Overview
- Antonio Filosa is prioritizing sales growth over profitability, leaning on U.S. fleet deliveries and more affordable Jeep and Ram models to regain share.
- Stellantis is scaling back earlier U.S. EV targets and reviving nameplates such as Jeep Cherokee alongside the return of the Hemi V8 in a back-to-basics push.
- The company announced a $13 billion U.S. investment in October to drive sales and help offset tariffs over the next four years.
- Early signs show progress, with North American sales up 6% in Q3—the first increase in eight quarters—even as adjusted operating margins are expected to stay in low single digits near term.
- Filosa is reviewing the viability of all 14 brands and reshaping leadership, with major shareholders including Exor, the Peugeot family and the French government signaling support for now.