Le pneu Goodyear & Rubber Company (GT): Business Model Canvas [Jan-2025 Mis à jour]

Plongez dans le plan stratégique de Goodyear Tire & Rubber Company, une puissance mondiale de fabrication de pneus qui transforme l'ingénierie complexe et les technologies innovantes en solutions de mobilité. Des pistes de course aux domaines agricoles, le canevas du modèle commercial de Goodyear révèle une approche sophistiquée pour créer de la valeur à travers divers segments de clients, en tirant parti des capacités de fabrication avancées, des partenariats stratégiques et un engagement implacable à la performance et à la durabilité. Découvrez comment 16 milliards de dollars Le leader de l'industrie automobile navigue sur les marchés concurrentiels à travers une stratégie commerciale méticuleusement conçue qui s'étend bien au-delà de la simple production de pneus.

Le pneu Goodyear & Rubber Company (GT) - Modèle d'entreprise: partenariats clés

Alliance stratégique avec les constructeurs automobiles

Goodyear fournit des pneus d'équipement d'origine (OE) aux principaux constructeurs automobiles, notamment:

Fabricant	Détails du partenariat	Volume annuel de l'offre des pneus
General Motors	Contrat d'approvisionnement des pneus OE à long terme	12,4 millions de pneus en 2023
Ford Motor Company	Contrat de fourniture de pneus exclusif	10,7 millions de pneus en 2023
Stelllantis	Partenariat mondial sur les pneus OE	8,9 millions de pneus en 2023

Partenariats mondiaux de distribution des pneus

Goodyear maintient des coentreprises stratégiques avec des distributeurs mondiaux clés:

• Pneu de Cooper & Compagnie de caoutchouc - Fust Fuster terminée en 2021
• TireHub LLC - Joint-venture avec Bridgestone pour la distribution des pneus
• Réseaux de distributeurs dans 22 pays

Technologie et partenariats matériels

La technologie critique et les partenariats d'approvisionnement en matériel comprennent:

Partenaire	Focus de partenariat	Investissement annuel de collaboration
Dow chimique	Développement de caoutchouc synthétique	45,2 millions de dollars en 2023
Basf se	Recherche avancée en polymère	38,7 millions de dollars en 2023

Accords de collaboration de recherche

Partenariats de recherche clés avec les institutions d'ingénierie automobile:

• Institut de technologie du Massachusetts (MIT) - Recherche de performance des pneus
• Centre international de l'Université de Clemson pour la recherche automobile
• Investissement total de collaboration de recherche: 62,5 millions de dollars en 2023

Partenariats de fabrication internationales

Collaborations de fabrication sur les marchés émergents:

Pays	Partenaire local	Capacité de fabrication
Chine	Yanzhou Coal Mining Company	8,2 millions de pneus par an
Inde	Pneus Apollo	5,6 millions de pneus par an
Brésil	Pirelli Pneus	4,3 millions de pneus par an

Le pneu Goodyear & Rubber Company (GT) - Modèle d'entreprise: activités clés

Conception, fabrication et production des pneus

Goodyear exploite 48 installations de fabrication dans le monde dans 16 pays. En 2022, la société a produit environ 180 millions de pneus dans le monde.

Lieux de fabrication	Nombre d'installations
États-Unis	16
l'Amérique latine	9
Europe	12
Asie-Pacifique	11

Distribution et ventes mondiales des pneus

Le chiffre d'affaires mondial de Goodyear en 2022 était de 20,8 milliards de dollars. La société opère dans plus de 170 pays avec un réseau de distribution complet.

• Ventes des pneus de consommation: 12,3 milliards de dollars
• Ventes commerciales des pneus: 8,5 milliards de dollars

Recherche et développement des technologies avancées des pneus

Goodyear a investi 484 millions de dollars dans la recherche et le développement en 2022. La société maintient plusieurs centres d'innovation dans le monde.

Emplacement de R&D	Domaine de mise au point
Akron, Ohio	Centre mondial d'innovation
Luxembourg	Centre de technologie européenne
Chine	Centre d'innovation en Asie-Pacifique

Marketing et gestion de la marque

Goodyear a dépensé environ 1,2 milliard de dollars en frais de vente, générale et administratif en 2022, qui comprend des activités de marketing et de gestion de la marque.

Opérations de service automobile et de pneus de remplacement

La société exploite plus de 1 100 centres de services de pneus et maintient des partenariats avec environ 65 000 emplacements de vente au détail dans le monde.

