Michelin – Tyres Growth Outlook & Margin Dynamics – 26 August 2021

  • Public Equity
  • Consumer
  • Europe


  • Volume outlook by vehicle type and region – OEM (original equipment manufacturer) and aftermarket trends, the impact of the EV (electric vehicle) shift and the semiconductor shortage's short-term implications
  • Pricing expectations in light of raw material price inflation, highlighting opportunities to pass costs on to customers
  • Distribution network shifts and D2C vs dealership trends
  • Operating income outlook and improvement opportunities


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