Auto tariffs have made 2025 an unusual year for U.S. auto giants. Take Ford  (F) , for instance. The Blue Oval leaned heavily into promotions to drive sales as consumers, concerned about the effect the 25% tariffs would have on prices, flocked to dealerships to purchase their vehicles before prices increased. Ford says its total sales rose in the second quarter at a rate about 7 times that of the overall industry. The company says it was the top-selling brand in the U.S. during the first half of the year ...

Core Viewpoint - Stellantis NV plans to invest approximately $10 billion in the US to refocus on the market crucial for its profitability, particularly in the Jeep and Ram brands [1][2]. Investment Plans - The company may announce an additional $5 billion investment soon, complementing a similar amount allocated earlier this year [2]. - Investments will target plants in states like Illinois and Michigan, focusing on re-openings, hiring, and new models [2]. Brand Strategy - Stellantis aims to revive the Jeep brand's past success and is considering new investments in Dodge, potentially leading to a new Dodge V8 muscle car, and possibly Chrysler in the long term [3]. - Ongoing discussions indicate that the amount and specific projects may still change [3]. Leadership and Strategic Shift - The new spending strategy reflects the efforts of CEO Antonio Filosa, who took over in May, to recalibrate investments across regions [4]. - Under former CEO Carlos Tavares, the company had shifted production to lower-cost countries and invested heavily in Europe, where demand and profitability are low [4]. Future Evaluations - The CEO is leading a comprehensive evaluation of future investments as part of the company's strategy update and capital markets day planned for next year [5]. Industry Context - Stellantis' investment strategy aligns with broader trends among companies in various industries announcing significant investment plans in the US to gain favor with political leadership and mitigate tariff impacts [6].

His appointment represents the latest CFO swap by the automaker in two years, following the departure of long-time finance chief Richard Palmer — who served as Stellantis’ CFO for over two decades — in 2023, CFO Dive reported at the time. Palmer was succeeded by Ahold Delhaize veteran Natalie Knight, who stepped down in October 2024 when Ostermann assumed the seat. Palmer has remained at Stellantis as a strategic advisor, the company said as part of its June leadership changes.Laranjo most recently served a ...

Key Takeaways Ford benefits from Ford Pro growth, strong liquidity, and shareholder-friendly cash returns.Stellantis faces falling sales, shrinking profits, weak cash flow, and heavy tariff costs.Ford stock is up 17% so far in 2025, while Stellantis shares have dropped more than 28% year to date.The auto industry is at a turning point. Legacy automakers are working to defend profits from their gas-powered vehicles while pouring billions into EVs, software and new mobility. At the same time, higher tariffs a ...

Core Points - Stellantis confirmed a data breach involving customers' personal information linked to a third-party service provider's platform supporting North American customer service operations [1] - The breach reportedly involved the theft of contact information, but specific details about the types of customer data taken were not disclosed [1] - The breach is associated with a hack of Stellantis' Salesforce database, with hackers claiming to have stolen 18 million customer records [2] - Stellantis joins a growing list of companies affected by data breaches related to Salesforce, including notable firms like Cloudflare and Google [3]

Core Points - Stellantis has confirmed a data breach involving customers' personal information, linked to a third-party service provider supporting its North American customer service operations [1] - The breach reportedly involved the theft of 18 million customer records from Stellantis' Salesforce database, attributed to the ShinyHunters hacking group [2] - Stellantis joins a growing list of companies, including Cloudflare, Google, and Proofpoint, that have experienced data breaches related to Salesforce instances [3]

Company Strategy - Stellantis, owner of Jeep and Ram, has canceled plans to launch its all-electric pickup truck [1]

Company Overview - Stellantis is a conglomerate of multiple brands including Jeep, Ram, Fiat, and Maserati [1] Challenges - The company faces self-inflicted wounds and potential trade war challenges [1]

Core Insights - General Motors reported a second-quarter profit of $3 billion, which represents a decrease of $1.1 billion primarily due to tariffs imposed by the Trump administration [1] - The company's net income fell by 35% in the second quarter compared to the previous year [1] Financial Performance - The profit decline of $1.1 billion is attributed to external factors, specifically tariffs [1] - The significant drop in net income indicates potential challenges in maintaining profitability amidst tariff impacts [1]

Core Insights - Stellantis reported a significant financial impact from US tariffs, costing the company nearly $350 million due to paused production and reduced shipments of imported vehicles [1][2] - The company experienced a 25% drop in vehicle shipments, totaling about 109,000 fewer vehicles compared to the same period last year [1] - Overall second-quarter shipments fell by 6% year-over-year, with an estimated total of 1.4 million vehicles shipped [3][6] Financial Performance - Stellantis reported preliminary losses of $2.68 billion on $83 billion in revenue for the first half of the year, a stark contrast to a profit of $6.5 billion on nearly $100 billion in revenue during the same period last year [3][5] - Net revenue fell to $86.5 billion, marking a 12.6% decline from the first six months of 2024 [7] - The company incurred $3.8 billion in pre-tax net charges, primarily due to restructuring costs and the cancellation of certain projects [4] Market Challenges - The losses highlight the challenges faced by the new CEO Antonio Filosa, who took over after the previous CEO was ousted due to poor performance in the US market [4][6] - Analysts noted that Stellantis had previously priced itself out of the US market and failed to update popular models, resulting in unsold inventory [6] - The company's stock has fallen by more than 55% in the last 12 months, reflecting declining investor confidence [9][10] Future Outlook - CEO Filosa expressed optimism for gradual and sustainable improvement in 2025, despite acknowledging the tough first half of the year [6] - The company suspended its full-year guidance back in April, indicating a need to reset expectations ahead of the full financial report [9]