Workflow
Stellantis(STLA)
icon
Search documents
With Trump's tariffs paused, ‘Big Three' automakers may race to build inventories
MarketWatch· 2025-03-05 22:28
Core Insights - The "Big Three" U.S. automakers, Ford Motor Co., General Motors Co., and Stellantis NV, are expected to increase their inventories now that they have received a reprieve from tariffs on Canadian and Mexican products [1] Group 1 - Ford Motor Co., General Motors Co., and Stellantis NV are likely to build up inventories as quickly as possible [1]
Trade War Fears Surge: Sector ETFs & Stocks to Watch Out For
ZACKS· 2025-03-05 17:15
Core Viewpoint - The escalation of trade tensions due to new tariffs imposed by the U.S. on Canada, Mexico, and China is expected to significantly impact various sectors, leading to increased costs for consumers and potential disruptions in the global economy [1][4]. Automobiles - The automobile sector will be heavily affected, with Canada and Mexico accounting for approximately 47% of U.S. auto imports and 54% of car part imports [6]. - U.S. carmakers could see a reduction of 10-25% in their annual EBITDA due to the new tariffs, with potential increases of up to $12,000 in the price of new cars [7]. - ETFs like First Trust S-Network Future Vehicles & Technology ETF (CARZ) are likely to face pressure [7]. Agriculture - The agricultural export sector, valued at $191 billion, is threatened by the tariffs, particularly affecting imports of grains, meats, and dairy products from Canada and Mexico [8]. - The tariffs are expected to increase grocery prices, especially since Mexico is a key supplier of various produce to the U.S. [9]. - The Invesco DB Agriculture Fund (DBA) is anticipated to experience rough trading conditions [9]. Homebuilding - Tariffs will raise the costs of building materials, leading to a projected increase of 4-6% in homebuilding costs over the next year, which will negatively impact profitability [10]. - Companies like D.R. Horton (DHI), Toll Brothers (TOL), and Lennar (LEN), along with ETFs such as iShares U.S. Home Construction ETF (ITB) and SPDR S&P Homebuilders ETF (XHB), will be affected [10][11]. Aerospace - The aerospace industry will face increased production costs due to retaliatory tariffs from major buyers like China, Mexico, and Canada [12]. - Companies such as Boeing (BA) and Airbus, along with suppliers like Spirit AeroSystems and Hexcel, will see higher raw material costs [12]. - The iShares U.S. Aerospace & Defense ETF (ITA) is likely to be negatively impacted [12]. Retail - Major retailers, including Walmart (WMT), Target (TGT), Best Buy (BBY), and Costco (COST), are expected to face higher prices due to tariffs on consumer goods sourced from China and Mexico [13]. - Over 80% of toys sold in the U.S. are made in China, making retailers vulnerable to increased costs [14]. - Walmart's grocery business could also see rising costs, as Mexico supplies a significant portion of U.S. fruit and vegetable imports [14]. Energy - The energy sector will experience increased costs due to a 10% tariff on Canadian energy exports, which could raise prices for heating, electricity, and fuel for American consumers [15]. - ETFs like United States Natural Gas Fund (UNG) and Energy Select Sector SPDR Fund (XLE) are expected to be adversely affected [15].
