Who’s hot and who’s not among US retailers for EV charging
Only a measly 1% of US retailers offer EV charging stations even though they come with significant benefits and government incentives, according to Consumer Reports.
The independent research and consumer advocacy watchdog’s first-of-its-kind study, released today, evaluates the availability of EV charging stations and the commitments made by companies to provide charging at 75 of the largest national and regional retailers across the US.
Consumer Reports analyzed over 270,000 store locations across major retail categories, including big box stores, convenience stores, grocery stores, drugstores, department stores, and discount stores. EV charging is available on average at 1 out of every 14 big box store locations, 1 out of every 15 grocery stores, and 1 out of every 40 department stores.
The study asserts that installing EV chargers can be a way for brick-and-mortar retailers to increase foot traffic (an average of 4%) and revenue (5%). Most retail locations across the US are eligible for federal benefits covering 30% (up to $100,000) of installation costs.
Drew Toher, sustainability campaign manager at Consumer Reports, explained:
Retailers are uniquely positioned to address America’s charging challenge because they have easily accessible, convenient locations in virtually every community.
Companies can attract more shoppers, elevate their brand, and leverage federal incentives, while consumers benefit from the convenience of integrating EV charging into their routine stops.
The leaders and laggards
Spoiler: Except for IKEA, there are currently a lot more laggards than leaders when it comes to installed EV charging. Here’s what Consumer Reports found:
Big Box Stores: Among big box retailers like Walmart and Target, no company except IKEA currently offers EV charging at more than 10% of its locations. IKEA is the only retailer that offers EV charging at nearly 100% of its US locations – but it does need more chargers per location. Walmart is working to build its own DC fast charging network across the US.
Grocery Stores: Amazon Fresh/Whole Foods and some regional supermarkets, including Big Y, Hy-Vee, Meijer, and Raley’s, offer EV charging at over 10% of their locations. Trader Joe’s and Aldi are laggards, with a mere 10 locations combined. Lidl wins the booby prize with none.
Convenience Stores: Wawa and Sheetz lead this category, with more than 10% of locations providing EV charging. Larger chains like 7-Eleven and Circle K currently don’t offer EV charging at more than 1% of store locations. A couple of weeks ago, a Kentucky Circle K became the site of the Southeast’s first NEVI-funded EV charger, and more are in the pipeline in that state.
Department Stores: Kohl’s has installed EV charging at over 10% of its stores. Dillard’s, JCPenney, and TJX Co. combined have installed charging at fewer than 10 locations. Ross doesn’t have any.
Drugstores: Walgreens is the leader, as it’s installing EV chargers at hundreds of its store locations and committing to even more. But CVS is the laggard, as it currently offers charging at fewer than 10 store locations. Rite Aid has none. Drugstores are ideal for DC fast chargers since the average dwell time for drugstores is between 15 and 60 minutes.
Discount stores: Dollar General, Dollar Tree, and Five Below have effectively made no investments in EV charging. With their nearly 40,000 store locations, these stores could play a key role in improving access to rural and under-resourced communities.
Fast Food: This whole retail category is the biggest laggard. With nearly 128,000 US locations, the sample of fast-food companies represents the largest segment of retailers that Consumer Reports surveyed. Fewer than 200 of their locations currently offer EV chargers, and no leading fast-food company offers EV charging at more than 1% of store locations. However, Starbucks, Subway, and Chipotle have all announced plans to start installing EV infrastructure.
Prateek Suri of the nonprofit electric transport organization Forth said in response to the Consumer Reports study:
With federal funding available, this is the best time for retailers to invest in EV charging.
Echoing the recommendations in the report, we urge retailers to commit to clear timelines, prioritize equity, educate customers, and ensure proper maintenance of chargers.
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EV sales kept up their momentum in December 2024, with incentives playing a big role, according to the latest Cox Automotive’s Kelley Blue Book report.
December’s strong EV sales saw an average transaction price (ATP) of $55,544, which helped push the industry-wide ATP higher, according to Kelley Blue Book. The December ATP for an EV was higher year-over-year by 0.8%, slightly below the industry average, and higher month-over-month by 1.1%. Tesla ATPs were higher year-over-year by 10.5%.
