Polestar said 94% of its first-quarter 2026 retail volume came from outside the United States as the company strengthened its focus on Europe.

For U.S. dealers and owners, the concern is practical: sales and service access, parts support, warranty handling, software support and used-vehicle demand can change when a market becomes less central.

Q1 retail volume outside U.S.94%Polestar-reported

Existing customers need clear support

Retailers handling trades or service questions should verify current authorized locations, warranty channels, roadside support and software procedures instead of speculating about a complete exit.

Used values need a risk lens

Appraisers should monitor days' supply, auction liquidity, warranty transfer and buyer objections. A strategic de-emphasis is not automatically a worthless vehicle, but it changes the uncertainty reserve.

Methodology note

A stronger European focus does not by itself establish a complete U.S. withdrawal. Current retail and service availability must be verified.

References

Cited references

  1. Polestar U.S. strategy update — Company investor release