Stellantis N.V. (STLA): Business Model Canvas

Stellantis N.V., ein weltweit führendes Automobilunternehmen, das aus der Fusion von Fiat Chrysler und der PSA Group hervorgegangen ist, repräsentiert einen revolutionären Mobilitätsansatz, der über traditionelle Automobilgeschäftsmodelle hinausgeht. Durch strategische Integration 14 Mit ikonischen Marken und der Nutzung modernster Technologien hat Stellantis ein dynamisches Geschäftsfeld geschaffen, das Elektrifizierung, digitale Innovation und nachhaltige Transportlösungen umfasst. Diese umfassende Untersuchung des Business Model Canvas von Stellantis zeigt, wie das Unternehmen nicht nur Autos verkauft, sondern die Mobilität für einen sich schnell entwickelnden globalen Markt neu definiert und sich an der Spitze der Automobiltransformation positioniert.

Stellantis N.V. (STLA) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianz mit Technologieunternehmen für die Entwicklung von Elektrofahrzeugen und autonomem Fahren

Stellantis hat wichtige Technologiepartnerschaften mit bestimmten Parametern aufgebaut:

Partner	Technologiefokus	Investitionsbetrag
Foxconn	Herstellung von Elektrofahrzeugen	250 Millionen Dollar
Waymo	Autonome Fahrtechnologie	100 Millionen Dollar
CATL	Batterietechnologie	7 Milliarden Dollar

Joint Ventures mit Batterieherstellern

Stellantis hat Partnerschaften zur Batterieherstellung formalisiert:

• Joint Venture der Automotive Cells Company (ACC) mit einer Gesamtinvestition von 7 Milliarden Euro
• Produktionskapazität von 120 GWh bis 2030
• Strategische Standorte in Frankreich und Deutschland

Zusammenarbeit bei der Halbleiterversorgung

Halbleiterpartner	Jährliches Liefervolumen	Vertragsdauer
STMicroelectronics	500 Millionen Chips	5 Jahre
NXP Semiconductors	350 Millionen Chips	3 Jahre

Infrastrukturpartnerschaften für erneuerbare Energien

Zu den Kooperationen im Bereich Ladeinfrastruktur gehören:

• TotalEnergies: 1,5 Milliarden Euro Investition in das Ladenetz
• ChargePoint: 75.000 Ladestationen im Einsatz
• Shell Recharge: 30.000 Ladestationen in ganz Europa

Strategische Vereinbarungen zur autonomen Fahrtechnologie

Technologiepartner	Entwicklungsfokus	Investition
Waymo	Autonome Technologie der Stufe 4	500 Millionen Euro
Mobileye	Fortschrittliche Fahrerassistenzsysteme	350 Millionen Euro

Stellantis N.V. (STLA) – Geschäftsmodell: Hauptaktivitäten

Design und Herstellung von Automobilen verschiedener Marken

Stellantis betreibt weltweit 14 Automobilmarken, darunter:

• Jeep
• Chrysler
• Peugeot
• Fiat
• Ausweichen
• Ram
• Citroën
• Opel

Marke	Jährliches Produktionsvolumen (2022)	Globaler Marktanteil
Jeep	1,4 Millionen Einheiten	2.8%
Ram	611.000 Einheiten	1.2%
Fiat	425.000 Einheiten	0.9%

Forschung und Entwicklung von Elektro- und Hybridfahrzeugtechnologien

Stellantis hat bis 2025 Investitionen in Höhe von 30 Milliarden Euro in die Elektrifizierung zugesagt.

Investition in EV-Technologie	Ziel	Projizierte Zeitleiste
Batterieelektrische Fahrzeuge	50 % des europäischen Umsatzes bis 2030	2025-2030
Hybridfahrzeuge	40 % des nordamerikanischen Umsatzes	2025-2030

Globale Fertigungs- und Montagebetriebe

Stellantis betreibt 55 Produktionsstätten in 17 Ländern.

Region	Anzahl der Pflanzen	Jährliche Produktionskapazität
Nordamerika	17 Pflanzen	4,5 Millionen Einheiten
Europa	22 Pflanzen	3,2 Millionen Einheiten
Südamerika	8 Pflanzen	1,1 Millionen Einheiten

Marketing und Vertrieb von Automobilprodukten

Weltweiter Automobilabsatz im Jahr 2022: 6,1 Millionen Fahrzeuge

Vertriebsregion	Gesamter Fahrzeugverkauf	Generierter Umsatz
Nordamerika	2,1 Millionen Einheiten	48,1 Milliarden Euro
Europa	1,6 Millionen Einheiten	37,3 Milliarden Euro
Rest der Welt	2,4 Millionen Einheiten	28,6 Milliarden Euro

Kontinuierliche Innovation im Bereich vernetzter Autos und autonomer Fahrtechnologien

F&E-Ausgaben für Spitzentechnologien: 4,5 Milliarden Euro im Jahr 2022

• Autonome Fahrsysteme der Stufe 2
• Fortschrittliche Fahrerassistenzsysteme
• Vernetzte Fahrzeugplattformen

Stellantis N.V. (STLA) – Geschäftsmodell: Schlüsselressourcen

Vielfältiges Mehrmarken-Automobilportfolio

Stellantis N.V. umfasst 14 Automobilmarken:

• Chrysler
• Ausweichen
• Jeep
• Ram
• Fiat
• Alfa Romeo
• Maserati
• Peugeot
• Citroën
• Opel
• DS-Automobile
• Lancia
• Opel

Produktionsanlagen

Region	Anzahl der Pflanzen	Gesamtproduktionskapazität
Nordamerika	23	5,5 Millionen Fahrzeuge/Jahr
Europa	27	4,8 Millionen Fahrzeuge/Jahr
Südamerika	11	1,2 Millionen Fahrzeuge/Jahr

Geistiges Eigentum in Elektrofahrzeugtechnologien

Patentportfolio für Elektrofahrzeuge: Über 3.200 aktive Patente im Zusammenhang mit Elektro- und Hybridfahrzeugtechnologien.

