Any Idea of 2025 Announcement Date?

[ShadowsPapa]

133 in a 200 mile radius is none.

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Marshalltown is a ways away, not where anyone around here would go - a good hour+ away.
KarlAuto Group is new to Jeep, he's a Chevy guy from the 1970s, which may explain his stock. (you should see his collection of Chevrolets from over the last century)
You found 5 on a brand new to Jeep dealership - they're likely still learning.

Gregg Young has 2 - big inventory of old stock for sure. His sales volume must be pretty low. You don't see their emblems around here.

Draw a circle 400 mile diameter and see how much area that covers, a heck of a lot of dealers, each maybe having a couple or so, Karl - well, he's a Chevy guy, I forgive him for screwing up his inventory.
Small town, low volume dealers likely screwed up.

14 in a 50 mile radius. 5 of those are Karl! I'm surprised Dewey is now showing one - last I looked, this spring, they didn't have any.
Funny, what I consider "local" - 50 miles, there's 14, and of those, Karl and Gregg Young, one a new dealer, the other a smalltown dealer, account for half! Take away those two and there's only 7 in a circle 100 miles across. That's not many, IMO.

In a 400 mile wide circle, that's not many, IMO, nothing locally - that covers dozens of small town dealerships. That's my point - you have to go out a long ways, and then many dealers won't have any, like our dealer. He sold out and sold their 2024s pretty quickly. Want one, you'll likely need to order it.
They are out there, just a ways away, and other than Karl, few are swimming in 23s.

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[legacy_etu]

Current build schedule doesn't have 24 build out completed until mid October.

Wow, that seems really late to finish building out a model year. I remember when the new model years would start showing up on lots in September/October.

 

[Jrgunn5150]

Wow, that seems really late to finish building out a model year. I remember when the new model years would start showing up on lots in September/October.

Typically August is the busiest month in any plant.

My current 60 million a year in sales company is down 400k in sales for August with no releases before October on any product line. Every launch is delayed, dealer days on hand over 100 on some products.

 

[BourbonRunner]

I miss Sergio Marchionne. Back in the day, FCA would publish the 5-year plan. Sergio was way more transparent and things like this wasn't so secretive. There's been very little information about the future of Chrysler, Dodge, Jeep, and Ram under Carlos Tavares and his leadership.

Sergio was a force of nature. He implemented much of what FCA did correctly into existence by sheer will and blunt, plain talk. Tavares OTOH is no more than a typical custodial CEO who doesn't make waves, and it shows. Stellantis is mismanaging the USDM brands horrifically, and its stock is 40% or so off its YTD high. There will be a reckoning if things don't turn around soon, but I don't see Tavares as the one to right the ship.

I think in the near future Jeep and Ram get sold to another big hitter, with Chrysler and Dodge sadly going the way of the dodo. My money is on VW.

VWAG has the new Scout EV on the horizon, their BEV tech seems to be very stable and well received. Scout would be a competitor to a BEV Wrangler but otherwise would exist is in a class of its own. The JLU, JT, Grand Cherokee, Wagoneer and Ram full size trucks have zero overlap with the current VW lineup in the US market. And- they may have enough NA plants after a merger/acquisition that could be a good way to avoid the hated Chicken Tax.

 

[ShadowsPapa]

Sergio was a force of nature. He implemented much of what FCA did correctly into existence by sheer will and blunt, plain talk. Tavares OTOH is no more than a typical custodial CEO who doesn't make waves, and it shows. Stellantis is mismanaging the USDM brands horrifically, and its stock is 40% or so off its YTD high. There will be a reckoning if things don't turn around soon, but I don't see Tavares as the one to right the ship.

I think in the near future Jeep and Ram get sold to another big hitter, with Chrysler and Dodge sadly going the way of the dodo. My money is on VW.

VWAG has the new Scout EV on the horizon, their BEV tech seems to be very stable and well received. Scout would be a competitor to a BEV Wrangler but otherwise would exist is in a class of its own. The JLU, JT, Grand Cherokee, Wagoneer and Ram full size trucks have zero overlap with the current VW lineup in the US market. And- they may have enough NA plants after a merger/acquisition that could be a good way to avoid the hated Chicken Tax.

The articles I've seen say that Jeep, then Ram, are what makes money for Stellantis. I suspect they'd cease to exist without those brands.
We are narrowly focused on Gladiator here - but Jeep is far more than that and makes good money for them. To sell off Jeep would be like Ford stating they are going to discontinue making trucks.

 

[BourbonRunner]

The articles I've seen say that Jeep, then Ram, are what makes money for Stellantis. I suspect they'd cease to exist without those brands.
We are narrowly focused on Gladiator here - but Jeep is far more than that and makes good money for them. To sell off Jeep would be like Ford stating they are going to discontinue making trucks.

