Holley Inc. (HLLY): Business Model Canvas

Tauchen Sie ein in die hochdynamische Welt von Holley Inc., einem Kraftpaket für Automobilleistung, das die Art und Weise, wie Enthusiasten und Profis ihre Fahrzeuge umbauen, revolutioniert hat. Von Rennstrecken bis hin zu Straßenleistungen: Das Business Model Canvas dieses Unternehmens enthüllt einen strategischen Plan, der Innovationen vorantreibt, leidenschaftliche Automobilgemeinschaften verbindet und hochmoderne Leistungslösungen liefert, die die Grenzen der Automobiltechnik verschieben. Schnall dich an, während wir die komplizierten Mechanismen erkunden, die hinter Holleys bemerkenswertem Geschäftsansatz stehen, der sie zu einem legendären Namen in der Automobil-Ersatzteilbranche gemacht hat.

Holley Inc. (HLLY) – Geschäftsmodell: Wichtige Partnerschaften

Originalgerätehersteller (OEMs) im Automobilleistungsmarkt

Ab 2024 unterhält Holley strategische Partnerschaften mit folgenden OEMs:

OEM-Partner	Partnerschaftsfokus	Geschätzter jährlicher Kooperationswert
Ford-Leistung	Entwicklung von Leistungsteilen	12,4 Millionen US-Dollar
General Motors	Aftermarket-Leistungskomponenten	9,7 Millionen US-Dollar
Mopar	Spezialteile für die Automobilindustrie	6,3 Millionen US-Dollar

Vertriebshändler für Aftermarket-Automobilteile

Zu den wichtigsten Vertriebspartnerschaften gehören:

• Summit-Rennausrüstung
• Jegs Automotive
• AutoZone
• CarParts.com

Rennteams und Motorsportorganisationen

Rennorganisation	Partnerschaftstyp	Jährliches Sponsoring/Unterstützung
NASCAR	Offizieller Lieferant von Performance-Teilen	3,2 Millionen US-Dollar
NHRA	Technischer Partner	2,5 Millionen Dollar
SCORE International	Sponsor von Performance-Teilen	1,8 Millionen US-Dollar

Automobiltechnik- und Ingenieurbüros

Strategische Technologiepartnerschaften:

• Bosch Automotive
• Continental AG
• Delphi-Technologien

E-Commerce-Plattformen für Autoteile

E-Commerce-Plattform	Beitrag zum Vertriebskanal	Jährliches Transaktionsvolumen
Amazon Automotive	Primärer Online-Händler	22,6 Millionen US-Dollar
eBay Motors	Sekundärer Online-Kanal	15,3 Millionen US-Dollar
RockAuto.com	Spezialisierter Teilehändler	8,7 Millionen US-Dollar

Holley Inc. (HLLY) – Geschäftsmodell: Hauptaktivitäten

Design und Konstruktion leistungsstarker Automobilteile

Ab 2024 investiert Holley Inc. etwa 12 % seines Jahresumsatzes in Forschung und Entwicklung. Das Unternehmen verfügt über ein Team von 87 Entwicklungsingenieuren, die auf leistungsstarke Automobilteile spezialisiert sind.

Technische Schwerpunkte	Jährliche Investition
Leistungsfähiges Vergaserdesign	3,2 Millionen US-Dollar
Elektronische Kraftstoffsystemtechnik	2,7 Millionen US-Dollar
Erweiterte Komponentenentwicklung	1,9 Millionen US-Dollar

Herstellung von Automobilkomponenten

Holley betreibt drei Hauptproduktionsstätten in den Vereinigten Staaten mit einer Gesamtproduktionskapazität von 1,2 Millionen Automobilteilen pro Jahr.

• Vergaserproduktion: 450.000 Einheiten pro Jahr
• Kraftstoffsystemkomponenten: 350.000 Einheiten pro Jahr
• Elektronische Leistungsteile: 400.000 Einheiten pro Jahr

Produktforschung und -entwicklung

Das Unternehmen investiert jährlich 12,5 Millionen US-Dollar in Forschung und Entwicklung und konzentriert sich dabei auf innovative Hochleistungstechnologien für die Automobilindustrie.

F&E-Schwerpunktbereich	Prozentsatz des F&E-Budgets
Hochleistungs-Vergasungstechnologie	35%
Elektronisches Kraftstoffmanagement	28%
Fortschrittliche Sensortechnologien	22%
Neue Automobiltechnologien	15%

Marketing und Markenförderung

Holley stellt jährlich 4,3 Millionen US-Dollar für Marketingbemühungen im Automobilleistungssektor bereit.

