Holley Inc. · NYSE:HLLY
Holley — CG 44th Annual Growth Conference (2024)
12 slides from Holley's conference presentation, 2024
Slide 1: CG 44th Annual Growth Conference
CG 44th Annual Growth Conference
Slide 2: Disclaimer
DISCLAIMER Certain statements in this presentation may be considered “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or Holley’s future
Slide 3: Market with Proven Long-Term Growth
MARKET WITH PROVEN LONG-TERM GROWTH The Performance Automotive Aftermarket (industry revenue in $ billions) $38 $39 $36 ~6.2% $30 $32 $34 21-year $28 $26 CAGR $23 $20 $19 $18 $18 $17 $17 $16 $16 $15 $13 $12 $11 $11 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Slide 4: Enthusiast Spending Is Part of a Lifestyle
ENTHUSIAST SPENDING IS PART OF A LIFESTYLE 82% 76% 57% of all enthusiasts consider of Holley consumers are of Holley consumers own a budgets on parts recurring aged 45 or younger vs 46% car produced in 2010 or later expenses of the general population Our Consumers Are Passionate Enthusiasts Feel a N
Slide 5: The Enthusiast Platform
PORTFOLIO FOR ENTHUSIASTS BY ENTHUSIASTS The Enthusiast Platform Built by Enthusiasts for Enthusiasts 5
Slide 6: Holley Story Is >120 Years Deep
HOLLEY STORY IS >120 YEARS DEEP 6
Slide 7: Holley Products Compete Across the Vehicle…
HOLLEY PRODUCTS COMPETE ACROSS THE VEHICLE… * *Brands listed are representative of Key Holley Brands in each category 7
Slide 8: …With a Portfolio of Winning Brands
…WITH A PORTFOLIO OF WINNING BRANDS Our brands have been built through a rich history of innovation Our Brands Are: Loved Leaders Authentic Recognized ~125K #1 #1 or #2 Attend Holley festivals ~75% In NPS (44 compared to 37 annually Of consumer enthusiasts In all major categories for competitors) ar
Slide 9: Brands Organized by How Enthusiasts Shop
BRANDS ORGANIZED BY HOW ENTHUSIASTS SHOP Holley is the market leader with WeWe areare thebringing brand setting our next- new In the Modern Truck and Off- As the trusted name in an iconic reputation in generation standardsproduct in precision design and Road segments, we are motorsport safety, Holle
Slide 10: Meeting Consumers Across Multiple Channels
MEETING CONSUMERS ACROSS MULTIPLE CHANNELS Leadership position in We reach out Consumer demand Strong pull through all channels, including consumers where they pulls our product affords our brands higher margin DTC chose to shop through each channel must-carry status channel Lower Growth, Further fr
Slide 11: Q2 Progress Unlocking Transformative Growth
Q2 PROGRESS UNLOCKING TRANSFORMATIVE GROWTH ▪ Completed filling final key leadership positions for transformation Develop a High ▪ SVP of Ops & Supply Chain to drive operational excellence & cost savings Performing Team ▪ Director of Pricing Strategy focused on delivering profitable growth ▪ Dramati
Slide 12: Working Together to Drive Financial Success
WORKING TOGETHER TO DRIVE FINANCIAL SUCCESS Large base of passionate and highly engaged enthusiast 6-7% Organic consumers with attractive demographics Top Line Growth Massive $39B U.S. market with decades of uninterrupted growth1 ~40% Gross Margin Target Powerhouse of product innovation with iconic