Dodge, Jeep, and Ram about to Rebound?
Could Stellantis be on the road to a turnaround? Stock prices are down and have been losing ground for some time. However, sales are up in recent months, which could be great news for the automaker that owns U.S. brands like Chrysler, Dodge, Jeep, and Ram. Stellantis has a larger European portfolio that includes Alfa Romeo, Citroen, Fiat, and Peugeot.
Jeep sales are down 6 percent, but other U.S. brands under the Stellantis banner are up. Durango sales are up even though that specific vehicle hasn’t been updated in more than a decade. Maybe new car shoppers prefer familiar over big screens and electrified power. Even the Chrysler Pacifica is selling better than before – up 80 percent in Q2. Ram 1500 sales are up as well, 27 percent in Q2. Dodge Charger sales are up 33 percent. However, the electric version of the Dodge Charger sold only about 500 vehicles for the first half of 2026. Again, the electric Dodge Daytona is a misunderstanding of Dodge buyers and owners. At the same time, the Charger Daytona is one of the best-looking cars of the past 50 years. Discounts are common.
Return to Core Values
All this adds up to a fairly good story for Stellantis – they’re down but not staying down. According to the company’s own numbers, deliveries of Stellantis vehicles are up 38 percent in the U.S., 5 percent in greater Europe, and 10 percent overall. Revenue is up 6 percent for Q2.
Stellantis says –
“The majority of the growth was driven by new or refreshed products and powertrain offerings, including the Ram 1500 (light-duty) HEMI V8, the new Ram 1500 TRX SRT, the refreshed Jeep Grand Wagoneer and Grand Cherokee, and the refreshed Chrysler Pacifica, in addition to the continued ramp-up of the all-new Jeep Cherokee and the all-new Dodge Charger 2-door and 4-door SIXPACK”
The company has some interesting plans for the future, a new Jeep CEO, a new Ram CEO, and some new Chrysler vehicles on the way. That plus the return to spotlighting performance vehicles should work out well for the future. Sometimes, you just have to admit who you are. Dodge isn't an all-EV brand; it's a visceral, "look at me," builder of things that look, drive, and sound awesome. The Hemi-powered Ram 1500 and TRX, as well as the gasoline-powered Six Pack Charger, are good signs.
New Leaders
Leadership challenges have definitely plagued the U.S. brands in recent years, especially Jeep. I’m not sure who approved the Jeep Recon, but that seems like a fundamental misunderstanding of Jeep customers and the brand as a whole. It’s not that the vehicle is bad; it just represents something many Jeep customers simply don’t want.
Stellantis recently named Branden Coté as the new CEO of the Jeep brand, effective August 3, 2026. In addition, Stellantis appointed Matt VanDyke as the new CEO of the Ram brand, effective July 20, 2026. He succeeds Tim Kuniskis, who transitioned to focus fully on his role overseeing all North American brand strategy.
-Brian Moody

Comments
Post a Comment