Harley Davidson Case Study

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Harley Davidson Case Study

With over 6,000 employees, 1,400 franchises, and nine

production facilities, Harley-Davidson has managed to

survive the economic downturn that was in full force in

late 2007 and for the next few years; but the firm is not

out of the woods yet. In fact, Harley-Davidson is struggling with three pivotal issues, the first of which is that

the firm’s products are viewed as leisure items. The other

two issues are similar in nature in that they deal with

the fact that managing the firm’s target market is challenging, particularly as demand for its products is changing. Individually and collectively these issues pose a real

challenge to the company’s long-term success. Without

addressing these issues, Harley-Davidson may lose its

ability to create value for customers and to serve stakeholders’ needs as a result.

As noted, the first
Hitt, Michael A.; Ireland, R. Duane; Hoskisson, Robert E. (2014-01-01). Strategic Management: Concepts and Cases: Competitiveness and Globalization (Page CaseStudies-176). South-Western College Pub.

As noted, the first issue Harley-Davidson must successfully address is the fact that consumers see the firm’s

products primarily as leisure items. This means that in

many consumers’ eyes, purchasing motorcycles, performance parts, and high-dollar apparel is a luxury rather

than a necessity. Because of this, Harley’s products must

compete for funds from what at least sometimes can

be volatile discretionary budgets for consumers. When

economic conditions are challenging, the motorcycle

market tends to experience difficulties in terms of generating adequate sales. While Harley-Davidson’s revenue

streams originate from several sources, very few of them

appeal to a cost-sensitive consumer base.
Hitt, Michael A.; Ireland, R. Duane; Hoskisson, Robert E. (2014-01-01). Strategic Management: Concepts and Cases: Competitiveness and Globalization (Page CaseStudies-176). South-Western College Pub. Kindle Edition.

As noted, the first issue Harley-Davidson must successfully address is the fact that consumers see the firm’s

products primarily as leisure items. This means that in

many consumers’ eyes, purchasing motorcycles, performance parts, and high-dollar apparel is a luxury rather

than a necessity. Because of this, Harley’s products must

compete for funds from what at least sometimes can

be volatile discretionary budgets for consumers. When

economic conditions are challenging, the motorcycle

market tends to experience difficulties in terms of generating adequate sales. While Harley-Davidson’s revenue

streams originate from several sources, very few of them

appeal to a cost-sensitive consumer base.
Hitt, Michael A.; Ireland, R. Duane; Hoskisson, Robert E. (2014-01-01). Strategic Management: Concepts and Cases: Competitiveness and Globalization (Page CaseStudies-176). South-Western College Pub. Kindle Edition.

Second, Harley-Davidson is challenged to effectively

specify its target market as a first step to appropriately

serving that market’s needs. Historically, the firm’s

target market has been males between the ages of 29

and 55. However, in the last decade, Harley-Davidson

has pursued younger riders and women as a means of

expanding its target customer segments. But expanding

the segments the firm serves with its products is not a

risk-free decision or choice for the firm to make in that

serving others might cause the firm to lose its ability to

effectively serve the specific needs of the 29- to 55-yearold male (again, the historical target customer). This

matter is considered more fully later in the case.

Third, demands and cost drivers for the motorcycle market are ever changing. Overseas competitors

have shifted their focus from being the least expensive

to being affordable and to providing a wider variety of

motorcycles to customers as options to purchase. This

competitive shift has put pressure on Harley-Davidson’s

key markets and has forced the firm to respond. With

over 12 percent and 55 percent of the European and U.S.

heavyweight motorcycle market respectively, HarleyDavidson has a substantial territory to defend.

History.
Harley-Davidson, Inc. has been a publicly traded firm since 1987. It has two primary divisions: Motorcycles and Related Products and Financial

Services. The Financial Services Division provides credit

to motorcycle buyers and dealerships as well as risk management and insurance services for all parts of the firm.