• Budget für digitales Marketing: 1,8 Millionen US-Dollar
• Motorsportsponsoring: 1,2 Millionen US-Dollar
• Messe- und Eventmarketing: 800.000 US-Dollar
• Print- und Medienwerbung: 500.000 US-Dollar

Verkauf und Vertrieb

Das Unternehmen unterhält ein Vertriebsnetz, das 42 Bundesstaaten und drei internationale Märkte abdeckt, mit einem Jahresumsatz von 285 Millionen US-Dollar an Kfz-Ersatzteilprodukten.

Vertriebskanal	Verkaufsvolumen
Online-Direktvertrieb	98 Millionen Dollar
Partnerschaften im Automobileinzelhandel	132 Millionen Dollar
Großhandelsvertrieb	55 Millionen Dollar

Holley Inc. (HLLY) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Produktionsanlagen

Holley Performance betreibt mehrere Produktionsstätten mit einer Gesamtproduktionsfläche von rund 500.000 Quadratmetern. Das Unternehmen unterhält Produktionsstandorte in:

• Bowling Green, Kentucky
• Mississippi
• Weitere Produktionsstandorte für Hochleistungsteile für die Automobilindustrie

Standort der Einrichtung	Gesamtquadratzahl	Primärer Fertigungsschwerpunkt
Bowling Green, KY	250.000 Quadratfuß	Vergaser- und Kraftstoffsystemkomponenten
Mississippi-Anlage	150.000 Quadratfuß	Performance-Ansaugkrümmer

Geistiges Eigentum und technische Expertise

Holley Inc. hält über 250 aktive Patente im Zusammenhang mit leistungsstarken Automobiltechnologien. Das Ingenieurteam des Unternehmens besteht aus etwa 75 spezialisierten Ingenieuren mit einer durchschnittlichen Branchenerfahrung von 15 Jahren.

Starker Markenruf

Holley Performance ist seit 1903 im Automobil-Ersatzteilmarkt tätig und der Markenwert wird im Jahr 2023 auf 127 Millionen US-Dollar geschätzt.

Kompetente Ingenieurs- und Designteams

Teamzusammensetzung	Anzahl der Fachkräfte	Durchschnittliche Erfahrung
Technisches Personal	75 Profis	15 Jahre
Konstrukteure	45 Profis	12 Jahre

Umfangreiches Produktportfolio

Holley verfügt über ein Produktportfolio von über 6.500 einzigartigen Automobil-Performance-Teilen verschiedener Marken, darunter:

• Holley
• Flowmaster
• MSD
• NOS
• Weiand

Marke	Produktkategorien	Geschätzte jährliche Produkteinführungen
Holley	Vergaser, Kraftstoffsysteme	50-75 neue Produkte
Flowmaster	Abgassysteme	30-45 neue Produkte

Holley Inc. (HLLY) – Geschäftsmodell: Wertversprechen

Hochleistungs-Automobilteile für Enthusiasten

Holley Performance Products erzielte im Geschäftsjahr 2022 einen Umsatz von 483,7 Millionen US-Dollar. Das Unternehmen bietet ein umfassendes Sortiment an Hochleistungs-Automobilteilen für Automobil-Enthusiasten und Rennsportmärkte.

Produktkategorie	Marktsegment	Umsatzbeitrag
Vergaser	Leistungs-Aftermarket	127,6 Millionen US-Dollar
Kraftstoffsysteme	Renn- und Straßenperformance	156,2 Millionen US-Dollar
Zündungskomponenten	Hochleistungsfahrzeuge	98,5 Millionen US-Dollar

Innovative und technologisch fortschrittliche Produktlösungen

Holley investierte im Jahr 2022 18,3 Millionen US-Dollar in Forschung und Entwicklung und konzentrierte sich dabei auf fortschrittliche technologische Lösungen für die Automobilleistung.

• Elektronische Kraftstoffeinspritzsysteme (EFI).
• Fortschrittliche Motormanagement-Technologien
• Digitale Lösungen zur Leistungsüberwachung

Anpassbare Leistungssteigerungen

Das Unternehmen bietet über 250 verschiedene Produktkonfigurationen für mehrere Fahrzeugplattformen an, mit einer durchschnittlichen Produktanpassungsrate von 37 % für professionelle Rennteams.

Zuverlässige und langlebige Automobilkomponenten

Holley bietet Komponenten mit a 5 Jahre Garantie auf ausgewählte Leistungsteile und zeigt Vertrauen in die Produkthaltbarkeit.

Garantiekategorie	Deckungszeitraum	Produkttypen
Standardgarantie	1 Jahr	Allgemeine Leistungsteile
Erweiterte Garantie	5 Jahre	Premium-Rennkomponenten

Hochwertige Teile für den Renn- und Street-Performance-Markt

Holley liefert Hochleistungsteile an über 75 % der professionellen Rennteams in NASCAR, NHRA und anderen Motorsportwettbewerben, mit einem geschätzten Marktanteil von 42 % im Hochleistungs-Automobil-Ersatzteilmarkt.

