Polaris' 1Q Has Positive Signs for BRP -- Market Talk

Dow Jones

2025/04/29

0945 ET - There are some positives to glean from Polaris' 3Q for its Canadian peer BRP. Scotiabank Jonathan Goldman says in a report that Polaris' 2Q revenue guidance equates to an 8% decline y/y compared with expectations of a 12% decline for BRP, which could suggest it won't be as bad as projected. At the same time, Polaris lost shares in its off-road segment, which could have gone to BRP. Thirdly, the analyst says that "vis-a-vis tariffs, we believe Polaris is relatively disadvantaged vs. BRP given higher China sourcing." Polaris noted continued retail demand pressure with elevated promotional pushes. Wholesale is expected to be lower than retail this year as the company continues to manage channel inventory, Goldman noted. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

April 29, 2025 09:45 ET (13:45 GMT)

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Scotiabank Jonathan Goldman says in a report that Polaris' 2Q revenue guidance equates to an 8% decline y/y compared with expectations of a 12% decline for BRP, which could suggest it won't be as bad as projected. At the same time, Polaris lost shares in its off-road segment, which could have gone to BRP. Thirdly, the analyst says that \"vis-a-vis tariffs, we believe Polaris is relatively disadvantaged vs. BRP given higher China sourcing.\" Polaris noted continued retail demand pressure with elevated promotional pushes. Wholesale is expected to be lower than retail this year as the company continues to manage channel inventory, Goldman noted. 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Scotiabank Jonathan Goldman says in a report that Polaris' 2Q revenue guidance equates to an 8% decline y/y compared with expectations of a 12% decline for BRP, which could suggest it won't be as bad as projected. At the same time, Polaris lost shares in its off-road segment, which could have gone to BRP. Thirdly, the analyst says that \"vis-a-vis tariffs, we believe Polaris is relatively disadvantaged vs. BRP given higher China sourcing.\" Polaris noted continued retail demand pressure with elevated promotional pushes. Wholesale is expected to be lower than retail this year as the company continues to manage channel inventory, Goldman noted. (adriano.marchese@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 29, 2025 09:45 ET (13:45 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2471134879.HKD","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2531852758","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2531852758","pubTimestamp":1745934300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0945 ET - There are some positives to glean from Polaris' 3Q for its Canadian peer BRP. 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Scotiabank Jonathan Goldman says in a report that Polaris' 2Q revenue guidance equates to an 8% decline y/y compared with expectations of a 12% decline for BRP, which could suggest it won't be as bad as projected. At the same time, Polaris lost shares in its off-road segment, which could have gone to BRP. Thirdly, the analyst says that \"vis-a-vis tariffs, we believe Polaris is relatively disadvantaged vs. BRP given higher China sourcing.\" Polaris noted continued retail demand pressure with elevated promotional pushes. Wholesale is expected to be lower than retail this year as the company continues to manage channel inventory, Goldman noted. (adriano.marchese@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 29, 2025 09:45 ET (13:45 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}