Investor Presentation April 2022
5 Transformational Digital and DTC Opportunity
Holley
DTC Creates
Greater Visibility
and Engagement
with Enthusiast
Consumers
The Performance Aftermarket is
Moving Online...
Industry is seeing ongoing transformational
shift to digital
$23B
~12% Online CAGR
$7B
(32% of mkt.)
$16B
2014
98
$36B
$17B
(48% of mkt.)
NOW
$19B
2021
Online Penetration in Performance Aftermarket
Direct Channel Share of Performance Aftermarket
~40%
Consumers expect to
increase DTC spend
and We are Well-Positioned to
Continue Driving the Shift Online
Our eCommerce business is growing ~3.5x
faster than the market(1)
$10M
2014
FLOW ~42% CAGR
$117M
~$117M
DTC sales
2021
2021
Source: Third-party report by a market leading consulting firm, 2020; SEMA data.
1) Comparing Holley DTC CAGR to total performance aftermarket CAGR.
Holley
20
www.2 OC
20View entire presentation