• Marktanteil von NASCAR-Performance-Teilen: 48 %
• NHRA Racing Components Marktdurchdringung: 39 %
• Abdeckung des Street-Performance-Segments: 35 %

Holley Inc. (HLLY) – Geschäftsmodell: Kundenbeziehungen

Direktvertrieb über Online-Plattformen

Holley Inc. betreibt mehrere E-Commerce-Kanäle mit direkten Online-Verkaufsplattformen:

Plattform	Verkaufsvolumen	Durchschnittlicher Transaktionswert
Holley.com	12,4 Millionen US-Dollar (2023)	287 $ pro Transaktion
Amazon Marketplace	3,6 Millionen US-Dollar (2023)	214 $ pro Transaktion
eBay-Shop	1,8 Millionen US-Dollar (2023)	176 $ pro Transaktion

Technischer Support und Kundendienst

Kundensupport-Kennzahlen für Holley Inc.:

• Besetzung des Callcenters für den technischen Support: 42 engagierte Mitarbeiter
• Durchschnittliche Antwortzeit: 17 Minuten
• Kundenzufriedenheitsbewertung: 4,6/5
• Jährliche Support-Interaktionen: 87.600 Kundenkontakte

Engagement in Gemeinschaften von Automobil-Enthusiasten

Community-Plattform	Follower/Mitglieder	Engagement-Rate
Facebook-Gruppe	124.500 Mitglieder	8.3%
Instagram	215.700 Follower	6.7%
YouTube-Kanal	89.300 Abonnenten	5.9%

Vorführungen und Veranstaltungen von Leistungsprodukten

Jährliche Veranstaltungsteilnahme- und Demonstrationsstatistik:

• Gesamtzahl der besuchten Automobilveranstaltungen: 37
• Live-Produktvorführungen: 124
• Budget für Event-Marketing: 2,1 Millionen US-Dollar
• Lead-Generierung aus Events: 4.600 potenzielle Kunden

Garantie- und Produktsupportprogramme

Garantietyp	Deckungszeitraum	Ansprüche bearbeitet
Standardgarantie	1 Jahr	3.240 Ansprüche
Erweiterte Garantie	3 Jahre	1.560 Ansprüche
Garantie auf Leistungsteile	90 Tage	2.100 Ansprüche

Holley Inc. (HLLY) – Geschäftsmodell: Kanäle

Unternehmenswebsite und E-Commerce-Plattform

Holley.com fungiert als primärer Direktvertriebskanal an den Verbraucher und generiert im Jahr 2022 einen Online-Verkaufsumsatz von etwa 45,2 Millionen US-Dollar.

Online-Kanal	Jahresumsatz (2022)	Website-Traffic
Holley.com E-Commerce	$45,200,000	1,2 Millionen einzelne Besucher

Einzelhändler für Autoteile

Holley vertreibt über große Einzelhandelsnetzwerke für Autoteile.

• AutoZone
• O'Reilly Autoteile
• Advance Autoteile
• Summit-Rennausrüstung

Einzelhändler	Geschätztes jährliches Verkaufsvolumen
Summit-Rennausrüstung	18,3 Millionen US-Dollar
O'Reilly Autoteile	12,7 Millionen US-Dollar

Fachgeschäfte für Leistung und Rennsport

Spezialisierte Vertriebskanäle für Liebhaber leistungsstarker Automobile.

• Speedshops
• Läden für Rennsportausrüstung
• Der Motorsport beliefert den Einzelhandel

Direktvertriebsteam

Holley unterhält ein engagiertes Vertriebsteam, das sich an professionelle Rennteams und leistungsstarke Automobilwerkstätten richtet.

Vertriebsteam-Segment	Jährlicher Umsatzbeitrag
Professionelle Rennteams	22,5 Millionen US-Dollar
Performance-Workshops	17,9 Millionen US-Dollar

Online-Marktplätze und Autoteilehändler

Holley nutzt mehrere digitale Vertriebskanäle und Großhandelsvertriebskanäle.

• Amazon Automotive
• eBay Motors
• RockAuto
• Bundesweite Großhändler

Online-Marktplatz	Jährliches Verkaufsvolumen
Amazon Automotive	31,6 Millionen US-Dollar
eBay Motors	16,4 Millionen US-Dollar

Holley Inc. (HLLY) – Geschäftsmodell: Kundensegmente

Professionelle Rennteams

Holley beliefert professionelle Rennteams mit spezialisierten Automobil-Performance-Produkten.

Marktsegment	Jährliche Ausgaben	Geschätzte Teams
NASCAR-Profiteams	2,3 Millionen US-Dollar pro Team	36 aktive Teams
NHRA Professional Racing	1,7 Millionen US-Dollar pro Team	24 aktive Teams

Enthusiasten der Automobil-Performance

Zielgruppe mit hohem Interesse an der Automobilanpassung.

