- Sep 4, 2015
- Reaction score
I told you I wasn’t going to comment further, but....
I’m not sure you understand how R&D dollars are allocated to keep a market leader, a market leader. You’re commenting as though you have some inside tract into the Polaris BOD. Being a Motorsports company, their Board is likely comprised of a combination of bean counters and actual users and probably racers or racing enthusiasts. Win on Sunday, sell on Monday rings true.
Polaris (and others) likely are waiting watching while building and testing. The BOD will not allow their market position to be eclipsed by RD or Speed. Just common sense tells us this. Polaris likely has the next generation and probably the one after that in planning, testing and justified to remain the market leader.
I’ve said it before and I’ll say it again, I love the David and Goliath story but it just doesn’t make sense. If he succeeds good for him. Money, marketing ting and common sense tell me otherwise.
The American Dream...reach for the stars RG.
That is all based on how you define a “market leader”. Polaris already HAS a car in development to complete with the Speed car. They are the market leader and will continue to be. Polaris will sell more units of their Pro R regardless if it performs better or not.
Polaris has a better integration of electronics, Dynamic electronic shocks, pretty good fit and finish, a nationwide dealer network etc. The Polaris car is going to be a better all around car for the casual person.
Your premise is they will just buy Speed to eliminate them because they complete with 1 unit in the Polaris lineup? They will cut their margins to take away every Speed sale because of competition with the Polaris halo car? My common sense tells me they will do neither of those things. Polaris and Can Am are going to use the Speed car to improve their margins and they will respond with better offering of their own and the show will go on. The Speed car is going to be at the top end of the SXS price point, it is niche car for a niche buyer. It’s not going to be a super high production vehicle. Polaris and Can Am crank these things out and have a nationwide dealer network. Speed is just a blip on the radar.
This isn’t a David and Goliath story, one brand is not going to destroy the other. It is just another SXS into the marketplace. Frankly we don’t know how much $$ backing there is behind Speed anyway.