{"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-demite-se-um-desafio-para-2030-que-ja-nao-e-sustentavel-revisao-dos-numeros","status":"publish","type":"post","link":"https:\/\/www.italpassion.fr\/pt\/stellantis\/demission-de-carlos-tavares-un-dare-forward-2030-plus-tenable-rappel-des-chiffres\/","title":{"rendered":"Carlos Tavares demite-se: Ousar Avan\u00e7ar 2030 j\u00e1 n\u00e3o \u00e9 sustent\u00e1vel? N\u00fameros-chave"},"content":{"rendered":"
\"\"<\/figure>\n\n\n\n

A demiss\u00e3o repentina de Carlos Tavares, anunciado no domingo, 1 de dezembro de 2024<\/a>marca um ponto de viragem na hist\u00f3ria recente da Stellantis<\/a>. Embora as raz\u00f5es oficiais citem diferen\u00e7as estrat\u00e9gicas, <\/strong>as dificuldades encontradas pelo Grupo, nomeadamente na Am\u00e9rica do Norte, e as ambi\u00e7\u00f5es por vezes consideradas irrealistas do seu plano Dare Forward 2030, levantam a quest\u00e3o a viabilidade dos objectivos fixados. <\/strong>Ser\u00e1 que esta sa\u00edda constitui uma oportunidade para rever as prioridades do gigante autom\u00f3vel?<\/p>\n\n\n\n

Objectivos ambiciosos num contexto complicado<\/h2>\n\n\n\n

Carlos Tavares<\/a> tinha feito Dare Forward 2030 um plano arrojado para transformar Stellantis num l\u00edder mundial em eletrifica\u00e7\u00e3o e mobilidade sustent\u00e1vel<\/strong>. Os seus principais objectivos para 2024 inclu\u00edam vendas de 200 mil milh\u00f5es de euros, uma margem operacional de dois d\u00edgitos, 8 % de despesas em I&D e um forte aumento dos ve\u00edculos el\u00e9ctricos.<\/p>\n\n\n

\n
\"\"
Objectivos do plano Dare Forward 2030<\/figcaption><\/figure>\n<\/div>\n\n\n

No entanto, os resultados financeiros recentes mostraram que o caminho para estas ambi\u00e7\u00f5es est\u00e1 cheio de armadilhas. As vendas do terceiro trimestre de 2024 registaram uma quebra de 27 % e as vendas consolidadas diminu\u00edram 20 % em termos anuais.<\/strong> As raz\u00f5es apresentadas incluem interrup\u00e7\u00f5es na produ\u00e7\u00e3o, excesso de exist\u00eancias na Am\u00e9rica do Norte e um ambiente econ\u00f3mico dif\u00edcil na Europa.<\/p>\n\n\n\n

Estes contratempos financeiros agravaram as tens\u00f5es internas, nomeadamente perante um Conselho de Administra\u00e7\u00e3o cada vez mais c\u00e9tico em rela\u00e7\u00e3o \u00e0 estrat\u00e9gia da Tavares.<\/p>\n\n\n\n

Desacordos estrat\u00e9gicos em segundo plano<\/h2>\n\n\n\n

O Presidente do Conselho de Administra\u00e7\u00e3o, John Elkann, parecia insatisfeito com o desempenho das vendas da Stellantis na Am\u00e9rica do Norte<\/strong>uma regi\u00e3o historicamente rent\u00e1vel. O descontentamento dos concession\u00e1rios e dos sindicatos, associado a erros de gest\u00e3o dos stocks e a uma estrat\u00e9gia de eletrifica\u00e7\u00e3o considerada demasiado r\u00e1pida, criou um clima de tens\u00e3o.<\/p>\n\n\n\n

O Sindicato dos Trabalhadores do Setor Autom\u00f3vel (UAW) tem criticado abertamente a gest\u00e3o da Tavares, nomeadamente no que se refere ao atraso na reabertura da f\u00e1brica de Belvidere. Essas cr\u00edticas chegaram ao auge no in\u00edcio do ano, quando O l\u00edder do UAW, Shawn Fain, descreveu o seu trabalho como \"miser\u00e1vel\".<\/strong><\/p>\n\n\n\n

A isto juntam-se pequenos problemas de comunica\u00e7\u00e3o, como com Nathalie Knight, antiga diretora financeira da Stellantis, que confirmou que estava aberto \u00e0 venda de um Maserati<\/a>antes de o grupo desmentiu a not\u00edcia alguns dias depois<\/a>. Nathalie Knight deixou Stellantis alguns meses mais tarde.<\/p>\n\n\n\n

