Goodyear Tire Rubber

To enable mobility today by becoming the leader in sustainable and intelligent tire technology.

Goodyear Tire Rubber SWOT Analysis

Updated: October 3, 2025 • 2025-Q4 Analysis

How to Use This Analysis

This analysis for Goodyear Tire Rubber was created using Alignment.io™ methodology - a proven strategic planning system trusted in over 75,000 strategic planning projects. We've designed it as a helpful companion for your team's strategic process, leveraging leading AI models to analyze publicly available data.

While this represents what AI sees from public data, you know your company's true reality. That's why we recommend using Alignment.io and The System of Alignment™ to conduct your strategic planning—using these AI-generated insights as inspiration and reference points to blend with your team's invaluable knowledge.

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The Goodyear SWOT analysis reveals a critical inflection point for the iconic manufacturer. Its formidable brand and distribution network are powerful assets, yet they are severely hampered by a burdensome debt load and lagging operational efficiency. The 'Goodyear Forward' plan emerges as the central catalyst for opportunity, offering a clear path to streamline the portfolio and restore margin health. However, the external threats of fierce, low-cost competition and economic volatility are unrelenting. The company's future hinges on its ability to execute this turnaround with relentless focus. Success means re-establishing a lean, innovative leader poised for the EV transition; failure risks a slow decline into irrelevance. The next 24 months are about disciplined execution above all else.

Michelin Bridgestone Continental Pirelli Hankook

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To enable mobility today by becoming the leader in sustainable and intelligent tire technology.

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Strengths

BRAND: Iconic global brand recognition provides pricing power and trust.
DISTRIBUTION: Vast network of 1000+ retail stores and dealer partners.
OEM: Deeply entrenched relationships with top auto manufacturers like GM.
TURNAROUND: New CEO and 'Goodyear Forward' plan provide a clear strategy.
SCALE: Global manufacturing footprint offers significant economies of scale.

Weaknesses

DEBT: Over $7.9B in debt limits flexibility and investment capacity.
MARGINS: Operating margins lag industry leaders like Michelin consistently.
EFFICIENCY: Legacy plants have higher operating costs vs. newer rivals.
PORTFOLIO: Complex, non-core businesses create drag on overall focus.
VOLUME: Recent sales volumes have declined in key replacement markets.

Opportunities

FORWARD PLAN: Potential to unlock $1B+ in costs and improve profitability.
EV MARKET: Higher replacement rates for EV tires create a growth catalyst.
DIVESTITURES: Selling non-core assets can raise cash to pay down debt.
FLEET SOLUTIONS: Growth in high-margin services and data analytics.
PRICING: Favorable price/mix environment can offset raw material costs.

Threats

COMPETITION: Intense price pressure from Tier 2/3 and low-cost imports.
ECONOMY: A recession could significantly reduce consumer tire replacement.
RAW MATERIALS: High volatility in costs of rubber and oil impacts margins.
DELEVERAGING: Failure to reduce debt could lead to credit rating downgrades.
EXECUTION RISK: Inability to execute the 'Forward' plan under new CEO.

Key Priorities

EXECUTION: Flawlessly execute 'Goodyear Forward' to cut costs, reduce debt.
INNOVATION: Win #1 share in the EV replacement market with new technology.
FOCUS: Accelerate divestitures of non-core assets to fund core business.
GROWTH: Expand high-margin fleet solutions and connected business models.

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Goodyear Tire Rubber OKR

Updated: October 3, 2025 • 2025-Q4 Analysis

The Goodyear OKR plan is a masterclass in focus for a company in a critical turnaround. It correctly prioritizes financial health and operational execution above all else, directly addressing the core weaknesses identified in the analysis. The objectives for 'FORWARD EXECUTION' and 'PORTFOLIO FOCUS' are foundational; they are the necessary, non-negotiable steps to earn the right to invest in the future. The 'EV DOMINANCE' and 'FLEET GROWTH' objectives provide the vital link to future growth, ensuring the company doesn't just survive but prepares to thrive in the next era of mobility. This is a disciplined, realistic, and powerful plan to rebuild momentum.

Michelin Bridgestone Continental Pirelli Hankook

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To enable mobility today by becoming the leader in sustainable and intelligent tire technology.

FORWARD EXECUTION

Restore profitability and fortress the balance sheet.

COSTS: Achieve an additional $500M in run-rate savings from the 'Goodyear Forward' plan by year-end.
DEBT: Reduce the Net Debt to Adjusted EBITDA ratio below 3.5x through asset sales and cash generation.
MARGINS: Increase Americas segment operating income margin by 200 basis points over the prior year.
CASH: Generate positive free cash flow for the full fiscal year through disciplined capital management.

EV DOMINANCE

Become the #1 tire brand for electric vehicles.

