to measure the impact of the failed Tesla takedown initiative is Tesla’s stock valuation. Tesla’s stock is holding up rather well, considering the political climate for EV adoption has turned 180 degrees. As of the writing of this story, TSLA stock was trading at $323.90. During March and April, Tesla stock was down close to a $200 per share trading price temporarily. As we all remember, the stock market overall took a nosedive around that same period. If the Tesla Takedown has shaken investor confidence or impacted it in any measurable way, we can’t find a metric to prove it. The group was organized six months ago, and Tesla stock has about the same value now as it did in late February.
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Without a doubt, Tesla is headed for rough seas ahead. EVs were losing market share prior to the Big Beautiful Bill’s adoption into law, which eliminated the federal subsidies for EVs. With the ZEV credit scheme also now off the table, Tesla has lost a major source of revenue. None of these troubles was influenced in any way by the Tesla Takedown protests as far as we can determine.
The folks at Tesla Takedown don’t see things in the same light we do. They were looking forward to a big rally this past weekend in Boston, but we couldn’t find any media coverage of it. A Tesla Takedown rally in Chicago was outright canceled. Here is what the group says that it has been up to lately:
- Robotaxi & DMV – staged a live FSD demo in Austin, Texas, exposing software failures that drew extensive national media coverage and spurred local officials to call for a review of AV policies. When the California DMV filed a lawsuit against Tesla over deceptive FSD marketing (a case that initially went largely unnoticed) we amplified it with an onsite rally and coordinated media outreach, bringing critical public attention to the issue.
- Pension Divestment – launched a campaign to educate and mobilize public pension holders on the risks of investing in Tesla and Musk-led ventures. Targeting pension funds, the effort spotlights growing governance, liability, and reputational concerns. One pension fund, Lehigh County, voted to suspend all future Tesla stock purchases. Hundreds of trained volunteers are now pressing fund managers for responsible divestment, with Pennsylvania leading the way and several other states reviewing their fiduciary obligations in response.
- T-Mobile & Starlink – created a petition urging T-Mobile to end its partnership with Musk’s Starlink, leading a coalition of 26 national and local labor unions and advocacy groups. The campaign has garnered over 20,000 signatures to date, including nearly 5,000 T-Mobile customers pledging to cancel their contracts if the partnership continues.
- 40+ dealership protests continue every weekend: despite Musk’s exit from government, weekly, decentralized protests at Tesla showrooms in the U.S. and abroad continue to spotlight the company’s dangerous misrepresentations, while amplifying the voices of local organizers, those harmed by DOGE cuts, and disillusioned Tesla fans who feel betrayed by Musk and the brand’s direction. 6 months later and there are STILL 6 pages of active protests on Action Network – even over the busy summer months.
- Tesla Diner – mobilized local organizers in less than 24 hours to protest Tesla’s surprise Los Angeles diner opening – an attempted distraction from dismal Q2 earnings. Rapid grassroots action ensured mainstream coverage also highlighted Musk’s hypocrisy, toxic behavior, and threat to democracy, creating a sharp public contrast.
Don’t let our factual reporting on the failed Tesla Takedown initiative give you the impression that we think things are rosy for Tesla. The Cybertruck has proven to be an abject failure, as have all EV trucks for that matter. It is widely reported that Tesla is sitting on nearly a billion dollars’ worth of stagnant Cybertruck inventory with no buyers in sight. The Robotaxi and FSD programs are also struggling to make any significant positive impact on Tesla’s bottom line, and solar looks like it is about to jump the shark as well. Maybe AI and storage will come to Tesla’s rescue?
John Goreham is the Vice President of the New England Motor Press Association and an expert vehicle tester. John completed an engineering program with a focus on electric vehicles, followed by two decades of work in high-tech, biopharma, and the automotive supply chain before becoming a news contributor. He is a member of the Society of Automotive Engineers (SAE int). In addition to his eleven years of work at Torque News, John has published thousands of articles and reviews at American news outlets. He is known for offering unfiltered opinions on vehicle topics. You can connect with John on LinkedIn and follow his work on his personal X channel or on our X channel. Please note that stories carrying John’s by-line are never AI-generated, but he does employ grammar and punctuation software when proofreading and he also uses image generation tools.
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Source: torquenews.com
