⚡ Tesla in Free Fall? How Elon Musk’s Political Fallout Is Hitting the Brand 🚗📉

Manon Robin

elon musk crise marque tesla chute ventes reputation politique

Elon Musk has transitioned from being a visionary to a controversial figure.
His role within DOGE and his connections with political figures like Donald Trump have caused significant upheaval for Tesla.

👉 Result: a brand destruction that Scott Galloway describes as “unprecedented”.

So, how did we get here? We explain this crisis that is shaking both the economic sphere and the brand’s fans.


🚨 The critical turning point: the DOGE effect on Tesla’s image

Instead of focusing his efforts on technological revolution, Musk found himself at the center of political controversies.

👉 Brand ranking of Tesla in the USA:

YearVisibility Rank
20218th
202595th

A plummeting fall driven by:

Too much political engagement
Loss of the “eco-innovation” DNA
Disappointed historical customers


📉 Financial performance: a visible decline

👉 Key figures to remember:

YearTesla EPS ($)Brand Visibility Rank
2021$3.508th
2025$1.0095th

👉 A 71% decrease in earnings per share.
👉 Protests in front of Tesla showrooms.
👉 BYD now surpasses Tesla in electric vehicle sales.

YearTesla SalesBYD Sales
2021500,000200,000
2025350,000700,000

🗣️ The effect on public relations

Today’s consumers want brands aligned with their values.

👉 Problem: Musk’s political flirting polarizes the audience.
👉 Rivals like BYD or BMW are betting on a more neutral and ethical image.


⚠️ Upcoming challenges for Tesla

3 key tasks that Musk will need to undertake:

1️⃣ Restore consumer trust
2️⃣ Return to product innovation (far from politics)
3️⃣ Manage public storytelling to restore brand image

Otherwise, the brand could lose its leadership in the electric vehicle market.


🎯 In summary: a brand crisis with multiple impacts

👉 Consumers are hesitant towards Tesla.
👉 Competition is gaining ground.
👉 The future of Tesla will depend on Musk’s ability to depoliticize his image and recover his innovation DNA.


🤔 FAQ — What you need to know


Why does Scott Galloway criticize Elon Musk?
👉 Because his political engagement is harming Tesla’s reputation.


What’s the impact on Tesla’s sales?
👉 Sales are declining, and Tesla is losing ground to BYD.


How is the public reacting?
👉 More and more consumers are looking for “neutral” and sustainable alternatives.


Can Tesla turn things around?
👉 Yes, but only if it refocuses its strategy on innovation and customer experience.


Is brand image crucial in this sector?
👉 Absolutely! In electric vehicles, the image of innovation and ethics makes all the difference.


👉 This is why the saga Musk x Tesla x politics is now a case study for all marketing experts.