Stellantis: here is the new CEO's plan to exit the crisis, with a priority on the US market
Stellantis has unveiled FaSTLAne 2030, the new five-year industrial plan that defines the group's strategy until the end of the decade. The project, presented during Investor Day 2026 at the headquarters in Auburn Hills, near Detroit, represents the first plan developed under the leadership of the new CEO Antonio Filosa, who took the helm of the company last year following Carlos Tavares' departure.
The automotive group plans total investments of 60 billion euros by 2030 and the introduction of 60 new models along with 50 range updates. The declared goal is to increase revenues from 154 billion euros in 2025 to 190 billion by 2030, with an increase of over 20%.
A significant portion of the resources will be allocated to development of brands and products. Stellantis will invest 36 billion euros in this area, while another 24 billion will be allocated for platforms, engines, and technologies. North America will account for 60% of the investments dedicated to products, confirming its status as the group's priority market.
From an industrial perspective, there is a turn in direction compared to the strategies of recent years. Stellantis will no longer concentrate the offering solely on electric vehicles: the plan indeed foresees a combination of electric, hybrid, and combustion engine powertrains. The new approach will affect the entire future range of the group.
The four brands considered global will be Jeep, Ram, Peugeot, and Fiat, while other brands such as Alfa Romeo, Citroën, Opel, Chrysler, and Dodge will take on a regional role. DS will be coordinated by Citroën, while Lancia will come under the supervision of Fiat.
Among the new models announced, five new vehicles for Fiat stand out, including Topolino, Tris, Quattrolino, Next Gen 500, and Pandina. Peugeot will introduce seven new models, Opel four, and Citroën three, including a reinterpretation of the historic 2 Cavalli. Alfa Romeo will present two new vehicles, while Maserati will have a separate strategy that Stellantis will illustrate in December 2026 in Modena.
For Italy, reassuring indications have arrived on the production front. Antonio Filosa confirmed that no Italian plants will be closed. In Mirafiori, production of the hybrid Fiat 500 continues to increase, while Pomigliano d'Arco will host the production of future e-cars, likely developed alongside the Chinese Leapmotor. These models are expected to be priced around 15,000 euros under the Fiat and Citroën brands.
The Melfi plant will also produce one of the new Alfa Romeo models, while Atessa will maintain production of the new Ducato. However, some questions remain about the future of Cassino and the motor racing activity in Termoli, topics that the group will explore in the coming months.
On the financial front, Stellantis aims to achieve an AOI margin of 7% by 2030 and a positive industrial cash flow as early as 2027, with expected growth up to 6 billion euros by the end of the decade. At the same time, the group wants to reduce costs by 6 billion euros by 2028 compared to 2025 levels.
An increasingly important role will also come from Stellantis Financial Services. The division already manages over 85 billion euros in net credits through captive and joint ventures in major global markets. According to the group's forecasts, financial activities will contribute over 1.5 billion euros of AOI by 2030.
Union reactions remain mixed. FIM-CISL views the plan as a step forward compared to the difficulties of recent years, while FIOM continues to find the announced measures insufficient and demands greater involvement from the Italian government.