• Part de marché des pneus de remplacement en Amérique du Nord: 22%
• Part de marché des pneus de remplacement en Europe: 17%

Le pneu Goodyear & Rubber Company (GT) - Modèle d'entreprise: Ressources clés

Installations de fabrication avancées dans le monde

Goodyear exploite 48 installations de fabrication dans 17 pays en 2023. Total Global Manufacturing Empreinte comprend:

Région	Nombre d'installations	Capacité de production annuelle
Amérique du Nord	16	190 millions de pneus
Europe	12	95 millions de pneus
l'Amérique latine	8	45 millions de pneus
Asie-Pacifique	12	70 millions de pneus

Technologie des pneus et capacités de recherche

Investissements de recherche et développement de Goodyear:

• Dépenses de R&D en 2023: 501 millions de dollars
• 3 centres d'innovation mondiaux
• Plus de 2 300 brevets actifs
• Des équipes dédiées dans la technologie des pneus, la science des matériaux et l'ingénierie avancée

Réputation mondiale de la marque

Évaluation de la marque et métriques de reconnaissance:

• Valeur de la marque: 4,9 milliards de dollars (2023)
• Classé n ° 1 marque de pneus en préférence des consommateurs en Amérique du Nord
• Présence dans plus de 150 pays

Ingénierie qualifiée et main-d'œuvre technique

Composition des ressources humaines:

Catégorie des employés	Nombre
Total des employés	72,000
Ingénieurs et professionnels techniques	8,500
Chercheurs de doctorat	230

Infrastructure de la chaîne d'approvisionnement

Capacités de chaîne d'approvisionnement et de logistique:

• 82 centres de distribution dans le monde entier
• Partenariats stratégiques avec plus de 5 000 fournisseurs
• Dépenses de l'approvisionnement annuel: 8,3 milliards de dollars
• Systèmes de gestion de la chaîne d'approvisionnement numérique intégrés

Le pneu Goodyear & Rubber Company (GT) - Modèle d'entreprise: propositions de valeur

Solutions de pneus durables hautes performances

La gamme de produits de pneus de Goodyear génère un chiffre d'affaires annuel de 17,6 milliards de dollars (2022 exercice). La société produit environ 152 millions de pneus par an dans plusieurs installations de fabrication.

Catégorie de performance des pneus	Part de marché	Volume de production annuel
Pneus de véhicule de tourisme	8.3%	62 millions d'unités
Pneus de camion commercial	11.5%	45 millions d'unités
Pneus de course / performance	5.7%	12 millions d'unités

Technologie innovante des pneus et fonctionnalités de sécurité

Goodyear investit 500 millions de dollars par an dans la recherche et le développement, en se concentrant sur les technologies avancées des pneus.

• Technologies de composés de silice avancée
• Innovations de pneus à ruissellement
• Technologies de capteur de pneu intelligent
• Algorithmes de maintenance prédictive

Gamme complète de produits de pneus pour divers véhicules

Goodyear propose des solutions de pneus sur plusieurs segments de véhicules avec une présence mondiale sur le marché dans 22 pays.

Segment de véhicule	Lignes de produits de pneus	Couverture du marché mondial
Voitures de tourisme	48 modèles de pneus différents	Couverture mondiale de 82%
Camions commerciaux	36 modèles de pneus commerciaux	Couverture mondiale de 75%
Véhicules agricoles	22 modèles de pneus spécialisés	Couverture globale de 65%

Marque de pneus automobile fiable et fiable

Évaluation de la marque de 4,8 milliards de dollars avec 94% de reconnaissance de marque dans le monde. Taux de fidélisation de la clientèle de 78% dans les achats répétés.

Engagement envers la durabilité et la performance environnementale

Les investissements en durabilité totalisant 320 millions de dollars en 2022, ciblant les émissions de carbone réduites et les processus de fabrication respectueux de l'environnement.

• Réduction de 40% des déchets de fabrication
• 25% des émissions de carbone inférieures par pneu produites
• Programmes d'approvisionnement en caoutchouc durables
• Initiatives de recyclage des pneus d'économie circulaire

Le pneu Goodyear & Rubber Company (GT) - Modèle d'entreprise: relations clients

Assistance des ventes directes pour les clients commerciaux et consommateurs

Goodyear maintient un réseau de ventes direct complet avec 1 100 magasins de détail appartenant à l'entreprise et environ 2 300 emplacements de concessionnaires autorisés à travers les États-Unis.

