Stock Markets January 27, 2026

Tesla Brand Value Plummets 36% in 2025 as Consumer Perception Slips

Brand Finance cites product pipeline, pricing and executive focus as drivers; BYD gains ground

By Leila Farooq TSLA
Tesla Brand Value Plummets 36% in 2025 as Consumer Perception Slips
TSLA

Tesla’s brand value declined by $15.4 billion, or 36%, in 2025 to $27.61 billion, the third straight annual drop reported by Brand Finance. The London-based firm points to a slower pace of new model introductions, relatively high pricing, and CEO Elon Musk’s outside engagements and reduced automotive focus as key factors. Consumer metrics show a marked fall in recommendation and reputation scores in several markets even as familiarity grows and U.S. loyalty edges higher. Chinese automaker BYD posted a roughly 23% rise in brand value to $17.29 billion, and five automakers now rank ahead of Tesla, led by Toyota at $62.7 billion.

Key Points

  • Tesla’s brand value declined 36% in 2025 to $27.61 billion, marking a third consecutive yearly fall and remaining well below its January 2023 peak of $66.2 billion.
  • Brand Finance cites a lack of standout new models, relatively high vehicle prices, and CEO Elon Musk’s geopolitical involvement and reduced automotive focus as contributors to the drop; these dynamics affect the automotive sector and related equity market perceptions.
  • BYD’s brand value rose by about 23% to $17.29 billion, and five automakers now sit ahead of Tesla in Brand Finance’s rankings, with Toyota leading the sector at $62.7 billion.

Tesla saw its brand valuation decline by $15.4 billion in 2025, a drop of 36% that leaves the electric-vehicle maker with a brand worth $27.61 billion, according to research from Brand Finance. This marks the third year in a row that the company’s brand value has fallen, moving farther from its peak valuation of $66.2 billion in January 2023 and down from $43 billion at the start of 2025.

Brand Finance’s leadership identified several contributors to the fall. CEO David Haigh pointed to Tesla’s thinner pipeline of notable new models, vehicle prices that remain high relative to competitors, and the effect of Elon Musk’s public involvement in geopolitical matters. Haigh also highlighted Musk’s reduced focus on the automotive side of the business as a factor Brand Finance considered in assessing the brand.

Consumer perception indicators tracked by Brand Finance displayed significant deterioration in several measures. In the United States, Tesla’s recommendation score dropped to a new low of 4.0 out of 10, down sharply from 8.2 in 2023. Brand Finance Valuation Director Lorenzo Coruzzi said that reputation, recommendation, trust, and "coolness" metrics were particularly weaker in Europe and Canada.

The London-based firm gathered responses from at least 1,000 people across 18 countries for its Tesla survey. While awareness of the Tesla brand rose in most markets, reflecting broader geographic expansion, the company’s U.S. loyalty score inched up slightly from 90% to 92%, signaling that many existing owners still plan to continue driving their Tesla vehicles.

Amid Tesla’s decline, BYD emerged as a notable gainer within the automotive ranking. The Chinese automaker’s brand value increased by roughly 23%, rising to $17.29 billion from $14.03 billion the previous year.

Brand Finance’s annual ranking now places five automakers ahead of Tesla in brand value. Toyota leads the sector at $62.7 billion, followed by Mercedes-Benz, Volkswagen, and Porsche among those positioned above Tesla.


Key contextual points in the Brand Finance findings include the contrast between stronger consumer familiarity and weakening attitudinal measures, the continued loyalty of existing U.S. Tesla owners, and competitive pressure from rising brands such as BYD. The data highlight reputational shifts that may influence brand positioning and competitive dynamics across the automotive sector.

Risks

  • Declining consumer perception metrics - especially in reputation, recommendation, trust, and "coolness" - could weaken brand-based pricing power and demand in the automotive sector.
  • Perceived leadership distraction and a thinner product innovation pipeline may increase competitive pressure from established and emerging automakers, impacting Tesla’s market positioning and investor sentiment.
  • Elevated vehicle pricing relative to competitors raises the risk of market share erosion in price-sensitive segments of the auto market.

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