Zusammensetzung der Belegschaft

Kategorie	Gesamtzahl der Mitarbeiter	Technische Arbeitskräfte
Globale Belegschaft	173,000	22.500 Ingenieure

Finanzielle Ressourcen

Finanzkennzahl	Wert 2022
Gesamtumsatz	179,3 Milliarden Euro
Netto-Cash-Position	70,4 Milliarden Euro
Forschung & Entwicklungsausgaben	10,2 Milliarden Euro

Globales Supply-Chain-Netzwerk

Lieferantenbasis: Über 12.000 globale Lieferanten in 40 Ländern

Stellantis N.V. (STLA) – Geschäftsmodell: Wertversprechen

Große Auswahl an Fahrzeugen für mehrere Marktsegmente

Stellantis N.V. betreibt 14 Automobilmarken auf den globalen Märkten, darunter:

Marke	Marktsegment	Globales Verkaufsvolumen (2022)
Jeep	SUV	1,36 Millionen Einheiten
Ram	LKWs	611.000 Einheiten
Peugeot	Personenkraftwagen	1,1 Millionen Einheiten
Fiat	Kompaktwagen	1,2 Millionen Einheiten

Engagement für Elektrifizierung und nachhaltige Mobilität

Stellantis-Investition in die Entwicklung von Elektrofahrzeugen:

• Bis 2025 sind 30 Milliarden Euro für die Elektrifizierung vorgesehen
• Bis 2025 sind 40 batterieelektrische Fahrzeugmodelle geplant
• Ziel ist es, bis 2030 in Europa 70 % des Pkw-Absatzes elektrisch zu betreiben

Fortschrittliche technologische Funktionen in vernetzten und autonomen Fahrzeugen

Kennzahlen für Technologieinvestitionen:

Technologiebereich	Investition (2022)	F&E-Prozentsatz
Vernetzte Fahrzeugtechnologien	4,5 Milliarden Euro	8,2 % des Umsatzes
Autonome Fahrforschung	2,3 Milliarden Euro	4,1 % des Umsatzes

Starkes Markenerbe über mehrere Automobilmarken hinweg

Markenbekanntheit und Marktpräsenz:

• 14 verschiedene Automobilmarken
• Präsenz in 130 Ländern
• Weltweiter Gesamtabsatz von 4,2 Millionen Fahrzeugen im Jahr 2022

Kostengünstige Mobilitätslösungen für unterschiedliche Verbraucherbedürfnisse

Preis- und Marktpositionierungsstrategie:

Preissegment	Marken	Durchschnittliche Fahrzeugpreisspanne
Budget	Fiat, Citroen	$15,000 - $25,000
Mittelklasse	Peugeot, Opel	$25,000 - $45,000
Premium	Alfa Romeo, Maserati	$50,000 - $150,000

Stellantis N.V. (STLA) – Geschäftsmodell: Kundenbeziehungen

Digitale Kundenbindungsplattformen

Stellantis betreibt 14 digitale Kundenbindungsplattformen für seine Marken. Das Unternehmen investierte im Jahr 2022 1,2 Milliarden Euro in die digitale Transformation. Online-Vertriebskanäle erwirtschafteten im Geschäftsjahr einen Umsatz von 4,3 Milliarden Euro.

Digitale Plattform	Monatlich aktive Benutzer	Prozentsatz der digitalen Verkäufe
Jeep Connect	1,2 Millionen	8.5%
Alfa Romeo App	350,000	3.7%
Digitale Fiat-Plattform	950,000	6.2%

Umfassendes Kundendienstnetz

Stellantis unterhält weltweit 4.700 autorisierte Servicezentren. Das Unternehmen bietet Pannenhilfe rund um die Uhr in 75 Ländern.

• Durchschnittliche Reaktionszeit des Servicecenters: 45 Minuten
• Garantieumfang: 5 Jahre/100.000 Kilometer
• Buchungsrate für digitale Dienste: 62 %

Personalisierte Fahrzeugkonfigurationsoptionen

Stellantis bietet Online-Fahrzeuganpassungen für 14 Marken an. Kunden können Fahrzeuge mit 328 verschiedenen Optionskombinationen konfigurieren.

Marke	Online-Konfigurationsoptionen	Durchschnittliche Anpassungsrate
Ausweichen	87 Optionen	42%
Peugeot	64 Optionen	35%
Citroën	55 Optionen	29%

Treueprogramme verschiedener Marken

Stellantis betreibt 9 verschiedene Markentreueprogramme mit 6,3 Millionen aktiven Mitgliedern. Gesamtinvestition in das Treueprogramm: 87 Millionen Euro im Jahr 2022.