The Motorcycles and Related Products
The Motorcycles and Related Products Division currently operates through eight primary segments:

■■Parts & Accessories (17.5 percent of net revenue in

2011)

■■General Merchandise (5.9 percent of net revenue in

2011)

■■Licensing ($43.2 million of net revenue in 2011)

■■Harley-Davidson Museum

■■International Sales (32 percent of net motorcycle revenue in 2011)

■■Patents and Trademarks

■■Other Services

■■Marketing

In 1903, William S. Harley and Arthur Davidson

founded Harley-Davidson Motor Company, known

by enthusiasts as “the Motor Company,” in order to

fund their racing pursuits. Accordingly, their first

motorcycles were merely contemporary bicycles with

small engines retrofitted to the frame. It was HarleyDavidson’s early success in motorcycle racing that
Hitt, Michael A.; Ireland, R. Duane; Hoskisson, Robert E. (2014-01-01). Strategic Management: Concepts and Cases: Competitiveness and Globalization (Page CaseStudies-177). South-Western College Pub. Kindle Edition.
fueled the demand for its early models, which were sold

in dealerships as early as 1904. Because these turn of the

century races were as much about endurance as speed,

Harley-Davidson acquired invaluable knowledge pertinent to practicality and robust design. After significant

success in road and endurance races, Harley-Davidson

broke fresh ground with the introduction of the V-Twin

engine design. Superior to large single-cylinder engines,

the lighter V-Twin design allowed similar displacement

in a lighter package with a shape that fit naturally into

the bicycle-inspired frames of the early 1900s. Few suspected that this design would become so integral to

modern motorcycles.

Having dedicated over a third of its production to

the U.S. Army, Harley-Davidson sales exploded during

World War I. With the advent of motorized warfare, the

motorcycle proved itself to be far more than just a novel

invention. In addition to proving itself to the Army,

Harley-Davidson also proved itself to soldiers. After

the war, soldiers returned home and became a loyal

customer base for the young firm. Through the 1920s,

Harley-Davidson continued to focus on design improvement and racing. It spent much of this decade fighting

for market share with multiple medium and small competitors. During this time, firms producing automobiles,

airplanes, bicycles, and industrial machinery also tried

their hand at building motorcycles.

The 1930s were a unique time for the motorcycle

industry. In the wake of the Great Depression, the public was looking for inexpensive, simple transportation.

At the same time, unemployment and inflation shrank

potential customers’ purchasing power. It was during
Hitt, Michael A.; Ireland, R. Duane; Hoskisson, Robert E. (2014-01-01). Strategic Management: Concepts and Cases: Competitiveness and Globalization (Page CaseStudies-177). South-Western College Pub. Kindle Edition.
power. It was during

this time that many of the smaller motorcycle manufacturers dropped out of the industry. Most of these firms

were subsidiaries of companies in related industries.

These failed motorcycle firms had many of the capabilities needed to produce motorcycles, but lacked the corporate focus and support to continue production during

such a difficult economic time. It was during this time

that the U.S. domestic market shrank, with only Indian

and Harley-Davidson remaining. With the market

divided between only two domestic producers, HarleyDavidson’s production held steady.

With the onset of World War II, Harley-Davidson

found itself to be a major supplier for the Allied war

effort. Again, war vaulted Harley-Davidson into a position of higher volume, improved reputation, and deeper

loyalty with owners and soldiers. As the war came to

an end, the United States was flooded with a surplus of

Army WL45 motorcycles. Suddenly, this country was full

of prospective riders who understood Harley-Davidson’s

product and appreciated how motorcycles could provide

inexpensive, dependable transportation. At this point,

only Indian Motorcycles was a competitor for HarleyDavidson. But in 1956, at the height of an economic

recession, Indian Motorcycles declared bankruptcy and

stopped producing motorcycles altogether, leaving only

Harley as a major producer and seller of motorcycles.

As the sole U.S.-based motorcycle power, HarleyDavidson enjoyed great success. Nevertheless, the lack

of competition nearly became its undoing. This market

condition allowed Harley-Davidson to take more risk

in the form of acquisitions, causing the firm to lose its

tight focus on a single market. It began branching out to

other leisure and motorized products such as off-road

motorcycles, ski boats, and golf carts. At the same time,

the bulk of Harley-Davidson’s revenue stream was still

coming from the sale of its heavy motorcycles. Many

of the acquisitions the firm completed in the latter part

of the 1950s and the early 1960s, such as the Tomahawk

Boat Manufacturing Company in 1962, were in similar

industries, but a poor fit with Harley nonetheless. The

acquired companies were often in deep trouble when

Harley-Davidson purchased them. In the end, HarleyDavidson was hobbled with losing ventures that diluted

its focus and did not fit well with its core competencies.

In 1969, the American Machine and Foundry Company

(AMF – a longtime producer of leisure products such as

tile bowling pins and ball returns) purchased the financially distressed Harley-Davidson.

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