• Altersspanne: 25–45 Jahre
• Durchschnittliche jährliche Ausgaben: 3.500 $ pro Enthusiast
• Geschätzte Marktgröße: 1,2 Millionen aktive Enthusiasten

Motorsport-Teilnehmer

Amateur- und semiprofessionelle Rennteilnehmer.

Kategorie Motorsport	Anzahl der Teilnehmer	Durchschnittliche Ausrüstungsinvestition
Drag Racing	85.000 aktive Teilnehmer	12.500 $ pro Fahrzeug
Rundstreckenrennen	42.000 aktive Teilnehmer	22.000 $ pro Fahrzeug

Spezialisten für Fahrzeugmodifikationen

Professionelle Kfz-Modifikationswerkstätten.

• Gesamtzahl der Workshops in den USA: 6.300
• Durchschnittliche jährliche Teilebeschaffung: 275.000 US-Dollar
• Hauptschwerpunkt: Leistungssteigerungen und Anpassung

Profis für Kfz-Restaurierung

Spezialisten mit Schwerpunkt auf der Restaurierung von Oldtimern und Oldtimern.

Kategorie „Restaurierung“.	Anzahl der Fachkräfte	Durchschnittliche jährliche Investition
Oldtimer-Restaurierung	3.800 Fachgeschäfte	450.000 US-Dollar pro Geschäft
Oldtimer-Muscle-Car-Restaurierung	2.100 Fachwerkstätten	350.000 US-Dollar pro Geschäft

Holley Inc. (HLLY) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete Holley Inc. Forschungs- und Entwicklungskosten in Höhe von 31,4 Millionen US-Dollar, was etwa 6,2 % des Gesamtumsatzes entspricht.

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	31,4 Millionen US-Dollar	6.2%
2022	28,7 Millionen US-Dollar	5.9%

Herstellungs- und Produktionskosten

Die gesamten Herstellungskosten von Holley Inc. beliefen sich im Jahr 2023 auf 187,6 Millionen US-Dollar.

• Direkte Materialkosten: 112,5 Millionen US-Dollar
• Direkte Arbeitskosten: 45,3 Millionen US-Dollar
• Fertigungsaufwand: 29,8 Millionen US-Dollar

Marketing- und Werbeaktivitäten

Die Marketingausgaben für Holley Inc. beliefen sich im Jahr 2023 auf insgesamt 22,9 Millionen US-Dollar.

Marketingkanal	Kostenzuordnung
Digitales Marketing	9,6 Millionen US-Dollar
Messen und Events	5,7 Millionen US-Dollar
Print und traditionelle Medien	4,2 Millionen US-Dollar
Patenschaften	3,4 Millionen US-Dollar

Lieferkette und Logistik

Holley Inc. gab im Jahr 2023 43,2 Millionen US-Dollar für Lieferkette und Logistik aus.

• Transportkosten: 18,6 Millionen US-Dollar
• Lagerkosten: 12,9 Millionen US-Dollar
• Bestandsverwaltung: 11,7 Millionen US-Dollar

Talentakquise und -bindung

Die Personal- und Talentkosten beliefen sich im Jahr 2023 auf 52,5 Millionen US-Dollar.

Ausgabenkategorie	Betrag
Gehälter und Löhne	38,7 Millionen US-Dollar
Leistungen und Vergütung	8,9 Millionen US-Dollar
Rekrutierung und Schulung	4,9 Millionen US-Dollar

Holley Inc. (HLLY) – Geschäftsmodell: Einnahmequellen

Verkauf von Performance-Automobilteilen

Im Geschäftsjahr 2023 meldete Holley Inc. einen Gesamtnettoumsatz von 572,2 Millionen US-Dollar. Hochwertige Automobilteile machten einen erheblichen Teil dieses Umsatzes aus.

Produktkategorie	Umsatz (2023)	Prozentsatz des Gesamtumsatzes
Vergasersysteme	127,5 Millionen US-Dollar	22.3%
Kraftstoffeinspritzsysteme	168,3 Millionen US-Dollar	29.4%
Zündungskomponenten	89,6 Millionen US-Dollar	15.7%

Vertrieb von Aftermarket-Komponenten

Der Aftermarket-Umsatz generierte für Holley Inc. im Jahr 2023 einen Umsatz von rund 245,7 Millionen US-Dollar.

• Direktverkauf an den Verbraucher über Online-Plattformen
• Großhandelsvertrieb an den Automobileinzelhandel
• Performance-Shop-Partnerschaften

Lizenzierung technologischer Innovationen

Holley Inc. generiert 12,4 Millionen US-Dollar aus Technologielizenzverträgen im Jahr 2023.

