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    Stuart Pearson

    Research Analyst at Exane BNP Paribas

    Stuart Pearson is the Head of Thematic Research at BNP Paribas Exane, specializing in European autos and industrials research with a distinguished track record. He has covered major companies including BMW, Faurecia, and Stellantis NV, earning a notable 83.33% success rate and 3.2-star ranking on analyst performance platforms, and was recognized by Institutional Investor’s All-Europe Research Team with a third place ranking. Pearson began his analyst career after earning engineering and finance degrees from the University of Bristol and the University of Bath, with prior roles at Morgan Stanley, Credit Suisse, and Citi before joining Exane in October 2013. His credentials include advanced finance education, and he has contributed influential research on market-shaping themes such as generative AI’s sectoral impact.

    Stuart Pearson's questions to Stellantis (STLA) leadership

    Stuart Pearson's questions to Stellantis (STLA) leadership • Q2 2025

    Question

    Stuart Pearson from Exane BNP Paribas asked for a diagnosis of why Stellantis's profitability fell from benchmark levels to near loss-making in key regions. He also questioned the significant restructuring charges and requested separate financial disclosures for the industrial and financing businesses.

    Answer

    CEO Antonio Filosa attributed the performance decline primarily to past decisions to discontinue seven popular nameplates in North America, a move that is now being reversed. CFO Doug Ostermann explained that a majority of the H1 restructuring charges reflect strategic shifts by the new management team, such as exiting fuel cell initiatives, and noted more could occur. He acknowledged the request for separate Finco reporting, stating it's under regular review.

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