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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Brandon Rolle (Loop Capital) — Tellvest

Analysts/Brandon Rolle

Brandon Rolle

Loop Capital

Consumer Cyclical

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q2 '26

Focus Areas6 topics

Margin2Competitive Dynamics2Cost Pressure1Capital Allocation1Pricing1Innovation & R&D1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

HOGHarley-Davidson, Inc.25% challenging4 quarters

2026 Q2

that $150 million in cost savings, how do you feel about that number now a quarter in

Cost PressureCapital AllocationView in transcript →

2026 Q1

Would you be able to size the headwind from maybe a more standardized rebate program to HDMC margins?

MarginCompetitive DynamicsView in transcript →

2025 Q4

I just had a question around the used versus new pricing spread. How do you feel about where that spread is right now?

PricingCompetitive DynamicsView in transcript →

2024 Q4

How far away are we from seeing a profit on the LiveWire business? It's been a headwind to earnings for years now

ChallengingMarginInnovation & R&DView in transcript →