4xe Gladiator Dead according to sources

[ShadowsPapa]

This will kill CAFE, when it's passed with the Budget, not with the C.R. but the actual budget.

Text - H.R.4117 - 119th Congress (2025-2026): Fuel Emissions Freedom Act | Congress.gov | Library of Congress https://share.google/sWppP9zDeKYAAyNLG

You say when - but I have a feeling it's not going to be that easy. I call it "if".
Reversing what's been in place since the 1970s isn't going to be simple.
It's an amendment to the budget - and you can bet it's going to have trouble passing as is, which means the thought of a shutdown. Amendments don't just get attached and pass because the bigger bill must pass. There's going to be a fight (and I can't say I disagree with that)

On the other hand, with the global market as it is - the US would stand alone and can you imagine all companies making vehicles for US market ONLY and still having to follow the laws of the rest of the world? Not likely to happen.

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[biodiesel]

Considering this is the Gladiator forum, I'm surprised the 4xe news is just now breaking. It was leaked over a month ago that the 4xe was going to be cancelled in the Gladiator. It's been mentioned that the appeal for EV has dropped, plus the overall cost has caused all manufacturers to scale back their EV offerings. EV makes sense in some applications, but it's not profitable to offer EV in every application.

 

[Breadman]

This will kill CAFE, when it's passed with the Budget, not with the C.R. but the actual budget.

Text - H.R.4117 - 119th Congress (2025-2026): Fuel Emissions Freedom Act | Congress.gov | Library of Congress https://share.google/sWppP9zDeKYAAyNLG

States' rights for some, the iron fist of corporate profits for others.

 

[Breadman]

Considering this is the Gladiator forum, I'm surprised the 4xe news is just now breaking. It was leaked over a month ago that the 4xe was going to be cancelled in the Gladiator. It's been mentioned that the appeal for EV has dropped, plus the overall cost has caused all manufacturers to scale back their EV offerings. EV makes sense in some applications, but it's not profitable to offer EV in every application.

I don't think we need to lecture Stellantis about how to be "not profitable". They are doing a damn good job of that themselves. But maybe giving new titles to the same failures will work this time around.

 

[biodiesel]

I don't think we need to lecture Stellantis about how to be "not profitable". They are doing a damn good job of that themselves. But maybe giving new titles to the same failures will work this time around.

Now that Carlos Tavares is gone, Jeep, Dodge, Ram, and Chrysler can get back on track. So far, the investors really like what Tim Kuniskis, Bob Broderdorf, and Antonio Filosa are doing. The ship is finally being turned around. The North America market will be back to building the brands and making good profits.

 

[ShadowsPapa]

Now that Carlos Tavares is gone, Jeep, Dodge, Ram, and Chrysler can get back on track. So far, the investors really like what Tim Kuniskis, Bob Broderdorf, and Antonio Filosa are doing. The ship is finally being turned around. The North America market will be back to building the brands and making good profits.

I've talked to sales staff about the "upper level changes" and they all feel more positive. So the effect has even trickled down to that level. They say there's just a more positive feel to things, they aren't as on edge.

 

[Breadman]

So far, the investors really like what Tim Kuniskis, Bob Broderdorf, and Antonio Filosa are doing.

Yes the investor excitement is palpable

 

[biodiesel]

Yes the investor excitement is palpable

Yes, let me get you up to speed.

"In September 2025, new CEO Antonio Filosa signaled a reversal of the previous management's strategy. Filosa has publicly emphasized revenue growth and a more confident tone, contrasting with the prior focus on margins. This change was well-received by the market, with Stellantis shares rallying over 9% in a single day after the news."

• Analyst upgrades: Major financial institutions upgraded their ratings for Stellantis in September 2025, signaling increased confidence in the company's future.
  • Berenberg Bank upgraded the stock from "Hold" to "Buy," setting a new price objective.
  • Jefferies Financial Group also raised its rating from "Hold" to "Buy" earlier in the summer, with a higher price target.
  • BNP Paribas upgraded Stellantis to a "Hold" rating in September.
• New EV technology: The company's unveiling of a new, highly efficient and cost-effective battery electric vehicle (BEV) prototype in September boosted confidence in its electrification strategy. The new IBIS technology promises significant improvements in efficiency, performance, and charging times.
• US sales rebound: After facing a U.S. sales crisis and reducing inventory earlier in the year, Stellantis saw its market share increase on a month-over-month basis during the third quarter of 2024 (from 7.2% in July to 8.0% in September).
• Product portfolio management: The company has been working to improve its product mix by launching new "multi-energy" vehicles, such as the Dodge Charger Daytona and Jeep Wagoneer S, in late 2024 and throughout 2025.
• Improved outlook for late 2025: Despite a challenging first half of 2025 with lower shipments and revenue, the company forecasts a better second half of the year. Factors include new product launches, expected improvements in industrial free cash flow, and cost reductions in raw materials.

 

[biodiesel]

I've talked to sales staff about the "upper level changes" and they all feel more positive. So the effect has even trickled down to that level. They say there's just a more positive feel to things, they aren't as on edge.

It will take time. Carlos Tavares dug a very deep hole and set the North American market back by a good 4 - 5 years. Filosa openly admitted that Stellantis hurt their relationship with dealers, and he is working hard to mend those relationships. As you've heard me say before, my local brand-new dealership in 2021 closed their doors last year under Tavares. Once Tavares resigned, the owner of that dealership got a call from Stellantis who apologized, but that wasn't enough for the owner to reopen the doors, at least not at that time. It's a fairly new building, so I think they might eventually open the doors again, but it will take time to heal the wounds.

