Citigroup analysts Harald Hendricks and Somava Banerjee stated that Stellantis (STLA.N) will have to completely readjust its global strategy with its next CEO. Stellantis CEO Carlos Tavares resigned a few days ago. Citigroup noted that considering the company's performance this year, this move was expected. However, investors remain focused solely on the company's high inventory levels in the usa, which Citigroup believes is a symptom of the issue rather than the problem itself. The real problem is a significant decline in market share in the usa and global shipments due to overly confident pricing and ineffective adjustments to the model lineup. Citigroup indicated that restoring profitability in North America will be much more challenging than simply reducing inventory.