12/01/2024, 03:00 PM UTC
哈雷戴维森:凭借高端市场逆势而上Harley-Davidson: An Uphill Ride Powered By Its Premium Segments
1. 尽管全球零售摩托车销量下降,哈雷戴维森的巡游和CVO部门表现强劲。2. 公司的4亿美元生产力计划正在资助新车型,并维持其高端品牌策略。3. 尽管采取了成本削减措施,HDMC部门的批发出货量下降了39%,导致收入同比下降32%。4. 电动自行车品牌LiveWire降低了2024年的交付目标,并出现了重大亏损,但仍然是美国市场领导者。5. 作者维持持有评级,建议投资者关注美国利率下降对摩托车需求的影响。1. Harley-Davidson's Touring and CVO segments have performed strongly despite a global decline in retail motorcycle sales. 2. The company's $400 million productivity program is funding new bikes and maintaining its premium brand strategy. 3. Wholesale shipments in the HDMC segment fell 39%, leading to a 32% revenue decline, despite cost-cutting efforts. 4. The electric bike brand LiveWire lowered delivery targets and posted significant losses, but remains the U.S. market leader. 5. The author maintains a hold rating, recommending investors monitor the impact of lower U.S. interest rates on motorbike demand.
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