New 2025 Dodge Pricing Lineup Delivers Most Horsepower in Class Under $50K in Dodge Durango R/T, Most Horsepower in Class Under $30K in Dodge Hornet GT
Prnewswire· 2025-03-05 15:00
Core Insights - Dodge is enhancing its performance vehicle offerings by repositioning the 2025 Dodge Durango and Dodge Hornet GT to make them more affordable for horsepower enthusiasts [1][3][4] Pricing and Performance - The 2025 Dodge Durango R/T is now priced at a starting MSRP of $49,995, featuring a best-in-class 360-horsepower HEMI V-8 engine [5][6] - The 2025 Dodge Hornet GT starts at an MSRP of $29,995, delivering 268 horsepower, making it the most powerful vehicle in its segment under $30,000 [8][9] - The 710-horsepower Dodge Durango SRT Hellcat, the fastest three-row gas SUV, has a new starting MSRP of $84,995, providing more horsepower per dollar [5][9] Features and Specifications - The Dodge Durango R/T includes standard all-wheel drive, a towing capacity of 7,200 pounds, and advanced technology features such as a 10.1-inch touchscreen with Uconnect 5 [6][10] - The Durango SRT Hellcat comes equipped with performance features like configurable Drive Modes, SRT Performance Pages, and a TorqueFlite 8HP95 eight-speed automatic transmission [7][10] - The Hornet GT offers standard all-wheel drive and a turbocharged engine, achieving 0 to 60 mph in 6.5 seconds [4][8] Market Positioning - Dodge aims to make high-performance vehicles accessible to a broader audience by offering competitive pricing and superior horsepower in their respective classes [3][9] - The brand continues to emphasize its legacy of performance while looking towards future electrified models, such as the next-generation Dodge Charger [11][12]
Stellantis price target faces Citi axe on lingering ‘risks'
Proactiveinvestors NA· 2025-03-04 13:06
About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...
Stellantis Publishes Agenda for 2025 Annual General Meeting of Shareholders
Newsfilter· 2025-03-03 07:01
Core Points - Stellantis N.V. has published the agenda and explanatory notes for its 2025 Annual General Meeting of Shareholders (AGM) scheduled for April 15, 2025, in Amsterdam [2] - The Board of Directors proposes the re-election of five non-executive directors and the appointment of two new non-executive directors [3] - The new nominees, Alice Davey Schroeder and Daniel Ramot, bring extensive expertise in finance, technology, and corporate governance [4][5][6] Company Overview - Stellantis is one of the world's leading automakers, known for its diverse portfolio of brands and its commitment to providing clean, safe, and affordable mobility [9] - The company is executing its "Dare Forward 2030" strategic plan, aiming to become a carbon net zero mobility tech company by 2038 [9]
纯电增速放缓后,插混和增程会在北美成为主流吗
汽车商业评论· 2025-03-02 14:44
该报告还指出,公共充电设施持续存在的问题阻碍了电动汽车更广泛的普及。从长远来看, J.D.Power预测到2030年电动汽车市场将占零售市场的26%,约为前总统乔·拜登(Joe Biden)50%目 标的半数。然而,国际能源署等机构预测显示,到2030年,电动汽车将占美国汽车销量的50%。 撰 文 / 戈 戈 设 计 / 琚 佳 随着大多数市场中纯电动汽车销量增长放缓,汽车行业正在权衡新的方法以加快电动化的发展势 头。除了插电式混合动力电动汽车(PHEV)之外,增程式电动汽车(EREV)作为一种潜在的解 决方案重新受到关注,以缓解现有燃油车、混合动力车和电动汽车车主对续航里程焦虑和成本方面 的担忧。 2024年,美国轻型车市场同比增长2.2%,达到1590万辆,销量增长的主力来自于混动车型,同比增 长了36.7%。 其中,插混汽车的销量同比增长了35.4万辆,达到144万辆,占当年汽车市场的11%,比上一年增长 了2.4个百分点。 据 J.D. Power发布的最新预测,由于关税和激励措施的不确定性,电动汽车在美国零售市场的份额 将与去年持平,2025年将达到9.1%,120万辆。 美国总统特朗普(Donal ...
