Reviving U.S. sales will be a major focus of Stellantis’ future strategy, with more details set to be unveiled Thursday at the company’s capital markets day.
The details: According to Reuters, CEO Antonio Filosa will outline several steps aimed at boosting U.S. sales, while also detailing plans to tighten Stellantis’ product portfolio and deepen ties with Chinese automakers.
Under the plan, Stellantis will focus most of its investment on four core brands—Jeep, Ram, Peugeot, and Fiat—out of its 14-brand global portfolio.
The company is also expected to expand joint ventures with Chinese automakers to better utilize capacity and reduce costs.
What they’re saying: "They just need their North American business to function. That will give immediate value to their stock," said Massimo Baggiani of London-based Stellantis investor Niche Asset Management, which has bought two tranches of the company’s shares since March, per Reuters.
Why it matters: A renewed focus on the U.S. market could have major implications for Stellantis dealers, particularly if it leads to stronger product investment, improved inventory flow, and a more competitive retail strategy.
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Zooming in: Stellantis’ reported product recalibration will focus on directing capital toward higher-volume, higher-margin brands without fully eliminating others, though speculation remains that some nameplates could be axed soon.
In 2025, Jeep accounted for 47% of Stellantis’ 1.3 million U.S. vehicle sales, followed by Ram at 34%, Chrysler/Lancia at 10% and Dodge at 8%.
In Europe, Peugeot accounted for 34% of the company’s 1.9 million vehicles sold last year, followed by Opel/Vauxhall at 21%, Citroen at 19%, and Fiat at 14%.
Jeep is the only U.S. brand with notable sales in Europe, accounting for 7% of the company’s 1.9 million units sold in the region in 2025.
Bottom line: Stellantis appears to be making the U.S. a central pillar of its turnaround strategy. For dealers, the key question is whether that translates into stronger execution, clearer brand direction, and products that can drive higher showroom traffic.
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