{"id":524,"date":"2025-07-21T18:29:00","date_gmt":"2025-07-21T18:29:00","guid":{"rendered":"https:\/\/klemtravalos.com\/?p=524"},"modified":"2025-07-23T11:55:52","modified_gmt":"2025-07-23T11:55:52","slug":"stellantis-shipments-to-north-america-fell-off-a-cliff-in-q2","status":"publish","type":"post","link":"https:\/\/klemtravalos.com\/index.php\/2025\/07\/21\/stellantis-shipments-to-north-america-fell-off-a-cliff-in-q2\/","title":{"rendered":"Stellantis Shipments To North America Fell Off A Cliff In Q2"},"content":{"rendered":"<div><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"attachment-large size-large wp-post-image lazyload\" alt=\"\" style=\"margin-bottom: 15px\" loading=\"lazy\" data-src=\"https:\/\/klemtravalos.com\/wp-content\/uploads\/2025\/07\/CN024_001DG-copy-1024x576-1.jpg\"><\/div>\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<ul>\n<li>Stellantis expects a net loss of $2.68 billion during the first half of the year.<\/li>\n<li>It attributes this setback to tariffs, higher costs, pre-tax net charges, and more.<\/li>\n<li>Second-quarter shipments to North America are down by 25% year over year.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/www.carscoops.com\/tag\/stellantis\/\">Stellantis<\/a> has decided to break from the usual script and share a preliminary look at its financial performance for the first half of 2025. This kind of early disclosure isn&rsquo;t standard practice, and in this case, it&rsquo;s clearly meant to get ahead of some less-than-rosy analyst expectations. <\/p>\n<div class=\"ad-placement\">\n<div id=\"82503191-e1d1-435a-874f-9c78a2a54a2f\" class=\"_ap_apex_ad\"><\/div>\n<div id=\"0f7e3106-c4d6-4db4-8135-c508879a76f8\" class=\"_ap_apex_ad\"><\/div>\n<p>\t\t\t\tvar adpushup = window.adpushup  = window.adpushup || {que:[]};<br \/>\n\t\t\t\tadpushup.que.push(function() {<br \/>\n\t\t\t\t\tif (adpushup.config.platform !== &#8220;DESKTOP&#8221;){<br \/>\n\t\t\t\t\t\tadpushup.triggerAd(&#8220;0f7e3106-c4d6-4db4-8135-c508879a76f8&#8221;);<br \/>\n\t\t\t\t\t} else {<br \/>\n\t\t\t\t\t\tadpushup.triggerAd(&#8220;82503191-e1d1-435a-874f-9c78a2a54a2f&#8221;);<br \/>\n\t\t\t\t\t}<br \/>\n\t\t\t\t});<\/p><\/div>\n<p>As the company puts it, &ldquo;The disclosure of the following preliminary financial data for the First Half 2025 is intended to address the difference between these analyst consensus forecasts and the Company&rsquo;s performance for the period.&rdquo;<\/p>\n<p><strong>More: <a href=\"https:\/\/www.carscoops.com\/2025\/07\/jlr-cutting-hundreds-of-jobs-after-sales-drop\/\">Hundreds Of Jobs Gone As JLR Grapples With Tariffs And Jaguar&rsquo;s Sales Collapse<\/a><\/strong><\/p>\n<p>In other words, it sees some analysts&rsquo; forecasts and wants to make clear that they probably aren&rsquo;t very accurate. For example, it expects a $2.7 billion loss on revenue of $86.9 billion over the first half of the year. Over the same period in 2024, it achieved a $6.58 billion profit with $99 billion in revenue. <\/p>\n<div id=\"taboola-mid-article\"><\/div>\n<div id=\"taboola-mid-article-thumbnails-organic\"><\/div>\n<p>The automaker blamed that huge deficit on four main issues. Some of it comes down to the company spending in the first half of the year to hopefully provide &ldquo;larger benefits in the second half of 2025,&rdquo; it says.<\/p>\n<p><strong>External Pressures and Internal Costs<\/strong><\/p>\n<p>It also blamed pre-tax net charges, higher industrial costs, geographic and other mix factors, and changes in foreign exchange rates. The really interesting part was that<a href=\"https:\/\/www.stellantis.com\/en\/news\/press-releases\/2025\/july\/stellantis-publishes-preliminary-and-unaudited-key-figures-for-first-half-2025\"> Stellantis openly acknowledged<\/a> the impact of <a href=\"https:\/\/www.carscoops.com\/2025\/07\/trump-threatens-europe-and-mexico-with-tariff-that-practically-prohibits-us-eu-trade\/\">US tariffs<\/a> as one of the key factors, as they resulted in a $348 million hit and a loss of planned production. Speaking of production and delivery, the company says U.S. shipments are way down.