April 12, 2025 – Stellantis Group has today announced its global shipment forecast for the first quarter of the year, excluding its joint ventures, and provided insights into its business trends.
As of March 31, 2025, Stellantis’ shipments for the first three months of 2025, excluding joint ventures, are projected to be approximately 1.2 million units, marking a 9% year-over-year decline. This drop is primarily attributed to extended production downtime in North America due to a prolonged holiday shutdown in January and the impact of product transitions and a decline in light commercial vehicle sales in Europe.
During the first quarter of 2025, Stellantis also achieved significant commercial milestones, including the launch of several new and refreshed models: the Citroën C3 Aircross, Opel Frontera, Fiat Grande Panda, and the Ram 2500 and Ram 3500 heavy-duty pickups.
In North America, Stellantis’ shipments for the first quarter decreased by approximately 82,000 units compared to the same period in 2024, a 20% drop. This reduction is mainly due to the extended production downtime during the January holiday shutdown and the initial production ramp-up of the 2025 Ram heavy-duty pickups. Sales performance in the U.S. market showed that the Jeep Compass, Jeep Grand Cherokee, Ram 1500, and Ram 2500 all experienced year-over-year sales growth exceeding 10% in the first quarter. Additionally, retail orders in March reached their highest level since July 2023.
In Europe, the group’s shipments for the first quarter decreased by approximately 47,000 units compared to the same period in 2024, an 8% decline. Two-thirds of this drop is attributed to a transition gap in A- and B-segment models replacing their predecessors, which were discontinued in mid-2024. The remaining third is due to a decrease in light commercial vehicle sales. Stellantis’ market share in the EU-30 countries increased to 17.3% in the first quarter, up 1.9 percentage points from the fourth quarter of 2024, reflecting the sales contribution from recent model launches.
In Stellantis’ “Third Engine” markets (encompassing South America, the Middle East and Africa, China, India, and the Asia-Pacific region), overall shipments grew by 13,000 units, a 4% increase. This growth is primarily driven by a 19% sales increase in South America, offsetting declines in other regions. Stellantis maintained its leadership position in South America, benefiting from industry sales growth in markets like Brazil and Argentina. In the Middle East and Africa, shipments declined by 15% year-over-year, mainly due to import restrictions in Algeria, Tunisia, and Egypt.
