May 22, 2026 - Stellantis Investor Day

This is the Telemetry Transportation Daily for May 22, 2026, and I'm Sam Abuelsamid, Vice President of Market Research for Telemetry. 

At its investor day in Auburn Hills, Michigan, Stellantis announced a new strategic plan to get its business back on track by 2030. While there has been speculation that it might cull some of its 14 brands, only the DS and Lancia brands are being consolidated into Citroen and Fiat, respectively. The rest of the brands will try to grow with additional and redesigned models. There will be a focus on four global brands that have the highest sales and margins: Jeep, Ram, Peugeot, and Fiat. Plus another five regional brands: Opel, Citroen, Alfa Romeo, Dodge, and Chrysler. The automaker will invest €36 billion in new vehicles and another €24 billion in technologies. 

Chrysler was seen as a brand likely to get cut since it currently only offers one model, the Pacifica minivan. However, Chrysler will get three new crossovers, with one coming on the new global STLA One architecture. Dodge will retain its focus on muscle cars with new combustion powertrains and a new midsize performance crossover that was labeled on presentation slides as GLH, a callback to the 1980s Omni GLH hatchback. 

Earlier this week, Ram announced a new line of full-size "muscle trucks" powered by 5.7-liter, 6.4-liter, and 6.2-liter supercharged V8s and called Rumble Bee. In the coming years, Ram will add a full-size Ramcharger SUV and finally add a midsize Dakota pickup and compact Rampage pickup. Ram is also launching the midsize Promaster City van in early 2027, followed by a redesigned full-size Promaster van. 

Jeep will finally launch the Recon electric off-road SUV later this year, but it will also add a combustion engine version to the lineup. A redesigned compact Compass should arrive by 2028, followed by refreshed versions of the Wrangler (including the renamed Wrangler Gladiator pickup) and a new Wrangler Scrambler two-door off-road pickup. 

Currently, Stellantis only has two models in North America priced under $40,000, but they aim to increase that to nine by 2030, including two of the Chryslers under $30,000. 

Stellantis also announced new partnerships with Qualcomm and Wayve that would bring enhanced hands-free, eyes-on supervised driver assistance to their vehicles beginning in 2027, with point-to-point supervised capability in 2028. So far, there is no word on when Stellantis might get an eyes-off system. 

Thanks for listening.