<\/p>\n<p>        <a href=\"https:\/\/www.carscoops.com\/wp-content\/uploads\/2025\/07\/Preliminary-financial-information-for-the-First-Half-2025-copy.jpg\" data-type=\"inarticle-image-block\"> <\/p>\n<figure class=\"wp-block-image size-large\">\n<p>                    <img decoding=\"async\" loading=\"lazy\" class=\"lazy \" src=\"\" alt=\" Stellantis Shipments To North America Fell Off A Cliff In Q2\" width=\"1274\" height=\"668\" data-src=\"https:\/\/www.carscoops.com\/wp-content\/uploads\/2025\/07\/Preliminary-financial-information-for-the-First-Half-2025-copy-1024x537.jpg\" data-type=\"inarticle-image\" \/><\/p>\n<\/figure>\n<p>        <\/a>  <\/p>\n<p>In fact, it&rsquo;s down by some 109,000 units in Q2 alone compared to the same time in 2024. That&rsquo;s a 25 percent decline, and it&rsquo;s only one piece of the puzzle. Stellantis says that year-over-year sales are down 10 percent despite being &ldquo;relatively flat&rdquo; in the U.S. To its credit, <a href=\"https:\/\/www.carscoops.com\/tag\/ram\/\">Ram<\/a> and <a href=\"https:\/\/www.carscoops.com\/tag\/jeep\/\">Jeep<\/a> are up 13 percent year over year to this point.<\/p>\n<p>According to <a href=\"https:\/\/www.reuters.com\/business\/autos-transportation\/stellantis-expects-27-billion-first-half-loss-restructuring-costs-us-tariffs-2025-07-21\/\">Reuters<\/a>, CEO Antonio Filosa told employees in an email that 2025 would be &ldquo;a year of gradual and sustainable improvement,&rdquo; despite a &ldquo;tough first half, with increasing external headwinds. Despite difficulties, it has also been six months of meaningful progress compared to the second half of 2024.&rdquo;<\/p>\n<div class=\"ad-placement\">\n<div id=\"9b1169d9-7a89-4971-a77f-1397f7588751\" class=\"_ap_apex_ad\"> <\/div>\n<div id=\"bb7964e9-07de-4b06-a83e-ead35079d53c\" class=\"_ap_apex_ad\"> <\/div>\n<p>\t\t\t\tvar adpushup = window.adpushup  = window.adpushup || {que:[]};<br \/>\n\t\t\t\tadpushup.que.push(function() {<br \/>\n\t\t\t\t\tif (adpushup.config.platform !== &#8220;DESKTOP&#8221;){<br \/>\n\t\t\t\t\t\tadpushup.triggerAd(&#8220;bb7964e9-07de-4b06-a83e-ead35079d53c&#8221;);<br \/>\n\t\t\t\t\t} else {<br \/>\n\t\t\t\t\t\tadpushup.triggerAd(&#8220;9b1169d9-7a89-4971-a77f-1397f7588751&#8221;);<br \/>\n\t\t\t\t\t}<br \/>\n\t\t\t\t});<\/p><\/div>\n<p>All of this looks a bit rough right now, but perhaps it&rsquo;s better than dropping what some might consider to be a bomb on July 29 when full financial results come out. We&rsquo;ll have to wait till then to see how all the numbers truly shake out.&nbsp;<\/p>\n<div class=\"ad-placement\">\n<div id=\"9b1169d9-7a89-4971-a77f-1397f7588751\" class=\"_ap_apex_ad\"> <\/div>\n<div id=\"bb7964e9-07de-4b06-a83e-ead35079d53c\" class=\"_ap_apex_ad\"> <\/div>\n<p>\t\t\t\tvar adpushup = window.adpushup  = window.adpushup || {que:[]};<br \/>\n\t\t\t\tadpushup.que.push(function() {<br \/>\n\t\t\t\t\tif (adpushup.config.platform !== &#8220;DESKTOP&#8221;){<br \/>\n\t\t\t\t\t\tadpushup.triggerAd(&#8220;bb7964e9-07de-4b06-a83e-ead35079d53c&#8221;);<br \/>\n\t\t\t\t\t} else {<br \/>\n\t\t\t\t\t\tadpushup.triggerAd(&#8220;9b1169d9-7a89-4971-a77f-1397f7588751&#8221;);<br \/>\n\t\t\t\t\t}<br \/>\n\t\t\t\t});<\/p><\/div>\n<p>        <a href=\"https:\/\/www.carscoops.com\/wp-content\/uploads\/2025\/07\/Consolidated-Shipments-2025-copy.jpg\" data-type=\"inarticle-image-block\"> <\/p>\n<figure class=\"wp-block-image size-large\">\n<p>                    <img decoding=\"async\" loading=\"lazy\" class=\"lazy \" src=\"\" alt=\" Stellantis Shipments To North America Fell Off A Cliff In Q2\" width=\"1278\" height=\"900\" data-src=\"https:\/\/www.carscoops.com\/wp-content\/uploads\/2025\/07\/Consolidated-Shipments-2025-copy-1024x721.jpg\" data-type=\"inarticle-image\" \/><\/p>\n<\/figure>\n<p>        <\/a>  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Stellantis expects a net loss of $2.68 billion during the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":526,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[],"class_list":["post-524","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-offbeat"],"_links":{"self":[{"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/posts\/524","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/comments?post=524"}],"version-history":[{"count":2,"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/posts\/524\/revisions"}],"predecessor-version":[{"id":527,"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/posts\/524\/revisions\/527"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/media\/526"}],"wp:attachment":[{"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/media?parent=524"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/categories?post=524"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/klemtravalos.com\/index.php\/wp-json\/wp\/v2\/tags?post=524"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}