I have read similarly as well and it tracks, trucks are generally a strong profit center regardless of the make. Jeep's strongest sales market is the USDM. Any international automaker that wants to move 600K+ highly profitable vehicles annually would take a hard look at Jeep. If they got Ram they'd get another 4-500K units that are likely even more profitable.

And that is why I think Jeep has the most value to a potential buyer, with Ram right behind it. Stellantis knows this, that's why Sergio went for them in the first place. But as we've established Tavares is no Marchionne. The track record of their C-suite since Sergio died is littered with bone headed moves.

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Now, to get really deep: If you go through the top makers by volume, you have (in order)

Toyota
VW
Hyundai/Kia
Stellantis
GM
Ford
Honda
Nissan
BMW
Changan
Mercedes
Renault
Suzuki
Tesla (!!!!)
Geely

Start eliminating them:

GM and Ford have too much competition in their current lineups to make an acquisition of either brand sensible. They're also both not in the best health financially, especially Ford.

Take off most of the companies that build in the US and aren't UAW shops. The union will have a say and the most recent defeats of their unionization efforts with MB and others are going to be front of mind.

A Jeep/Ram sale to a Chinese manufacturer would most likely be out of the question irrespective of who takes over in November. I doubt a Trump or Harris FTC would approve one of the most iconic American brands being sold to the ChiComs. Take Geely and Changan off the list.

I don't see any of the Japanese or Korean companies as a possibility. Generally they are the most conservative of them all and foreign acquisitions aren't really in line with their business models. They tend not to deviate too far from their core competencies, either. Could you imagine the labor and production issues if Toledo switched to Toyota's Just In Time system? Or the Korean Chaebol system bending to a union?

Tesla is right out.

That leaves the Europeans.

MB would likely run screaming for the Alps to avoid getting into bed with a Chrysler subsidiary again.

BMW doesn't do trucks though BMW, Rolls and Mini have passionate, devoted fans in many ways similar to Jeeple. Their 3 brands market more or less as the Ultimate Driving Machine, the Ultimate in Refined Luxury, and the Ultimate Go-Cart. Maybe the Ultimate Off Roader isn't that far outside the box? Let's call it a possibility but it really does stray from their own core an awful lot.

Renault has zero presence in the USDM aside from their alliance with Nissan but they did own that chunk of AMC way back when. If Carlos Ghosn was still running the show this might be a different story.

This leaves VW AG.

Jeep and Ram would fill a lot of categories they aren't already playing in outside the small CUV segment. Light trucks are missing entirely from their USDM lineup, they don't have anything anywhere with a proper locking 4x4 drivetrain I'm aware of except the Amarok. That, BTW is the only pickup they make. It is only sold overseas and built on the Ranger platform. If this happened I'd expect Ford to nuke that arrangement.

They share platforms across their entire lines at all price points-- and do it well. That would be a win for Jeep on the small CUV/SUV end.

They have a wide variety of established city/commercial vans to pull into the USDM to replace the Promasters. And theirs are arguably better and more versatile.

Their history of acquisitions to get into specific market segments is also there (Bentley, Lamborghini, Navistar/International, Scania/MAN) and they're not afraid to spend big bucks on a halo (Bugatti) let alone on R&D, motorsports, and manufacturing.

Their Tennessee plant just affiliated with the UAW this year, and VW generally has good relations with labor overseas as is.

The VW AG sells about 630K vehicles in the US across all brands. If they added Jeep and Ram to their bottom line, they would easily overtake Toyota as the world's largest automaker.

To your other point, I never thought Ford would stop selling passenger cars and focus entirely on CUVs, SUVs and trucks but here we are.

 

[Jrgunn5150]

Why would Stellantis sell their North American profit earners? Lol

 

[ShadowsPapa]

Why would Stellantis sell their North American profit earners? Lol

That was exactly the point of my post. Stellantis would die without Jeep and Ram.
No way they'll look to sell. Why would you cut off your right arm if you are a 1 armed pianist already?
I can't figure why anyone thinks Stellantis would sell the only thing making them money.

 

[SneakyGOAT]

Bring it. Go Jeep. Makers of the only interesting PHEV on the market.

They need the support of all. And should be commended and encouraged.

Removable roof, targa panels, roll cage, removable doors, foldable windshield, solid axles, offroad gearing, lockers and anti roll bar disconnects, throw phev into the mix all in boss goodlooking double cab utility/pickup??? ???

Get behind your guys at Jeep. That vehicle will be amazing and The guys at Jeep are 4x4 gods for making it.

A truly unique package. All the haters - all your doing is hurting the totally unique innovation and courage your Jeep guys have in bringing her to market.

