[Andy]

He also reitterated Polaris's belief that Indian will outsell Vic in 2-3 years.

Honestly, I think that's an accurate prediction as IMHO, I think Indian already has a better name brand recognition than Victory.

My question is: If the new Indian lives up to the hype and pre-orders exceed expections, where does the production capacity come from? Will Polaris hold off on production until new facilities can be built, or will they take over some of Victory's production capacity?

Remember, Polaris is a public company and it's all about generating cash and making a profit.

Please don't shoot the messenger. It's my job to ask the questions.

 

[Andy]

As an investor I'm hoping to see some new stuff from Indian AND Victory and would love to see a third and fourth line added in Milford (the new space). I really think Victory is on the cusp of breaking out of the "niche" catagory, the Cross has been phenomenal and I think if they just released a streetable CORE those two models alone would take them to the next level. From the business end I get that killing Victory for Indian's second line might make for a better return on investment than if they add a third line. OR...maybe a new Victory model does take off and a recall problem sees Indian falter. Maybe they kill Indian to add more Victory...either scenario I get why it might make sense. But I don't think either will happen.

There's a lot of merit to your post. Personally, I think it would be fantastic to see Polaris update the Victory's stronger sellers and launch some new bikes under the Victory name and combined with Indian, truly become a force in the motorcycle market.

We'll see the direction they are taking soon enough!