HD sales miss estimates, promotions coming
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Joined: Oct 2024
Posts: 23
Likes: 15
From: Westchester, NY
HD sales miss estimates, promotions coming
Harley-Davidson sales missed estimates again, with CEO Jochen Zeitz blaming tariffs, promising more cost cuts and increased marketing initiatives as the riding season kicks off. I smell deals!
Total motorcycle shipments to dealers fell to 38,600 in the first quarter of 2025 from 57,700 in the same period last year, a drop of 33%. Retail sales fell less, at 21%, to 31,000 worldwide from 39,400 in the first quarter of 2024.
LiveWire sales fell 72% to a total of 33 electric motorcycles in the first three months. Thats a global sales figure.
The MoCo pulled its full-year forecast b/c of tariffs and JZ said the answer is diligent execution of our cost productivity measures, supply chain mitigation, tight operating expense control and reducing dealer inventory. That is all defense.
Interesting that JZ, who is on his way out, uses all of his titles Chairman, President and CEO in the press release. The stock is down 25% YTD.
Total motorcycle shipments to dealers fell to 38,600 in the first quarter of 2025 from 57,700 in the same period last year, a drop of 33%. Retail sales fell less, at 21%, to 31,000 worldwide from 39,400 in the first quarter of 2024.
LiveWire sales fell 72% to a total of 33 electric motorcycles in the first three months. Thats a global sales figure.
The MoCo pulled its full-year forecast b/c of tariffs and JZ said the answer is diligent execution of our cost productivity measures, supply chain mitigation, tight operating expense control and reducing dealer inventory. That is all defense.
Interesting that JZ, who is on his way out, uses all of his titles Chairman, President and CEO in the press release. The stock is down 25% YTD.
Last edited by mattmiller1973; May 1, 2025 at 06:26 AM.
Popular Reply
May 1, 2025, 07:25 AM
Grand HDF Member
Joined: Nov 2009
Posts: 4,315
Likes: 1,663
From: Tampa
How can that moron blame tariffs for these Q1 results when they didn't even exist during that timeframe?
Seasoned HDF Member
Joined: Apr 2010
Posts: 9,524
Likes: 7,861
From: Long Island, New York
But the dealerships still want MSRP and all their BS fees. I just bought a 2022 RG Limited at a screaming deal, 4k miles and $14k less than MSRP for a 2024 new on the show room floor. Daytona HD, during Bike Week, was asking $39k for a 2024 RGL, madness. Just sayin', deals are out there.
Seasoned HDF Member
Joined: Sep 2009
Posts: 17,143
Likes: 6,165
From: SE Michigan
Well, consumer confidence is in the tank, largely because of tariffs, so fewer people are willing to commit to a large, discretionary purchase.
Grand HDF Member
Joined: Jan 2019
Posts: 3,612
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From: Mostly Florida, some Michigan
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Seasoned HDF Member
Joined: Jan 2015
Posts: 15,967
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From: Sandy Eggo's North County
A drop of 33% in one year, spells crisis. Not a "reduction in expansion."
I know of no other business that wouldn't make drastic changes to their operations, to reduce their losses.
I know of no other business that wouldn't make drastic changes to their operations, to reduce their losses.
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Stellar HDF Member
Joined: Jul 2017
Posts: 2,323
Likes: 2,392
From: Jackson, OH
There may be good deals to be had, and that's great for buyers. An unhealthy HDMC is anything but good news for the owners of those bikes. Considering all the individual factors and people that are combining to damage H-D, the perfect storm could be about to happen.