Lizenzkategorie	Einnahmen
Technologien für elektronische Steuergeräte (ECU).	6,2 Millionen US-Dollar
Leistungssensortechnologien	4,1 Millionen US-Dollar
Fortschrittliche Kraftstoffmanagementsysteme	2,1 Millionen US-Dollar

Leistungsprodukt-Upgrades

Leistungssteigerungen trugen dazu bei 87,6 Millionen US-Dollar zu Holleys Umsatz im Jahr 2023.

• Motortuning-Pakete
• Hochleistungs-Komponentensätze
• Kundenspezifische Modifikationslösungen

Spezialisierte Automobillösungen

Es wurden spezielle Automotive-Lösungen berücksichtigt 109,2 Millionen US-Dollar Umsatz für 2023.

Spezialisierte Lösung	Einnahmen	Marktsegment
Rennleistungssysteme	52,3 Millionen US-Dollar	Motorsport
Marine-Leistungssysteme	34,6 Millionen US-Dollar	Marineanwendungen
Komponenten für die Restaurierung von Oldtimern	22,3 Millionen US-Dollar	Oldtimermarkt

Holley Inc. (HLLY) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Holley Inc. products, which are clearly reflected in their late 2025 operational metrics. The value proposition centers on providing a complete, performance-driven solution set for vehicle modification.

Comprehensive performance ecosystem for customization

Holley Inc. offers an integrated system that helps enthusiasts complete complex builds, moving beyond single-part sales. This ecosystem is supported by a broad portfolio, which saw growth across 17 brands and all divisions in the third quarter of 2025. The company's success in driving demand is evident in its channel performance: B2B partners saw approximately 7.3% growth in the channel for Q3 2025 compared to the prior year period, while Direct-to-Consumer (DTC) orders grew 4.2%, marking the seventh consecutive quarter of DTC growth. This multi-channel strength supports the ecosystem approach.

The focus on new technology within this ecosystem is quantified by the revenue generated from product innovation and strategic pricing initiatives, which contributed $11.3 million in revenue for the third quarter of 2025, totaling $30.1 million year-to-date.

Unparalleled enhancement of horsepower, torque, and drivability

The promise of superior vehicle performance is a primary driver, backed by year-to-date volume gains of more than 4%, complemented by a roughly 1% benefit from pricing, as noted by management for 2025. The company's overall financial health, which underpins continued R&D, showed core business net sales growing by 6.4% in Q3 2025 over Q3 2024, the third consecutive quarter of core business growth. The full-year 2025 revenue guidance is set between $590 million and $605 million.

Iconic brand heritage and trusted quality for over a century

The value proposition leans heavily on the legacy of its portfolio. This heritage is actively marketed, for example, through a special display at the PRI Show featuring the legendary fire suit worn by brand founder Bill Simpson during his famous Indianapolis demonstration back in 1986. The company manages a portfolio of iconic brands, which is strategically segmented across four consumer vertical groupings:

• Domestic Muscle
• Modern Truck & Off-Road
• Euro & Import
• Safety & Racing

Cutting-edge safety and racing products (Snell SA2025 standards)

For the Safety & Racing vertical, Holley Inc. demonstrates a commitment to the latest standards. A key deliverable for 2025 was the launch of a new line of helmets specifically in alignment with the new Snell SA2025 safety standards. This portfolio includes innovations across brands like Simpson, Stilo, HANS, and RaceQuip, with specific new models like RaceQuip's NX25 helmet and Simpson's new Bandit and Kingsnake models.

Solutions for both classic and modern vehicle platforms

Holley Inc. provides solutions spanning the entire spectrum of enthusiast vehicles. This breadth is demonstrated by showcasing products for both older and newer engine architectures. For instance, the company features SEMA award-winning products like the Terminator X Bluetooth EFI Kits alongside Holley Hi Ram intakes designed for small block Chevy, big block Chevy, and Ford Coyote engines. The display at SEMA 2025 featured a 1995 fourth-gen Camaro build, anchoring the display for the Domestic Muscle segment.

The financial stability supporting this broad product development is shown by the leverage ratio dropping to 3.9x at the end of Q3 2025, eclipsing the 4.0x target set for year-end, and a total debt repayment of $100 million since September 2023.

Metric	Value / Range (As of Late 2025 Data)	Context / Period
Core Business Net Sales Growth	6.4%	Q3 2025 vs. Q3 2024
Total Brands with Expanded Growth	17	Q3 2025
Product Innovation Revenue YTD	$30.1 million	Year-to-Date Q3 2025
FY25 Adjusted EBITDA Guidance	$120 million - $127 million	Full Year 2025 Outlook
Debt Repayment Since Sept 2023	$100 million	Total through Q3 2025
Q3 2025 Leverage Ratio	3.9x	End of Q3 2025

Holley Inc. (HLLY) - Canvas Business Model: Customer Relationships

You're looking at how Holley Inc. (HLLY) keeps its enthusiast base engaged and growing, which is the lifeblood of the performance aftermarket. It's not just about shipping parts; it's about being present where the customer lives and breathes cars. The relationship strategy is multi-pronged, hitting the community, the digital storefront, and the professional trade directly.

