{"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-i%cc%87sti%cc%87fa-etti%cc%87-a-dare-forward-2030-artik-savunulamaz-rakamlarin-gozden-geci%cc%87ri%cc%87lmesi%cc%87","status":"publish","type":"post","link":"https:\/\/www.italpassion.fr\/tr\/stellantis\/demission-de-carlos-tavares-un-dare-forward-2030-plus-tenable-rappel-des-chiffres\/","title":{"rendered":"Carlos Tavares istifa etti: Dare Forward 2030 art\u0131k savunulabilir de\u011fil mi? \u00d6nemli rakamlar"},"content":{"rendered":"
\"\"<\/figure>\n\n\n\n

Carlos Tavares'in ani istifas\u0131, 1 Aral\u0131k 2024 Pazar g\u00fcn\u00fc a\u00e7\u0131kland\u0131<\/a>yak\u0131n tarihinde bir d\u00f6n\u00fcm noktas\u0131na i\u015faret etmektedir. Stellantis<\/a>. Resmi gerek\u00e7eler stratejik farkl\u0131l\u0131klara i\u015faret ederken, <\/strong>Grubun \u00f6zellikle Kuzey Amerika'da kar\u015f\u0131la\u015ft\u0131\u011f\u0131 zorluklar ve Dare Forward 2030 plan\u0131n\u0131n bazen ger\u00e7ek\u00e7i olmayan hedefleri, \u015fu sorular\u0131 g\u00fcndeme getirmektedir belirlenen hedeflerin uygulanabilirli\u011fi. <\/strong>Bu ayr\u0131l\u0131\u015f, otomobil devinin \u00f6nceliklerini g\u00f6zden ge\u00e7irmek i\u00e7in bir f\u0131rsat sunuyor mu?<\/p>\n\n\n\n

Karma\u015f\u0131k bir ba\u011flamda iddial\u0131 hedefler<\/h2>\n\n\n\n

Carlos Tavares<\/a> yapm\u0131\u015ft\u0131. Dare Forward 2030, Stellantis'i elektrifikasyon ve s\u00fcrd\u00fcr\u00fclebilir mobilite alan\u0131nda bir d\u00fcnya liderine d\u00f6n\u00fc\u015ft\u00fcrmek i\u00e7in cesur bir plan<\/strong>. \u015eirketin 2024 y\u0131l\u0131 i\u00e7in ana hedefleri aras\u0131nda 200 milyar avroluk sat\u0131\u015f, \u00e7ift haneli i\u015fletme marj\u0131, 8 % Ar-Ge harcamas\u0131 ve elektrikli ara\u00e7larda g\u00fc\u00e7l\u00fc bir art\u0131\u015f yer al\u0131yor.<\/p>\n\n\n

\n
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Dare Forward 2030 plan\u0131n\u0131n hedefleri<\/figcaption><\/figure>\n<\/div>\n\n\n

Ancak son mali sonu\u00e7lar, bu hedeflere giden yolun tuzaklarla dolu oldu\u011funu g\u00f6stermi\u015ftir. 2024'\u00fcn \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde sat\u0131\u015flar 27 % d\u00fc\u015ferken, konsolide sat\u0131\u015flar bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re 20 % azald\u0131.<\/strong> Bunun nedenleri aras\u0131nda \u00fcretim kesintileri, Kuzey Amerika'daki a\u015f\u0131r\u0131 stoklama ve Avrupa'daki zorlu ekonomik ortam yer al\u0131yor.<\/p>\n\n\n\n

Bu mali aksakl\u0131klar, \u00f6zellikle Tavares'in stratejisine giderek daha fazla \u015f\u00fcpheyle yakla\u015fan bir Y\u00f6netim Kurulu kar\u015f\u0131s\u0131nda \u015firket i\u00e7i gerilimleri daha da art\u0131rd\u0131.<\/p>\n\n\n\n

Arka planda stratejik anla\u015fmazl\u0131klar<\/h2>\n\n\n\n

Y\u00f6netim Kurulu Ba\u015fkan\u0131, John Elkann, Stellantis'in Kuzey Amerika'daki sat\u0131\u015f performans\u0131ndan memnun g\u00f6r\u00fcnm\u00fcyordu<\/strong>tarihsel olarak k\u00e2rl\u0131 bir b\u00f6lge. Bayilerin ve sendikalar\u0131n ho\u015fnutsuzlu\u011fu, stok y\u00f6netimindeki hatalar ve \u00e7ok h\u0131zl\u0131 oldu\u011fu d\u00fc\u015f\u00fcn\u00fclen bir elektrifikasyon stratejisi ile birle\u015ferek bir gerilim ortam\u0131 yaratt\u0131.<\/p>\n\n\n\n

Otomobil \u0130\u015f\u00e7ileri Sendikas\u0131 (UAW), \u00f6zellikle Belvidere fabrikas\u0131n\u0131n yeniden a\u00e7\u0131lmas\u0131ndaki gecikme nedeniyle Tavares y\u00f6netimini a\u00e7\u0131k\u00e7a ele\u015ftirmektedir. Bu ele\u015ftiriler y\u0131l\u0131n ba\u015f\u0131nda \u015fu olayla doru\u011fa ula\u015ft\u0131 UAW \u015fefi Shawn Fain onun \u00e7al\u0131\u015fmalar\u0131n\u0131 \"peri\u015fan\" olarak nitelendirdi.<\/strong><\/p>\n\n\n\n

