Sign in

    Ross MacDonald

    Research Analyst at Morgan Stanley

    Ross MacDonald is a Research Analyst at Morgan Stanley, specializing in European autos with a particular focus on the tire, supplier, and original equipment manufacturer segments. He covers several key companies, with a track record highlighted by his most profitable recommendation delivering a 51.9% return, and maintains a success rate of approximately 55% across multiple rated stocks. MacDonald began his career at Morgan Stanley in October 2014, initially in equity strategy research before moving to the European Autos team in 2022, and holds a bachelor's degree in Economics and Finance from the University of Strathclyde as well as the CFA Charterholder designation. His professional credentials reflect strong expertise in equity research, thematic macro-analysis, and sector rotation.

    Ross MacDonald's questions to GOODYEAR TIRE & RUBBER CO /OH/ (GT) leadership

    Ross MacDonald's questions to GOODYEAR TIRE & RUBBER CO /OH/ (GT) leadership • Q3 2024

    Question

    Ross MacDonald from Morgan Stanley requested details on the current U.S. volume mix of 18-inch and larger tires to assess growth potential, and also inquired about the financial profile of the Dunlop business being considered for disposal.

    Answer

    Executive Vice President and CFO Christina Zamarro provided statistics, stating that across Goodyear's entire North American portfolio, 46% of tires are 18-inch or larger, indicating significant growth runway. She confirmed the Dunlop business represents about 5 million units, is mostly in EMEA, has been successfully repositioned into Tier 2 with growing share, and maintains healthy margins. She declined to split out price versus mix in financial reporting.

    Ask Fintool Equity Research AI