Stellantis delays strategic plan launch to Q2 2026

Group 1 - Stellantis has postponed the launch of its next strategic plan to Q2 2026 to allow new CEO Antonio Filosa more preparation time for the capital markets day [1] - The delay is intended to enable management to consider external factors such as US tariffs and ongoing policy discussions in Europe [1] - An update on shipments and revenue is expected to be released on October 30 [1] Group 2 - Barclays has noted an increase in investor interest in Stellantis, but cautioned that it may be premature to fully re-engage due to limited visibility on adjusted operating income and free cash flow [2] - Stellantis has revised its estimate for consolidated shipments for Q3 2025 to approximately 1.3 million units, reflecting a 13% year-on-year increase, primarily driven by stronger sales in North America [3] - The company is undergoing leadership changes to address challenges in the US market and the impact of US import tariffs [3] Group 3 - Stellantis plans to invest around $10 billion in its US operations, emphasizing the importance of the US market for the company's profitability [4] - A new $5 billion commitment is expected to be announced, building on a previous similar pledge [4]