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    David MacGregor • Longbow Research

    David MacGregor is President and Senior Analyst at Longbow Research, specializing in equity research focused on Consumer Cyclical and Industrials sectors with coverage of major companies such as Polaris Industries, Floor & Decor Holdings, Pool Corporation, and Carlisle Companies. He maintains an 80.77% price target met ratio and has achieved a 5.76% average return with top stock recommendations yielding over 50% gains for investors, notably in Floor & Decor Holdings. MacGregor began his career as Principal at Roulston Research Corp. from 1995 to 2002, joining Longbow Research in 2003, where he ascended to his current role. He holds the CFA designation, reflecting his advanced competency in equity analysis and portfolio management.

    David MacGregor's questions to Harley-Davidson Inc (HOG) leadership

    David MacGregor's questions to Harley-Davidson Inc (HOG) leadership • Q1 2025

    Question

    David MacGregor from Longbow Research asked for specifics on tariff mitigation strategies and questioned whether Harley-Davidson's U.S.-centric manufacturing and sourcing could ultimately become a competitive advantage.

    Answer

    CEO Jochen Zeitz outlined a five-point mitigation plan: 1) engaging with U.S. and European administrations, 2) implementing short- and long-term supply chain shifts, 3) adjusting shipment timing, 4) slowing overall expenses, and 5) selectively considering pricing. He acknowledged that high tariffs on imported motorcycles could be a competitive advantage in the U.S., but this could be offset by retaliatory tariffs in markets like Europe.

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