Overall, the turnaround plan is looking promising. Stellantis has new leadership pretty much at all levels. They have recognized many of their faults and they are taking quick action to remedy some of those issues. Time will tell how effective they are at fixing their mistakes while trying to get caught up at the same time. I don't anticipate any big profits for a few more years, but at least they are back on track.

 

[Breadman]

Yes, let me get you up to speed.

"In September 2025, new CEO Antonio Filosa signaled a reversal of the previous management's strategy. Filosa has publicly emphasized revenue growth and a more confident tone, contrasting with the prior focus on margins. This change was well-received by the market, with Stellantis shares rallying over 9% in a single day after the news."

• Analyst upgrades:Major financial institutions upgraded their ratings for Stellantis in September 2025, signaling increased confidence in the company's future.
  • Berenberg Bank upgraded the stock from "Hold" to "Buy," setting a new price objective.
  • Jefferies Financial Group also raised its rating from "Hold" to "Buy" earlier in the summer, with a higher price target.
  • BNP Paribas upgraded Stellantis to a "Hold" rating in September.
• New EV technology: The company's unveiling of a new, highly efficient and cost-effective battery electric vehicle (BEV) prototype in September boosted confidence in its electrification strategy. The new IBIS technology promises significant improvements in efficiency, performance, and charging times.
• US sales rebound: After facing a U.S. sales crisis and reducing inventory earlier in the year, Stellantis saw its market share increase on a month-over-month basis during the third quarter of 2024 (from 7.2% in July to 8.0% in September).
• Product portfolio management: The company has been working to improve its product mix by launching new "multi-energy" vehicles, such as the Dodge Charger Daytona and Jeep Wagoneer S, in late 2024 and throughout 2025.
• Improved outlook for late 2025: Despite a challenging first half of 2025 with lower shipments and revenue, the company forecasts a better second half of the year. Factors include new product launches, expected improvements in industrial free cash flow, and cost reductions in raw materials.

That's a lot of words, but talk is cheap. Wow they want to make money. Groundbreaking insight from a CEO. And trying to justify your opinion by regurgitating corporate PR with de minimis data (one month lol) isn't convincing.

It's interesting that you have AI do the work for you and then strip out anything that doesn't support your opinion. For a more complete picture I'll include what you omitted.

• Zacks Research: Downgraded Stellantis from a "Hold" to a "Strong Sell" on August 25, 2025, reflecting concerns about the company's performance.
• Wolfe Research: Downgraded Stellantis from "Peer Perform" to "Underperform" on July 2, 2025.
• Bank of America: Downgraded Stellantis from a "Buy" to a "Neutral" on July 7, 2025.

But to be clear, analyst ratings as a whole are worthless and used to drive more business to the bank. But if you do believe in these things, citing a hold rating as "excitement" is actually laughable. Not that I would recommend basing investing decisions on some analyst in France anyway, but if they were that excited, the banks themselves would have been buying and they buy enough to actually move the price. And they would keep buying all the way up.

A little more education for you, here's the same timeframe for another company. Maybe ask your AI which one investors are "excited" about.

 

[ShadowsPapa]

It will take time. Carlos Tavares dug a very deep hole and set the North American market back by a good 4 - 5 years. Filosa openly admitted that Stellantis hurt their relationship with dealers, and he is working hard to mend those relationships. As you've heard me say before, my local brand-new dealership in 2021 closed their doors last year under Tavares. Once Tavares resigned, the owner of that dealership got a call from Stellantis who apologized, but that wasn't enough for the owner to reopen the doors, at least not at that time. It's a fairly new building, so I think they might eventually open the doors again, but it will take time to heal the wounds.

Overall, the turnaround plan is looking promising. Stellantis has new leadership pretty much at all levels. They have recognized many of their faults and they are taking quick action to remedy some of those issues. Time will tell how effective they are at fixing their mistakes while trying to get caught up at the same time. I don't anticipate any big profits for a few more years, but at least they are back on track.

People celebrated the lower MSRP for 2025 - finally, Stellantis is doing something!
Yeah, that cut comes right off the top of the dealership margins. Stellantis didn't lower much of anything from their point of view. They still get just as much on each sale (according to a chat I had with a sales manager about the new lower prices)

 

[biodiesel]

It's interesting that you have AI do the work for you and then strip out anything that doesn't support your opinion. For a more complete picture I'll include what you omitted.

I didn't try to omit any information. I simply posted that investors were happy with the changes made in September, which is the most current information. The things you added are from previous months. As I've mentioned several times, it will take time to get Stellantis out of the hole that Tavares dug, but the ship has turned, and Stellantis should be heading in the right direction.

 

[Rockabillyroy]

As much fun as I had with my JKU, I am ultimately a truck guy.
And if they decide to not offer an electric option for the JT, I'll probably looking at another platform for my next truck.
That being said I keep my vehicles for 10 years. So we'll see where things are in another 5 years.
Who knows, maybe BYD will sell a truck here.

 

[Jrgunn5150]

The 4xe variant in this Gen is almost certainly dead.

I'm sure someone is doing a video somewhere with the, "I told you so" caption.

All they're trying to do is stabilize sales and reputation.

Which means less variants, less options, definitely less wildly swinging changes.

I don't have the information at hand here on the lake, but there are absolutely no changes on the schedule for the next two model years, as I've posted yesterday.

 

[Jrgunn5150]

Who knows, maybe BYD will sell a truck here.

At some point they absolutely will.

You can only tariff people into 97 month loans on 90,000 mid size trucks for so long.

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