April 9, 2025 – Stellantis is navigating through turbulent times, as highlighted by recent developments reported by Motor1. The automaker’s struggles began with a sharp decline in sales and revenue during 2024, prompting the abrupt resignation of former CEO Carlos Tavares. Adding to the challenges, the current year, initially earmarked as a period of rebuilding, has been marred by the introduction of steep tariffs by the United States, threatening to exacerbate Stellantis’s already precarious situation.
Of particular concern are the brands Alfa Romeo and Maserati. In response to these difficulties, Stellantis has enlisted the services of McKinsey & Company to conduct a comprehensive analysis of the prevailing circumstances, with a specific focus on the impact of tariffs. A company spokesperson confirmed to Automotive News Europe that McKinsey has been tasked with providing strategic advice regarding these two prestigious brands, though no further details have been disclosed.
The decision to engage a consulting firm underscores the gravity of Stellantis’s predicament. In the U.S. market, Alfa Romeo’s sales plummeted to 8,865 units in 2024, a 19% drop from the previous year. Maserati’s performance was equally dismal, with global sales reaching only 11,300 units, of which 4,819 were sold in the U.S. The imposition of a minimum 25% tariff on all imported goods has affected every model within the Alfa Romeo and Maserati lineups, plunging Stellantis into a deeper crisis.
While discussions are still in their nascent stages, all options are on the table, including potential partnerships with other companies or even divesting the brands. Automotive News Europe suggests that Stellantis might explore collaborations with Asian automakers, raising the possibility of Chinese buyers being poised to acquire these iconic Italian brands. Should the U.S. tariff policy persist, the entire automotive sector, particularly “niche” brands, could face severe repercussions.
In a bid to revitalize its offerings, Alfa Romeo is reportedly diligently working on new models, with the next-generation Stelvio and Giulia currently in development and slated for a 2027 launch. Conversely, Maserati’s plans to introduce an electric version of the MC20 have been shelved due to the shifting external landscape.
