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    James Lohan

    Director and Equity Research Analyst at Deutsche Bank

    James Lohan is a Director and Equity Research Analyst at Deutsche Bank, specializing in the European banks sector with detailed coverage of major financial institutions such as Barclays, Lloyds Banking Group, HSBC, and NatWest. With a track record of providing in-depth analysis on strategic developments, regulatory changes, and capital market trends, he has established a solid reputation for thorough sector coverage and insightful investment recommendations. James began his financial services career at Barclays before joining Deutsche Bank in 2017, where he took on progressive research responsibilities and built significant expertise in UK and European banking equities. He holds several regulatory credentials, including FCA registration and certifications in securities and investments.

    James Lohan's questions to GOODYEAR TIRE & RUBBER CO /OH/ (GT) leadership

    James Lohan's questions to GOODYEAR TIRE & RUBBER CO /OH/ (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.

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