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Jaime M. Katz

Senior Equity Analyst at Morningstar, Inc.

Jaime M. Katz is a Senior Equity Analyst at Morningstar, Inc., specializing in the consumer discretionary sector with a focus on companies insulated from tariffs and poised for growth. She covers specific firms such as Carnival, Hasbro, Wayfair, Royal Caribbean, and Norwegian Cruise Line, sharing top stock picks and insights on their competitive advantages and balance sheet improvements. Katz has appeared on platforms like BNN Bloomberg to discuss her recommendations, highlighting portfolio enhancements and positive EBITDA margin expansion potential amid economic uncertainties. Her career at Morningstar involves in-depth equity analysis and investment research, though specific performance metrics, prior roles, and professional credentials like FINRA registrations are not detailed in available sources.

Jaime M. Katz's questions to LiveWire Group (LVWR) leadership

Question · Q4 2025

Jaime M. Katz inquired about the potential for the Motor Company's operating margin beyond 2026, specifically if it could return to a high single-digit rate or expand further with volume improvements, and asked for target leverage metrics for the end of 2026.

Answer

CEO Artie Starrs stated that the current results do not reflect the company's full potential and more details on long-term operating margin and strategy will be provided at the May investor meeting. CFO Jonathan Root added that overall capital allocation, leverage approach for HDMC and HDFS, and future plans will also be covered in detail during the Q1 earnings call in May. He reminded of the planned EUR 700 million euro note payoff.

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Question · Q4 2025

Jaime M. Katz asked about the potential for the Motor Company's operating margin beyond 2026, inquiring if it could return to high single-digit rates or expand further with volume improvement, and also asked for target leverage metrics for the end of 2026.

Answer

Artie Starrs, Chief Executive Officer, stated that the company would provide more detailed information on the Motor Company's operating margin potential beyond 2026 during the May investor meeting and strategy discussion, noting that current results do not reflect the company's full potential. Jonathan Root, Chief Financial and Commercial Officer, added that overall capital allocation, leverage approach for HDMC and HDFS, and go-forward plans would also be covered in the May Q1 earnings call. Artie Starrs reminded about the planned payoff of the EUR 700 million euro note.

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