Incentives for EVs remained elevated in December, although they were slightly lower month-over-month at 14.3% of ATP, down from 14.7% in November.
EV incentives were higher by an impressive 41% year-over-year and have been above 12% of ATP for six consecutive months. Strong sales incentives, which averaged more than $6,700 per sale in 2024, were one reason EV sales surpassed 1.3 million units last year, according to Cox Automotive, a new record for volume and share.
(My colleague Jameson Dow reported yesterday, “In 2024, the world sold 3.5 million more EVs than it did in the previous year … This increase is larger than the 3.2 million increase in EV sales from the previous year – meaning that EV sales aren’t just up, but that the rate of growth is itself increasing.”)
Kelley Blue Book estimated that in December, approximately 84,000 vehicles – or 5.6% of total sales – transacted at prices higher than $80,000 – the highest volume ever. KBB lumps gas cars and EVs together into this luxury vehicle category, so this is where Tesla Cybertruck is slotted.
However, Tesla bundles sales figures of Cybertruck with Model S, Model X, and Tesla Semi(!) into a category it calls “other models,” so we don’t know for sure exactly how many Cybertrucks Tesla sold in Q4, much less in December. However, Electrek‘s Fred Lambert estimates between 9,000 and 12,000 Cybertrucks were sold in Q4, and that’s not a stellar sales figure.
What will January bring when it comes to EV ATPs? What about tax credits? Check back in a month and I’ll fill you in.
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Tesla is now claiming that Cybertruck was the ‘best-selling electric pickup in US’ last year despite not even reporting the number of deliveries.
There’s a lot of context needed here.
As we often highlighted, Tesla is sadly one of, if not the most, opaque automakers regarding sales reports.
Tesla doesn’t break down sales per model or even region.
For comparison, here’s Ford’s Q4 2024 sales report compared to Tesla’s:
You could argue that Tesla has fewer models than Ford, and that’s true, but Tesla’s report literally has two lines despite having six different models.
There’s no reason not to offer a complete breakdown like all other automakers other than trying to make it hard to verify the health of each vehicle program.
This has been the case with the Cybertruck. Tesla is bundling its Cybertruck deliveries with Model S, Model X, and Tesla Semi deliveries.
Despite this lack of disclosure, Tesla has been able to claim that the Cybertruck has become “the best-selling electric pickup truck” in the US in 2024:
It very well might be true. Ford disclosed 33,510 F-150 Lightning truck deliveries in the US in 2024 while most estimates are putting Cybertruck deliveries at around 40,000 units.
Those are global deliveries, but Tesla only delivered the Cybertruck in the US, Canada, and Mexico in 2024, and most of the deliveries are believed to be in the US.
However, there’s essential context needed here, as we highlighted in our recent ‘Tesla Cybertruck sales are disastrous‘ article.
First off, Tesla had a backlog of over 1 million reservations for the Cybertruck that it has been building since 2019. This led many to believe Tesla already had years of demand baked in for the truck and that production would be the constraint.
However, based on estimates, again, because Tesla refuses to disclose the data, Cybertruck deliveries were either flat or down in Q4 versus Q3 despite Tesla introducing cheaper versions of the vehicle and ramping up production.
Again, that’s after just about 40,000 deliveries.
Furthermore, with almost 11,000 deliveries in Q4 in the US, Ford more likely than not outsold Cybertruck with the F-150 Lightning in Q4.
Electrek’s Take
Tesla is in damage control here. There’s no doubt that it is having issues selling the Cybertruck.
Inventory is full of Cybertrucks and Tesla is now discounting them and offering free lifetime Supercharging.
Tesla is great at ramping up production, and it’s clear the Cybertruck is not production-constrained anymore. It is demand-constrained despite having over 1 million reservations.
Again, those reservations were made before Tesla unveiled the production version, which happened to have less range and cost significantly more.
The upcoming cheaper single motor version should help with demand, but I have serious doubts Tesla can ramp this program up to more than 100,000 units in the US.
As a reminder, Tesla installed a production capacity of 250,000 units annually and Musk said he could see Tesla selling 500,000 Cybertrucks per year.
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