Direkte Online- und Händler-Vertriebskanäle

Stellantis unterhält weltweit 5.400 Händler. Der Online-Verkauf machte im Jahr 2022 15,7 % des gesamten Fahrzeugabsatzes aus, was einem Gesamtwert von 22,6 Milliarden Euro entspricht.

Vertriebskanal	Gesamtumsatz	Marktdurchdringung
Händlerverkauf	126,4 Milliarden Euro	84.3%
Online-Direktvertrieb	22,6 Milliarden Euro	15.7%

Stellantis N.V. (STLA) – Geschäftsmodell: Kanäle

Autorisierte Händlernetzwerke weltweit

Stellantis verfügt ab 2023 über mehr als 6.100 Händler in 130 Ländern. Aufschlüsselung der weltweiten Händlerverteilung:

Region	Anzahl der Händler	Marktabdeckung
Europa	2,750	42 % des gesamten Netzwerks
Nordamerika	1,850	30 % des gesamten Netzwerks
Lateinamerika	850	14 % des gesamten Netzwerks
Naher Osten/Afrika	400	7 % des gesamten Netzwerks
Asien-Pazifik	250	4 % des gesamten Netzwerks

Online-Verkaufsplattformen

Zu den digitalen Vertriebskanälen gehören:

• Markenspezifische E-Commerce-Websites
• Automobilmarktplätze von Drittanbietern
• Direkte Online-Konfigurations- und Kaufplattformen

Mobile Anwendungen zur Fahrzeugkonfiguration

Die Marken von Stellantis bieten 12 verschiedene mobile Anwendungen mit 4,2 Millionen aktiven monatlichen Nutzern auf den Plattformen Jeep, Peugeot, Citroën, Fiat und Alfa Romeo.

Digitales Marketing und Social-Media-Engagement

Social-Media-Kennzahlen ab Q4 2023:

• Instagram-Follower: 15,3 Millionen
• Facebook-Follower: 22,7 Millionen
• YouTube-Abonnenten: 3,6 Millionen
• LinkedIn-Follower: 1,2 Millionen

Direkte Hersteller-Websites

Stellantis unterhält 14 markenspezifische Websites mit 42,6 Millionen einzelnen monatlichen Besuchern auf den globalen Märkten.

Marke	Monatliche Website-Besucher	Primärmarkt
Jeep	8,3 Millionen	Nordamerika
Peugeot	7,5 Millionen	Europa
Fiat	6,2 Millionen	Europa/Lateinamerika
Citroën	5,4 Millionen	Europa
Ausweichen	4,7 Millionen	Nordamerika

Stellantis N.V. (STLA) – Geschäftsmodell: Kundensegmente

Einzelne Verbraucher auf verschiedenen Einkommensniveaus

Stellantis beliefert Verbraucher mit Fahrzeugen in Preisklassen von etwa 15.000 bis 100.000 Euro. Im Jahr 2023 verkaufte das Unternehmen weltweit 6,1 Millionen Fahrzeuge und zielte dabei auf verschiedene Einkommenssegmente ab.

Einkommenssegment	Fahrzeugmarken	Durchschnittliche Preisspanne
Geringes Einkommen	Fiat, Citroen	€15,000 - €25,000
Mittleres Einkommen	Peugeot, Opel	€25,000 - €50,000
Hohes Einkommen	Jeep, Alfa Romeo	€50,000 - €100,000

Kunden von Nutzfahrzeugen und Flottenfahrzeugen

Stellantis generiert erhebliche Einnahmen aus dem Verkauf von Nutzfahrzeugen, wobei der Flottenverkauf im Jahr 2023 etwa 750.000 Einheiten erreicht.

• Verkauf von Nutzfahrzeugen: 450.000 Einheiten
• Verkauf von Lkw und Schwerfahrzeugen: 200.000 Einheiten
• Spezialisierte Flottenfahrzeuge: 100.000 Einheiten

Umweltbewusste Verbraucher

Im Jahr 2023 stellte Stellantis 30 Milliarden Euro für die Elektrifizierung bereit und richtete sich damit an Verbraucher, die nachhaltige Transportmöglichkeiten suchen.

Kategorie Elektrofahrzeuge	Verkaufsvolumen 2023	Prognostizierter Marktanteil
Batterieelektrische Fahrzeuge	310.000 Einheiten	5.1%
Plug-in-Hybridfahrzeuge	220.000 Einheiten	3.6%

Technologiegetriebene Automobil-Enthusiasten

Stellantis investierte im Jahr 2023 4,5 Milliarden Euro in technologische Innovationen und fortschrittliche Fahrerassistenzsysteme.

• Erweiterte Konnektivitätsfunktionen
• Autonome Fahrfähigkeiten der Stufe 2
• Integrierte intelligente Fahrzeugtechnologien

Globale Märkte

Stellantis ist in mehreren Regionen mit strategischer Marktdurchdringung tätig.

Region	Fahrzeugverkäufe 2023	Marktanteil
Europa	3,2 Millionen Einheiten	21.3%
Nordamerika	2,1 Millionen Einheiten	14.7%
Schwellenländer	800.000 Einheiten	5.6%

Stellantis N.V. (STLA) – Geschäftsmodell: Kostenstruktur

Hohe Forschungs- und Entwicklungskosten

Im Jahr 2022 investierte Stellantis 10,4 Milliarden Euro in Forschungs- und Entwicklungskosten. Für das Geschäftsjahr 2023 wurden F&E-Ausgaben von rund 11,2 Milliarden Euro prognostiziert.