MARKET SHARE: Capture a 30% share of the U.S. EV replacement tire market for models 3+ years old.
PRODUCT: Launch three new Electric-Drive-Tuned tire lines with a 15% reduction in rolling resistance.
PARTNERSHIPS: Secure OEM fitments on 5 of the top 10 selling new EV models launched globally this year.
R&D: Accelerate development of our 100% sustainable material tire, moving pilot production up by 6 months.

PORTFOLIO FOCUS

Simplify the business to fund our core mission.

DIVESTITURE: Complete the sale of the Off-The-Road and Chemicals businesses ahead of the announced schedule.
PROCEEDS: Apply 100% of net proceeds from all asset sales, totaling over $1.5B, directly to debt reduction.
SIMPLIFICATION: Reduce corporate overhead costs by 10% as a direct result of portfolio simplification.
STRATEGY: Finalize and announce the go-forward strategy for the Dunlop brand in all remaining markets.

FLEET GROWTH

Expand high-margin, data-driven fleet services.

REVENUE: Increase recurring revenue from Goodyear Total Mobility solutions by 25% year-over-year.
ADOPTION: Onboard 200 new commercial fleets to our predictive tire-wear analytics platform this year.
UPTIME: Demonstrate a 10% reduction in tire-related downtime for our top 25 Total Mobility customers.
INNOVATION: Launch a pilot program for a tire-as-a-service subscription model with 5 major fleet partners.

METRICS

Net Debt to Adjusted EBITDA Ratio: < 3.5x
Segment Operating Income: > $1.5 Billion
Free Cash Flow: > $0

VALUES

Safety First
Act with Integrity
Deliver Quality
Care for Our Planet

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Goodyear Tire Rubber Retrospective

AI-Powered Insights

Claude

Gemini

GPT

Goodyear Q1 2024 Earnings Report & Press Release
Goodyear 2023 Annual Report (10-K filing)
Goodyear Investor Day Presentations (2023-2024)
Competitor financial reports (Michelin, Bridgestone)
Industry analysis from Tire Business and Reuters

Michelin Bridgestone Continental Pirelli Hankook

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To enable mobility today by becoming the leader in sustainable and intelligent tire technology.

Toggle Theme

What Went Well

COSTS: Making tangible progress on 'Goodyear Forward' cost-saving targets.
PRICING: Strong price/mix realization helped offset lower volume impacts.
AMERICAS: Americas business unit delivered solid segment operating income.
DEBT: Successfully completed strategic asset sales to begin deleveraging.
CEO: Smooth transition to new CEO Mark Stewart with a clear mandate.

Not So Well

VOLUME: Global tire replacement volumes remain soft, especially in EMEA.
EMEA: Europe segment continues to face significant macroeconomic headwinds.
CASH FLOW: Negative free cash flow remains a key concern for investors.
OEM: Lower OEM production schedules impacted demand in certain segments.
PROFITABILITY: Overall net loss highlights the depth of the needed turnaround.

Learnings

STRATEGY: The 'Goodyear Forward' plan is the correct, necessary strategy.
MARKET: The consumer replacement market is more fragile than anticipated.
CONTROL: We can control costs and price/mix even when volume is weak.
DEBT: Deleveraging must remain the absolute top financial priority.
FOCUS: Portfolio simplification via divestitures is critical for success.

Action Items

EXECUTION: Double down on execution of all 'Goodyear Forward' workstreams.
DIVEST: Accelerate the timeline for remaining non-core asset sales.
CASH: Implement stricter working capital management to preserve cash.
EV: Ensure EV tire development is fully funded despite cost pressures.
COMMUNICATE: Clearly articulate turnaround progress to investors each quarter.

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Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

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Goodyear Tire Rubber Market

AI-Powered Insights

Claude

Gemini

GPT

Goodyear Q1 2024 Earnings Report & Press Release
Goodyear 2023 Annual Report (10-K filing)
Goodyear Investor Day Presentations (2023-2024)
Competitor financial reports (Michelin, Bridgestone)
Industry analysis from Tire Business and Reuters

Founded: 1898, by Frank Seiberling
Market Share: Approximately 9% of the global tire market.
Customer Base: OEMs, consumers, commercial fleets, aviation.
Category:
Automotive Manufacturing
SIC Code: 3011
NAICS Code: 326211 Tire Manufacturing (except Retreading)
Location: Akron, Ohio
Zip Code: 44316
Congressional District: OH-13 AKRON
Employees: 71000

Competitors

Michelin Request Analysis

Bridgestone Request Analysis

Continental Request Analysis

Pirelli Request Analysis

Hankook Request Analysis

Products & Services

No products or services data available

Distribution Channels

Goodyear Tire Rubber Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

Goodyear Q1 2024 Earnings Report & Press Release
Goodyear 2023 Annual Report (10-K filing)
Goodyear Investor Day Presentations (2023-2024)
Competitor financial reports (Michelin, Bridgestone)
Industry analysis from Tire Business and Reuters

