Overview
- Filosa is ramping lower‑margin fleet deliveries and adding more affordable Jeep and Ram models to quickly rebuild volume, according to reporting based on multiple sources.
- North America sales rose about 6% in the third quarter, marking the first increase in eight quarters as the sales‑first strategy rolls out.
- The company committed $13 billion to the U.S. in October to spur growth and blunt tariff impacts as it works to restore dealer throughput.
- Stellantis is reassessing its 14‑brand lineup with potential consolidation under review, and sources say U.S. electric‑vehicle targets are being scaled back.
- Management is accepting thinner near‑term profitability, with Filosa citing a 6%–8% adjusted operating margin target over the mid‑long term and a leadership reshuffle underway.