Harley-Davidson: Improved Unit Economics Bode Well For The Stock

Geoffrey Seiler
4.44K Followers

Summary

  • Harley-Davidson has done well to improve its profit per unit back to levels not seen since 2014.
  • LiveWire, meanwhile, is both an opportunity and a risk.
  • Its core Harley business currently looks cheap when stripping out LVWR.

Harley Davidson motorcycle dashboard and speedometer detail

photosvit

While Harley-Davidson (NYSE:HOG) faces some macro headwinds and its LiveWire (LVWR) business is a bit of a drag, the company has been doing a lot of good things to turnaround the business. I’d scoop up shares of

This article was written by

4.44K Followers
Former Senior Equity Analyst at $600M long-short hedge fund Raging Capital.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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