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]

Stellantis is poised to allocate around $10bn investment into its US operations, Bloomberg reported, citing sources. The proposed investment is part of a refocus on the US market, which is deemed crucial for the company's profitability. According to sources, the automotive giant, responsible for the production of Jeep SUVs and Ram pickups, is expected to announce a $5bn investment, supplementing an earlier commitment of a similar amount. The funds are anticipated to be distributed over several years and ...