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Robin Margaret Farley

Managing Director and Senior Equity Analyst at UBS

Robin Margaret Farley is a Managing Director and Senior Equity Analyst at UBS, specializing in the leisure, lodging, and cruise sectors. She covers specific companies including Harley-Davidson (HOG), Carnival (CCL), Las Vegas Sands (LVS), Polaris (PII), BRP Inc. (DOO), and Royal Caribbean, with a strong performance track record featuring a 66% success rate across 146 ratings and an average return of 23.50% per rating over one year, ranking her #289 out of 9,422 Wall Street analysts on TipRanks and earning her top recognition as the best leisure analyst for five consecutive years in 2006 by Institutional Investor. Farley began her notable career at UBS, where she has delivered insightful calls such as downgrading Royal Caribbean and Carnival amid hurricane fears and assessing cruise tax impacts, with prior recognition highlighting her deep sector knowledge since at least the mid-2000s. Her professional credentials include status as a top-ranked analyst with extensive experience in equity research, though specific FINRA licenses are not detailed in available sources.

Robin Margaret Farley's questions to LiveWire Group (LVWR) leadership

Question · Q4 2025

Robin Margaret Farley questioned the expectation for flat global retail sales in 2026, seeking insight into the U.S. retail component and the underlying rationale. She also asked for clarification on LiveWire's funding and the company's willingness to underwrite potential losses.

Answer

CEO Artie Starrs clarified that Harley-Davidson's commitment to LiveWire is limited to the extended $75 million loan, with LiveWire now seeking other capital sources. CFO Jonathan Root detailed the retail outlook, anticipating upside in Touring due to 2025 sell-down and strong reception for the new Limited and Trike models. He also noted careful management of CVO shipments and positive positioning for Softail sales.

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Question · Q4 2025

Robin Margaret Farley asked about the expectation for flat global retail sales in 2026, specifically what drives the U.S. retail outlook, and sought clarification on Harley-Davidson's continued investment in LiveWire given its projected losses.

Answer

Artie Starrs, Chief Executive Officer, clarified that Harley-Davidson extended a $75 million loan to LiveWire (down from an original $100 million) and LiveWire is now seeking other capital sources, indicating no further funding of operating losses beyond the loan commitment. Jonathan Root, Chief Financial and Commercial Officer, explained that the U.S. retail outlook for 2026 includes upside in touring due to the successful sell-down of 2025 models and strong reception for the new Limited model, along with enthusiasm for the new Trike. He also noted thoughtful management of CVO shipments and customer-friendly price points for soft sales.

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