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Holley Performance Brands Redefines a Legacy With Launch of "American Performance" Vertical

MWN-AI** Summary

Holley Performance Brands (NYSE: HLLY) has announced a significant rebranding of its flagship consumer vertical, transitioning from "Domestic Muscle" to "American Performance." This change reflects evolving automotive enthusiast demographics and market trends, indicating a robust interest in vehicles from the 1980s to the 2000s, encompassing trucks, SUVs, and muscle cars. Holley’s research suggests that the previous naming convention focused too narrowly on classic 60s and 70s muscle cars, which have seen stagnation, while interest in more recent platforms is surging.

Nick Hite, SVP of American Performance, emphasized that this rebranding isn't indicative of decline but rather demonstrates growth, driven by younger and more diverse enthusiasts inspired by the vehicles they encountered in their youth. Holley’s analysis revealed that vehicles from 1980-2009 represent over 78% of event participation and 81% of sales, underscoring a shift in the performance aftermarket sector. Notably, trucks constitute 80% of the most searched vehicles on Holley’s website.

Moreover, participation in events such as the LS Fest has shown that more than 70% of attendees under 45 are engaging with 1980s and 1990s platforms. The ongoing cultural resurgence of these vehicles, amplified by media and pop culture, is further stoking interest.

Holley’s American Performance segment, a $5 billion market, includes brands like Holley EFI and MSD, contributing approximately 60% of the company’s annual revenue. This strategic pivot aims to capture the modern automotive enthusiast's attention while embracing the legacy of American performance vehicles. This renewed focus positions Holley for continued growth in the evolving aftermarket landscape.

MWN-AI** Analysis

Holley Performance Brands' rebranding of its flagship consumer vertical from "Domestic Muscle" to "American Performance" marks a strategic pivot that could signal exciting opportunities for investors. This change, effective January 22, 2026, underscores Holley’s recognition of evolving consumer preferences within the automotive aftermarket, particularly among a younger demographic passionate about vehicles spanning from the 1980s to early 2000s.

The company’s internal research revealing that over 78% of event participation and 81% of segment sales are attributed to vehicles from this time frame indicates a robust and growing market. Importantly, trucks are leading this demand, emphasizing Holley's strategic enhancement of its offerings to capture this lucrative segment. Notably, the increasing engagement of buyers under 45 and the rise in diverse demographics further augments Holley’s position in the market.

It is worth considering that the American Performance segment represents a sizable $5B+ addressable market, contributing approximately 60% of Holley’s annual revenue. This merger of classic and modern vehicles creates a rich tapestry for product development and community engagement initiatives, likely providing Holley with both revenue stability and growth prospects.

However, prospective investors should remain cautious. Holley outlines several risks, including competition and the need for effective execution of its business strategy. Continuous innovation and expansion into new markets will be critical for sustaining growth. Given the cultural momentum and nostalgia surrounding American vehicles, Holley’s focus on this segment may well capitalize on current consumer trends, making the stock a potential buy for those looking to invest in the automotive aftermarket. Continuous monitoring of market dynamics and financial performance remains essential to optimize investment decisions.

**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.

Source: GlobeNewswire

BOWLING GREEN, Ky., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Holley Performance Brands (NYSE: HLLY), a leader in automotive aftermarket performance solutions, today announced the renaming of its flagship consumer vertical from “Domestic Muscle” to “American Performance.” The evolution reflects a generational shift in enthusiast behavior, supported by new internal research and market observations showing sustained growth across 1980s–2000s American vehicle platforms, including trucks, SUVs and muscle cars.

For years, the domestic muscle naming convention was often viewed as a legacy segment. Iconic, but focused only on older 60s and 70s muscle cars and plateauing. Holley’s analysis of search behavior, product sales and event participation tells a different story. Demand is expanding, driven by younger enthusiasts entering their peak spending years and engaging deeply with the vehicles they grew up with.

For us the American Performance segment is defined as trucks, SUVs, and cars 20 years and older as well as modern American performance vehicles such as Mustangs, Corvettes, Camaros, Challengers, Chargers, and more.

“This isn’t a decline story, it’s a growth story,” said Nick Hite, SVP of American Performance at Holley Performance Brands. “The research confirms what we’re seeing on the ground: new passion platforms, broader demographics and cultural momentum redefining American performance. The name change reflects the reality of today’s market and where it’s headed.”

Key Findings from Holley’s Research Include:

  • Platforms from 1980–2009 now account for more than 78% of Holley event participation and 81% of segment sales, signaling strong demand beyond traditional 1960s–1970s muscle.
  • Trucks dominate search and sales activity, representing 80% of top vehicle searches on Holley.com.
  • New buyers are younger and more diverse, with over 70% of Holley’s LS Fest attendees engaging with 1980s–1990s platforms under the age of 45.
  • Pop culture is accelerating demand, with media moments, museum exhibitions, and nostalgia driving renewed interest and rising values in vehicles such as the Buick Grand National and Fox Body Mustang.

