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Pre-earnings channel check · Automaker

Stellantis N.V. (STLA) · Q3 2026

published Oct 13, 2026 · 25 min read · reported Wed, Oct 28, 2026

What the report reads

Stellantis N.V.'s North American retail channel for the quarter: new and used sales against the market, price against sticker, dealer stock and Market Days Supply against peer brands, model and powertrain mix, used values behind the lease book, the cases for and against, management's last-quarter claims checked against the data, and the questions for the call. The call itself (the signal and its confidence) is in the report.

17 sections · 21 tables · methodology, quality checks and glossary included

Inside

Summary

  1. Our Overall Take
  2. The Quarter in Numbers
  3. Inventory and Pricing Risk
  4. Electric Vehicles, Geography, and the Two Cases

Full analysis

  1. 01Overall Verdict and Confidence
  2. 02Signal Summary Table
  3. 03Detailed Sales Numbers
  4. 04Top Models Sold
  5. 05What's Sitting on the Lots (Inventory)
  6. 06Pricing Against Sticker
  7. 07Days to Sell and Market Days Supply
  8. 08Electric Vehicle Sales
  9. 09The Positive Case
  10. 10The Negative Case
  11. 11ADid Management Get It Right Last Quarter?
  12. 11BWhat to Watch on the Earnings Call
  13. 12Methodology and Glossary

What this report covers

MarketCheck data on North American retail sales and inventory of new and used Jeep, Ram, Dodge, Chrysler, Alfa Romeo, FIAT and Maserati vehicles at franchise dealers in the United States and Canada. What we cannot see: wholesale shipments to dealers and production (Stellantis records revenue when it ships), fleet and rental sales that are not advertised at retail, Stellantis Financial Services, parts and service (Mopar), operations in Europe, South America, the Middle East and Africa and Asia-Pacific, Maserati outside North America, the Leapmotor partnership, tariffs, raw-material and currency costs, restructuring charges, and the profit Stellantis earns on each vehicle. Any of these can move the reported result in either direction, by more than the vehicle-sales signal here. Treat this report as one tile in the investment mosaic: a read on Stellantis's North American retail channel, not on the whole company.

Not investment advice. MarketCheck is a data and analytics company, not a registered investment adviser or broker-dealer. The report describes North American retail vehicle activity only and carries its full disclosures.