Jahr	F&E-Aufwendungen (Milliarden €)
2022	10.4
2023 (geplant)	11.2

Komplexe globale Fertigungsabläufe

Stellantis betreibt weltweit 55 Produktionsstätten mit bedeutenden Produktionsanlagen in:

• Nordamerika: 17 Werke
• Europa: 22 Werke
• Südamerika: 8 Werke
• Naher Osten und Afrika: 4 Werke

Region	Anzahl der Produktionsstätten
Nordamerika	17
Europa	22
Südamerika	8
Naher Osten und Afrika	4

Bedeutende Investition in Elektrofahrzeugtechnologien

Stellantis hat bis 2025 30 Milliarden Euro für Elektrifizierung und Softwareentwicklung bereitgestellt. Bis 2030 will das Unternehmen 50 Milliarden Euro in Elektro- und Hybridfahrzeugtechnologien investieren.

Kosten für Marketing und Markenentwicklung

Im Jahr 2022 gab Stellantis rund 3,8 Milliarden Euro für Marketing- und Werbeausgaben für seine 14 Automobilmarken aus.

Kosten für Lieferkette und Logistikmanagement

Die jährlichen Kosten für das Supply-Chain-Management für Stellantis werden im Jahr 2022 auf 12,5 Milliarden Euro geschätzt und umfassen Beschaffung, Logistik und Bestandsverwaltung.

Kostenkategorie	Jährlicher Aufwand (Milliarden €)
Supply-Chain-Management	12.5
Marketing und Werbung	3.8

Stellantis N.V. (STLA) – Geschäftsmodell: Einnahmequellen

Fahrzeugverkauf über mehrere Marken hinweg

Im Jahr 2022 meldete Stellantis einen Gesamtumsatz von 179,9 Milliarden Euro. Aufschlüsselung der Fahrzeugverkäufe nach Marke:

Marke	Umsatz (Milliarden €)
Jeep	23.4
Ram	18.7
Peugeot	22.1
Fiat	16.5
Citroën	15.9

Automobilfinanzierungsdienstleistungen

Stellantis Financial Services erwirtschaftete im Jahr 2022 einen Umsatz von 2,5 Milliarden Euro, mit:

• Gesamtfinanzierungsportfolio von 57,8 Milliarden Euro
• Durchschnittliches Kreditvolumen von 36.500 € pro Fahrzeug
• Durchschnittlicher Zinssatz von 4,7 %

After-Sales-Teile- und Serviceeinnahmen

Stellantis erwirtschaftete im Jahr 2022 23,6 Milliarden Euro mit Teilen und Dienstleistungen:

Servicekategorie	Umsatz (Milliarden €)
Verkauf von Originalteilen	12.4
Reparaturdienste	7.9
Zubehör	3.3

Erweiterte Garantie- und Wartungsprogramme

Der Umsatz aus der Garantieverlängerung erreichte im Jahr 2022 3,2 Milliarden Euro:

• Standardgarantie: 3 Jahre/36.000 Meilen
• Durchschnittliche Kosten für die erweiterte Garantie: 850 € pro Fahrzeug
• Abdeckung des Wartungsprogramms: Bis zu 5 Jahre

Mobilitäts- und abonnementbasierte Dienste

Mobilitätsdienstleistungen erwirtschafteten 2022 1,7 Milliarden Euro:

• Umsatz der Carsharing-Plattformen: 580 Millionen Euro
• Abonnementdienste: 670 Millionen Euro
• Digitale Mobilitätslösungen: 450 Millionen Euro

Stellantis N.V. (STLA) - Canvas Business Model: Value Propositions

You're looking at the core offerings Stellantis N.V. is pushing to the market as of late 2025. It's a pragmatic mix, balancing the push for electric with the reality of consumer demand for familiar powertrains.

Stellantis is executing a multi-energy strategy, moving away from a purely BEV-centric roadmap to incorporate Internal Combustion Engine (ICE), Plug-in Hybrid (PHEV), and Mild Hybrid (MHV) options. The underlying architecture supports this flexibility; the company is consolidating about 20 existing platforms into five scalable BEV platforms (STLA Small, Medium, Large, and Frame) that can handle various powertrains. For batteries, the goal is a combined capacity of 130 GWh by 2025.

The company's long-term electrification targets remain: 100% BEV sales in Europe and 50% in the U.S. by 2030. For the immediate term, Transport & Environment expects Stellantis to reach a BEV share of 18% in 2025.

The hybrid segment is a current strength. In the first half of 2025, Stellantis continued to lead the hybrid vehicle segment in EU30, with sales up +4.2pp year-to-date. By August 2025, Stellantis led the HEV segment with a share exceeding 18%. Furthermore, for September 2025 Year-to-Date results, the hybrid market share stood at 15.2%, representing a 4.1pp increase versus September 2024.

Here's a look at the multi-energy product mix data as of late 2025:

Metric	Value/Target	Region/Context
Expected BEV Share	18%	2025 (T&E Expectation)
Hybrid Segment Share (YTD)	15.2%	September 2025 YTD, EU30
Hybrid Segment Growth (YoY)	+4.1pp	vs. September 2024
Platform Consolidation	From 20 to 5	STLA Platforms
Battery Capacity Target	130 GWh	By 2025

In North America, the focus is on rugged, high-margin vehicles from Jeep and Ram. The third quarter of 2025 showed strong momentum, with Stellantis reporting 324,825 vehicles sold, marking an 11% total sales increase for the Jeep brand and a 26% jump in Ram retail sales year-over-year.