#Get behind Jeep

Valid critiques of EV is not a negative and regardless of that point, no matter what way you look at it, standard combustion engines are the most efficient means of energy production hands down. Thats not to say EV wont ever beat it but there are obvious, major drawbacks to the EV and the tech simply isnt there. Thats ignoring obvious longevity issues. Simply put, even with the TaX IncEnTiVe its not remotely worth it

 

[SneakyGOAT]

I agree with you, however, it seems that a large number of vehicle buyers don't plan to keep their vehicles outside the warranty period. I sometimes think high repair costs are intentional to encourage people to trade just to keep the revolving door open.

It's amazing how many households are programmed to pay a monthly payment on a vehicle for the majority of their lives. It's now common for households to be paying between $735 - $1,470 per month.

So yes, I wouldn't buy a 4XE because the cost of ownership could be costly to keep for 20+ years, but more and more buyers don't plan to keep their vehicles for more than 4 - 5 years. Compare that to a few decades ago when the vast majority kept vehicles for 10 - 14 years. What changed? Consumerism for sure has changed, but also the cost to keep modern vehicles is very expensive, and that's a cost/hassle that many Americans don't want to go through, especially when they are living paycheck to paycheck.

Lol. You just broke down exactly why they are all living paycheck to paycheck in this day and age. When i was in the market it really became apparent to me just how many people work solely to pay the bank and it really goes with the old saying “the borrower is slave to the lender”

 

[ShadowsPapa]

Where's that forehead-slap icon?
Not again, here we go................

no matter what way you look at it, standard combustion engines are the most efficient means of energy production hands down

Actually, no, they aren't.
And all of this has been covered in dozens of threads over the last couple of years, so here we go again.

Are we going this direction again?

Thats ignoring obvious longevity issues

Go dig up the article about the Tesla taxi that was looked into..... you'd be surprised about longevity.

 

[legacy_etu]

Sergio was a force of nature. He implemented much of what FCA did correctly into existence by sheer will and blunt, plain talk. Tavares OTOH is no more than a typical custodial CEO who doesn't make waves, and it shows. Stellantis is mismanaging the USDM brands horrifically, and its stock is 40% or so off its YTD high. There will be a reckoning if things don't turn around soon, but I don't see Tavares as the one to right the ship.

I think in the near future Jeep and Ram get sold to another big hitter, with Chrysler and Dodge sadly going the way of the dodo. My money is on VW.

VWAG has the new Scout EV on the horizon, their BEV tech seems to be very stable and well received. Scout would be a competitor to a BEV Wrangler but otherwise would exist is in a class of its own. The JLU, JT, Grand Cherokee, Wagoneer and Ram full size trucks have zero overlap with the current VW lineup in the US market. And- they may have enough NA plants after a merger/acquisition that could be a good way to avoid the hated Chicken Tax.

The great grandson of Walter Chrysler (founder of Chrysler) is trying to purchase the Chrysler, Dodge brands back from Stellantis. There’s also been sightings of execs from BYD touring Chrysler facilities. Rumor is their interested in buying what’s left of Chrysler. Tavares has pretty much killed Chrysler so I would expect he’ll kick the carcass to the curb soon. I’d link to the story but apparently that’s frowned on here. Check out Mopar !nsider

Stellantis would be stupid to sell off their most profitable NA brands (Jeep and Ram ).

 

[biodiesel]

The great grandson of Walter Chrysler (founder of Chrysler) is trying to purchase the Chrysler, Dodge brands back from Stellantis.

That would be very interesting if it happened. I would hate to see Dodge and Chrysler get separated from Ram and Jeep. Interestingly, the Chrysler logo still appears on parts of the Jeep and Ram.

 

[Minty JL]

Funny, no fuckin shit story from today

I was at my local dealer to schedule an appointment for warranty work. Me being the Intel guy that I am........the Sales Manager was having a huddle with the sales team. I shit you not he said to them, " Do not take NO for an answer"

They have a shit ton of inventory on the lot from 22MY to incoming 25MYs. The stress on that sales team has to be intense. If the dealer is selling at a loss, the sales team must be getting bent in the deal(s).

Made me giggle. Sure dude, I'll trade in. But I want 20% under invoice and 0% for 36 mos.

- I bought my '23 JTM for 11% under invoice (Oct '22) for 4.49% for 36 mos

 

[legacy_etu]

That would be very interesting if it happened. I would hate to see Dodge and Chrysler get separated from Ram and Jeep. Interestingly, the Chrysler logo still appears on parts of the Jeep and Ram.

I’d be ok with it as long as it doesn’t go to BYD. I mean Stellantis has pretty much killed the brand so I can only see it going up with new owners……….provided they have the cash necessary to infuse into the company.

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