Polaris Inc at Raymond James Institutional Investors Conference Transcript
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
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