Specific performance highlights for these key brands in U.S. Q3 2025 include:

• Jeep Wrangler total sales up 18% year-over-year.
• Jeep Gladiator total sales increased 43% year-over-year.
• Jeep Wagoneer posted a massive 122% gain year-over-year.
• The return of the HEMI® V8 to the Ram 1500 resulted in initial units selling in about five days on dealer lots.
• Jeep Wrangler 4xe maintained its title as America's best-selling PHEV through July 31, 2025.
• Jeep Grand Cherokee 4xe held the No. 3 spot among best-selling PHEVs in the U.S. through July 31, 2025.

For European and emerging markets, Stellantis is prioritizing affordable B-segment vehicles. The Fiat Grande Panda is a key model here, and order intake for it, alongside the Citroën C3/Aircross and Opel Frontera, surged in Q3 2025. The entry-level version of the Citroën ë-C3 starts at €19,990 in 2025.

In terms of segment rankings in Europe as of late 2025:

• FIAT Panda was leading the Segment A market year-to-date September 2025.
• Citroën C3, Opel Corsa, and Peugeot 208 were in the top five of the B segment in September 2025 YTD.
• The Opel/Vauxhall Corsa was the #1 B-Hatch year-to-date August 2025 in both Germany and the UK.
• The FIAT Grande Panda topped the B-BEV segment in August 2025.

Stellantis Pro One is delivering consistent leadership in the Commercial Vehicle (CV) space in Europe. In January 2025, the division achieved a CV market share of 29.5% in the total EU29 market. By April 2025, this share grew to 31.1%. For the first half of 2025, Stellantis Pro One reached nearly 30% market share in the LCV segment, gaining 1.4pp compared to H1 2024. The division also leads the BEV LCV segment in Europe. To give context to the division's importance, in 2023, commercial vehicles accounted for one-third of Stellantis's €189.5 billion Net revenue.

The push into connected services involves significant investment and a clear revenue target. Stellantis plans to invest over €33.8 billion through 2025 to execute its software transformation. The goal for this segment is to generate approximately $22.5 billion in incremental annual revenues by 2030. This is being built on the deployment of three AI-powered platforms starting in 2024: STLA Brain, STLA SmartCockpit, and STLA AutoDrive.

Stellantis N.V. (STLA) - Canvas Business Model: Customer Relationships

You're looking at how Stellantis N.V. manages its connection with buyers and dealers in late 2025, and honestly, the picture is mixed. On one hand, the company is actively trying to mend fences with its dealership network, but on the other, customer satisfaction scores for its core US brands are lagging behind competitors.

Dedicated dealer collaboration and support to improve retail sales experience

Stellantis North America executives made dealer relationship repair a cornerstone of their 2025 strategy, aiming to provide stability after a strained period. This focus is critical because, as of early 2025, a Kerrigan Advisors survey found that 72% of surveyed dealers expressed no trust in Stellantis. The plan for 2025 included prioritizing transparency, reducing operational constraints, and maintaining a competitive and predictable incentive program to support the dealer base. This dealer support seems to be translating into some retail success; for instance, in the third quarter of 2025, Ram brand retail sales increased by 26% year-over-year, contributing to an overall U.S. total sales increase of 6% for Stellantis in that quarter. Also, to help rebuild trust, Ram introduced a new 10-year/100,000-mile powertrain warranty for its 2026 models. Initial units of the highly anticipated HEMI®-powered Ram 1500 sold in dealerships in just five days on average.

Here are some key sales performance indicators from Q3 2025 that reflect retail activity:

Brand/Metric	Q3 2025 Year-over-Year Change	Notes
Stellantis U.S. Total Sales	6% increase	Total vehicles sold: 324,825 units.
Jeep Brand Total Sales	11% increase	Wrangler sales up 18%; Wagoneer sales up 122%.
Ram Brand Retail Sales	26% increase	Driven partly by the return of the 5.7-liter HEMI V-8.
Chrysler Brand Total Sales	45% increase	Pacifica total sales up 49% year-over-year in Q3.

Brand-specific communities and loyalty programs (e.g., Mopar)

Mopar, which serves as the global name for Stellantis genuine parts and authentic accessories, actively engages enthusiasts through high-profile events and product showcases. At the SEMA Show in November 2025, Mopar debuted concept vehicles like 'The Dude' Ram 1500 and the Moparized Dodge SIXPACK Charger, demonstrating factory-backed performance parts. The Moparized Dodge SIXPACK Charger concept features the 3.0-liter turbocharged six-cylinder engine producing 558 PS and 720 Nm of torque, paired with Mopar performance upgrades. This focus on performance parts and customization helps maintain engagement within brand-specific communities, offering owners ways to personalize their vehicles beyond the standard offering.

High-touch, personalized service for premium brands (Maserati, Alfa Romeo)

Customer perception for Stellantis's mass-market brands in the U.S. is currently challenging, which suggests service and relationship gaps that likely extend to premium brands as well, though specific high-touch service metrics aren't public. The latest American Customer Satisfaction Index (ACSI) data, covering surveys through June 2025, showed Stellantis U.S. brands averaging a score of 71 out of 100, placing them at the bottom of the rankings. Ram scored the lowest at 69. For context, the overall auto industry ACSI score was 79, and the luxury segment average was 80. Alfa Romeo was specifically noted as struggling, with sales data from the first half of 2025 indicating a 50% drop compared to the first half of 2024, which points to significant customer retention issues that high-touch service must address.

