The Sneaky Way General Motors Is Catching Tesla
Chevrolet has overtaken the No. 2 spot for EV sales in the U.S.
Cadillac EVs are bringing in new customers, especially from Tesla.
GM has slowly built trust with consumers while Tesla has done the opposite.
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Tesla (NASDAQ: TSLA) took over the U.S. electric vehicle (EV) market in impressive fashion. It went from an intriguing Roadster story to a full-fledged automotive company that's generated bottom-line income -- a rarity for pure-play EV companies these days. While many believed Tesla's dominance to be durable and long-lasting, General Motors' (NYSE: GM) Chevrolet brand is already rocking the boat. And keep your eye on the company's luxury line of EVs, it might sneak up on you.
Providing a spark
Competitors that have been checking the rearview mirror may have seen Chevrolet coming, but most of us probably didn't. Chevrolet is now the second best-selling EV brand in the U.S., overtaking Ford and gaining on the top spot that Tesla has held closely for years.
Amid all the doom and gloom surrounding tariffs, potential disruptions in trade and distribution networks, and uncertainty for long-term planning, Chevrolet has done nothing but shine for General Motors. May was Chevrolet's second-best month ever for EV sales.
That strong May result came on the heels of the company's astounding 94% year-over-year growth in EV sales during the first quarter when GM's Chevrolet became the fastest-growing domestic EV brand. In fact, General Motors' recent surge helped the company's market double to capture 15.5% of EV market share in the U.S.
Chevrolet posted a staggering 134% increase in EV sales during the first half of 2025, compared to the prior year. In fact, the two largest movers in year-over-year EV delivery volume change are GM and Tesla, and they're moving in opposite directions as you can see in the graphic below.
"GM is driving the growth of the U.S. industry, and we have put real distance between us and our traditional competitors," said Duncan Aldred, GM's president of North America, according to Automotive News.
Sneaky Cadillac
While Chevrolet is hauling volume, Cadillac has sneakily been a big boost to GM's EV ambitions. GM is claiming that Cadillac is already the luxury "EV leader" this year with a lineup of luxury electric SUVs hitting the roads, but it should be noted management doesn't include Tesla in the mix due to its pricing structure.
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Cadillac just delivered its best first-half sales since 2008 and sales were up across the board in all 50 U.S. states. Even better, the luxury brand is bringing in new consumers, which is notoriously difficult in the auto industry. In fact, Brad Franz, Cadillac's global marketing director, told CNBC that nearly 80% of Cadillac EV buyers are new to the brand.
Franz even went on to note that at the time Cadillac was seeing an influx of consumers fleeing the Tesla brand with almost 25% of current Cadillac Lyriq buyers coming from Tesla.
Cadillac's momentum is just beginning to accelerate: GM's luxury brand already launched seven EVs in 2025 as it drives toward completing a full lineup. The strategy is simply that if consumers are turned off by the loss of the federal EV tax credit at the end of September, then GM will offer a wide range of product so consumers can find the right vehicle.
Another reason that Cadillac could be a sneaky help to General Motors' EV ambitions is because the administration's tariff policy has a very limited impact on Cadillac. The brand is almost entirely produced in the U.S., with the exception of the Optiq that is produced in Mexico.
Catch me if you can
Right now the EV business isn't very enticing for automakers, but it's a necessity to tap into the future bloodline of consumers. In fact, the vast majority of EVs are losing money for their manufacturers, but General Motors is doing something right by building out not only full lineups of vehicles, but also bolstering the luxury end with Cadillac -- a brand that carries higher margins.
General Motors has slowly built trust with consumers at a time Tesla has undermined itself. While General Motors and its surging Chevrolet and Cadillac EVs have impressively moved up the rank in sales, it still has a long way to catch Tesla -- but for once, the possibility doesn't seem so far-fetched.
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Daniel Miller has positions in General Motors. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.
