James Lohan's questions to Goodyear Tire & Rubber Co (GT) leadership • Q1 2025
Question
James Lohan, on behalf of Edison Yu at Deutsche Bank, asked if the SKU rationalization seen in Asia would be replicated in other regions and questioned how the new 10 million units of U.S. capacity would be utilized in relation to non-USMCA imports.
Answer
CEO Mark Stewart confirmed that similar SKU rationalization and platforming activities are ongoing in the Americas and EMEA to optimize efficiency and simplify market messaging. He clarified that the 10 million units of new capacity are primarily focused on upgrading to higher-rim, higher-value tires to serve the premium market segment, rather than directly offsetting lower-end imports.