Group 1 - Harley-Davidson is expected to report Q2 2025 earnings on July 30, 2025, with consensus forecasts indicating earnings of approximately $0.96 per share, down from $1.63 in the same quarter last year, and revenue expected to be around $1.1 billion, reflecting a nearly 19% year-over-year decrease [2] - The decline in earnings and revenue suggests a diminishing interest in Harley's high-end motorcycles, attributed to low consumer confidence amid high interest rates and economic uncertainty [2] - The company has retracted its full-year 2025 outlook due to uncertainties related to trade policies and macroeconomic fluctuations, while management emphasizes commitment to cost control and stricter inventory management [2] Group 2 - Harley-Davidson currently has a market capitalization of $3.0 billion, with revenue for the past twelve months at $4.8 billion, generating $314 million in operating profits and $354 million in net income [3] - Historical trends indicate that there have been 17 earnings data points over the past five years, with 11 positive and 6 negative one-day returns, resulting in a 65% occurrence of positive returns [5] - The median of the 11 positive returns is 7.8%, while the median of the 6 negative returns is -6.8% [5] Group 3 - A strategy to analyze the correlation between short-term and medium-term returns post-earnings can be effective, particularly if the correlation is strong [6] - The correlation between 1D and 5D returns can guide traders to position themselves "long" for the subsequent 5 days if the 1D post-earnings return is positive [6] - The performance of peers can influence Harley-Davidson's stock reaction following earnings, with market adjustments potentially beginning prior to the earnings announcement [7]

Group 1 - Harley-Davidson has been facing challenges recently, with a previous recommendation of 'buy' made in late October 2022 [1] - The overall picture for the motorcycle manufacturer has deteriorated since the earlier positive outlook [1] Group 2 - Crude Value Insights provides an investment service focused on oil and natural gas, emphasizing cash flow and growth potential [1] - Subscribers benefit from a stock model account, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2]

Core Points - Harley-Davidson, Inc. will release its second quarter 2025 financial results on July 30, 2025, before market hours [1] - An audio webcast for discussing financial results and business developments is scheduled from 8-9 a.m. CT on the same day [1] - A slide presentation supporting the discussion will be available prior to the audio webcast [1] Company Background - Harley-Davidson, Inc. is the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services [3]

Group 1 - Harley-Davidson has been fined $1.4 million by Japan for violating market quota regulations [1]

Core Insights - Central Standard Craft Distillery will relocate its main operations to a refurbished 73,000-square-foot space on the historic Harley-Davidson campus in Milwaukee, aiming to open in late spring 2026 [1][3] - The expansion is expected to increase distillery production capacity by 20 times and create new job opportunities, with headcount projected to double [4][3] - Both Central Standard and Harley-Davidson have a strong history of investing in the Milwaukee community, enhancing local economic and tourism landscapes [2][6] Company Developments - Central Standard's new facility will include full distillery production, a tasting room, tours, and private events, consolidating operations currently spread across three locations [1][4] - The project is designed by Minnesota-based firm HGA, which has previously worked on Central Standard's Crafthouse & Kitchen [5] - Harley-Davidson continues to invest in the Juneau Avenue area, recently unveiling Davidson Park as part of its commitment to community revitalization [6][7] Market Position - Central Standard Craft Distillery is recognized as the fastest-growing top-10 distiller in Wisconsin, producing award-winning spirits from locally sourced ingredients [9] - The partnership with Harley-Davidson is seen as a strategic move to enhance Central Standard's presence and engagement within the Milwaukee community [4][3]

Core Viewpoint - The Law Offices of Frank R. Cruz is investigating potential claims against the board of directors of Harley-Davidson, Inc. regarding possible breaches of fiduciary duties to shareholders and allegations of gross mismanagement of the company [1]. Group 1 - The investigation focuses on whether the board of directors of Harley-Davidson has acted in the best interests of shareholders [1]. - Shareholders are encouraged to participate in the investigation if they hold shares in Harley-Davidson [1]. Group 2 - The Law Offices of Frank R. Cruz provides contact information for shareholders who wish to discuss their rights and interests related to the investigation [3].