Together, these trends point to an expanded and evolving performance aftermarket—one where legacy platforms remain strong, while newer generations bring additional vehicles, use cases and spending into the category.

A visual summary of the research will be shared across Holley’s B2B customer network, investor channels, and social platforms, and is available at www.holley.com/american_performance. The insights referenced are based on Holley Performance Brands’ proprietary internal data and market observations.

Certain statements in this press release may be considered “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Such forward-looking statements are subject to risks, uncertainties, and other important factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements, including but not limited to Holley’s ability to (1) execute our business strategy, including monetization of services provided and expansions in and into existing and new lines of business; (2) grow and manage growth profitably; (3) maintain relationships with customers and suppliers; (4) successfully design, develop, and market new, effective, and safe products, (5) expand into new markets; (6) compete effectively in our market; (7) maintain and strengthen demand for our products and brands; (8) maintain successful and profitable partnerships; (9) achieve expected returns on investments; and (10) the other risks and uncertainties set forth in the Annual Report on Form 10-K for the year ended December 31, 2024 filed with the U.S. Securities and Exchange Commission (“SEC”) on March 14, 2025, and in any subsequent filings with the SEC.

About American Performance

Holley’s newly named American Performance vertical encompasses both classic and modern American vehicles—from 1960s-era muscle cars to 1990s trucks and early-2000s performance platforms. The segment represents a $5B+ addressable market and contributes approximately 60% of Holley Performance Brands’ annual revenue. It includes category-leading brands such as Holley EFI, MSD, Flowmaster, Sniper, Diablosport, NOS, and more.

About Holley Performance Brands
Holley Performance Brands (NYSE: HLLY) leads in the design, manufacturing and marketing of high-performance products for automotive enthusiasts. The company owns and manages a portfolio of iconic brands, catering to a diverse community of enthusiasts passionate about the customization and performance of their vehicles. Holley Performance Brands distinguishes itself through a strategic focus on four consumer vertical groupings, including Domestic Muscle, Modern Truck & Off-Road, Euro & Import, and Safety & Racing, ensuring a wide-ranging impact across the automotive aftermarket industry. Renowned for its innovative approach and strategic acquisitions, Holley Performance Brands is committed to enhancing the enthusiast experience and driving growth through innovation. For more information on Holley Performance Brands and its dedication to automotive excellence, visit https://www.holley.com.

Media Relations Contact(s):
Nathan Espinosa/Patrick Curtin
Kahn Media
818-881-5246
Holley@KahnMedia.com

Investor Relations Contact(s):
Anthony Rozmus / Neel Sikka
Solebury Strategic Communications
203-428-3224
Holley@soleburystrat.com

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/80020b79-aba7-4dff-a9a2-5c94ffe88868


FAQ**

How does Holley Inc. HLLY plan to leverage the growth potential reflected in the naming change to "American Performance" to enhance its market position against competitors in the automotive aftermarket?

Holley Inc. plans to leverage the "American Performance" branding to strengthen its market position by emphasizing its heritage and commitment to high-performance automotive products, thereby appealing to a broader consumer base and differentiating itself from competitors in the aftermarket.

Given that platforms from 1980–2009 account for a significant portion of Holley Inc. HLLY’s sales, what marketing strategies will the company employ to attract younger and more diverse enthusiasts?

Holley Inc. will leverage social media campaigns, influencer partnerships, and targeted content marketing to engage younger audiences, while highlighting diversity and inclusivity in automotive culture to attract a broader range of enthusiasts.

With pop culture driving renewed interest in vehicles, how does Holley Inc. HLLY intend to capitalize on this trend to increase brand engagement and boost sales across its American Performance segment?

Holley Inc. plans to capitalize on renewed pop culture interest by enhancing brand engagement through innovative marketing strategies, collaborations with influencers and events, expanding product offerings, and leveraging social media to connect with automotive enthusiasts in its American Performance segment.

Considering the $5B+ addressable market for the American Performance vertical, what specific growth initiatives does Holley Inc. HLLY have planned to maximize revenue from this segment in the next few years?

Holley Inc. plans to maximize revenue in the American Performance vertical through initiatives such as expanding product offerings, enhancing e-commerce capabilities, leveraging strategic partnerships, and increasing marketing efforts to capture a larger share of the $5B+ addressable market.

**MWN-AI FAQ is based on asking OpenAI questions about Holley Inc. (NYSE: HLLY).

Holley Inc.

NASDAQ: HLLY

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$491,278,734
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45
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Vehicles
Consumer Discretionary
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