The Sneaky Way General Motors Is Catching Tesla was originally published by The Motley Fool
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PRESS RELEASEJuly 23, 2025 RENAULT GROUP BRANDS STAY THE COURSE IN A CHALLENGING ENVIRONMENT Renault Group recorded an increase in its overall sales in the first half of 2025 (+1.3% vs 2024), reaching 1,169,773 vehicles sold. Internationally1, the Renault brand grew by 16.3% with the commercial success of the first models of the International Game Plan. In Europe2, in a passenger car (PC) market down by 1.0%, the Group grew by 5.4% and reached 708,106 registered vehicles. Sandero and Clio are the two top-selling vehicles. Renault: 394,278 PC (+8.4%). Renault gains a rank and becomes No. 2 in Europe (PC+LCV). Clio is the best-selling vehicle (PC+LCV) in Europe across all channels. Dacia: 308,957 PC (+1.1%). Dacia maintains its position on the European podium in terms of retail customers' sales. Sandero suffered from the market decline but remains the best-selling vehicle to retail customers since 2017. Alpine: 4,871 PC (+89.8%). The A290 boosts sales in the first half of the year. 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RENAULT GROUP WORLDWIDE SALES BY BRANDS H1 2025 H1 2024 ∆ %vs. H1 2024 Renault 808,413 787,379 +2.7% PC 642,652 572,789 +12.2% LCV 165,761 214,590 -22.8% Dacia 356,084 358,526 -0.7% PC 353,804 354,350 -0.2% LCV 2,280 4,176 -45.5% Alpine 5,015 2,717 +84.6% Mobilize (1) 1,086 - Renault Group 1,169,773 1,154,882 +1.3% (1) Quadricycles are not aggregated with Total Sales RENAULT GROUP'S TOP 15 MARKETS (PC+LCV) VolumesH1 2025 Market Share (MS) ∆ MSvs. H1 2024 (units) (%) (pts) 1 FRANCE 284 ,704 27.7 +1.6 2 ITALY 105,559 11.1 -0.1 3 SPAIN 92,701 13.1 +0.7 4 GERMANY 71,681 4.7 -0.0 5 TURKEY 69,649 11.5 -3.2 6 UNITED KINGDOM 61,941 5.1 +0.0 7 BRAZIL 60,673 5.4 +0.2 8 MOROCCO 43,836 39.1 -1.5 9 BELGIUM+LUXEMBOURG 38,844 12.9 +1.8 10 ARGENTINA 31,607 10.2 +1.0 11 SOUTH KOREA 28,065 3.4 +2.0 12 POLAND 26,427 8.3 -0.3 13 ROMANIA 22,587 31.0 -6.1 14 PORTUGAL 20,816 14.9 -0.3 15 INDIA 16,031 0.6 -0.3RENAULT GROUP PRESS CONTACT Paul Jacobsoone +33 6 82 76 23 96 Rie Yamane +33 6 03 16 35 RENAULT GROUP INVESTORS RELATIONS Philippine de Schonen +33 6 13 45 68 About Renault Group Renault Group is at the forefront of a mobility that is reinventing itself. The Group relies on the complementarity of its 4 brands – Renault, Dacia, Alpine, Mobilize – and offers sustainable and innovative mobility solutions to its customers. Established in 114 countries, Renault Group sold 2.265 million vehicles in 2024. It employs more than 98,000 people who embody its Purpose every day, so that mobility brings people closer. Ready to pursue challenges both on the road and in competition, the Group is committed to an ambitious and value-generating transformation focused on the development of new technologies and services, and a new range of even more competitive, balanced, and electrified vehicles. In line with environmental challenges, Renault Group's ambition is to achieve carbon neutrality in Europe by 2040. More information : 1 Outside Europe2 ACEA scope3&4 Renault brand and Dacia brand; PC markets in France, Germany, Spain, Italy and United-Kingdom5 HEV, PHEV and EV; PC market in Europe Attachment 20250723_Renault Group_Commercial Results_H1 2025Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
