J
Jaynelson
Well-known member
Unfortunately there's no time when they're just sitting around...if they're not building one thing, they're building something else be it other sleds or summer stuff. The lines are all running at max max capacity ever since the covid-era increased demand for outdoor equipment. Since then, there has never been a let-off on the demand side, and there has never been a catch-up on unit or parts inventory.Maybe Polaris should consider moving the snowcheck program a month or two earlier, to give them more time to get the sleds delivered in November +/-. It would seem these late delivers are becoming more common in recent years. Obviously Covid, supply issues, etc, but why not just start earlier on sleds?
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IF this level of demand holds, I'm sure all vehicle manufacturers will eventually grow production to supply it. But in the meantime, they only have so much production capacity and at the same time are plagued with shortages on part and labour, and constant shipping/supply glitches. They're also making a good chunk more per-unit these days, as incentives have rolled way back with the huge demand scenario....so you might not see the excessive inventory levels come back to the North Am. auto/rec world any time soon, if ever. I'm sure all major manufacturers will use this experience to try new balances in inventory levels, as there are a lot of lessons happening all at once right now.