LiveWire Group, Inc. (LVWR)

LiveWire Group, Inc.'s stock price has experienced volatility and a general decline over the past year. In Q1 2025, LiveWire reported a significant decrease in electric motorcycle sales and an operating loss, raising investor concerns. In Q2 2025, the company reported a net loss and a decline in revenue, leading to a drop in share price. LiveWire launched the "Twist & Go" promotion in August 2025, offering price cuts on its S2 lineup to address slower-than-expected sales. In Q3 2025, LiveWire Group Inc. reported a loss in its third-quarter earnings, causing the stock price to fall, despite an increase in consolidated revenue. Several insiders have sold LVWR shares in the last 24 months, with significant selling activity in June 2025.

Demand for LiveWire Group, Inc.'s products, particularly electric motorcycles, is influenced by seasonal factors, with sales typically decreasing as the weather cools. The "Twist & Go" promotion aimed to counteract this seasonal dip. The broader macroeconomic environment, including high interest rates and inflationary pressures, significantly impacts consumer confidence and purchasing decisions.

LiveWire Group, Inc. (LVWR) is an all-electric vehicle company focused on electric motorcycles and related products, operating within the Consumer Cyclical sector. Its major products include high-performance electric motorcycles and STACYC electric balance bikes for children, along with associated parts, accessories, and apparel. LiveWire Group, Inc. was established as a wholly-owned subsidiary of Harley-Davidson Inc. in 2018 and was spun off in September 2022.

LiveWire Group, Inc. sells its electric vehicles, parts, accessories, and apparel in the United States, Austria, and other international markets, with the majority of its revenue generated from the USA. The company maintains a network of experience centers across North America and is actively exploring new markets in Europe and Asia through strategic dealer alliances and localized service offerings.

LiveWire has maintained its position as the number one U.S. electric motorcycle retailer in the 50+ horsepower on-road EV segment. The company actively showcases new products and development updates at international events. However, the brand's reputation has faced challenges due to slower-than-expected sales, leading to price reductions on the S2 lineup. Low unit sales and substantial operating losses indicate struggles with market acceptance and profitability. The macroeconomic environment has also contributed to consumer uncertainty, impacting the brand's sales and perception.

LiveWire Group, Inc. has a mixed ownership structure comprising institutional, insider, and retail investors. Retail investors hold the largest portion, approximately 94.63% to 96.25% of the stock. Institutional shareholders own around 0.09% to 2.58%, while LiveWire insiders hold approximately 2.40% to 2.79%. Major institutional owners include Harley-Davidson, Inc., BlackRock, Inc., and The Vanguard Group, Inc. Key individual owners (insiders) include John L. Garcia, Karim Donnez, and Tralisa Maraj.