Stellantis Pivots: New CEO Filosa Prioritizes Volume and Affordability, Brands May Face Axe

Daily Car

12/12/2025

Stellantis now follows a new plan under CEO Antonio Filosa. The old plan set by former CEO Carlos Tavares, aimed to cut costs and keep profit margins high. The new plan aims to sell more cars at lower prices to win back buyers in the United States, where sales have fallen. The company will rethink its bold electric vehicle goals and may lower its 14-brand lineup.

Key Takeaways

Stellantis moves from chasing high margins to pushing high volume plus low prices.
The company wants to end falling U.S. sales - third quarter volume rose for the first time in two years.
The firm will undo earlier choices - it will scale back EV targets and return the Hemi V8 to the market.
Stellantis will review its 14 brands - some of them may be dropped.

A New Direction for Stellantis

Antonio Filosa calls his program the “emergency room” plan. After U.S. sales dropped 15 percent last year, he ended the prior focus on cost cuts and high margins. The new priority is to lift sales, keep products familiar but also keep prices within reach. The goal is to steady sales and to restore trust among buyers and dealers.

The Treatment Plan - Volume Over Margin

Filosa will accept lower profit margins for now in order to raise sales. Early data show progress - North American deliveries rose in the third quarter for the first time in eight quarters. Filosa keeps a mid- to long term operating-income goal of 6 - 8 percent - yet analysts doubt margins will top 5 percent before 2027. The turnaround rests on undoing past choices, like overly aggressive EV targets as well as on bringing back popular engines like the Hemi V8. The product range will shrink so that it matches what buyers want rather than what regulators or margin spreadsheets demand.

Brands Under Scrutiny

Filosa is also examining each of the company's 14 brands - he will measure performance and relevance - brands that overlap or underperform could merge or close. DS besides Lancia must prove their worth soon or risk elimination. The aim is to restore Stellantis’ reputation and to show that it can build cars people want - whether the plan will succeed long term is still unknown.

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