Problem

Vehicle safety and performance depends on tires
Fleet operators need to minimize downtime
High total cost of ownership for tires

Solution

High-quality, reliable, innovative tires
Predictive tire management solutions for fleets
Tires designed for fuel efficiency and longevity

Key Metrics

Net Debt to Adjusted EBITDA Ratio
Segment Operating Income Margin
Replacement & OEM Unit Volume

Unique

Iconic brand with over 125 years of trust
Deep OEM integration and co-design partnerships
Unmatched global dealer and service network

Advantage

Massive scale in manufacturing and distribution
Proprietary material science and trade secrets
Goodyear Total Mobility end-to-end fleet offer

Channels

Independent tire dealers (primary channel)
Company-owned retail stores (Goodyear Auto Ctr)
Direct sales to OEMs and large fleet customers
E-commerce platforms and online retailers

Customer Segments

Consumers (replacement market)
Automotive OEMs (new vehicles)
Commercial Fleets (trucking, logistics)
Aviation and specialty off-road vehicles

Costs

Raw materials (natural & synthetic rubber, steel)
Manufacturing labor and plant overhead
Sales, General & Administrative (SG&A)
Research & Development (R&D)

Goodyear Tire Rubber Product Market Fit Analysis

Updated: October 3, 2025

Goodyear Tire enables superior mobility through advanced tire technology. It provides uncompromising performance to ensure driver safety, enhances efficiency to lower operational costs for fleets, and drives innovation in sustainability and intelligent systems. This combination delivers confidence on the road and a stronger return on investment for vehicle owners and operators, defining the future of connected movement.

PERFORMANCE: Uncompromising safety and handling in all conditions.

EFFICIENCY: Lowering total cost of ownership and enhancing fuel economy.

INNOVATION: Pioneering the future of mobility with intelligent and sustainable tires.

Before State

Uncertain tire performance & wear
Inefficient fleet tire management
High fuel consumption from poor tires

After State

Predictable performance and safety
Optimized fleet uptime and tire life
Improved fuel efficiency, lower costs

Negative Impacts

Unexpected downtime and safety risks
High operational costs for fleets
Increased carbon footprint and costs

Positive Outcomes

Enhanced driver confidence, lower risk
Reduced total cost of ownership
Achieved sustainability, savings goals

Key Metrics

Customer Retention Rates - 75% in consumer

Net Promoter Score (NPS) - Varies by region, avg +40

User Growth Rate - Flat to low-single digits

Customer Feedback/Reviews - 1.5k+ on G2 for fleet

Repeat Purchase Rates) - High for fleet contracts

Requirements

Advanced material science R&D
Intelligent sensor technology
Robust data analytics platform

Why Goodyear Tire Rubber

Launch EV-specific tire lines
Expand Goodyear Total Mobility fleet platform
Integrate sustainable materials

Goodyear Tire Rubber Competitive Advantage

125+ years of tire engineering data
Global OEM co-development partnerships
Vast dealer and service network

Proof Points

Official tire of NASCAR for 70+ years
Chosen OEM partner for leading EV brands
Top fleets report 5-10% cost savings

Goodyear Tire Rubber Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

Goodyear Q1 2024 Earnings Report & Press Release
Goodyear 2023 Annual Report (10-K filing)
Goodyear Investor Day Presentations (2023-2024)
Competitor financial reports (Michelin, Bridgestone)
Industry analysis from Tire Business and Reuters

Strategic pillars derived from our vision-focused SWOT analysis

Dominate the EV replacement & OEM tire market.

Achieve top-quartile cost structure.

Lead in non-petroleum based materials.

Grow recurring revenue from intelligent tires.

What You Do

Designs, manufactures, and sells advanced tires and mobility solutions.

Target Market

Vehicle owners, fleet managers, and automotive manufacturers globally.

Differentiation

Iconic brand recognition and heritage.
Extensive global distribution network.

Revenue Streams

Tire Sales (Replacement & OEM)
Fleet Management Services

Goodyear Tire Rubber Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

Goodyear Q1 2024 Earnings Report & Press Release
Goodyear 2023 Annual Report (10-K filing)
Goodyear Investor Day Presentations (2023-2024)
Competitor financial reports (Michelin, Bridgestone)
Industry analysis from Tire Business and Reuters

Company Operations

Organizational Structure: Regional business units with global functions.
Supply Chain: Global network of rubber plantations, manufacturing plants, distribution centers.
Tech Patents: Portfolio in tire design, materials science, and intelligent tire sensors.
Website: https://www.goodyear.com/

Top Clients

Board Members

Goodyear Tire Rubber Competitive Forces

Threat of New Entry

LOW: The tire industry has enormous barriers to entry due to high capital investment for factories, R&D, and global distribution networks.

