Harley-Davidson is at a crossroads — and leadership is the x-factor

Harley-Davidson is at a crossroads — and leadership is the x-factor.

In 2020, former CEO Jochen Zeitz took the wheel, armed with Puma turnaround DNA.
His mandate: streamline, refocus, and reach tomorrow’s riders.

The road ahead is steep:
→ Market shifts, new competition, and electrification costs
→ A brand still tied to nostalgia more than next-gen appeal
→ Investors weighing promise against patience

But the opportunities are real:
→ LiveWire electrification platform
→ Growth potential in emerging markets
→ A global brand with deep equity still to leverage

Critical view: Whether Harley reclaims relevance or recedes into history depends on leadership’s ability to pivot and execute

At Eagle Talon, that’s the discipline we look for:
→ Can leaders pivot while keeping conviction?
→ Do they translate vision into measurable execution?
→ Is momentum rebuilt for tomorrow, or recycled from yesterday?

Because we don’t invest in hopes.
We invest in leaders who turn relevance into returns.

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