{"id":35330,"date":"2024-12-02T20:21:42","date_gmt":"2024-12-02T19:21:42","guid":{"rendered":"https:\/\/www.italpassion.fr\/?p=35330"},"modified":"2024-12-02T20:21:44","modified_gmt":"2024-12-02T19:21:44","slug":"carlos-tavares-dimite-un-atrevimiento-hacia-2030-ya-no-es-sostenible-revision-de-las-cifras","status":"publish","type":"post","link":"https:\/\/www.italpassion.fr\/es\/stellantis\/demission-de-carlos-tavares-un-dare-forward-2030-plus-tenable-rappel-des-chiffres\/","title":{"rendered":"Carlos Tavares dimite: \u00bfDare Forward 2030 ya no es sostenible? Cifras clave"},"content":{"rendered":"
\"\"<\/figure>\n\n\n\n

La repentina dimisi\u00f3n de Carlos Tavares, anunciado el domingo 1 de diciembre de 2024<\/a>marca un punto de inflexi\u00f3n en la historia reciente de Stellantis<\/a>. Mientras que las razones oficiales citan diferencias estrat\u00e9gicas, <\/strong>las dificultades encontradas por el Grupo, en particular en Am\u00e9rica del Norte, y las ambiciones a veces juzgadas poco realistas de su plan Dare Forward 2030, plantean la cuesti\u00f3n de la viabilidad de los objetivos fijados. <\/strong>\u00bfSupone esta marcha una oportunidad para revisar las prioridades del gigante automovil\u00edstico?<\/p>\n\n\n\n

Objetivos ambiciosos en un contexto complicado<\/h2>\n\n\n\n

Carlos Tavares<\/a> hab\u00eda hecho Dare Forward 2030, un audaz plan para transformar Stellantis en l\u00edder mundial de la electrificaci\u00f3n y la movilidad sostenible<\/strong>. Sus principales objetivos para 2024 inclu\u00edan unas ventas de 200.000 millones de euros, un margen operativo de dos d\u00edgitos, 8 % de gasto en I+D y un fuerte aumento de los veh\u00edculos el\u00e9ctricos.<\/p>\n\n\n

\n
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Objetivos del plan Dare Forward 2030<\/figcaption><\/figure>\n<\/div>\n\n\n

Sin embargo, los \u00faltimos resultados financieros han demostrado que el camino hacia estas ambiciones est\u00e1 lleno de escollos. Las ventas del tercer trimestre de 2024 se desplomaron 27 %, y las ventas consolidadas cayeron 20 % interanuales.<\/strong> Las razones aducidas incluyen interrupciones de la producci\u00f3n, exceso de existencias en Norteam\u00e9rica y un entorno econ\u00f3mico dif\u00edcil en Europa.<\/p>\n\n\n\n

Estos reveses financieros han exacerbado las tensiones internas, sobre todo ante un Consejo de Administraci\u00f3n cada vez m\u00e1s esc\u00e9ptico sobre la estrategia de Tavares.<\/p>\n\n\n\n

Desacuerdos estrat\u00e9gicos de fondo<\/h2>\n\n\n\n

El Presidente del Consejo de Administraci\u00f3n, John Elkann, parec\u00eda insatisfecho con los resultados de ventas de Stellantis en Norteam\u00e9rica<\/strong>una regi\u00f3n hist\u00f3ricamente rentable. El descontento de concesionarios y sindicatos, unido a errores en la gesti\u00f3n de las existencias y a una estrategia de electrificaci\u00f3n considerada demasiado r\u00e1pida, ha creado un clima de tensi\u00f3n.<\/p>\n\n\n\n

El Sindicato de Trabajadores del Autom\u00f3vil (UAW) ha criticado abiertamente la gesti\u00f3n de Tavares, en particular por el retraso en la reapertura de la planta de Belvidere. Estas cr\u00edticas llegaron a su punto \u00e1lgido a principios de a\u00f1o, cuando El jefe de la UAW, Shawn Fain, calific\u00f3 su trabajo de \"cutre\".<\/strong><\/p>\n\n\n\n

