Proposals have already been put forward by the Commission.
In the automotive industry, Stellantis finds itself in a precarious position, with investors displaying caution due to the company's underwhelming performance and ambiguous forecasts. The second half of 2022 and the subsequent years have been particularly trying for Stellantis, especially in the North American market.
The challenges faced by Stellantis in this region have been significant. Sales have plummeted sharply, leading to hefty losses due to U.S. tariffs, supply chain disruptions, and the costs associated with restructuring and platform cancellations. As a result, North American shipments saw a drop of 23-25%, and the company incurred substantial financial losses of around €2.3 billion (approximately $2.5-2.6 billion USD) in the first half of 2025 alone, primarily due to tariff impacts and market volatility.
However, the new CEO, Antonio Filosa, is determined to address these issues. His strategy involves focusing on restoring profitability and growth through tough leadership decisions and strategic restructuring, without compromising on key brands like Maserati.
One of Filosa's key initiatives is the launch of 10 new models, including the return of popular vehicles such as the Ram 1500 V8 and the Jeep Cherokee hybrid. These new offerings are expected to reinvigorate dealer inventories and spark customer interest in North America.
Filosa also plans to support dealers with fresh inventory and marketing resources, despite ongoing tariff and market uncertainties. To mitigate the impact of tariffs, he aims to navigate tariff avoidance through localized manufacturing strategies.
The new CEO targets a low single-digit operating profit margin improvement and sequential gains in the second half of the year, signalling a strategic pivot aimed at long-term recovery.
Meanwhile, Stellantis has seen solid growth in South America, providing a glimmer of hope amidst the challenges. However, the road to recovery in the North American market will not be an easy one for Filosa.
Stellantis (WKN: A2QL01) is currently grappling with operational challenges, particularly in the North American market and with the brand Maserati. Despite these hurdles, the company remains optimistic, expecting a slight improvement in volume, revenue, and operating margin for the second half of the year.
It is worth noting that Bernd Foertsch, the management and majority shareholder of the publisher Boerse-Medien AG, holds direct and indirect positions in Stellantis's financial instruments or related derivatives.
In summary, the key North American challenge for Stellantis lies in tackling tariff-driven cost pressures combined with declining shipments and sales. New CEO Antonio Filosa aims to overcome these hurdles through leadership restructuring, a refreshed model lineup, and local production adjustments, all aimed at regaining market competitiveness and profitability.
The new CEO, Antonio Filosa, aims to tackle the financial losses in the North American market of Stellantis by launching 10 new models, including the return of popular vehicles such as the Ram 1500 V8 and the Jeep Cherokee hybrid, to reinvigorate dealer inventories and spark customer interest. In order to mitigate the impact of tariffs, he plans to navigate tariff avoidance through localized manufacturing strategies in the industry of transportation, particularly the automotive sector.
