Harley-Davidson is an iconic American motorcycle manufacturer renowned for its heavyweight motorcycles designed for cruising on highways. The company cultivates a rich heritage and brand culture that appeals to motorcycle enthusiasts worldwide, offering a diverse range of models that emphasize performance, style, and customizability. Beyond manufacturing, Harley-Davidson engages in lifestyle branding, selling motorcycles, apparel, and accessories, while also fostering a community through events and riding experiences that celebrate the freedom of the open road. Read More
H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson”, “Harley”, or the “Company”), which beneficially owns approximately 9.3% of the outstanding shares of the Company, today commented on what appear to be secret, undisclosed commitments made by the Company’s Board of Directors (the “Board”) to a hand-picked set of shareholders ahead of the Company’s upcoming Annual Meeting of Shareholders (the “Annual Meeting”):
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges.
However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson”, “Harley” or the “Company”), which beneficially owns approximately 9.3% of the outstanding shares of the Company, today announced that two independent proxy advisory firms – Glass, Lewis & Co. (“Glass Lewis”) and Egan-Jones Ratings Company (“Egan-Jones”) – have recommended that Harley-Davidson shareholders vote “WITHHOLD” on long-tenured directors Jochen Zeitz, Thomas Linebarger, and Sara Levinson at the Company’s upcoming Annual Meeting of Shareholders (the “Annual Meeting”). The Annual Meeting is scheduled for May 14, 2025.
H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson” or the “Company”), which beneficially owns approximately 9.1% of the outstanding shares of the Company, today issued the following statement in response to a report issued by Institutional Shareholder Services (“ISS”) in relation to Harley-Davidson’s upcoming Annual Meeting of Shareholders (the “Annual Meeting”). The Annual Meeting is scheduled for May 14, 2025.
Harley-Davidson’s better-than-expected Q1 results and ongoing cost-cutting efforts offered some reassurance to investors despite concerns over weakening U.S. retail sales and long-term demand trends.
Harley-Davidson (NYSE:HOG) stock rose after Q1 FY25 earnings topped estimates. Revenue fell 23% year-over-year to $1.33 billion, but beat expectations. EPS of $1.07 surpassed the $0.79 estimate. Despite a 33% drop in global shipments and 21% decline in retail sales, the company generated $142 million in cash flow.
American motorcycle manufacturing company Harley-Davidson (NYSE:HOG) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 23.2% year on year to $1.33 billion. Its GAAP profit of $1.07 per share was 39.1% above analysts’ consensus estimates.
H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson” or the “Company”), which beneficially owns approximately 9.1% of the outstanding shares of the Company, today issued a rebuttal presentation spotlighting false and misleading claims made in the Company’s April 25, 2025, presentation in an apparent attempt to distract shareholders from the poor performance, weak execution, flawed corporate governance, and substantial value destruction at Harley-Davidson under current leadership.
H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson” or the “Company”), which beneficially owns approximately 9.1% of the outstanding shares of the Company, today announced that it has filed a definitive proxy statement with the U.S. Securities and Exchange Commission in connection with its campaign to urge shareholders to vote “WITHHOLD” on the election of three long-tenured incumbent directors – CEO and Chairman Jochen Zeitz, Presiding Director Thomas Linebarger, and 29-year director Sara Levinson – at the Company’s 2025 Annual Meeting of Shareholders (the “Annual Meeting”) scheduled for May 14, 2025.
H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson” or the “Company”), which beneficially owns approximately 9.1% of the outstanding shares of the Company, today issued a presentation highlighting the urgent need for leadership change at Harley-Davidson based on the role long-tenured incumbent directors – CEO and Chairman Jochen Zeitz, Presiding Director Thomas Linebarger and 29-year director Sara Levinson – have played in the Company’s shareholder value destruction, cultural depletion, and failure to hold management accountable for consistent underperformance. The presentation follows H Partners’ launch of its campaign to urge shareholders to hold Zeitz, Linebarger, and Levinson responsible by voting “WITHHOLD” on each at the Company’s 2025 Annual Meeting of Shareholders (the “Annual Meeting”) on May 14, 2025.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Smith & Wesson (NASDAQ:SWBI) and its peers.
H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson” or the “Company”), which beneficially owns approximately 9.1% of the outstanding shares of the Company, announced today it has filed a preliminary proxy statement with the U.S. Securities and Exchange Commission (the “SEC”) to solicit shareholders of Harley-Davidson to vote WITHHOLD on the election of three incumbents – CEO and Chairman Jochen Zeitz, Presiding Director Thomas Linebarger and 29-year director Sara Levinson – at the Company’s 2025 Annual Meeting of Shareholders (the “Annual Meeting”). Additionally, H Partners issued an open letter to shareholders regarding the reasons for immediate change at the Company.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Brunswick (NYSE:BC) and the best and worst performers in the leisure products industry.
Shareholders of Harley-Davidson would probably like to forget the past six months even happened. The stock dropped 35.3% and now trades at $22.95. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
