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Stellantis Q1 shipments fell 9%—but signs of a rebound might be brewing
Stellantis had a soft start to 2025, but with new models hitting the market and inventory stabilizing, the company’s setting its sights on recovery. (3 min. read)
Ash Savage
April 14, 2025
Antonio Filosa, COO of Stellantis North America
Stellantis’ $STLA ( ▼ 0.05% ) Q1 shipment numbers dropped—and while they may be down year-over-year, the automaker says the quarter showed potential for a market rebound.
For context: Stellantis shipments are described as the volume of vehicles delivered to dealers, distributors, or directly from Stellantis to retail and fleet customers in the first quarter.
And in Q1—the automaker shipped an estimated 1.2 million vehicles globally, a 9% decline compared to last year.
North American shipments sank to 325,000, down 20% from a year ago.
Shipments in Europe were a bit stronger at 568,000—but still down 8% from Q1 2024.
The brand’s luxury Maserati segment posted the largest loss, with shipments down 48% from last year.
What drove the decline? According to Stellantis, longer holiday downtime at North American plants in January and slower output in “Enlarged Europe,” tied to product transitions and weaker demand for light commercial vehicles.
Yes, but there were also silver linings…
U.S. sales of the Jeep Compass, Grand Cherokee and Ram 1500/2500 jumped 10% from Q1 2024.
And in March—new retail cars hit their highest level since July 2023.
As a result—inventories shrank across just about every brand compared to February.
Chrysler ended the month at 76 days, down 30 days vs February—with Ram at 110 (-2), Jeep at 104 (-19), and Dodge at 111 (-30), according to Cox Automotive. The industry average was 70 days last month.
What they’re saying: “Commercial progress in the first quarter of 2025, included the launch of all new and refreshed models including the Citroën C3 Aircross, Opel Frontera, Fiat Grande Panda, Ram 2500 and 3500 heavy-duty trucks, helping to drive positive momentum in order intake, while maintaining normalized dealer inventory levels,” Stellantis said.
Between the lines: Stellantis’ slow start to the year comes after a brutal stretch in 2024. Inventory levels were bloated and relationships (dealer and stakeholder) were strained. But now, the company is attempting to claw its way out—leaning on strong product launches and sharper pricing strategies to regain trust and momentum.
Looking ahead: Tariffs and potential price hikes are squeezing just about every major automaker—but Stellantis has narrowed its focus to two things: recovery and stability.
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