1. Harley-Davidson's Touring and CVO segments have performed strongly despite a global decline in retail motorcycle sales. 2. The company's $400 million productivity program is funding new bikes and maintaining its premium brand strategy. 3. Wholesale shipments in the HDMC segment fell 39%, leading to a 32% revenue decline, despite cost-cutting efforts. 4. The electric bike brand LiveWire lowered delivery targets and posted significant losses, but remains the U.S. market leader. 5. The author maintains a hold rating, recommending investors monitor the impact of lower U.S. interest rates on motorbike demand.
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