O peso das ambi\u00e7\u00f5es do Dare Forward<\/h2>\n\n\n\n

O plano Dare Forward 2030 foi concebido para transformar a Stellantis atrav\u00e9s de uma s\u00e9rie de objectivos ambiciosos, incluindo a redu\u00e7\u00e3o das emiss\u00f5es de CO2, a integra\u00e7\u00e3o vertical de componentes el\u00e9ctricos, o aumento do mix de vendas de ve\u00edculos electrificados e a redu\u00e7\u00e3o de mais de 30 000 postos de trabalho, principalmente na Europa e na Am\u00e9rica do Norte, entre 2021 e 2023... Si foram alcan\u00e7ados marcos importantes<\/strong>Estes avan\u00e7os foram ensombrados por grandes desafios operacionais.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
\"\"
Dados Stellantis 2021 - 2023. tabela italpassion<\/figcaption><\/figure>\n\n\n\n

Na Am\u00e9rica do Norte, as vendas dos modelos Jeep e RAM foram afectadas, tal como a capacidade da Stellantis para competir com os fabricantes chineses no mercado dos ve\u00edculos el\u00e9ctricos. Na Europa, o investimento maci\u00e7o na transi\u00e7\u00e3o para os ve\u00edculos el\u00e9ctricos pesou sobre as margens. A procura de uma rendibilidade de dois d\u00edgitos, a pedra angular do plano Dare Forward, parece agora fora de alcance<\/strong> num contexto t\u00e3o tenso.<\/p>\n\n\n\n

Uma oportunidade para um novo come\u00e7o?<\/h2>\n\n\n\n

A partida de Carlos Tavares abre a porta a uma revis\u00e3o aprofundada do plano \"Dare Forward<\/strong>. O Conselho de Administra\u00e7\u00e3o poderia optar por uma abordagem mais realista, centrada na adapta\u00e7\u00e3o \u00e0s realidades dos mercados locais. As tens\u00f5es com os concession\u00e1rios, os trabalhadores e os sindicatos americanos ter\u00e3o de ser atenuadas, ao mesmo tempo que se poder\u00e1 prever uma estrat\u00e9gia mais ponderada para manter a competitividade na Europa face \u00e0 ofensiva chinesa.<\/p>\n\n\n\n

Um novo plano Dare Forward, adaptado \u00e0s realidades econ\u00f3micas e industriais<\/strong>poder\u00e1 ser lan\u00e7ado em 2025 sob a dire\u00e7\u00e3o do futuro CEO. Os desafios incluem o relan\u00e7amento das vendas na Am\u00e9rica do Norte, a consolida\u00e7\u00e3o dos ganhos no mercado europeu de ve\u00edculos el\u00e9ctricos e uma melhor gest\u00e3o das rela\u00e7\u00f5es com as partes interessadas.<\/p>\n\n\n\n

O Grupo precisa de encontrar um equil\u00edbrio entre ambi\u00e7\u00e3o e pragmatismo.<\/strong> O sucessor de Tavares ter\u00e1 a dif\u00edcil tarefa de conciliar a dire\u00e7\u00e3o, os trabalhadores e os investidores em torno de um projeto comum.<\/p>\n\n\n\n

Se o Dare Forward 2030 for ajustado, n\u00e3o ser\u00e1 uma nega\u00e7\u00e3o da vis\u00e3o de Tavares, mas um realinhamento necess\u00e1rio para enfrentar um futuro incerto. Stellantis est\u00e1 a jogar com apostas altas: n\u00e3o se trata apenas de dar a volta aos n\u00fameros, mas tamb\u00e9m de recuperar a confian\u00e7a dos mercados (-45 % desde o in\u00edcio do ano) e dos consumidores.<\/p>\n\n\n\n

\"\"<\/figure>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":35334,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_sitemap_exclude":false,"_sitemap_priority":"","_sitemap_frequency":"","footnotes":""},"categories":[29],"tags":[398],"class_list":["post-35330","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stellantis","tag-carlos-tavares","generate-columns","tablet-grid-50","mobile-grid-100","grid-parent","grid-33"],"acf":[],"yoast_head":"\nD\u00e9mission de Carlos Tavares : un Dare Forward 2030 plus tenable ? Rappel des chiffres - ItalPassion<\/title>\n<meta name=\"description\" content=\"La d\u00e9mission soudaine de Carlos Tavares, annonc\u00e9e le dimanche 1er d\u00e9cembre 2024, marque un tournant dans l\u2019histoire r\u00e9cente de Stellantis. 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