A esto se a\u00f1aden peque\u00f1os problemas de comunicaci\u00f3n, como con Nathalie Knight, ex directora financiera de Stellantis, que confirm\u00f3 que estaba abierta a la venta de un Maserati<\/a>antes de el grupo emiti\u00f3 un desmentido unos d\u00edas despu\u00e9s<\/a>. Nathalie Knight dej\u00f3 Stellantis unos meses despu\u00e9s.<\/p>\n\n\n\n

El peso de las ambiciones de Dare Forward<\/h2>\n\n\n\n

El plan Dare Forward 2030 se dise\u00f1\u00f3 para transformar Stellantis mediante una serie de ambiciosos objetivos, entre ellos reducir las emisiones de CO2, integrar verticalmente los componentes el\u00e9ctricos, aumentar el mix de ventas de veh\u00edculos electrificados y suprimir m\u00e1s de 30.000 puestos de trabajo, principalmente en Europa y Norteam\u00e9rica, entre 2021 y 2023... Si se han alcanzado importantes hitos<\/strong>Estos avances se han visto ensombrecidos por importantes retos operativos.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
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Cifras de Stellantis 2021 - 2023. tabla italpassion<\/figcaption><\/figure>\n\n\n\n

En Norteam\u00e9rica, las ventas de modelos Jeep y RAM se resintieron, al igual que la capacidad de Stellantis para competir con los fabricantes chinos en el mercado el\u00e9ctrico. En Europa, la inversi\u00f3n masiva en la transici\u00f3n a los veh\u00edculos el\u00e9ctricos lastr\u00f3 los m\u00e1rgenes. La b\u00fasqueda de una rentabilidad de dos d\u00edgitos, piedra angular del plan Dare Forward, parece ahora inalcanzable<\/strong> en un contexto tan tenso.<\/p>\n\n\n\n

\u00bfUna oportunidad para empezar de cero?<\/h2>\n\n\n\n

La marcha de Carlos Tavares abre la puerta a una revisi\u00f3n en profundidad del plan Dare Forward<\/strong>. El Consejo podr\u00eda optar por un enfoque m\u00e1s realista, centrado en adaptarse a las realidades de los mercados locales. Habr\u00e1 que aliviar las tensiones con los concesionarios, los empleados y los sindicatos estadounidenses, al tiempo que podr\u00eda plantearse una estrategia m\u00e1s comedida para mantener la competitividad en Europa frente a la ofensiva china.<\/p>\n\n\n\n

Un nuevo plan Dare Forward, adaptado a la realidad econ\u00f3mica e industrial<\/strong>podr\u00eda lanzarse en 2025 bajo la direcci\u00f3n del futuro CEO. Entre sus retos est\u00e1n reactivar las ventas en Norteam\u00e9rica, consolidar las ganancias en el mercado europeo de veh\u00edculos el\u00e9ctricos y gestionar mejor las relaciones con las partes interesadas.<\/p>\n\n\n\n

El Grupo debe encontrar un equilibrio entre ambici\u00f3n y pragmatismo.<\/strong> El sucesor de Tavares tendr\u00e1 la onerosa tarea de reconciliar al consejo, los empleados y los inversores en torno a un proyecto com\u00fan.<\/p>\n\n\n\n

Si Dare Forward 2030 se ajusta, no ser\u00e1 una negaci\u00f3n de la visi\u00f3n de Tavares, sino un reajuste necesario para afrontar un futuro incierto. Stellantis se juega mucho: no s\u00f3lo se trata de dar la vuelta a las cifras, sino tambi\u00e9n de recuperar la confianza de los mercados (-45 % desde principios de a\u00f1o) y de los consumidores.<\/p>\n\n\n\n

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