LiveWire Group Inc (NYSE:LVWR)

Q1 2025 LiveWire Group Inc Earnings Call Transcript

May 1, 2025 / 01:00 PM GMT

Release Date Price: $1.54 (-13.97%)

Transcript 10-Q8-K

Key Points

Positve

LiveWire Group Inc (LVWR) reported a better-than-expected operating income margin of 12.1% for the quarter.
The company has seen a strong response to the launch of the limited production Harley Davidson CVO Road Glide RR, which is expected to sell out from pre-orders.
LiveWire Group Inc (LVWR) plans to introduce new entry-level products in smaller displacements, which are expected to be affordable and profitable.
The company is committed to reducing dealer inventory levels, with a year-end target of a 10% reduction.
Harley Davidson Financial Services (HDFS) delivered a 19% increase in operating income for the quarter, driven by lower credit losses and operating expenses.

Negative

Global retail sales were down 21% in Q1, with a 24% decline in North America, primarily due to low consumer confidence.
LiveWire Group Inc (LVWR) is facing headwinds in the EV market, with slower-than-expected adoption due to lack of incentives and regulatory challenges.
The company has withdrawn its 2025 guidance due to uncertainty in the global economy and tariff landscape.
LiveWire Group Inc (LVWR) reported an operating loss of $20 million for the quarter, with a cash burn of $49 million.
Tariffs, particularly from China, pose a significant financial impact, with potential costs estimated between $130 to $175 million for 2025.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LVWR.N - LiveWire Group Inc
Q1 2025 LiveWire Group Inc Earnings Call
May 01, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the Harley Davidson 2025 1st quarter investor and analyst conference call. Please be advised that today's conference is being recorded. I would not like to hand the conference over to Sean Collins.

Thank you. Please go ahead.

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Unidentified_2 [2]
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Thank you. Good morning. This is Sean Collins, the director of investor relations at Harley Davidson.

You can access the slide supporting today's call on the internet at the Harley Davidson Investor Relations website.

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