Stellantis’ Jeep brand delivered a 3 % decline in U.S. sales for the full 2025 calendar year, selling 587,725 vehicles compared with 604,000 in 2024. The drop continues a six‑year trend of falling sales that began in 2019, when Jeep sold 642,924 units and has since slipped to 587,725 units in 2024 and 2025.
Jeep’s 2025 sales decline sits within a broader downturn for Stellantis’ U.S. portfolio. The company sold 1,260,344 vehicles in 2025, a 3 % year‑over‑year decrease from 1,303,570 vehicles in 2024. The 15 % drop in 2024 was driven by inventory reductions and a shift toward new multi‑energy platforms, while the 3 % decline in 2025 reflects continued inventory normalization and a modest slowdown in demand for internal‑combustion models.
The decline is largely attributable to a combination of supply‑chain constraints, rising material costs, and a consumer shift toward electrified vehicles. Stellantis’ transition to the STLA Medium, STLA Large, and STLA Frame platforms has required significant investment in new tooling and supply‑chain re‑engineering, which has temporarily suppressed production volumes for legacy models. At the same time, the company has been aggressively reducing dealer inventory to avoid overstock, a strategy that has compressed short‑term sales figures but is expected to improve profitability as inventory levels stabilize.
Management has acknowledged the challenges. CEO Antonio Filosa said the company is “focused on executing the multi‑energy strategy and normalizing inventory” and that the transition to electrified powertrains will “unlock new growth opportunities” once the platforms are fully deployed. CFO Doug Ostermann highlighted the importance of cost discipline, noting that the company is “maintaining margin pressure while investing in future‑proofing the product line.”
The business implications are clear: Jeep’s continued decline signals that the brand’s current product mix is not resonating with U.S. consumers, and the company must accelerate the rollout of newer models such as the Cherokee, Wagoneer S, and Recon to regain market share. The 3 % drop in overall U.S. sales also underscores the need for Stellantis to manage inventory levels more efficiently and to balance short‑term sales pressure against long‑term profitability goals.
Analysts remain cautious. While the company’s revenue guidance for 2026 has been maintained, the persistent margin compression and inventory challenges have led to a more conservative outlook on Jeep’s near‑term performance. Investors are watching how quickly the new multi‑energy platforms can be brought to market and whether the brand can reverse its multi‑year decline before the next fiscal cycle.
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