{
  "docId": "019dd923-622c-750b-8b9c-7f2ac9bf331f",
  "docSlug": "2afd1d7556e8",
  "documentTitle": "The Goodyear Tire & Rubber Company (GT)",
  "authorId": "02_Elliott_Management",
  "authorName": "Elliott",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2023-05-11 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.75,
  "pageNumber": 13,
  "pageCount": 41,
  "prevPage": 12,
  "nextPage": 14,
  "slideType": "key_takeaways",
  "function": "quantify_opportunity",
  "density": "dense",
  "nDataPoints": 12,
  "notes": "The slide uses a combination of market share data and pricing trends to justify a bullish outlook on Goodyear's OEM business.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "bullet_list",
    "line_chart",
    "bar_chart_vertical",
    "logo_grid",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9c-7f2ac9bf331f/13",
  "deckHref": "/decks/019dd923-622c-750b-8b9c-7f2ac9bf331f",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9c-7f2ac9bf331f.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9c-7f2ac9bf331f#slide-13",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Goodyear is the #1 OE tire provider in North America",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-f5cf-7048-87fc-16a74b27f6be",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.9,
        "x": 0.05,
        "y": 0.55
      },
      "kind": "chart",
      "text": "Goodyear Tire Attach Rate By OEM (North America)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "00930893-252d-4b5c-ac77-b46e1292f811",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.45,
        "x": 0.52,
        "y": 0.15
      },
      "kind": "chart",
      "text": "Indexed Average Sale Price (North America)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8612555b-0177-4f4c-94a0-8ca5f48bc573",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.45,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "list",
      "text": "Goodyear is the #1 North American OE tire provider with ~23% share driven by strong attach rates with GM, Stellantis, Honda, Ford and Tesla. Goodyear should benefit from its top OE customers regaining market share that was lost following the Global Financial Crisis. Goodyear's top OE customers are growing average sale price (\"ASP\") faster than peers, driven by their leading electric vehicle portfolios and upcoming new vehicle launches, which should drive higher-margin tires on higher-end vehicles for Goodyear",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9efdcb8c-e585-4b1a-b288-6e23a19aa5dc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "tire attach rate: 23%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-f5cf-7048-87fc-197465e116e6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.6,
        "x": 0.05,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: Modern Tire Dealer January 2023 and Wolfe Research. Note: Goodyear market share includes Dunlop (excluding Japanese OEMs).",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f0565b40-17a1-4a6f-82c7-c051a5f55cc4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.05,
        "y": 0.12
      },
      "kind": "title",
      "text": "Goodyear is well positioned to grow with auto manufacturers who are taking share and leading the transition to electric vehicles",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7d6523c2-a003-4054-87ef-63db19f2c0c9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Well Positioned with Growing OEMs",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f6ec940e-0e07-456e-8a91-d77e7ad45adb",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}