Buna Stellantis'in eski CFO'su Nathalie Knight ile ya\u015fanan k\u00fc\u00e7\u00fck ileti\u015fim sorunlar\u0131 da eklendi. bir Maserati'nin sat\u0131\u015f\u0131na a\u00e7\u0131k oldu\u011funu teyit etti<\/a>\u00f6nce grup birka\u00e7 g\u00fcn sonra bir yalanlama yay\u0131nlad\u0131<\/a>. Nathalie Knight birka\u00e7 ay sonra Stellantis'ten ayr\u0131ld\u0131.<\/p>\n\n\n\n

Dare Forward hedeflerinin a\u011f\u0131rl\u0131\u011f\u0131<\/h2>\n\n\n\n

Dare Forward 2030 plan\u0131, Stellantis'i CO2 emisyonlar\u0131n\u0131 azaltmak, elektrikli bile\u015fenleri dikey olarak entegre etmek, elektrikli ara\u00e7lar\u0131n sat\u0131\u015f kar\u0131\u015f\u0131m\u0131n\u0131 art\u0131rmak ve 2021 ile 2023 y\u0131llar\u0131 aras\u0131nda a\u011f\u0131rl\u0131kl\u0131 olarak Avrupa ve Kuzey Amerika'da olmak \u00fczere 30.000'den fazla i\u015fi azaltmak gibi bir dizi iddial\u0131 hedefle d\u00f6n\u00fc\u015ft\u00fcrmek \u00fczere tasarland\u0131... Si \u00f6nemli kilometre ta\u015flar\u0131na ula\u015f\u0131ld\u0131<\/strong>Bu ilerlemeler, b\u00fcy\u00fck operasyonel zorluklar\u0131n g\u00f6lgesinde kalm\u0131\u015ft\u0131r.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
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Stellantis rakamlar\u0131 2021 - 2023. italpassion tablosu<\/figcaption><\/figure>\n\n\n\n

Kuzey Amerika'da Jeep ve RAM modellerinin sat\u0131\u015flar\u0131 ve Stellantis'in elektrik pazar\u0131nda \u00c7inli \u00fcreticilerle rekabet etme kabiliyeti zarar g\u00f6rd\u00fc. Avrupa'da, elektrikli ara\u00e7lara ge\u00e7i\u015f i\u00e7in yap\u0131lan b\u00fcy\u00fck yat\u0131r\u0131mlar marjlar \u00fczerinde bask\u0131 yaratt\u0131. Dare Forward plan\u0131n\u0131n temel ta\u015f\u0131 olan \u00e7ift haneli karl\u0131l\u0131k aray\u0131\u015f\u0131 art\u0131k ula\u015f\u0131lamaz g\u00f6r\u00fcn\u00fcyor<\/strong> b\u00f6yle gergin bir ba\u011flamda.<\/p>\n\n\n\n

Yeni bir ba\u015flang\u0131\u00e7 i\u00e7in bir f\u0131rsat m\u0131?<\/h2>\n\n\n\n

Carlos Tavares'in ayr\u0131l\u0131\u015f\u0131 Dare Forward plan\u0131n\u0131n derinlemesine g\u00f6zden ge\u00e7irilmesine kap\u0131 a\u00e7ar<\/strong>. Y\u00f6netim Kurulu, yerel pazarlar\u0131n ger\u00e7eklerine uyum sa\u011flamaya odaklanan daha ger\u00e7ek\u00e7i bir yakla\u015f\u0131m\u0131 tercih edebilir. Bayiler, \u00e7al\u0131\u015fanlar ve Amerikan sendikalar\u0131 ile ya\u015fanan gerginliklerin azalt\u0131lmas\u0131 gerekirken, \u00c7in'in sald\u0131r\u0131s\u0131 kar\u015f\u0131s\u0131nda Avrupa'daki rekabet g\u00fcc\u00fcn\u00fc korumak i\u00e7in daha \u00f6l\u00e7\u00fcl\u00fc bir strateji \u00f6ng\u00f6r\u00fclebilir.<\/p>\n\n\n\n

Ekonomik ve end\u00fcstriyel ger\u00e7eklere g\u00f6re uyarlanm\u0131\u015f yeni bir Dare Forward plan\u0131<\/strong>gelecekteki CEO'nun liderli\u011finde 2025 y\u0131l\u0131nda ba\u015flat\u0131labilir. Zorluklar aras\u0131nda Kuzey Amerika'daki sat\u0131\u015flar\u0131 canland\u0131rmak, Avrupa elektrikli ara\u00e7 pazar\u0131ndaki kazan\u0131mlar\u0131 peki\u015ftirmek ve payda\u015f ili\u015fkilerini daha iyi y\u00f6netmek yer al\u0131yor.<\/p>\n\n\n\n

Grubun h\u0131rs ve pragmatizm aras\u0131nda bir denge kurmas\u0131 gerekmektedir.<\/strong> Tavares'in halefi, y\u00f6netim kurulunu, \u00e7al\u0131\u015fanlar\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131 ortak bir proje etraf\u0131nda uzla\u015ft\u0131rmak gibi zorlu bir g\u00f6rev \u00fcstlenecek.<\/p>\n\n\n\n

E\u011fer Dare Forward 2030 yeniden d\u00fczenlenirse, bu Tavares'in vizyonunun inkar\u0131 de\u011fil, belirsiz bir gelecekle y\u00fczle\u015fmek i\u00e7in gerekli bir yeniden d\u00fczenleme olacakt\u0131r. Stellantis y\u00fcksek risklere oynuyor: mesele sadece rakamlar\u0131 tersine \u00e7evirmek de\u011fil, ayn\u0131 zamanda piyasalar\u0131n (y\u0131l ba\u015f\u0131ndan bu yana -45 %) ve t\u00fcketicilerin g\u00fcvenini yeniden kazanmak.<\/p>\n\n\n\n

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