Polaris Inc at Raymond James Institutional Investors Conference Transcript

Mar 07, 2023 / 06:40PM GMT
Joseph Nicholas Altobello - Raymond James & Associates, Inc., Research Division - MD & Senior Analyst

Good afternoon, everybody. Thank you for joining us. I'm Joe Altobello, research analyst here at Raymond James, covering the leisure space, and we are very happy to have with us today Polaris Corporation. The company is a leader in the North American powersports industry, competes in a number of segments, including off-road vehicles, snowmobiles, motorcycles and most recently, boats. The past few years have clearly been challenging for Polaris, since it had to confront meaningful tariff headwinds, followed by a spike in demand at the start of COVID that put a strain on its supply chain and led to very lean dealer inventories that persist even today. Through it all, however, the company has been able to deliver healthy topline and bottom-line growth.

And here to update us is CEO, Mike Speetzen; and CFO, Bob Mack; and also in attendance, VP of Investor Relations, J.C. Weigelt. I believe the plan is for Mike to have a few slides, and then we will jump into a fireside chat. So with that, here

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot