Holley Inc. · NYSE:HLLY

Holley — Investor Presentation (2026)

8 slides from Holley's investor presentation, 2026

  1. Slide 1: Introducing American Performance: A Thriving Market Fueled by Generational Demand

    Introducing American Performance: A Thriving Market Fueled by Generational Demand

  2. Slide 2: Redefining the Legacy. Driving the Future.

    Redefining the Legacy. Driving the Future. For years, the Domestic Muscle segment was seen as a legacy market: iconic, but plateauing. New research from Holley Performance Brands reveals a different story: demand isnʼt plateauing, itʼs accelerating. Generational turnover, evolving enthusiast tastes,

  3. Slide 3: What's Fueling the American Performance Revival?

    What’s Fueling the American Performance Revival? KE Y R ES E ARC H FI N D I N GS 1 Generational Flywheel Each generation fuels demand for the platforms they grew up with. 2 The New Vintage 80s–90s platforms are now “classicˮ and in high demand. 1980+ vehicles drive 72% of total site activity, reflec

  4. Slide 4: Demand is Generational: Reframing the Market

    1 is Generational Demand Reframing the Market The Generational Flywheel: Passion Shifts, Platforms Evolve As each generation reaches peak earning and spending years, they bring their vehicles of choice into the enthusiast spotlight. For Baby Boomers, it was 60ʼs and 70ʼs muscle. Today, Gen X and Mil

  5. Slide 5: Market Activity Confirms the Shift

    2 Market Activity Confirms the Shift Search, Sales, and Events Tell a Consistent Story 72% of Holley.com search is Model Year 1980 and newer Holley Performance Brandʼs digital and event data 78% of event vehicles are trucks or 1980+ platforms 81% show a clear trend: 1980+ platforms dominate enthusia

  6. Slide 6: Pop Culture Is Driving Mainstream Momentum

    3 When Culture Speaks, Enthusiasts Listen Pop Culture Is Driving Mainstream media is accelerating interest in American Performance platforms. From Mainstream Momentum Kendrick Lamarʼs Super Bowl performance featuring a Grand National to curated exhibits at the Petersen Museum and National Corvette M

  7. Slide 7: The New American Performance Enthusiast: Younger. Diverse. Engaged.

    4 The New Younger. Diverse. Engaged. American Todayʼs American Performance enthusiast is younger, more diverse, and digitally native—bringing fresh energy into the aftermarket. Performance 72% under age 45 Enthusiast 41% identify as African American, Asian, or Latino $85K+ average household income M

  8. Slide 8: Strategic Implication for the Performance Aftermarket

    Strategic Implication for the Product Expansion: Vehicles like the OBS truck, 4th-gen Camaro and Fox Body Mustang are emerging with growing demand. Consider assortments for these growing platforms. Performance Aftermarket Sales & Marketing Alignment: Merchandise parts by platform (not just part type

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