If anyone is interested, some Q2 Data that supports some of what we discussed...
Global sales of 90,218 new Harleys in the second quarter of 2014, compared to 90,193 in 2013. Holding strong in the face of weakening demand (as per the stock jockeys)
U.S dealers sold 58,225 new bikes, compared to sales of 58,241 in 2013. HD feels Q2 U.S. sales were adversely affected by poor weather across the US. Interestingly they also feel the Street is negatively affecting sales of Sportster.
Through the first half of 2014, total world sales of 147,633 new bikes, compared to 144,447 motorcycles in the first half of 2013
Retail sales up 1.1 percent in the U.S., 10.1 percent in the Asia Pacific region and 7.5 percent in the EMEA region, and down 2.1 percent in Latin America and 13.5 percent in Canada, compared to the first half of 2013
Q2 net income of $354.2 million, from consolidated revenue of $2.00 billion, compared to 2013 net income of $271.7 million from $1.79 billion in consolidated revenue
Through six months, Harley-Davidson 2014 net income was $620.1 million from consolidated revenue of $3.73 billion, compared first half 2013 net income of $495.9 million from consolidated revenue of $3.37 billion.
EPS grew 33.9 percent to $1.62.