What is the anticipated timeline for measurable performance improvements under Jan‑Piet van Kesteren's leadership?

Jan‑Piet van Kesteren takes the helm on 1 September 2025, so investors should expect any material impact on Goodyear’s EMEA consumer sales to materialise in the latter half of FY 2025 (Q4 2025) and become clearer in FY 2026. The first 60‑90 days will be spent on integration, channel realignment and rollout of the new go‑to‑market strategy he drove at his previous firms; therefore, earnings‐per‑share and margin lift‑signals are unlikely to appear in the immediate August‑September earnings window but should surface in the September‑December quarter results and be reinforced in the full‑year 2025/26 filing.

From a trading perspective, the market is already pricing in a modest “leadership premium” (the news carries a low‑positive sentiment score of 20). A long‑position taken now can capture the upside as the Q4 2025 results roll out, especially if the stock trades near its 200‑day moving average with relative strength above the S&P 500. Conversely, if the price approaches a key resistance around $12–$13 (the recent high on the 52‑week chart), a partial profit‑take or a tight stop just below the 200‑day MA can protect against a short‑term pullback while still leaving room for the anticipated FY 2026 earnings acceleration. In short, expect measurable performance improvement from Q4 2025 onward, with the most decisive data point likely appearing in Goodyear’s FY 2026 earnings release.