Canal de vente	Nombre d'emplacements	Reach du client annuel
Magasins de détail appartenant à l'entreprise	1,100	3,2 millions de clients
Emplacements de concessionnaires autorisés	2,300	5,7 millions de clients

Programmes de garantie et de service client complet

Goodyear propose plusieurs options de garantie pour différentes gammes de produits de pneus:

• Garantie limitée: jusqu'à 6 ans / 72 000 miles pour les pneus passager
• Garantie des pneus commerciaux: jusqu'à 7 ans / durée de vie des pneus de camion
• Assistance routière 24/7 pour les achats de pneus éligibles

Plates-formes numériques pour la sélection et l'achat des pneus

Plate-forme numérique	Trafic en ligne annuel	Pourcentage de vente en ligne
Goodyear.com	18,5 millions de visiteurs uniques	22% du total des ventes de pneus

Support technique et guidage de maintenance des pneus

Goodyear fournit Support technique multicanal à travers:

• Prise en charge du téléphone: 1-800 lignes dédiées
• Assistance de chat en ligne
• Suivi de maintenance des pneus d'application mobile
• Channeaux de didacticiel YouTube avec plus de 500 000 abonnés

Programmes de fidélité pour les clients réguliers

Programme de fidélité	Taille de l'adhésion	Récompenses annuelles émises
Programme de récompenses Goodyear	2,3 millions de membres	47 millions de dollars en crédits clients

Le pneu Goodyear & Rubber Company (GT) - Modèle d'entreprise: canaux

Réseaux de concessionnaires automobiles

Goodyear dessert environ 10 000 concessionnaires automobiles à travers l'Amérique du Nord. La société maintient des partenariats stratégiques avec les principaux constructeurs automobiles, notamment Ford, General Motors et Stellantis.

Type de concessionnaire	Nombre de partenariats	Fourniture annuelle des pneus
Concessionnaires de véhicules de tourisme	6,500	12,4 millions de pneus
Concessionnaires de véhicules commerciaux	3,500	5,6 millions de pneus

Magasins de vente au détail de pneus et centres de service

Goodyear exploite 1 100 magasins de détail appartenant à l'entreprise et des centres de services aux États-Unis, avec 7 000 emplacements de concessionnaires autorisés supplémentaires.

• Empreinte totale de détail: 8 100 emplacements
• Revenu annuel moyen par magasin: 1,2 million de dollars
• Les offres de services comprennent l'installation, la rotation et la maintenance des pneus

Plateformes de commerce électronique en ligne

Les canaux de vente numériques ont généré 687 millions de dollars de revenus en 2023, ce qui représente 8,5% du total des ventes de pneus.

Plate-forme de commerce électronique	Ventes en ligne annuelles	Pénétration du marché
Goodyear.com	342 millions de dollars	4.2%
Détaillants tiers	345 millions de dollars	4.3%

Canaux de distribution en gros

Goodyear entretient des relations avec 2 500 distributeurs de gros dans le monde, fournissant environ 45 millions de pneus par an grâce à ces canaux.

Région	Nombre de distributeurs en gros	Distribution annuelle des pneus
Amérique du Nord	1,200	22 millions de pneus
Europe	650	12 millions de pneus
Asie-Pacifique	450	8 millions de pneus
l'Amérique latine	200	3 millions de pneus

Ventes directes aux fabricants d'équipements d'origine

En 2023, Goodyear a fourni 18,6 millions de pneus d'équipement d'origine aux constructeurs automobiles, ce qui représente 37% de la production totale.

• Top OEM Partners: Ford, General Motors, Toyota
• Valeur du contrat moyen: 124 millions de dollars par fabricant
• Revenus de ventes OEM directs: 2,3 milliards de dollars

Le pneu Goodyear & Rubber Company (GT) - Modèle d'entreprise: segments de clients

Propriétaires de véhicules de tourisme

Taille du marché: 287 millions de véhicules de passagers enregistrés aux États-Unis en 2022

Caractéristiques du segment	Part de marché	Volume annuel de pneus de remplacement
Voitures berlines / compactes	38%	42,6 millions de pneus
VUS / Crossovers	47%	53,2 millions de pneus
Véhicules de luxe	15%	16,9 millions de pneus

Opérateurs de flotte commerciale

Taille totale de la flotte commerciale: 4,06 millions de camions aux États-Unis

• Remplacement annuel des pneus du camionnage: 36 millions de pneus
• Dépenses moyennes des pneus de la flotte: 5 200 $ par camion par an
• Part de marché de la flotte commerciale de Goodyear: 32%

Fabricants d'équipements d'origine

Production automobile mondiale: 80,1 millions de véhicules en 2022

Fabricant	Production annuelle des véhicules	Goodyear OEM Tire Supply
General Motors	8,0 millions de véhicules	2,56 millions de pneus
Ford Motor Company	4,2 millions de véhicules	1,34 million de pneus
Toyota	10,5 millions de véhicules	3,36 millions de pneus

Racing and Performance Automotive Antatisasts

Valeur marchande des pneus de performance: 7,3 milliards de dollars dans le monde en 2022

