Stellantis US Sales Plunge 10%: Jeep, Ram Gains Can’t Offset Broader Weakness

Stellantis reported a 10% drop in second-quarter U.S. sales, with unit FCA US delivering 309,976 vehicles, as the company continues to face headwinds from persistent pricing strategies and supply chain constraints.

The sales decline comes amid a broader effort by Stellantis to regain market share after four consecutive years of U.S. volume losses under former CEO Carlos Tavares, who maintained elevated vehicle prices despite rising interest rates and widening product gaps.

Ram and Jeep brands provided modest relief. Ram sales rose 5% in the quarter, led by a 17% increase in Ram 1500. 

Retail sales for all Ram nameplates grew, with Ram 1500 up 68% year-over-year. 

Jeep sales increased 1%, led by Wrangler up 23%, Gladiator up 27% and Grand Cherokee retail sales up 5%. 

Dodge Durango sales increased 16%, and Chrysler minivan retail sales (Pacifica and Voyager) climbed 1%.

Fiat brand volumes increased 25%, with 500e sales up 109%.

Quarter-over-quarter, Ram sales rose 18%, driven by a 32% jump in Ram HD trucks and a 57% increase in fleet deliveries. 

Jeep sales gained 6%, and Dodge Charger Daytona rose 21%. In the first half of 2025, Ram and Jeep each posted 2% year-over-year growth, while Fiat 500e sales increased by 286%.

Stellantis is also contending with EV supply chain constraints. 

Serbian President Aleksandar Vucic said on Sunday that China had agreed to fast-track export approvals for electric vehicle materials after a request relayed by Serbia on behalf of Stellantis. 

The automaker reportedly had sought help to secure essential EV components from China at standard market prices. Additionally, Stellantis is facing a mounting regulatory threat in Europe. 

Jean-Philippe Imparato, the company’s head for the region, warned Tuesday that Stellantis may be forced to close factories if the automaker cannot meet EU carbon emissions targets, according to a Reuters report.

Without significant regulatory changes by year-end, Stellantis could face fines of up to €2.5 billion ($2.95 billion) over the next two to three years, he said.

On Stocktwits, retail sentiment was ‘bullish’ amid ‘high’ message volume.

Stellantis' stock has declined 20% so far in 2025.

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