Stellantis Hit Hard Times, I Tell You What!

• Stellantis reports a 22.3 billion euro loss after major write-downs.
• The company is scaling back its electric vehicle (EV) strategy amid shifting market dynamics.
• CEO Antonio Filosa cites overestimation of the energy transition pace.
• Stellantis suspends its dividend for 2026 and issues hybrid bonds.

First-Ever Annual Loss - Say Hello to My Little Problem

Alright, listen up. Stellantis, you know, the guys who make the Jeeps, the Dodges – the cars that make you feel like you own the damn road – they got hit. Bad. A whole 22.3 billion euros ($26.3 billion) loss. Last year they were swimming in money, 5.5 billion euros of profit. Now? They're bleeding more than a snitch in my bathtub. That's what I call a problem.

EV Dreams on Hold - Time to Re-evaluate the Game

The reason? Seems like they went all-in on these electric cars, these EVs. Turns out, ain't nobody as interested as they thought. They got 25.4 billion euros in write-downs. Write-downs are for losers. Other car companies are doing the same, GM, Ford, Honda. They are all writing down EV investments. Everyone is backtracking on the electric dreams, and Stellantis? They are paying the price. It's like when you bet big on a horse and it breaks its leg right out of the gate. You can read more about this kind of strategic missteps with Trump's China Silence State of the Union Omits Key Rival. Understanding market dynamics is everything.

The Boss Speaks - Antonio Filosa's Reality Check

Their CEO, Antonio Filosa, he is saying they overestimated how fast everyone wants these electric cars. He admits they gotta fix what they screwed up, focus on giving the customers what they really want: gas guzzlers. Combustion, Hybrid or electirc - the power of choice I tell you. He is talking about profitable growth and I am all ears for that, because at the end, what's better than money

No More Dividends - Times are Tough

They are even cutting the dividends, no money for the shareholders in 2026. They're borrowing money, too. They issued bonds for up to 5 billion euros. This is like when you have to pawn your Rolex to keep the business afloat. Not a good look, but sometimes you gotta do what you gotta do to stay in the game. Like I always say, first you get the money, then you get the power, then you get the women, or in this case, first you get the capital, then you get your company back on top.

A Glimmer of Hope - Second Half Saves the Day?

But hey, not all bad news. The second half of 2025 wasn't a complete disaster. They shipped a good number of cars, especially in North America. Revenue was up 10%. They are saying they are getting better at running things, being smarter with their money. They are improving, I tell you. Maybe they can pull this thing around.

Stay Tuned - This Ain't Over Yet

So, Stellantis is down, but they ain't out. They got a tough road ahead, but they got the brands and the cars that people love. They just gotta figure out how to get back on top without betting the whole farm on these electric dreams. Just like me, they've had their ups and downs. But you know what I always say? "I always tell the truth. Even when I lie." Maybe they are lying about the future, who knows. But one thing is for sure: this story ain't over yet.