Social Currency with Sammi Cohen Jeep’s Flop Era?
Oct 3, 2025
Dive into the tumultuous journey of Jeep, once a cultural icon, now facing a dramatic decline. Discover how Stellantis's leadership decisions prioritized profit over fans, leading to the alienation of loyal customers. Sammi explores the impact of failed luxury strategies and competition from rivals like Ford's Bronco. Learn about the financial repercussions of tariffs and supply chain issues that compounded Jeep's troubles. Predictions for future brand surgery and potential restructuring signal a crucial crossroads for this legendary name.
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Jeep's Rapid Market Decline
- Jeep's market share collapsed from 13% in 2000 to historic lows after years of mismanagement.
- Sammi frames this as a systematic destruction driven by corporate choices and competition.
Agnelli Family's Hold On Stellantis
- Sammi recounts the Agnelli family's control of Stellantis and John Elkin's stewardship through Exor.
- She describes the family's long Fiat history and John's role protecting the car empire.
Margin Focus Hurt U.S. Market Fit
- Carlos Tavares prioritized electrification and margins but misread the U.S. market.
- Price hikes, lineup cuts, and layoffs hollowed out Jeep's core and ceded customers to rivals like Ford Bronco.