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Stellantis reports mixed Q2 sales, growth in key models

EditorBrando Bricchi
Published 07/02/2024, 04:43 PM
STLA
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AUBURN HILLS, Mich. - Stellantis NV (NYSE: NYSE:STLA) disclosed its second-quarter 2024 U.S. sales figures, revealing a complex picture of growth in specific vehicle models despite an overall 21% year-over-year decline in sales. The company saw a 4% increase in total U.S. sales compared to the first quarter of 2024.

The Jeep® Wagoneer and Grand Wagoneer experienced significant year-over-year sales increases of 107% and 24%, respectively. Additionally, the Jeep Wrangler, Grand Cherokee, and Compass models saw retail sales climb by 24%, 12%, and 15% respectively from the first to the second quarter of 2024.

The Ram brand also reported positive results, with an 11% increase in total sales quarter-over-quarter and a notable 47% jump in commercial fleet sales for the same period. The Dodge brand's total sales rose by 16% from Q1 to Q2, with the Charger, Challenger, and Durango models up by 52%, 18%, and 18%, respectively.

Chrysler brand sales grew by 14%, while Alfa Romeo posted a 9% increase in total sales for the second quarter compared to the first quarter of 2024. The all-new, all-electric Fiat 500e was launched in the second quarter as well.

In the plug-in hybrid segment, Stellantis claimed four of the top five spots in U.S. sales with the Jeep Wrangler 4xe, Jeep Grand Cherokee 4xe, Chrysler Pacifica Hybrid, and Dodge Hornet holding positions one, two, four, and five, respectively.

Stellains also launched the 'Summer Select Inventory Bonus Cash' program, offering up to $2,000 cash back on several models. Additionally, the all-electric Grand Wagoneer S, unveiled last month, is now open for reservations.

The Ram ProMaster van saw a dramatic 373% increase in sales over the previous quarter, while the Ram Pro One program, providing support for commercial fleet customers, was launched in late 2023. Ram was also recognized as the No. 1 industry brand in the J.D. Power Initial Quality Study.

This report is based on a press release statement from Stellantis. Despite the mixed results, the company is witnessing pockets of growth and remains focused on a multi-energy strategy and competitive pricing to maintain market share and customer satisfaction.

In other recent news, Stellantis NV, the automotive giant formed from the merger of PSA Group and Fiat Chrysler Automobiles, received a Market Perform rating from Bernstein SocGen Group. Despite challenges anticipated in 2024, the company has been recognized for its successful merger and strong global presence. Stellantis has also launched its "Dare Forward 2030" strategy, marking a significant shift towards electrification and hybrid technologies.

HSBC has revised its price target for Stellantis, lowering it to EUR22.00 from EUR23.50, reflecting adjusted operating income forecasts for 2024 through 2026. RBC Capital, on the other hand, maintained its Outperform rating on Stellantis. These recent updates reflect the active involvement of both the company and investors in the current market landscape.

The Biden administration's new fuel economy rules for trucks and SUVs, aiming for an average of 50.4 miles per gallon by 2031, are expected to reduce compliance penalties for automakers, notably benefiting Stellantis. Additionally, the company announced a reshuffle of its executive team as part of its Dare Forward 2030 strategic plan. Lastly, Representative Roger Williams from Texas's 25th congressional district has been active in the stock market, including purchases in Stellantis.

InvestingPro Insights

Stellantis NV (NYSE: STLA) appears to be navigating the automotive industry's challenges with a strategic balance sheet and value proposition, according to recent metrics and InvestingPro Tips. With a market capitalization of $74.91 billion, and a robust P/E ratio of 3.58 for the last twelve months as of Q1 2023, the company is positioned as a prominent player in the Automobiles industry. The P/E ratio is particularly noteworthy when paired with the company's near-term earnings growth, suggesting that Stellantis is trading at a low earnings multiple.

An InvestingPro Tip highlights that Stellantis is trading at a low revenue valuation multiple, which, when viewed alongside a revenue growth of 5.54% for the last twelve months as of Q1 2023, indicates that the company is managing to grow its revenue while maintaining an attractive valuation for investors. Furthermore, the dividend yield as of mid-2024 stands at an impressive 6.18%, with a dividend growth of 10.37% for the last twelve months as of Q1 2023, providing a significant return to shareholders.

For those looking to dive deeper into Stellantis' financial health and market position, there are additional InvestingPro Tips available, including insights into cash flow, industry ranking, and profitability. Currently, there are 11 more tips listed on InvestingPro, which can offer a comprehensive understanding of the company's performance and outlook. Interested readers can use the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, allowing for even more in-depth analysis and data-driven decision-making.

Overall, the data and tips from InvestingPro suggest that Stellantis is not only performing well in terms of product sales and market initiatives but also from a financial perspective, which could be a reassuring sign for investors amidst the reported sales decline.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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