Brief: Harley CEO Says Reduced Wholesale Shipments During The Quarter - Conf. Call
10/02/2026 15:04
Feb 10 (Reuters) - Harley-Davidson Inc HOG.N: HARLEY CEO: REDUCED WHOLESALE SHIPMENTS DURING THE QUARTER - CONF. CALL HARLEY CEO: RESETTING RELATIONSHIP WITH DEALERS HARLEY CEO: CO'S E-COMMERCE STRATEGY HAS NOT HISTORICALLY DELIVERED INTENDED RESULTS HARLEY CEO: E-COMMERCE STRATEGY HAS CREATED CUSTOMER CONFUSION, DRIVEN EXCESSIVE DISCOUNT HARLEY CEO: VIEWS 2026 AS TRANSITION YEAR FOR A BUSINESS RESET HARLEY CEO: EXPECT MARGINS TO BE UNDER PRESSURE IN NEAR TERM HARLEY CEO: LEADERSHIP TEAM IS REORIENTING THE CO AROUND A CLEAR PRIORITY HARLEY CEO: MADE TARGETED LEADERSHIP TEAM AND ORGANIZATIONAL CHANGES HARLEY CEO: CONDUCTING RIGOROUS END-TO-END REVIEW OF COST-BASED AND OPERATING EXPENSES HARLEY CEO: CURRENT CORPORATE OVERHEAD, MANUFACTURING CAPACITY AND OPERATING EXPENSES BUILT FOR HIGHER VOLUMES THAN TODAY'S DEMAND HARLEY CEO: ANTICIPATE AT LEAST $150 MILLION OF ANNUAL RUN RATE SAVINGS HARLEY CFO: PRICING CONTINUES TO BE ON THE TOP OF CUSTOMERS' MINDS HARLEY CFO: COST OF NEW TARIFFS IN Q4 WAS $22 MILLION HARLEY CFO: COST OF NEW TARIFFS IN 2025 WAS $67 MILLION Further company coverage: HOG.N