• Taux de croissance du segment des pneus de sport automobile: 4,2% par an
• Goodyear's Racing Tire Market Shart: 45%
• Prix ​​de performance moyenne Prix: 350 $ - 750 $ par pneu

Utilisateurs de véhicules agricoles et industriels

Marché mondial des équipements agricoles: 1,2 million d'unités par an

Type de véhicule	Volume annuel de remplacement des pneus	Coût moyen des pneus
Tracteurs	2,4 millions de pneus	1 200 $ par pneu
Équipement de récolte	1,1 million de pneus	2 500 $ par pneu
Machines industrielles	1,6 million de pneus	1 800 $ par pneu

Le pneu Goodyear & Rubber Company (GT) - Modèle d'entreprise: Structure des coûts

Frais d'approvisionnement en matières premières

En 2023 rapports financiers, les coûts de matières premières de Goodyear étaient d'environ 4,8 milliards de dollars. Les dépenses principales des matières premières comprennent:

• Caoutchouc naturel: 1,2 milliard de dollars
• Rubber synthétique: 980 millions de dollars
• Noir de carbone: 650 millions de dollars
• Cordon en acier: 425 millions de dollars

Catégorie de matières premières	Coût annuel (USD)	Pourcentage des dépenses totales de matières premières
Caoutchouc naturel	$1,200,000,000	25%
Caoutchouc synthétique	$980,000,000	20.4%
Noir de carbone	$650,000,000	13.5%
Cordon en acier	$425,000,000	8.9%

Coûts de fabrication et de production

Les dépenses de fabrication totales pour 2023 étaient de 3,6 milliards de dollars, avec une rupture comme suit:

• Coûts de main-d'œuvre directes: 1,1 milliard de dollars
• Frais généraux d'usine: 1,5 milliard de dollars
• Entretien de l'équipement: 420 millions de dollars
• Consommation d'énergie: 580 millions de dollars

Investissements de recherche et développement

Les dépenses de R&D de Goodyear en 2023 étaient de 385 millions de dollars, ce qui représente 2,1% des revenus totaux.

Dépenses de marketing et de vente

Les coûts de marketing et de vente pour 2023 ont totalisé 1,2 milliard de dollars, notamment:

• Publicité: 450 millions de dollars
• Personnel des ventes: 350 millions de dollars
• Salon du commerce et événements promotionnels: 180 millions de dollars
• Marketing numérique: 220 millions de dollars

Frais de logistique et de distribution mondiaux

Les coûts totaux de logistique et de distribution en 2023 étaient de 1,8 milliard de dollars:

Canal de distribution	Coût annuel (USD)	Pourcentage du coût logistique total
Transport de camions	$780,000,000	43.3%
Fret maritime	$450,000,000	25%
Fret aérien	$320,000,000	17.8%
Entrepôts	$250,000,000	13.9%

Le pneu Goodyear & Rubber Company (GT) - Modèle d'entreprise: sources de revenus

Ventes de pneus aux fabricants d'équipements d'origine

En 2023, le segment de l'équipement d'origine de Goodyear a généré 4,05 milliards de dollars de revenus. La société fournit des pneus aux principaux constructeurs automobiles, notamment General Motors, Ford et Toyota.

Constructeur automobile	Volume annuel de l'offre des pneus	Contribution estimée des revenus
General Motors	12,5 millions de pneus	1,2 milliard de dollars
Gué	10,3 millions de pneus	985 millions de dollars
Toyota	9,7 millions de pneus	920 millions de dollars

Remplacement des revenus du marché des pneus

Le marché des pneus de remplacement a généré 9,2 milliards de dollars pour Goodyear en 2023, ce qui représente 54% du total des revenus de l'entreprise.

• Segment des pneus grand public: 6,3 milliards de dollars
• Segment des pneus commerciaux: 2,9 milliards de dollars

SERVICE AUTALOBILE ET RÉSONNEMENT DE MAINTENANCE

Les revenus des services et de la maintenance de Goodyear ont atteint 1,45 milliard de dollars en 2023, dérivé des installations de pneus, des alignements et des services connexes grâce à son réseau de 1 100 emplacements de détail appartenant à l'entreprise.

Ventes de distribution internationale des pneus

Les ventes internationales de pneus ont représenté 5,7 milliards de dollars en 2023, avec une présence importante sur le marché dans:

Région	Revenu	Part de marché
Europe	2,1 milliards de dollars	18%
Asie-Pacifique	1,8 milliard de dollars	16%
l'Amérique latine	1,2 milliard de dollars	11%

Performances et lignes de produits de pneus spécialisés

Les segments de pneus spécialisés et hautes performances ont généré 1,65 milliard de dollars de revenus pour Goodyear en 2023.

