More Market News...

[PapaUtah]

MIC data illustrates what we already know, that Polaris’ Victory is gaining share at retail. In a competitive industry segment, Polaris is taking share from both Harley Davidson (HDI/$51.87/Market Perform) and Honda (HMC/$29.13) (#1 and #2 market share, respectively, in cruisers with 900cc or greater engines). Although seen as a small player by some, we believe Victory is impacting retail sales on the margin for the larger players.

Unit Change & Market Share for 900cc+ Cruisers in 2005, North America

900cc+ Segment

Unit Change & Market Share for 900cc+ Cruisers in 2005, NA

Harley-Davidson

2004 Mkt Share - 61.8%

2005 Mkt Share - 60.1%

2005 Unit Change, -5,888

Polaris

2004 Mkt Share - 1.5%

2005 Mkt Share - 2.3%

2005 Unit Change, +1,784 :drinks:

Yamaha

2004 Mkt Share - 11.5%

2005 Mkt Share - 13.5%

2005 Unit Change, +4,060 :coolio:

Honda

2004 Mkt Share - 17.4%

2005 Mkt Share - 16.5%

2005 Unit Change, -2,774

Rest of Industry

2004 Mkt Share - 7.7%

2005 Mkt Share - 7.7%

2005 Unit Change, -360

 

[snowmonkey]

Is that (PII) Polaris Industries?

 

[PapaUtah]

Yep. I am hoping to get some sport and touring segment data soon...looks like the tuning fork is headed in the right direction in the cruiser market.