Harley-Davidson(HOG) The Motley Fool·2025-02-28 12:19Group 1: Harley-Davidson - Harley-Davidson is facing significant challenges with a negative return of 23.8% over the last five years, compared to an S&P 500 gain of 85.1% [2] - Revenue declined 35% year over year in Q4 2024 to 5.84 billion [2] - The motorcycle segment saw a 47% decline in revenue year over year in Q4, and total motorcycle shipments fell by 53% [2] - Total net income for 2024 was 118.43 million in Q4 [3] - Sales have been in relative decline since 2015, with 2015 being the highest-selling year since 2010 [4] - The 2025 outlook is bleak, with expectations for flat or down revenue by as much as 5%, and financing expected to decline by 10% to 15% [5] Group 2: Kraft Heinz - Kraft Heinz has struggled for years to achieve meaningful growth, with a 3% decline in net sales for full-year 2024 and a 2.2% decline in diluted earnings per share [6] - The company anticipates flat sales or a decline of up to 2.5% in 2025, with adjusted operating income expected to decrease by 1% to 4% [7] - Despite a 21% increase in net income in 2023, earnings declined in 2024, indicating challenges in sustaining profit growth from stagnant sales [8] - Over the last five years, Kraft Heinz has underperformed the market by 44%, lacking momentum for stock growth [9]