Stellantis Names New Head of North America Communications
Prnewswire· 2025-02-28 20:20
Core Insights - Stellantis has appointed Kaileen Connelly as Senior Vice President of North America Communications, effective March 10, 2025, to oversee the regional communications strategy [1][4] - Connelly has been with Stellantis since its inception in early 2021, previously leading the global corporate communications content team and managing key accounts at notable marketing firms [2][4] - Shawn Morgan, after over 26 years with Stellantis, has announced her intention to retire [3] Company Overview - Stellantis is a leading global automaker known for its portfolio of iconic brands, including Jeep®, Chrysler, Dodge//SRT, Ram, Alfa Romeo, and Fiat, and aims to provide clean, safe, and affordable mobility [5] - The company is executing its Dare Forward 2030 strategic plan, targeting carbon net zero mobility by 2038 while creating value for stakeholders [5]
Stewart, Hagan Bring New Red-and-blue TSR Direct Connection Dodge//SRT Nitro Machines to 2025 Season Opener at NHRA Gatornationals
Prnewswire· 2025-02-28 16:30
Core Viewpoint - Tony Stewart Racing (TSR) is set to debut two new Direct Connection Dodge//SRT nitro-burning machines for the 2025 NHRA Mission Drag Racing season, with drivers Tony Stewart and Matt Hagan expressing excitement for the upcoming 20-race national tour starting at the NHRA Gatornationals from March 7-9 [1][2][3]. Group 1: Team and Driver Highlights - Tony Stewart, a NASCAR legend, will drive the TSR Direct Connection Dodge//SRT Top Fuel dragster, while Matt Hagan, a four-time NHRA World Champion, will pilot the TSR Direct Connection Dodge//SRT Hellcat Funny Car [4]. - Stewart aims to build on his rookie season performance, where he achieved two runner-up finishes and was named Pro Rookie Driver of the Year [5][8]. - Hagan's team has undergone crew changes, with Mike Knudsen as the new crew chief and Phil Shuler as co-crew chief, enhancing the team's potential for success in the 2025 season [9][11]. Group 2: Performance and Preparation - Early testing for Hagan's Funny Car has shown promising results, with a strong performance clocking at 3.820 seconds and reaching speeds of 330 mph [10]. - Stewart has expressed confidence going into the Gatornationals, feeling more relaxed with a year of experience under his belt compared to his rookie season [7]. - The Gatornationals will feature qualifying rounds on March 7 and 8, with final eliminations on March 9, showcasing the excitement of NHRA competition [12]. Group 3: Brand and Legacy - Dodge CEO Matt McAlear emphasized the brand's rich legacy in NHRA competition and the significance of having racing legends like Stewart and Hagan represent the Direct Connection Dodge//SRT brand [5]. - The Direct Connection portfolio offers high-performance products for Dodge vehicles, developed by SRT engineers and backed by a Mopar warranty [14]. - Dodge continues to innovate in the performance sector, with plans for electrified muscle cars, including the next-generation Dodge Charger [17][18].
Stellantis: 2024 Painful, But All Eyes For A 2025 Recovery
Seeking Alpha· 2025-02-28 10:30
Group 1 - Stellantis has released its Q4 and Fiscal Year 2024 results, with the stock price dropping by 3.5%, reverting to previous analysis levels and erasing unrealized capital gains [1] - The current stock price decline indicates potential concerns among investors regarding the company's performance [1] Group 2 - The article does not provide specific financial metrics or detailed performance indicators from the Q4 and Fiscal Year 2024 results [1] - There is no mention of future outlook or guidance provided by Stellantis in the released results [1]
Stellantis Publishes 2024 Annual Report and Files Form 20-F
Globenewswire· 2025-02-27 22:47
Core Insights - Stellantis N.V. has published its 2024 Annual Report and filed its 2024 Form 20-F with the U.S. Securities and Exchange Commission, making these documents available for shareholders [2][5]. Company Overview - Stellantis is recognized as one of the world's leading automakers, focusing on providing clean, safe, and affordable mobility solutions. The company boasts a diverse portfolio of iconic brands, including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, FIAT, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move, and Leasys [3]. Strategic Goals - The company is implementing its "Dare Forward 2030" strategic plan, which aims to achieve carbon net zero status by 2038, with a commitment to compensating for remaining emissions at single-digit percentages. This plan is designed to create added value for all stakeholders [3].