Significant Declines in the Second Quarter
Mercedes-Benz recorded a significant decline in vehicle sales in the second quarter of 2025. A total of 547,100 cars and vans were delivered worldwide, representing a decrease of 9 percent compared to the same period last year. The Chinese market was particularly affected, where sales fell by 19 percent to 140,400 vehicles, marking a decline of over 32,000 units compared to the previous year.
Causes and Market Reactions
The reasons for this sales decline are primarily due to tightened global trade tariffs, which complicated export conditions to China and the USA. Despite an increased customer demand in the USA (+26%) and Germany (+7%), this effect could only marginally cushion the decline.
Challenges with Electric Vehicles
An additional critical point is the declining sales of battery electric vehicles (BEVs). During the same period, BEV sales fell by 8 to 18 percent to about 41,900 units. This signals essential challenges in the field of electromobility at Mercedes-Benz, while plug-in hybrids were able to show a more stable demand.
Impact on Investors
This development is significant for investors, as it could indicate a strain on the company’s financial health. The sharp decline in China, one of the key markets, potentially signals long-term competitive disadvantages for Mercedes-Benz.
| Aspect | Q2/2025 Result | Change vs. Previous Year |
|---|---|---|
| Total Sales (Cars + Vans) | 547,100 vehicles | -9 % |
| Mercedes-Benz Cars Sales | 453,700 vehicles | -9 % |
| Sales in China | approx. 140,400 vehicles | -19 % |
| BEV Sales | approx. 41,900 vehicles | -8 to -18 % |
| Demand in the USA | +26 % | Increasing |
| Demand in Germany | +7 % | Increasing |