• Racing et pneus de sport automobile: 450 millions de dollars
• Pneus de performance ultra-élevé: 750 millions de dollars
• Pneus spécialisés commerciaux: 450 millions de dollars

The Goodyear Tire & Rubber Company (GT) - Canvas Business Model: Value Propositions

Longevity and reliability is backed by the Goodyear Assurance MaxLife 2 tire, which features an 85,000-mile limited treadlife warranty.

Premium performance and technology is evident in the Electric Drive Ready EQMAX and EQMAX ULTRA tire range, which uses up to 55% sustainable materials. These EV-focused tires deliver up to 20% better mileage and 6% improved rolling resistance compared to prior models. The EnnoV EV-dedicated tire is targeting sales of 150,000 units in 2025 and aims for up to 35% of total sales from EV tires.

The multi-brand strategy covers diverse segments, with the Goodyear Eagle line leading in high-performance driving and the Cooper brand serving a broad customer base. For the first nine months of 2025, The Goodyear Tire & Rubber Company reported net sales of approximately $13.4 billion, with global tire unit volumes reaching 116.4 million units. In early 2025 U.S. market data, Goodyear held the #1 rank in dollar share at 13.9% and a unit share of 14.6%.

Comprehensive commercial fleet services are anchored by the Fleet HQ program, which serviced 5 million vehicles across North America by January 29, 2025. In the EMEA region, growth in Fleet Solutions contributed to Q2 2025 net sales of $1.3 billion, which was up 5.1% year-over-year.

Safety and advanced mobility solutions are promoted through brand visibility and service integration. The Goodyear Blimp generated 40 million social media impressions to date in 2025. The company also offers Tires-as-a-Service and TPMS Connect solutions for fleet management.

Key 2025 Performance and Product Metrics:

Value Proposition Component	Metric/Product Example	Associated Number
Longevity	Assurance MaxLife 2 Limited Treadlife Warranty	85,000-mile
Premium Technology (EV)	EQMAX/EQMAX ULTRA Sustainable Material Content	Up to 55%
Premium Technology (EV)	EnnoV EV Tire Sales Target (2025)	150,000 units
Commercial Services	Fleet HQ Serviced Vehicles Milestone (as of Jan 2025)	5 million vehicles
Multi-Brand Strategy	YTD 2025 Global Tire Units Sold	116.4 million units
Safety/Marketing Reach	Goodyear Blimp Social Media Impressions (YTD 2025)	40 million impressions

Financial context for Q2 2025 includes:

• Goodyear net sales: $4.5 billion.
• Goodyear net income: $254 million.
• Total tire unit volumes: 37.9 million.

The Goodyear Tire & Rubber Company (GT) - Canvas Business Model: Customer Relationships

You're looking at how The Goodyear Tire & Rubber Company (GT) structures its interactions with its various customer bases as of late 2025. It's a mix of deep, long-term partnerships and high-volume transactional sales.

Dedicated B2B sales and service for OE and commercial fleets

The relationship with Original Equipment (OE) manufacturers and commercial fleet operators is managed through dedicated B2B channels. This segment shows resilience; for instance, in the first quarter of 2025, The Goodyear Tire & Rubber Company's original equipment tire unit volume in the U.S. actually increased by 3.0%, showing market share gains against competitors despite overall market softness. Also, in the EMEA region during the second quarter of 2025, net sales saw growth partly driven by the expansion in Fleet Solutions business.

The company's strategic focus post-divestitures is on core premium tires, but the B2B relationship remains critical for volume and technology validation. The sale of the Off-the-Road (OTR) tire business in February 2025 for $905 million streamlined this focus toward on-road commercial and OE relationships.

Brand loyalty and affinity built via the Goodyear Blimp and racing heritage

Brand affinity is actively cultivated through high-visibility, heritage-linked assets. The motorsports involvement is a key relationship builder, demonstrating technical prowess. The annual NASCAR sponsorship is valued at an estimated $25 million, and in 2025, fan recognition for heritage brands like The Goodyear Tire & Rubber Company reached 64%. Furthermore, The Goodyear Tire & Rubber Company unified its motorsport strategy in September 2025, bringing teams supporting NASCAR, NHRA, WEC (LMGT3 class), and BTCC under one Global Racing organization.

The Goodyear Blimp also plays a direct role in consumer engagement. The company's "Blimps Are Cool" campaign in 2025 has already generated 40 million impressions across social media channels, tying the physical presence of the airship directly to driving brand preference at the point of sale.

