How a 100-Year-Old Italian Tire Maker Survived the EV Transition cover art

How a 100-Year-Old Italian Tire Maker Survived the EV Transition

How a 100-Year-Old Italian Tire Maker Survived the EV Transition

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In Episode 80 of The Turnaround Podcast, Lucas and Luna examine how Pirelli, the 100-year-old Italian tire manufacturer, navigated the existential threat of the electric vehicle revolution. With EVs demanding different tire specifications—higher load ratings, lower rolling resistance, and reduced noise—Pirelli faced the risk of being disrupted by new entrants like Tesla's in-house tire development and Chinese manufacturers. The conversation anchors on Pirelli's strategic pivot to 'Perfect Fit' tires, co-engineered with automakers for each EV model, and its bet on high-margin replacement tires for luxury EVs. Lucas and Luna also discuss how Pirelli's focus on premium segments (above 18-inch rims) insulated it from commoditization, while its Formula E partnership provided real-world R&D. The episode ties in current market data: the S&P 500 at 7,354, down 1.6% over five days, reflecting broader uncertainty, and the auto industry facing a 'perfect storm' toward 2040. Luna questions whether Pirelli's strategy can survive if EV adoption slows, and Lucas highlights the company's 2025 revenue growth of 5% year-over-year, driven by EV-specific tire sales. The hosts also briefly mention how listener support via buy me a coffee dot com slash fexingo keeps the show ad-free and independent. #Pirelli #TireIndustry #EVTransition #BusinessTurnaround #AutoIndustry #PerfectFitTires #FormulaE #LuxuryEV #Aftermarket #SupplyChain #ChineseCompetition #PremiumStrategy #Restructuring #Business #BusinessPodcast #FexingoBusiness #TheTurnaroundPodcast #Podcast Keep every episode free: buymeacoffee.com/fexingo
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