Stellantis’ 2025 Restructuring and Strategy Amid Global Tariffs and Market Challenges
Stellantis is undergoing a significant restructuring in 2025 to address global tariffs, market shifts, and the transition to electric vehicles (EVs). The company reported a €2.3 billion net loss in the first half of 2025, driven by restructuring costs, tariffs, and production challenges, with a notable 25% decline in North American shipments. To navigate these challenges, Stellantis is accelerating its EV plans under the “Dare Forward 2030” initiative, investing $30 billion to achieve 100% EV sales in Europe and 50% in the U.S. by 2030. Strategic moves include localizing production to sidestep tariffs, revitalizing iconic models with hybrid technology, and forming partnerships for battery supply. Organizational simplifications are enhancing regional decision-making and integrating software development to speed innovation. Despite short-term financial strain, Stellantis leverages its global manufacturing footprint and strong cash reserves to balance legacy strengths with future-focused growth, aiming to stabilize cash flow and capture long-term value in a rapidly evolving automotive landscape.