Transactional sales through third-party retail and e-commerce

The vast majority of consumer sales flow through third-party channels, which are inherently more transactional. This channel faced headwinds in early 2025; for example, the replacement tire unit volume in the Americas decreased by 3.1% in the first quarter of 2025. This was compounded by low-cost imported product growth of 10% among non-USTMA members in the United States during that same quarter. Specific financial figures for e-commerce as a percentage of total sales are not publicly itemized, but this channel falls under the general replacement market volume.

Full-service model via owned retail centers (Goodyear Auto Service Centers)

The full-service model is anchored by company-owned and operated retail locations. The Goodyear Tire & Rubber Company has historically maintained a significant physical footprint for direct customer service, which is positioned as an approachable, expert-driven alternative to purely transactional retail. As of the latest reported figures, The Goodyear Tire & Rubber Company operates approximately 1,240 tire and auto service centers worldwide. These centers offer a range of services beyond just tire sales, including oil changes, brake service, and wheel alignment, fostering a deeper, recurring service relationship.

Here's a quick look at the scale of the retail and brand investment relationship drivers:

Relationship Driver	Channel/Activity	Latest Available Metric (2025 Data)
Direct Service Relationship	Owned Retail Centers (Goodyear Auto Service)	1,240 Locations Worldwide
B2B/OE Relationship	Original Equipment Tire Unit Volume Growth (Q1 2025)	3.0% Increase (US)
Brand Affinity/Racing	Annual NASCAR Sponsorship Value	$25 million
Brand Affinity/Blimp	Social Media Impressions (Blimp Campaign, YTD 2025)	40 million Impressions
Transactional Competition	Low-Cost Import Volume Growth (Q1 2025, US)	10% Growth

The strategy involves using the high-touch service centers to capture customer lifetime value while using brand equity from racing and the Blimp to drive traffic to both owned and third-party retail points.

The Goodyear Tire & Rubber Company (GT) - Canvas Business Model: Channels

The Goodyear Tire & Rubber Company utilizes a multi-faceted channel strategy to move its products from manufacturing to the end consumer, spanning wholesale distribution, direct manufacturer sales, and owned retail presence.

Joint venture distribution network (TireHub LLC)

The Goodyear Tire & Rubber Company leverages its joint venture, TireHub LLC, co-founded with Bridgestone Americas Inc., for national distribution to tire and automotive retailers. This network focuses on delivering the full passenger and light truck tire portfolios of both parent companies. As of January 2025, TireHub announced the opening of its third Regional Distribution Center (RDC) in San Bernardino, California, which is a 422,000-square-foot facility designed to increase overall capacity to stock and distribute premium product offerings. TireHub also began distributing Pirelli tires in early 2025. Derek Poole assumed the role of Vice President of Supply Chain and Inventory Strategy at TireHub in 2025, where he is responsible for leading the end-to-end Supply Chain function, including direct procurement.

Direct sales to Original Equipment Manufacturers (OEMs)

Direct sales to Original Equipment Manufacturers (OEMs) show regional variation in unit volume performance through the first three quarters of 2025. The Americas segment reported a decrease in consumer original equipment tire unit volume of 3.2% in the first quarter of 2025, though the company noted significant O.E. market share gains in the U.S. during that period. Conversely, the EMEA segment saw original equipment tire unit volumes increase by 3.0% in Q1 2025, followed by a substantial increase of 10.9% in Q2 2025. In the third quarter of 2025, the Americas segment reported a consumer original equipment tire unit volume increase of 4.1%, again driven by U.S. market share gains.

Owned retail stores (e.g., Just Tires, Goodyear Auto Service Centers)

The Goodyear Tire & Rubber Company maintains a physical footprint through owned retail outlets, which also provide automotive repair services, particularly in the Europe, Middle East and Africa segment. As of the latest reported data, The Goodyear Tire & Rubber Company operated 1,240 tire and auto service centers across its network, alongside 57 facilities. The company's 2024 revenue was reported as US$18.88 billion.

Independent dealer networks and third-party distributors

Beyond the TireHub joint venture, The Goodyear Tire & Rubber Company relies on extensive independent dealer networks and other third-party distributors globally to reach the replacement market. In the U.S. replacement market during Q1 2025, non-USTMA members, generally representing low-cost imported product, grew by 10% in the United States, indicating the competitive landscape within the independent dealer channel. The Goodyear Tire & Rubber Company maintained the number one rank in U.S. tire dollar share at 13.9% in early 2025, despite a 1.4 percentage point decline year-over-year.

