The figures mark a dramatic turning point for a brand once seen as a symbol of British automotive elegance and performance.
Rebrand sparks controversy
The steep decline coincides with a sweeping rebranding effort launched by Jaguar in November 2024. As part of the company’s shift toward becoming a fully electric, ultra-luxury manufacturer by 2025, Jaguar unveiled a new marketing campaign that eliminated traditional car-focused visuals. Instead, it featured androgynous models in vibrant settings, minimalist slogans such as “Copy Nothing” and “Live Vivid,” and a futuristic claw-like logo.
The campaign was designed to appeal to a younger, more diverse, global audience, but it has proven polarizing.
Critics, including high-profile figures like Elon Musk, accused the brand of “abandoning its core identity” and alienating long-time buyers.
https://x.com/elonmusk/status/1858914024013910020?s=46
Market pressures and EV gap
The rebrand comes as part of Jaguar Land Rover’s plan to reposition Jaguar as a low-volume, high-margin electric brand. However, the automaker has yet to release its new EV lineup. Its flagship model, a four-door GT expected to cost around $200,000, is not due until late 2025. In the meantime, Jaguar has discontinued nearly all of its internal combustion models, leaving a significant product gap at dealerships.
Competing automakers have taken a more gradual approach. BMW increased EV sales by 32.4 percent in Q1 2025, while Audi saw a 50.4 percent rise, despite broader market slowdowns. Jaguar, by contrast, has seen no major new model launches since 2023, leaving showrooms largely empty.
Analysts divided
Some view the rebrand as a necessary, if risky, evolution in an increasingly crowded electric luxury market. Others believe Jaguar underestimated the emotional connection traditional buyers had with the brand.
Jaguar has not commented publicly on the April figures or criticisms of its campaign. With global annual sales down from 180,833 in 2018 to just 26,862 in 2024–2025, the company now faces a difficult path ahead. The brand’s new EVs will be crucial to its survival, but as of mid-2025, Jaguar remains in limbo.