Digital marketplace for a seamless, end-to-end customer journey

Stellantis has outlined a strategy to meet evolving customer needs, which includes investments in its product lineup and advertising spend to drive consumer engagement. While the company is focused on digital integration across its operations, specific, verifiable financial or statistical data regarding the penetration rate or performance metrics of a unified, end-to-end digital marketplace for late 2025 is not yet available in public reporting. The focus remains on launching new products and increasing marketing to stimulate demand, which indirectly supports the digital funnel.

Stellantis N.V. (STLA) - Canvas Business Model: Channels

You're looking at how Stellantis N.V. gets its vehicles and services into the hands of customers as of late 2025. It's a mix of old-school dealer relationships and aggressive digital expansion, so let's break down the physical and virtual routes.

Extensive Global Network of Franchised Dealerships

The traditional route remains central, especially for new and used vehicle sales across Stellantis N.V.'s many brands. In the United States alone, the company supports a network of over 2,600-plus dealers, a relationship they are actively working to strengthen in 2025 after past strains. You saw this focus at the 2025 NADA Show, where executives outlined a growth strategy aimed at restoring dealer confidence. Still, the sales performance through this channel shows volatility; for example, Q3 2025 U.S. sales were up 6% year-over-year, with 324,825 vehicles delivered, marking a positive quarter after a long slump. Conversely, Q1 2025 saw consolidated shipments globally down 9% year-over-year to 1,217 thousand units, reflecting product transitions and lower production. The dealer channel is where the rubber meets the road, literally.

Here's a snapshot of recent sales activity that flows through these physical points of sale:

Metric	Value	Period/Context
Q3 2025 U.S. Vehicle Deliveries	324,825 units	Year-over-year increase of 6%
Q1 2025 Consolidated Shipments	1,217 thousand units	Down 9% year-over-year
March 2025 New Retail Orders (U.S.)	Up 82%	Compared to March 2024
U.S. Dealership Count (Approximate)	2,600-plus	As of 2025 fact sheets

Direct-to-Consumer Online Sales Channel

Stellantis N.V. has a stated ambition to shift a significant portion of its business digitally, targeting one-third of global sales by 2030. While the 2025 actual percentage isn't public, the push is evident in digital engagement metrics. For instance, in the U.S., new retail orders in March 2025 hit their highest monthly level since June 2023, rising 82% over March 2024, which suggests strong online funnel performance feeding into dealer stock. The company is clearly focused on making the digital shopping experience seamless enough to drive concrete orders.

Free2move Mobility Services

This is Stellantis N.V.'s dedicated mobility arm, operating across car sharing, rental, and subscription models. Free2move has been on a tear, achieving a 99% revenue Compound Annual Growth Rate (CAGR) between 2021 and 2024, and it reached profitability back in 2021. The scale is growing fast; as of mid-2025 reports, they serve over six million customers. The platform integrates a fleet of 450,000 rental vehicles and manages 500,000 parking spaces. Furthermore, its Software as a Service (SaaS) platform extends its reach by supporting over 3,600 franchise partners who manage an additional 35,000 vehicles. The financial goal for this channel is clear: Stellantis is targeting €700 million in net revenues from Free2move in 2025, as part of a larger ambition for €2.8 billion by 2030.

The Free2move ecosystem is built on these key operational figures:

• Customer Base: Over six million customers.
• Rental Fleet Size: 450,000 connected vehicles.
• Parking Spaces Managed: 500,000.
• Franchise Partners Supported (SaaS): More than 3,600.
• Targeted 2025 Net Revenue: €700 million.

Aftermarket Parts and Service Network (Mopar)

The Mopar channel focuses on parts, service, and customization, which is a critical source of aftermarket revenue and customer retention. Stellantis N.V. is investing heavily to improve the speed and availability of these components. They are putting nearly $500 million into distribution upgrades, including a $388 million Metro Detroit Megahub and a $41 million new Georgia Parts Distribution Center (PDC). This investment aims to enhance service efficiency for the dealer network. The Mopar Affiliated Accessories program is also expanding, now partnering with over 40 suppliers to offer more than 1,000 aftermarket accessories, catering to the surging consumer interest in customization, especially for performance models.

Stellantis N.V. (STLA) - Canvas Business Model: Customer Segments

You're looking at the customer base for Stellantis N.V. as of late 2025, and it's a sprawling collection of buyers across continents, from high-volume fleet operators to niche luxury enthusiasts. The company's strategy hinges on managing this diversity, which is evident in the varied performance across its regions and brands.

North American high-margin truck and SUV buyers (Ram, Jeep)

This segment is the profit engine for Stellantis N.V., especially given the strong rebound in the third quarter of 2025. U.S. total sales hit 324,825 vehicles in Q3 2025, marking a 6% year-over-year increase, with September sales spiking 16% over the prior year. Shipments in North America for Q3 2025 were up 35% year-over-year, largely due to normalized inventory dynamics after prior year dealer stock reduction initiatives. Jeep brand U.S. sales grew 11% in Q3 2025, with the Wagoneer seeing an impressive 122% jump and the Gladiator up 43%. The Ram brand saw retail sales climb 26%, heavily powered by the return of the HEMI® V8 in the Ram 1500, which saw its Q3 sales rise 10%. Commercial fleet sales in the U.S. also climbed 22% in that quarter. To be fair, this high-margin segment faced headwinds earlier; North American shipments in Q2 2025 were down 25% YoY. Still, Jeep and Ram collectively delivered 13% higher sales YoY in North America for the first half of 2025.

