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Harley-Davidson: 3 Key Takeaways for Long-Term Investors

Management's shift to capital discipline and inventory control is reshaping how the company funds growth and protects dealer margins.

  • Inventory control and pricing power, not just shipments, drive operational improvements
  • North American retail sales up 9% YoY, dealer inventory down 26%
  • Stopped funding LiveWire Group losses while repurchasing $91M of shares

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