Core Points - Harley-Davidson confirmed the election of all nine Director nominees at the 2025 Annual Meeting of Shareholders [1] - The search for Harley-Davidson's next CEO is ongoing, led by the search committee [1] - CEO Jochen Zeitz expressed gratitude to shareholders and emphasized the company's commitment to long-term value creation [2] Company Overview - Harley-Davidson, Inc. is the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services, aiming to be the most desirable motorcycle brand globally [3] - The company has a controlling interest in LiveWire Group, Inc., the first publicly traded all-electric motorcycle company in the U.S., focusing on urban adventure and electric motorcycle innovation [3]

Core Points - Harley-Davidson shareholders have elected all of the company's Director nominees during the 2025 Annual Meeting of Shareholders [1] - The Board expressed gratitude to shareholders for their trust and support, emphasizing ongoing engagement and commitment to shareholder interests [1] - Preliminary voting results indicated that shareholders approved all other proposals submitted for a vote at the Annual Meeting [1] Company Overview - Harley-Davidson, Inc. is the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services, aiming to lead the motorcycle industry through innovation and emotional connection [2] - The company has a controlling interest in LiveWire Group, Inc., the first publicly traded all-electric motorcycle company in the U.S., focusing on urban adventure and electric motorcycle branding [2]

Financial Data and Key Metrics Changes - The company did not achieve the originally set goals for 2024 but believes that the decisions made are strengthening its foundation for the future [17] - Retail sales of the Touring segment were up 18% in the first half of the year, with a full-year increase of more than 8% despite a 4% decline in overall retail sales in North America [18] Business Line Data and Key Metrics Changes - The Touring segment's retail sales growth contributed to Harley Davidson's market share reaching almost 75%, an increase of 3.5% since 2023 [18] - The company continues to invest in core motorcycle segments and plans to launch impactful new products annually, including a new Cruiser lineup and a new trike expected in 2026 [19] Market Data and Key Metrics Changes - LiveWire's global retail performance grew by 46% year over year, maintaining a 65% market share in the US for the fifty-plus horsepower on-road EV segment [20] Company Strategy and Development Direction - The company is focused on creating products beyond motorcycles, such as apparel and licensing, and is pursuing brand collaborations to connect with customers [21] - The company is evaluating an external investment into Harley Davidson Financial Services, with multiple interested parties involved [22] Management's Comments on Operating Environment and Future Outlook - The management highlighted that the headwinds facing the broader powersports and discretionary leisure industry are complicated, particularly in the EV segment [20] - The company is committed to innovation and exploring opportunities in segments with potential for market success and profitability [19] Other Important Information - The company confirmed that the HDFS transaction is progressing, with details expected during the second quarter earnings presentation [22] Q&A Session Summary Question: What is the company doing to improve sales and interest in the products being offered today and into the future? - The company is developing and innovating its product lineup and delivering experiences such as events to grow sales [25][26] Question: LiveWire was possibly premature. Why isn't it being shelved? - The company is evaluating all options for its investment in LiveWire and does not plan to provide additional investments beyond a line of credit agreement [28] Question: Will the results of the share voting be shared publicly? - The results will be shared publicly once official, with necessary SEC filings expected [30]

Urges Shareholders to Vote "FOR ALL" Harley-Davidson Director Nominees on the WHITE Proxy Card MILWAUKEE, May 12, 2025 /PRNewswire/ -- Harley-Davidson, Inc. (the "Company" or "Harley-Davidson") (NYSE: HOG) today urged shareholders to vote their shares ahead of the Company's 2025 Annual Meeting of Shareholders, which is scheduled to be held on May 14, 2025. Time is short, and shareholders should cast their vote NOW by telephone or online "FOR ALL" the Company's highly qualified and experienced director nomin ...