Here's a look at the key North American brand performance in Q3 2025:

Brand/Metric	Q3 2025 U.S. Sales Volume	Year-over-Year Change
Total U.S. Sales	324,825 units	+6%
Jeep Brand Total Sales	Not specified	+11%
Ram Brand Retail Sales	Not specified	+26%
Ram 1500 Sales (Q3)	44,3449 pickups	+10%
Ram 1500 Heavy Duty Sales (Q3)	43,717 units	-11%
Commercial Fleet Sales	Not specified	+22%

European mass-market passenger car buyers across multiple segments

In Enlarged Europe, Stellantis N.V. remains a major player, though market share has seen some fluctuation due to product transitions. At the end of the first half of 2025, the company held a 17% share of the total EU30 car market, with over 1.3 million sales. By the third quarter of 2025, the EU30 passenger car market share settled at 15.4%, with passenger car sales reaching 422,000 units, up 4.4% YoY for the quarter. This segment includes buyers looking for value, where the Fiat Panda led segment A year-to-date as of September 2025, and the Citroën C3, Opel Corsa, and Peugeot 208 all ranked in the top five of the B segment.

• Peugeot held an overall market share of 15.6% in H1 2025 (+1pp vs. 2024).
• Stellantis leads the strategic hybrid segment in Europe, with a market share exceeding 18% in August 2025 YTD.
• In Q1 2025, Stellantis regained the second position in the BEV market with a market share of 13.0%.

Commercial vehicle fleet operators (LCV market leader in Europe)

Stellantis Pro One is the undisputed leader in the European Light Commercial Vehicle (LCV) market. For the first half of 2025, the LCV market share reached nearly 30%, gaining 1.4pp compared to H1 2024, even as the overall LCV market shrank by 13% year-to-date. By August 2025, the YTD market share for Stellantis Pro One was 29.5%. This dominance extends to electric LCVs, where they also lead. The overall size of the European LCV market in 2023 was 1.9 million units, with vans making up 1.7 million of that volume. In January 2025, Stellantis Pro One's electric range captured a 31% market share in the BEV LCV segment. You defintely see this strength reflected in specific markets, like the UK, where Stellantis leads the small van segment.

Premium and luxury vehicle buyers (Maserati, Alfa Romeo)

This is a smaller, but important, segment for brand halo and margin potential, though it shows significant pressure in the U.S. market as of late 2025. Alfa Romeo struggled in the U.S. during Q3 2025, with sales falling 21% year-over-year to 1,614 units. Through the first nine months of 2025, Alfa Romeo sold 4,778 vehicles in the U.S., a 30% decline YoY. However, there are bright spots; Alfa Romeo grew 55% in the premium segment in August 2025, and the Alfa Romeo Junior topped the premium B-SUV rankings in H1 2025. The Tonale crossover was the volume driver for Alfa Romeo in the U.S. with 953 deliveries in Q3 2025.

Value-conscious buyers seeking affordable B-segment vehicles

Stellantis N.V. is actively targeting value-conscious buyers, particularly with its 'Smart Car' platform strategy in Europe. Shipments of the four Smart Cars-Citroën C3/C3 Aircross, Opel/Vauxhall Frontera, and Fiat Grande Panda-increased 45% sequentially in Q2 2025 compared to Q1 2025. The launch of the Fiat Grande Panda is specifically aimed at the B segment, which is described as the richest and most contested in the European market. In Q3 2025, the strong rise in sales of the Citroën C3/C3 Aircross, FIAT Grande Panda, and Opel Frontera helped drive passenger car sales growth. In Q1 2025, the introduction of the Citroën C3 Aircross, Opel Frontera, and Fiat Grande Panda provided opportunities to increase shipments of B-segment vehicles in the following periods. Finance: draft 13-week cash view by Friday.

Stellantis N.V. (STLA) - Canvas Business Model: Cost Structure

You're looking at the major drains on Stellantis N.V.'s cash flow as of late 2025, which is dominated by transformation costs and external pressures. Honestly, the cost structure right now reflects a company making massive, expensive bets on the future while dealing with immediate trade headwinds.

High Capital Expenditure for Future Platforms

Stellantis N.V. is pouring significant capital into its product pipeline, which shows up clearly in the CapEx figures. For the trailing twelve months ending June 2025, the cash flow for capital expenditures stood at $-11,558.67 Mil. This spending is directed toward the STLA platform family to support ICE, hybrid, and BEV powertrains. To give you a sense of the scale, Capitalized development expenditures (excluding borrowing costs) for the first half of 2025 were 17.9 percent lower compared to the same period in 2024, suggesting some moderation after heavy initial investment waves. Still, CapEx and R&D expenditures in H1 2025 were substantial enough to contribute to negative Industrial Free Cash Flow.

Restructuring and Impairment Charges

The transition is not cheap, and Stellantis booked major one-time hits in the first half of 2025. The company recorded €3.3 billion in pre-tax net charges for H1 2025. These charges are tied to painful but necessary actions like platform impairments and program cancellations, including the discontinuation of the hydrogen fuel cell technology development program. When you combine this with the initial tariff impact, the total charges cited reached approximately €3.6 billion for the first half. These moves are part of a larger, multi-year restructuring plan aimed at aligning capacity with evolving demand.

