Tesla’s Shrinking Slice and Its Impact on the EV Market: What Property Owners and Investors Need to Know

In Q3 2025, Tesla’s U.S. EV market share fell to 41%, down from over 80% just a few years ago, while total EV sales reached 438,487 units—10.5% of all U.S. auto sales in the quarter. This shift from a single dominant brand to a diversified marketplace signals an inflection point that every commercial property owner, fleet manager, and charging-hub investor should understand.