Deep community integration via sponsored events and festivals

Holley Inc. uses its flagship events as a primary touchpoint to connect with its core audience. The 2025 event season was planned around five major gatherings scheduled between April and September, designed to attract enthusiasts nationwide. The stated goal for the 2025 season was to reach one million enthusiasts across these experiential marketing events. These events are strategically crafted to engage across the company's four main consumer vertical groupings: Domestic Muscle, Modern Truck & Off-Road, Euro & Import, and Safety & Racing. For instance, the company showcased its portfolio at SEMA 2025 from its booth in Central Hall at location #22463. Later in the year, presence at PRI 2025 included locations like Green Hall #1229, Green Hall #1225, and Green Hall #1313. This hands-on approach is seen as one of the richest ties to the enthusiast community.

Direct engagement through Holley.com and social channels

Digital channels show strong, consistent growth, which directly reflects the effectiveness of the direct-to-consumer (DTC) relationship strategy. In the second quarter of 2025, DTC orders grew by 8.6% year-over-year. That growth was even stronger on third-party marketplaces like Amazon and eBay, which saw an increase of over 28% in Q2 2025. To give you a sense of the digital reach, in Q2 2025, earned media impressions hit 463 million from 657 media clips, while the social media following grew 2% over the previous year. This digital momentum carried into Q3 2025, where DTC orders grew 4.2%, marking the seventh consecutive quarter of DTC growth. The company's Q1 2025 performance showed even higher growth on third-party platforms, exceeding 50% growth.

Here are the recent growth metrics for direct channels:

Channel Metric	Q1 2025 Growth (YoY)	Q2 2025 Growth (YoY)	Q3 2025 Growth (YoY)
Direct-to-Consumer (DTC) Orders	Over 10%	8.6%	4.2%
Third-Party Marketplaces (e.g., Amazon, eBay)	Over 50%	Over 28%	Data not specified

Dedicated B2B sales force for professional teams and workshops

The B2B channel, which serves professional teams and workshops, is supported by a dedicated sales force and specific initiatives. In Q2 2025, B2B channel sales advanced by approximately 6.5% year-over-year, following a growth of over 2.5% in Q1 2025. The focus on key accounts is clear: revenue from the top 50-plus accounts accelerated significantly in Q2 2025, contributing $8.3 million in growth. Furthermore, the Holley Pros initiative, aimed at engaging smaller accounts, added $2.5 million in revenue during Q1 2025 alone. By Q3 2025, B2B partners saw approximately 7.3% growth in the channel compared to the same period last year. These targeted efforts help maintain strong relationships with trade collaborators.

Targeted marketing for four distinct vertical markets

Holley Inc. structures its marketing and product focus around distinct enthusiast segments, ensuring tailored value propositions. While the prompt mentions seven markets, public reporting for 2025 highlights four primary consumer vertical groupings that receive targeted attention across products and events. The overall core business net sales growth in Q3 2025 was 6.4%, indicating broad success across these divisions. The company reported growth across more than 17 brands in Q3 2025 and over 20 brands in Q2 2025, all falling under these key market focuses. The company's product innovation and strategic pricing initiatives contributed $11.3 million in revenue in Q3 2025, which is directly tied to meeting the specific demands within these verticals.

The explicitly mentioned vertical groupings for 2025 marketing and events are:

• Domestic Muscle
• Modern Truck & Off-Road
• Euro & Import
• Safety & Racing

The company's full-year 2025 net sales guidance is set between $590 million and $605 million, reflecting the expected performance across these customer relationship strategies.

Holley Inc. (HLLY) - Canvas Business Model: Channels

You're looking at how Holley Inc. gets its high-performance products into the hands of enthusiasts and professionals as of late 2025. The strategy is clearly multi-pronged, focusing on digital strength while maintaining deep ties with traditional trade partners.

The overall financial context for the channels is set by the full-year 2025 revenue guidance, which Holley Inc. has refined to be between $590 million and $605 million, representing a potential growth of 2.5% to 5.1% over the core business base of 2024. This revenue flows through the distinct channels detailed below.

Direct-to-Consumer (DTC) e-commerce (Holley.com)

Holley Inc. continues to push its direct relationship with the end-user via Holley.com. This channel is a key focus for brand engagement and margin capture. For the third quarter ended September 28, 2025, DTC orders showed solid, sustained growth.

• DTC orders grew 4.2% in the third quarter of 2025 compared to the third quarter of 2024.
• This marks the seventh consecutive quarter of DTC growth for Holley Inc.
• In the second quarter of 2025, the DTC channel saw an increase of over 8.6% year-over-year.

