GM Posts 5.5% U.S. Sales Gain in 2025, Stellantis’ Jeep Surges After Seven-Year Drought

You’ve probably heard the buzz - General Motors (GM) just announced a surprise: U.S. car and truck sales jumped 5.5% in 2025. That’s no small feat, especially when the industry as a whole is still navigating a post-pandemic slow-down. If you’re asking yourself, “Wait, how did GM manage a gain when so many others are struggling?” - let’s dive in and break down what really happened.

Why GM’s U.S. Sales Rose in 2025

So, what pushed GM’s numbers higher when the rest of the market was sliding? For starters, GM leaned hard into its EV lineup, which helped offset the usual winter holiday lull. They also saw steady demand for affordable vehicles like the Buick Envision and the all-new Equinox.

For more details, check out Electric Car Discounts Are Unsustainable, Says Industry Group: A Business Guide to the New Reality.

And get this - the surge in large SUVs played a huge role. People just aren’t giving up on the big three-row SUVs anymore, and GM’s range in that segment has been a real winner.

Q4 Was a Bumpy Ride, But the Big Picture’s Bright

Here’s the twist: while GM’s full-year sales climbed, the fourth quarter was rough. Sales dropped 6.9% compared to the same period last year. That’s probably because holiday shopping slows down, and new model launches can sometimes face supply chain snags. But GM’s overall 2025 growth shows they’re pivoting the right way and not just playing catch-up.

Stellantis’ Jeep Breaks Its Seven-Year Sales Slump

Now, let’s talk about Jeep - because if there’s one brand people love (and buy), it’s Jeep. And this year, Stellantis, Jeep’s parent company, is celebrating something huge: Jeep U.S. sales rose for the first time in seven years. That’s a long drought to break, and it shows that the brand’s comeback story is finally paying off.

What Got Jeep Back on Track?

Stellantis attributes the rebound to a mix of new product launches, stronger marketing in key markets like the Midwest, and renewed focus on the all-important SUV segment. The Jeep Wrangler and Jeep Grand Cherokee continue to be top sellers, but even the more electrified Jeeps (like the Electric Jeep concepts) are drawing early interest. This is a major shift from the past few years when Jeep sales lagged behind the rest of the Stellantis lineup.

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How GM and Stellantis Compare: The Business Picture in 2025

Let’s get real for a second - 2025 is shaping up to be a turning point for both GM and Stellantis in the American business landscape. While GM’s overall sales beat expectations, Stellantis still faces a tougher path as it works through its broader U.S. transformation plan. So, how do these two giants stack up?

What This Means For Business Leaders and Consumers

If you’re a business leader in the automotive or retail sector, GM’s numbers are a masterclass in leveraging innovation (like EVs) and focusing on what consumers actually want - affordable, versatile, and reliable vehicles. Meanwhile, Stellantis’ Jeep comeback shows that even established brands can rebound with the right strategy and product mix.

For consumers, these results signal that the industry is slowly shifting toward more choices and better value, especially in SUVs and electric vehicles. It’s a good time to re-examine what you want in your next car and whether GM’s or Jeep’s offerings might be worth a closer look.

Expert Tips: How to Make Sense of These Industry Shifts

Here’s how you can turn these headlines into actionable insights:

Related reading: The Next Reports Christmas Rush But Warns of a Slower Path Ahead: What Every Business Needs to Know.

• Follow the SUV wave: Big sales gains for both GM and Jeep are tied to SUV demand - so if you’re shopping, keep an eye on that category.
• Watch the EV momentum: GM’s EV strategy is clearly working, so electric vehicles are becoming harder to ignore for anyone in the market.
• Don’t overlook brand revivals: Stellantis’ Jeep turnaround is proof that even long-stagnant brands can get back on track with the right moves.
• Check the quarterly reports: Even if the year looks good, Q4 numbers can be a rollercoaster - always review the latest data before making big decisions.

Final Thoughts: The Future of GM, Stellantis, and the U.S. Auto Business

GM’s 5.5% U.S. sales jump and Jeep’s first annual gain in seven years aren’t just headlines - they’re signs of a changing auto landscape. Both companies are proving that adaptability, customer focus, and bold product innovation can turn the tide, even in a tough market.

If you’re navigating the business side of the auto industry, keep these trends front of mind. The next big opportunity could be just around the corner. Want to stay ahead? Bookmark this guide and check back for the latest GM and Stellantis news.

And if you’re thinking about buying a new ride, you might just find your perfect match - especially if you pay attention to the trends we’ve just covered.

• Read the full CNBC analysis
• Stellantis official site
• Kelley Blue Book for market data