E-commerce platforms for direct-to-consumer sales

The digital channel is an increasingly important part of the overall sales mix, with manufacturers like The Goodyear Tire & Rubber Company engaging in direct-to-consumer sales online. Data from Q2 2025 suggests that 31% of tire shoppers start their journey online, but only 13% of shoppers actually complete their purchase online. The Goodyear Tire & Rubber Company is listed among the manufacturers using e-commerce platforms for direct sales, competing with specialist merchants and general e-commerce giants.

Here are some key channel-related statistics:

Metric	Value/Period	Source Segment/Context
U.S. Tire Dollar Share	13.9% (Early 2025)	Overall Brand Performance
TireHub Regional Distribution Centers	3 (As of Jan 2025)	TireHub Network Expansion
Owned Tire & Auto Service Centers	1,240 (As of 2024)	Global Footprint
EMEA OE Unit Volume Growth	10.9% (Q2 2025)	OEM Channel Performance
U.S. Shoppers Starting Online	31% (Q2 2025 Data)	E-commerce Channel Activity

The company's overall net sales for Q3 2025 were $4.6 billion, with total tire unit volumes of 40.0 million for the quarter.

The Goodyear Tire & Rubber Company (GT) - Canvas Business Model: Customer Segments

The Goodyear Tire & Rubber Company (GT) serves a diverse set of customers, primarily categorized by their end-use application and purchasing channel. The company's financial reporting segments are Americas, Europe, Middle East and Africa (EMEA), and Asia Pacific, which collectively serve these distinct customer groups.

For the first nine months of 2025, The Goodyear Tire & Rubber Company reported net sales of $13.4 billion. Total net sales for the third quarter of 2025 were $4.6 billion.

The primary customer base is segmented as follows, with data points reflecting the latest available 2025 figures:

• Consumer Replacement Market (premium, mid-range, value segments).
• Original Equipment (OE) Manufacturers (focused on luxury, EV, light truck).
• Commercial Fleets (trucking, logistics, and specialized vehicles).
• Aviation and Military sectors.

The Consumer Replacement Market is a core driver, though facing inventory headwinds. In the U.S. consumer replacement market during the first quarter of 2025, volume was approximately flat. However, EMEA replacement unit volumes decreased 7.3% in the second quarter of 2025 due to consumer replacement channel destocking. The company is focusing on premium segments, announcing a $10 million modernization project at the Oklahoma facility to add 10M units of premium tire capacity by 2025-2026.

Original Equipment (OE) Manufacturers show mixed volume results across regions. In EMEA during the second quarter of 2025, original equipment tire unit volumes increased 10.9%, reflecting significant market share gains. Conversely, the U.S. OE industry declined 9% in the first quarter of 2025, with Americas OE tire unit volume decreasing 3.2% in that same quarter. By the third quarter of 2025, Asia Pacific OE unit volume increased 18.7%.

The Commercial Fleets segment, which includes trucking and logistics, experienced industry-wide challenges. For the third quarter of 2025, the commercial business saw a sharp contraction in industry demand. In EMEA, the second quarter of 2025 saw higher sales in other tire-related businesses driven by growth in Fleet Solutions, which partly offset lower tire volume.

The Aviation and Military sectors represent a strategic, high-value area. The Goodyear Tire & Rubber Company reinforced its commitment to this area by unifying its global Aviation business under a single structure as of October 31, 2025. Goodyear's products in this segment serve commercial airlines, military fleets, and private aircraft.

The following table summarizes the financial scale of the geographical segments, which house these customer types, based on 2025 interim results:

Region	Q3 2025 Net Sales (USD)	First Nine Months 2025 Net Sales (USD)	Q2 2025 Tire Unit Volume Change	Key Volume Trend Detail
Americas	$2.7 billion	Not explicitly stated separately for 9M	N/A	Replacement volume decreased in Q3 2025
EMEA	$1.4 billion	Not explicitly stated separately for 9M	Decreased 2.0%	OE volume increased 3.0% in Q1 2025
Asia Pacific	$501 million	Not explicitly stated separately for 9M	Decreased 9.2% (Q3 2025)	Replacement volume decreased 21.3% in Q1 2025

The company reaffirmed targets for its Goodyear Forward transformation plan, which is expected to deliver approximately $750 million in benefits for the full year 2025.

The Goodyear Tire & Rubber Company (GT) - Canvas Business Model: Cost Structure

The Cost Structure for The Goodyear Tire & Rubber Company is heavily influenced by input costs, ongoing transformation, and necessary capital investment to modernize its global manufacturing base. This structure reflects a commitment to efficiency while navigating volatile commodity markets.

High cost of raw materials remains a primary driver of operating expenses. Management projected a significant headwind, with full-year raw material costs expected to increase by an estimated $350 million in the first half of 2025 alone. This pressure stems from the inherent volatility in prices for natural and synthetic rubber, key inputs for The Goodyear Tire & Rubber Company.

