Episode Details

Harley-Davidsons Q1 results show a 11.8% sales drop, but they beat Wall Street estimates by 17.7%. Operating margins slipped to 2% from 12.1% last year, and motorcycle shipments fell by 1,300 units. Despite challenges, CEO Artie Starrs highlights positive retail sales growth in North America and progress in reducing stock levels. Analysts questioned tariff relief timing, targeting younger riders, and the finance arms shift. The Sportster revival and new Sprint model are key to attracting new buyers. The companys future hinges on these new models, dealer stock cleanup, marketing efforts, tariff breaks, and cost cuts.

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