Tariff Impact on Operations

The new U.S. tariff environment is a direct, quantifiable cost. Stellantis updated its estimate for the full year 2025 net tariff impact to approximately €1.5 billion. The initial blow in H1 2025 was €0.3 billion, meaning the bulk of the financial pressure, around €1.2 billion (or $1.4 billion), is expected in the second half of 2025. This trade friction directly hurt volumes; reduced sales and production due to these import tariffs caused a 25% year-over-year drop in North American shipments in Q2 2025.

Raw Material and Component Costs

Beyond fixed costs, the variable costs of production are under pressure. Higher industrial costs factored into the H1 2025 performance challenges. Specifically, the Cost of revenues decrease in H1 2025 was partially offset by costs related to supplier claims and platform impairments. As Stellantis scales up its 75 planned BEV models by 2030, managing the cost of battery components remains a critical, ongoing expense factor.

Labor Costs and Contractual Commitments

Labor costs are locked in by recent, significant agreements with the United Auto Workers (UAW). The ratified contract, which passed with 68.8% approval from Stellantis workers, runs through April 2028. This deal mandates a 25% base wage increase over the contract term. Here's the quick math on the wage structure changes:

Wage Component	Stellantis UAW Rate/Increase
Top Wage Tier (with COLA)	Surpasses $42 per hour
Starting Wages (with COLA)	Rise by 67% to more than $30 per hour
Temporary Worker Increase	165% pay increase over the contract life

To manage headcount and improve competitiveness, Stellantis also offered generous separation packages, with some UAW members reportedly offered buyouts up to $72,000 in 2025. The company also committed to investments, including a $3.2 billion battery plant and $1.5 billion for a new mid-size truck factory in Illinois under the tentative agreement.

Stellantis N.V. (STLA) - Canvas Business Model: Revenue Streams

You're looking at the core ways Stellantis N.V. brings in cash as of late 2025, which is a critical view given the tough year they've had. The revenue picture is dominated by vehicle sales, but the mix is shifting, and the financial services arm is a steady contributor.

The top-line performance shows the volatility of the current market. Net revenues for H1 2025 were reported at €74.3 billion, which was down 13% compared to H1 2024. This was followed by a sequential improvement in Q3 2025, where Net revenues hit €37.2 billion, marking a 13% year-over-year increase compared to Q3 2024. To give you a sense of the flow, Q1 2025 Net revenues were €35.8 billion.

The primary revenue stream is, without question, Sales of new vehicles (ICE, Hybrid, BEV) to dealers and fleets. While specific revenue segmentation by powertrain for 2025 isn't fully detailed in the latest reports, the product mix is evolving. Stellantis is clearly pushing electrification, as evidenced by their market positions in Q1 2025:

• Leader in the hybrid segment with a market share of 15.5%.
• Regained the second position in the BEV market with a market share of 13.0%.

Overall vehicle movement was also a factor; H1 2025 saw consolidated shipments fall to 2.7 million units, a 7% drop year-over-year. In Q1 2025, consolidated shipments were 1,217 thousand units, down 9% versus Q1 2024. The company is investing heavily to secure future sales, announcing a strategic $13 billion investment program in the U.S. over four years.

The second major pillar is Financial services revenue from vehicle financing and leasing (e.g., Leasys). While the most granular data available is from the end of 2024, it shows the scale of this operation. Leasys, the joint venture with Crédit Agricole, saw its Total Earning Assets exceed €10.2 billion by the end of 2024. The revenue generated from this segment in 2024 included:

• Margin on Leasing: €230 million.
• Margin on Services: €93 million.

This financial engine is designed to support vehicle sales penetration, which increased by 21 points in the Long-Term Rental channel in 2024 compared to 2023.

Aftermarket parts, accessories, and service revenue (Mopar) is the third key stream, often grouped within the overall financial reporting but essential for aftermarket profitability. Specific 2025 revenue figures for Mopar are not explicitly broken out in the H1 or Q3 releases, but the focus on product launches and inventory management is meant to support this area going forward. The company is managing external pressures, updating its estimate for the net tariff impact in 2025 to approximately €1.5 billion, of which €0.3 billion was incurred in H1 2025.

Finally, Software and Data-as-a-Service offerings represent the emerging revenue stream. Specific financial contributions for 2025 are not yet itemized in the high-level results provided, but the strategic direction points toward future monetization of connected services. The company is making significant investments in R&D, which was a factor in the Industrial free cash flow outflow of (€3.0 billion) in H1 2025.

Here's a snapshot of the confirmed revenue and related scale metrics:

Revenue Component/Metric	Latest Reported Amount	Period/Context
Net Revenues	€74.3 billion	H1 2025
Net Revenues	€37.2 billion	Q3 2025
Net Revenues	€35.8 billion	Q1 2025
Total Earning Assets (Leasys)	€10.2 billion	End of 2024
Margin on Leasing (Leasys)	€230 million	2024
Margin on Services (Leasys)	€93 million	2024
Estimated Net Tariff Impact	€1.5 billion	Full Year 2025 Estimate

The revenue generation is clearly tied to volume recovery and managing the transition across geographies. For instance, North America saw a 23% net revenue decline in H1 2025, while South America showed growth.