New sales figures leaked regarding Stellantis’ performance in the fourth quarter. Overall, the yearly sales numbers are down. However, this is not surprising given the current product lineup. Specifically, the brand currently lacks vehicles that customers crave. For instance, there are no cheaper SXT models available. In addition, the absence of traditional V8 Chargers has left a void. Although the Six-Pack Charger is available, the volume could not save the yearly figures immediately. Furthermore, the company faces a gluttony of unwanted 2024 inventory, like the Dodge Hornet.
Despite these challenges, the fourth-quarter data reveals a positive trend. In fact, Stellantis sales jumped 4% for the quarter. While some might call this small, it is a huge indicator. It proves that the turnaround plan is working. Moreover, it demonstrates that Antonio Filosa is having a tangible impact. This increase suggests that the bleeding has stopped. Consequently, this quarter serves as a pivotal moment for the automaker.
Ram and Jeep Drive the Momentum
The data clearly defines the primary drivers of this success. Surprisingly, European imports are not leading the charge. For example, brands like Lancia or Maserati are not moving the needle. Instead, Ram and Jeep are doing the heavy lifting. These two American icons are leading the turnaround. Regardless of critics, the data shows that trucks and SUVs are essential. Therefore, the focus must remain on these volume sellers.
Additionally, the return of the Hemi engine is a critical factor. When Ram announced the Hemi’s return, the market reacted instantly. In just the first day, the brand received 10,000 customer orders. Meanwhile, dealers placed over 40,000 orders within 24 hours. This massive demand highlights exactly what consumers want. As a result, it provides a clear roadmap for Dodge’s upcoming releases. The appetite for Hemi-powered vehicles remains insatiable.
The Charger Hemi Will Accelerate Growth
Looking ahead, the next major catalyst will be the Dodge Charger. Once Dodge announces the Hemi option, the response will likely dwarf Ram numbers. The moment a customer can order a Hemi Charger, the floodgates will open. In comparison to Ram orders, the Charger’s initial figures will likely look huge. The demand for a V8 muscle car is pent-up and ready to explode.
Strategically, it appears the company delayed the Hemi Charger announcement. Indications suggest they planned a major push for early 2026. By waiting, they can stack multiple high-profile releases together. For instance, they can present the return of the TRX alongside the Charger. Furthermore, rumors suggest other legendary names like a Cuda or Duster. Additionally, a Power Wagon with a diesel engine could join the lineup. Ultimately, presenting these vehicles at once proves they are back.
Moving Metal Matters More Than Margin
From an investment perspective, these Q4 indicators are vital. While profitability is important, investors currently want to see metal moving. Cash flow is king. If the stock price is to recover, the company must sell cars in volume. Consequently, Antonio Filosa is smart to focus on fleet sales. He understands that you need to get vehicles off the lots.
Finally, we cannot overstate the importance of “halo” cars. Critics often complain that a $100,000 Ram TRX is too expensive. While most people will not buy a TRX, its existence is crucial. It gives customers something to aspire to. For example, a buyer might drive a base Tradesman today. But they work hard with the goal of owning the TRX. If a brand lacks these aspirational vehicles, it loses its soul. Therefore, the return of high-performance models is essential.