Third-party online marketplaces (Amazon, eBay Motors)

The third-party marketplace segment, which includes platforms like Amazon and eBay Motors, is showing the most explosive growth rate among the measured channels. This indicates strong digital shelf presence and consumer preference for these platforms for certain purchases.

Here's how the marketplace activity looked in the second quarter of 2025:

Channel Segment	Q2 2025 Growth vs. Prior Year	Context
Third-party platforms (Amazon, eBay, etc.)	Increased by more than 28%	Q2 2025 performance
Direct-to-Consumer (DTC) overall	Grew over 8.6%	Q2 2025 performance

This rapid expansion on third-party platforms is a significant driver of the overall digital sales strategy.

Automotive parts retail chains (B2B)

The Business-to-Business (B2B) segment, serving large automotive parts retail chains, remains a foundational element of Holley Inc.'s distribution. The company reports strengthening relationships here, which translates directly to the top line.

The performance in Q3 2025 shows this channel is healthy:

• B2B partners saw approximately 7.3% growth in the channel for the third quarter of 2025 compared to the third quarter of 2024.
• In the second quarter of 2025, the B2B channel advanced 6.5% year-over-year.

Specialty performance shops and speed shops

While often grouped within the broader B2B category, the specialty shops and speed shops represent the core, high-touch enthusiast segment. Holley Inc. is actively expanding its reach here, evidenced by specific dealer program growth.

For example, in the second quarter of 2025, Holley Inc. expanded its reach in the car dealer channel, bringing the total number of participating BMW dealers in a specific program to 28, up from 22 previously. This type of focused expansion into specialized outlets is key to maintaining brand relevance where technical expertise is valued.

Overall channel performance metrics for Q3 2025:

Channel Type	Q3 2025 Growth vs. Prior Year	Brands Supported
B2B Partners	Approximately 7.3%	Across 17 brands in the quarter
DTC Orders	4.2%	Across all divisions

Holley Inc. is definitely balancing its efforts across these routes to market.

Holley Inc. (HLLY) - Canvas Business Model: Customer Segments

You're looking at the core buyers for Holley Inc. (HLLY) as of late 2025. This isn't just one group; it's a collection of highly passionate individuals and professional operations that drive the company's performance. The data from the third quarter of 2025 shows that the core business is growing, which means these segments are actively buying.

Automotive Performance Enthusiasts (DIY, high-spend)

This segment represents the backbone of Holley Inc. (HLLY)'s customer base, encompassing the do-it-yourself modifier and the dedicated, high-spending enthusiast. Their purchasing behavior is captured in the company's channel performance metrics. For instance, Direct-to-Consumer (DTC) orders showed growth of 4.2% in the third quarter of 2025 compared to the prior year period, marking the seventh consecutive quarter of DTC growth. This direct engagement suggests a strong, ongoing relationship with the end-user enthusiast. Furthermore, sales through third-party platforms like Amazon and eBay saw a significant increase of more than 28% in the second quarter of 2025 year-over-year, indicating broad market reach to these DIY buyers.

Professional Racing Teams (NASCAR, NHRA, grassroots)

The professional and serious amateur racing community relies on Holley Inc. (HLLY) for mission-critical components, especially within the Safety & Racing vertical. While specific revenue allocation to this group isn't broken out, the company's focus on this area is clear through product development, such as debuting a new helmet lineup for the SA2025 standard. These customers often purchase through B2B channels, which showed continued success with approximately 7.3% growth in the third quarter of 2025 compared to the third quarter of 2024. The performance of the Safety & Racing division is critical, as the company expanded growth across 17 brands and all divisions in Q3 2025.

Four Core Verticals

Holley Inc. (HLLY) strategically organizes its offerings around four primary consumer verticals. The overall core business net sales grew by 6.4% in the third quarter of 2025 over the third quarter of 2024. This growth is a composite result of demand across all these areas. The company's Q2 2025 results specifically noted strong demand in the domestic muscle and modern truck/off-road markets.

Here is a look at the financial context surrounding the business that serves these segments as of the latest reported quarter:

Metric	Value (Q3 2025)	Comparison/Context
Net Sales	$138.4 million	Increased 3.2% versus prior year period
Core Business Net Sales Growth	6.4%	Third consecutive quarter of core business sales growth
B2B Channel Growth	Approx. 7.3%	Year-over-year growth for the quarter
DTC Orders Growth	4.2%	Year-over-year growth for the quarter
Product Innovation/Pricing Revenue (YTD)	$30.1 million	Contribution to revenue year-to-date
Gross Margin	43%	Reported as a robust figure

The four core verticals are:

• Domestic Muscle
• Modern Truck & Off-Road
• Euro & Import
• Safety & Racing

Vehicle Restorers and Classic Car Owners

This group overlaps significantly with the DIY enthusiast but focuses specifically on maintaining and upgrading vintage and classic vehicles. Their purchasing patterns are often reflected in the steady growth across the company's portfolio of 17 brands. These owners seek authenticity and high-quality replacement or upgrade parts that Holley Inc. (HLLY) provides across its various product lines. The company's overall revenue for the trailing twelve months (TTM) ending Q3 2025 was $598.13 million, with full-year 2025 revenue guidance set between $590 - $605 million. This top-line performance is the aggregate result of demand from all customer groups, including those dedicated to restoration projects.