Supplier Power

MODERATE: Key raw materials like natural rubber are commodities, but consolidation among chemical suppliers can give them some pricing power.

Buyer Power

HIGH: Large auto OEMs and massive retail chains like Walmart and Discount Tire have significant leverage to negotiate prices and terms.

Threat of Substitution

LOW: While retreading exists for commercial tires, there is no viable substitute for new tires in the primary consumer and OEM markets.

Competitive Rivalry

VERY HIGH: Intense rivalry from global giants (Michelin, Bridgestone) and a flood of low-cost Asian imports creates severe price pressure.

Analysis of AI Strategy

Updated: October 3, 2025 • 2025-Q4 Analysis

The Goodyear AI SWOT analysis highlights a significant opportunity gap. The company possesses a wealth of proprietary data—its most valuable, underleveraged asset for an AI-driven future. This data is the fuel for optimizing manufacturing, revolutionizing tire design, and building high-margin predictive services for fleets. However, this potential is currently caged by legacy systems, a talent deficit in AI, and a culture that is not yet data-first. The immediate strategic imperative is not just to experiment with AI, but to embed it into core operations. Starting with predictive maintenance in factories offers a clear path to ROI, which can then fund more ambitious projects in generative R&D and fleet analytics. Failing to act decisively risks ceding the next generation of tire innovation to more agile, tech-forward competitors.

Michelin Bridgestone Continental Pirelli Hankook

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To enable mobility today by becoming the leader in sustainable and intelligent tire technology.

Strengths

DATA: Decades of proprietary tire performance and manufacturing process data.
SENSORS: Growing base of intelligent tires generating real-world data.
FOOTPRINT: Global factory network provides data for process optimization.
PARTNERSHIPS: OEM data sharing agreements offer vehicle performance insights.
TESTING: Extensive physical testing data can train robust simulation models.

Weaknesses

TALENT: Shortage of in-house AI and machine learning engineering expertise.
SYSTEMS: Legacy IT infrastructure and siloed data repositories hinder AI.
CULTURE: Traditional manufacturing culture is slow to adopt AI workflows.
INVESTMENT: High debt limits large-scale investment in AI infrastructure.
INTEGRATION: Difficulty integrating AI insights into physical design cycles.

Opportunities

DESIGN: AI-powered generative design to create novel, efficient tread patterns.
MANUFACTURING: Predictive maintenance AI to reduce factory downtime by over 20%.
SUPPLY CHAIN: AI models to optimize inventory and logistics for raw materials.
PRICING: Dynamic pricing algorithms for replacement market based on demand.
FLEETS: AI analytics on sensor data to predict tire wear for fleet customers.

Threats

COMPETITORS: Rivals like Michelin are investing heavily in AI for R&D.
TECH GIANTS: Potential for tech companies to dominate vehicle data platforms.
CYBERSECURITY: Increased risk of cyber-attacks on connected tire systems.
ALGORITHMS: Risk of flawed AI models leading to poor tire design or safety.
COMMODITIZATION: Competitors using AI to rapidly copy innovative designs.

Key Priorities

EFFICIENCY: Deploy predictive AI in manufacturing to cut operational costs.
R&D: Use generative AI to accelerate development of next-gen EV tires.
SERVICES: Build AI-powered analytics as a premium fleet service offering.
TALENT: Acquire a small AI startup or aggressively hire key AI leadership.

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Goodyear Tire Rubber Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

Goodyear Q1 2024 Earnings Report & Press Release
Goodyear 2023 Annual Report (10-K filing)
Goodyear Investor Day Presentations (2023-2024)
Competitor financial reports (Michelin, Bridgestone)
Industry analysis from Tire Business and Reuters

Profit: -$689 Million Net Loss (2023 FY)

Market Cap: $3.2 Billion (May 2024)

Stock Performance

Annual Report: Available on Goodyear's investor relations website.

Debt: $7.9 Billion Total Debt (Q1 2024)

ROI Impact: Profitability pressures impact capital return metrics.

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Legacy Incumbent

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Goodyear's score reflects a legacy giant at a crossroads. Its vision is category-shaping but weighed down by significant financial and operational weaknesses. The SWOT score is balanced, as strong brand equity and turnaround opportunities are offset by severe debt and competitive threats. The OKRs are appropriately focused on fixing the core business, which limits their immediate world-shaping impact but is critical for survival. The resulting index places Goodyear as an incumbent fighting to transform itself for a new era.

SWOT Factors

Upside: 82.5 Risk: 88.3

OKR Impact

AI Leverage

Top 3 Strategic Levers

Aggressively execute 'Goodyear Forward' to deleverage.

Accelerate EV tire R&D to capture market leadership.

Scale high-margin fleet and data service offerings.

AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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