Manufacturing and labor costs are substantial components, particularly given the company's global footprint and its relationship with a unionized workforce across several key operating regions. While specific total labor cost figures aren't isolated here, operational efficiency is a core focus of the ongoing transformation plan to mitigate these fixed and variable expenses.

Sustained investment in the production network is evident through planned Capital expenditures for modernization. The Goodyear Tire & Rubber Company planned capital expenditures of approximately $950 million for the full fiscal year 2025, signaling a commitment to facility upgrades and increasing capacity for higher-margin products.

The ongoing 'Goodyear Forward' transformation plan involves specific, non-recurring costs alongside the realization of savings. These transformation and restructuring efforts are tracked closely as they impact near-term reported expenses.

Here's a breakdown of the transformation-related charges incurred through the first half of 2025:

Cost Category	Q1 2025 (Pre-Tax)	Q2 2025 (Pre-Tax)	H1 2025 Total
Rationalization Charges	$81 million	$59 million	$140 million
Goodyear Forward Transformation Costs	$7 million	$5 million	$12 million

The sum of the rationalization charges for the first half of 2025 totals $140 million, aligning with the expected magnitude of charges in that category.

Distribution and logistics expenses are bundled within broader inflation and operating costs. For instance, in the second quarter of 2025, inflation and other costs represented a headwind of $127 million to segment operating income, which captures a portion of these logistical and general inflationary pressures. The company is actively working to offset these through pricing actions and supply chain optimization.

Other cost pressures impacting segment operating income in Q2 2025 included:

• Unfavorable net price/mix versus raw material costs: $83 million headwind (after OTR adjustment).
• Lower tire volume impact: $37 million headwind (after OTR adjustment).
• Unfavorable foreign currency translation: $12 million headwind (in Q1 2025).

The Goodyear Tire & Rubber Company is using the 'Goodyear Forward' plan to counter these costs, expecting an additional benefit of $750 million to segment operating income from the program in the full year 2025, with $200 million already achieved in the first quarter of 2025.

The Goodyear Tire & Rubber Company (GT) - Canvas Business Model: Revenue Streams

You're looking at how The Goodyear Tire & Rubber Company brings in cash as of late 2025, and it's a story of core business strength mixed with strategic portfolio pruning. The overall picture for the year points to a projected 2025 annual revenue of approximately $18.31 billion. This figure reflects the ongoing transformation, especially following the completion of major asset divestitures.

The fundamental revenue streams for The Goodyear Tire & Rubber Company are built around the global movement of tires, though the mix is shifting. The largest volume and margin driver is still the Sale of replacement tires-the tires you buy when your old ones wear out or need changing. This is the bread and butter of the business. Also critical is the Sale of Original Equipment (OE) tires to vehicle manufacturers, meaning the tires fitted on new cars, trucks, and SUVs coming off the assembly line. Finally, the company generates revenue through Commercial tire sales and service contracts, which often involve fleet management solutions, like those offered through its commercial service network.

A major financial event impacting the current revenue base was the strategic divestiture of the Off-the-Road (OTR) tire business, which closed in February 2025. This sale brought in proceeds of approximately $905 million in cash, which The Goodyear Tire & Rubber Company is using to reduce debt and fund its Goodyear Forward transformation plan. This divestiture means that revenue previously generated by the OTR segment, which served mining, construction, and quarry sectors, is no longer part of the core top line, streamlining the focus onto consumer and commercial tires.

To give you a sense of the revenue base after this strategic shift, here's how the remaining core business segments looked in the third quarter of 2025. Remember, these are geographical segments, which house the replacement, OE, and commercial sales activities within those regions.

Geographical Segment	Q3 2025 Net Sales	Notes on Segment Revenue
Americas	$2.7 billion	Mainly replacement volume decline offset by positive price/mix.
Europe, Middle East, and Africa (EMEA)	Approximately $1.4 billion	Calculated from total sales after subtracting Americas and Asia Pacific.
Asia Pacific	$501 million	Sharp decrease driven by the OTR tire business sale.
Total Net Sales (Q3 2025)	$4.6 billion	Reflects the post-OTR sale revenue base.

The ongoing revenue generation is heavily influenced by the success of the company's internal efficiency program, which is designed to improve margins across these core areas. You should track the following components as they directly feed the top line:

• Sale of replacement tires (largest volume driver).
• Sale of Original Equipment (OE) tires.
• Commercial tire sales and service contracts.
• Benefits from pricing actions offsetting raw material costs.

Finance: draft 13-week cash view by Friday.