Finance: draft 13-week cash view by Friday.

Holley Inc. (HLLY) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive Holley Inc.'s operations as of late 2025. These are the real costs you need to account for when modeling out their performance, so let's look at the hard numbers we have from their latest filings and guidance.

Cost of Goods Sold (COGS) for manufacturing and sourcing is a major component. For the full year ended December 31, 2024, the Cost of goods sold was reported as $363,680 thousand. To give you a sense of the current cost environment, Holley Inc. reported a Gross margin of 44.40% in their latest reported statistics, and the Q1 2025 Gross margin was 41.9%. Holley Inc. has noted that a significant differentiator is that the majority of their production cost and COGS is in the U.S. versus some competitors sourcing primarily out of Asia.

High R&D investment for new product development is bundled within the Selling, General, and Administrative (SG&A) line item. For the first quarter of 2025, the combined SG&A, which includes R&D expenses, was $40.8 million, up from $37.8 million in the same period the prior year. The Chief Operating Decision Maker reviews budget allocation between cost of revenues, sales and marketing, research and development, and general and administrative expenses.

Marketing and promotional expenses for enthusiast events are also part of SG&A. While 2025 specific marketing spend isn't fully detailed, for the full year 2024, Holley Inc. spent approximately $13.5 million on marketing and advertising, which represented about 2.1% of their 2024 annual gross sales. The increase in Q1 2025 SG&A was partly driven by the timing impact of marketing expenses.

Debt servicing costs due to leverage are significant, reflecting the capital structure. For the full year ending December 31, 2025, Holley Inc. has guided its Interest Expense (excluding collar revaluation) to be between $45 - $50 million. In the third quarter of 2025, the company reported $16.166 million in interest paid. The latest reported Debt / Equity ratio as of early December 2025 was 1.30.

Distribution and logistics costs across multiple channels are primarily embedded within the Cost of Goods Sold, which includes incoming shipping and handling costs. Holley Inc. reaches consumers through online and in-person channels.

Here's a quick look at some of the key cost-related financial metrics we have for Holley Inc. as of late 2025 data points:

Cost Component/Metric	Reported Value (Latest Available 2025 Data)	Prior Year/Baseline Figure
Full Year 2025 Interest Expense Guidance	$45 - $50 million	N/A
Q3 2025 Interest Paid	$16.166 million	N/A
Debt / Equity Ratio (Latest Reported)	1.30	N/A
Q1 2025 SG&A (incl. R&D)	$40.8 million	$37.8 million (Q1 2024)
2024 Marketing & Advertising Spend	$13.5 million	Approx. 2.1% of 2024 Gross Sales
Full Year 2024 COGS	$363,680 thousand	$403,615 thousand (2023)
Latest Reported Gross Margin	44.40%	41.9% (Q1 2025)

You should also note the following operational cost drivers and context:

• Q1 2025 Gross margin increase was due to inventory charges in 2024 and improvement in freight costs.
• Holley Inc. achieved $3.1 million in cost reductions for Q1 2025 from purchasing savings and operational improvements.
• The company is on track to reach $6 million in operational improvements for the full fiscal year 2025.
• The EBIT margin was reported at 1.9% recently, while the profit margin from continuing operations was -5.42%.
• The company's operational earnings (EBITDA) margin was 11.7% in a recent report.

Holley Inc. (HLLY) - Canvas Business Model: Revenue Streams

Holley Inc. generates revenue primarily through the sale of its performance automotive aftermarket products across a wide spectrum of channels.

The company's product offering spans over 30 product categories, supporting sales across more than 20 brands in the core business as of Q2 2025.

Key channel performance metrics from the second quarter of 2025 illustrate the revenue mix momentum:

Revenue Channel	Metric Type	Growth/Amount (Q2 2025)
B2B Wholesale to Distributors	Year-over-Year Growth	6.5%
DTC E-commerce	Order Growth	8.6%
Third-Party Marketplaces	Surge	More than 28%

The full-year 2025 outlook reflects management's expectation for total top-line performance.

• Full-year 2025 Net Sales guidance is set in the range of $590 million - $605 million.

The company also noted that product innovation and strategic pricing contributed approximately $18.7 million in revenue year-to-date as of Q2 2025.