- Filosa pushes volume and affordability to stabilize Stellantis sales.
- Jeep and Ram drive a simpler strategy reversing past pricing plans.
- Brand consolidation looms as Stellantis reviews all 14 marques.
It’s no secret that things at Stellantis have changed over the last year. Former CEO Carlos Tavares left somewhat abruptly, and since then, Antonio Filosa has taken the helm.
In that time, regulations have changed, the market has shifted, and the industry has had to follow. It turns out that in the midst of it all, Filosa set up what he calls an emergency room to revive the brands he’s now in charge of.
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U.S. sales for Stellantis brands were down 15 percent last year. That alone spelled the need for change, and it couldn’t come fast enough. To that end, Filosa decided that Tavares’ ways of cost-cutting and margin chasing weren’t working.
In his time as CEO, he’s decided to prioritize volume, familiarity, and affordability. And according to a new report, that all started in the “emergency room.”
What’s the Treatment Plan?
A source familiar with the matter spoke with Reuters and said that Filosa is aiming to exceed analysts’ expectations for revenue and sales this year. Evidently, he’s willing to sacrifice margin to accomplish such a goal, but volume itself could be enough to begin turning the ship around.
Early indications are that Stellantis brands are making progress. During Q3, North American sales saw their first increase over the last eight quarters. Filosa has floated a 6–8 percent adjusted operating income target for the mid-to-long term, but analysts don’t expect margins to exceed 5 percent before 2027.
Central to the new strategy is reversing what many viewed as Tavares’ most questionable decisions. That includes scaling back overly ambitious EV targets, bringing back the Hemi V8, and shifting to a streamlined product lineup shaped more by customer demand than by regulatory pressure or margin optimization.
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Granted, Filosa inherited a far more open regulatory market than Tavares ever had, thanks to Donald Trump’s recent rollback of federal emissions standards and his broader push to ease environmental regulations affecting automakers.
Brands On The Chopping Block
The same report indicates that Filosa is also scrutinizing Stellantis’ sprawling 14-brand portfolio, according to a source familiar with the matter who spoke to Reuters. The lineup includes several underperforming or overlapping brands, and a few, like DS and Lancia, may not survive unless they can demonstrate their relevance quickly.
For now, Filosa appears dead set to prove Stellantis can still build vehicles people want and restore the automaker’s credibility with customers and dealers alike. Whether that’s enough to reverse a years-long slide remains the question hanging over 2025.
