harley davidson

H Partners just went public with a call to replace Harley-Davidson’s CEO — citing sustained underperformance, flawed strategy, and fading relevance with core customers.

We’ve been skeptical of the leadership fit for years.

Wrong skillset. Wrong expertise. Wrong strategy.

The result? Just +12.16% in five-year total return — that’s only +2.32% annualized.

Meanwhile:

📉 Consumer Discretionary Index (S4COND): +114.23% | +16.44% annualized

📉 S&P Midcap 400 (MID): +83.65% | +12.91%

📉 S&P 500 (SPY): +105.49% | +15.48%

Yes, there are structural challenges.

But the brand isn’t broken. Leadership is.

#LeadershipMatters #GovernanceEdge #FundamentalInvesting #CEO #Activism #HarleyDavidson