In North America, Stellantis experienced a challenging second quarter in 2025, with shipments decreasing by approximately 109,000 units, reflecting a significant 25% year-on-year decline. This downturn can be attributed to several factors, including reduced manufacturing and the impact of tariffs on imported vehicles, as well as decreased fleet sales. Overall, total vehicle sales dipped by 10% compared to the previous year. However, U.S. retail sales remained relatively stable, while the two leading brands in the region, Jeep and Ram, reported a notable 13% increase in sales year-on-year.
In Europe, shipments also saw a downward trend, with a decline of around 50,000 units, equating to a 6% decrease year-on-year, primarily due to product transitions. The recent introduction of the “Smart Car” platform B-segment vehicles is beginning to ramp up production, with a substantial 45% sequential increase in shipments of the four Smart Cars, including the Citroën C3 and Fiat Grande Panda.
Contrastingly, Stellantis experienced growth in other regions, with aggregate shipments rising by 71,000 units, or 22% year-on-year. Notably, there was a 30% increase in shipments in the Middle East and Africa, spearheaded by rising volumes in Türkiye and positive trends in Egypt, Algeria, and Morocco. The company continues to hold a robust position in South America, boasting a 43,000 unit year-on-year increase, benefiting from strong industry demand, particularly in Argentina and Brazil.
Stellantis is set to address these developments during a management conference call hosted by CFO Doug Ostermann on July 21, 2025, where preliminary financial figures for the first half of the year will be discussed.
This quarter reflects the mixed performance of Stellantis, indicating resilience in certain regions despite challenges in others. The growth in South America and the increase in specific vehicle categories hint at potential opportunities for recovery and growth moving forward.