Harley-Davidson, Inc. analyst Meeting

100 Pages·2017·4.99 MB·English

by  Kumbier, Michelle

HARLEY-DAVIDSON, INC.
INVESTOR MEETING

FEBRUARY 28, 2017
February 28, 2017 | Investor Meeting Presentation
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February 28, 2017 | Investor Meeting Presentation 2
2017 INVESTOR MEETING

FORWARD LOOKING STATEMENTS
This presentation and our associated comments include forward-looking statements that are subject to risks that could
cause actual results to be materially different. Without limitation, this presentation discusses and presents details
regarding our strategic plan. All of the content, including in particular all references in the presentation and associated
comments to plans, strategies, objectives and similar concepts regarding 2017, the next 3 – 5 years, through 2021 and
the next ten years, involves forward looking statements. Risks that could cause results to differ include, among others,
matters we have noted in our latest earnings release and filings with the SEC. Nothing in this presentation updates
guidance provided in the Company’s Annual Report on Form 10-K filed on February 21, 2017 or on the Company’s
January 31, 2017 earnings call. Each reference to such guidance in this presentation or our associated comments is
intended to be made only to the Company’s expectations as of the date the Company disclosed such guidance. Harley-
Davidson disclaims any obligation to update information in this presentation. Additional information and risk factors are
included at the end of this presentation.
February 28, 2017 | Investor Meeting Presentation 3
2017 INVESTOR MEETING

AGENDA
9:00 a.m.
 WELCOME – Amy Giuffre, Director Investor Relations
 THE NEXT CHAPTER STRATEGY – Matt Levatich, President and CEO
 THREE-YEAR STRATEGIC FOCUS – Sean Cummings, SVP Global Demand
 STRATEGIC ENABLER: PRODUCT – Michelle Kumbier, SVP HDMC Product & Operations /
Brad Richards, VP Styling & Design / Jim Federico, VP Engineering
10:35 a.m.
 BREAK
10:50 a.m.
 STRATEGIC ENABLER: HDFS – Larry Hund, President HDFS
 FINANCIAL PERSPECTIVE – John Olin, SVP and CFO
 Q&A – All presenters
12:00 p.m.
 LUNCH
1:00 p.m.
 TOUR of the Harley-Davidson Museum
February 28, 2017 | Investor Meeting Presentation 4
THE NEXT CHAPTER STRATEGY
MATT LEVATICH, CEO
February 28, 2017 | Investor Meeting Presentation
THE NEXT CHAPTER

To Build the Next Generation
of Harley-Davidson Riders,
Globally

February 28, 2017 | Investor Meeting Presentation 6
OUR DYNAMIC WORLD
Global macro economic conditions

World currency shifts

Increased pace and intensity of global competition

Political, regulatory, trade and tax…

February 28, 2017 | Investor Meeting Presentation 7
STRONG AND FOCUSED
 Core capability growth
–Deep insights
• Customers
• Markets
• Brand relevance
• Health of the sport
–Flexible, responsive manufacturing
–High impact new product
• Targeted at customer growth opportunities
• Delivered with excellence
–Focus, alignment & commitment – a company competing to win

February 28, 2017 | Investor Meeting Presentation 8
CORE INSIGHTS
International, particularly Asia, a solid growth engine

Growth in the U.S. market requires we build new riders

Focus and discipline in our work is paramount

February 28, 2017 | Investor Meeting Presentation 9
OUR 10-YEAR OBJECTIVES
1 Build 2 Million New Harley-Davidson Riders in the U.S.
2 Grow International Business to 50% of Annual Volume
3 Launch 100 New High Impact Harley-Davidson Motorcycles
Deliver Superior Return on Invested Capital for HDMC
4
(S&P 500 Top 25%)
Grow our Business without Growing our
5
Environmental Impact
February 28, 2017 | Investor Meeting Presentation 10