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post #1 of 20 (permalink) Old 07-22-2014, 09:10 AM Thread Starter
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Default Polaris stock

The stock is way up today. Part of reason is that motorcycle sales were up 107% in second quarter. Bad news is, it's being reported as all Indian sales. Poor old Victory not even mentioned.
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post #2 of 20 (permalink) Old 07-22-2014, 09:21 AM
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The stock is way up today. Part of reason is that motorcycle sales were up 107% in second quarter. Bad news is, it's being reported as all Indian sales. Poor old Victory not even mentioned.
Does anyone think that Polaris has cannibalized some of their Victory sales with the Indian launch, or is the general opinion that the two brands are marketed far enough apart (in style and/or price point) that Polaris is not selling to the 'same' people between the two brands?

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post #3 of 20 (permalink) Old 07-22-2014, 09:47 AM
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Definitely an interesting question. Spirit Motorcycles just opened here in San Jose. The dealership sells both Indian, Victory, and it looks like they'll be selling the new Polaris Slingshot (but not the other Polaris vehicles). I've talked several times to the owners and the general manager and their sales have been better than expected. They push the Indian brand over the Victory products - they even have the Indian logo painted on the side of the building - and yet they sell more Victories by almost two-to-one.

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post #4 of 20 (permalink) Old 07-22-2014, 10:28 AM Thread Starter
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Definitely an interesting question. Spirit Motorcycles just opened here in San Jose. The dealership sells both Indian, Victory, and it looks like they'll be selling the new Polaris Slingshot (but not the other Polaris vehicles). I've talked several times to the owners and the general manager and their sales have been better than expected. They push the Indian brand over the Victory products - they even have the Indian logo painted on the side of the building - and yet they sell more Victories by almost two-to-one.
That surprising to me. I would have figured the opposite. I feel that with the lineups, the brands are too close to each other. I've always felt that Victory should NOT have started off with v-twins. That led the to inevitable comparisons to HD, like it or not. When Polaris stared Victory, they had a clean sheet of paper, and they chose the "American" v-twin market, and I think that has hurt them, and continues to. Look at what Triumph has done with their unique bikes. If there is a better role model for Victory, I can't think of it. Victory needs to expand their portfolio to bring in a wider customer base and really separate themselves from Indian AND HD.
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post #5 of 20 (permalink) Old 07-22-2014, 10:45 AM
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That surprising to me. I would have figured the opposite. I feel that with the lineups, the brands are too close to each other. I've always felt that Victory should NOT have started off with v-twins. That led the to inevitable comparisons to HD, like it or not. When Polaris stared Victory, they had a clean sheet of paper, and they chose the "American" v-twin market, and I think that has hurt them, and continues to. Look at what Triumph has done with their unique bikes. If there is a better role model for Victory, I can't think of it. Victory needs to expand their portfolio to bring in a wider customer base and really separate themselves from Indian AND HD.
Oh, I agree. But if you look at our market, Silicon Valley, most of the buyers will be affluent and young(er). Indian has little appeal to this demographic. Certainly, the quarterly numbers show Indian outselling Victory worldwide and, really that makes sense to me, as the Victory lineup hasn't had any love from Polaris for the past couple of years as they focused on Indian.

With Indian now competing against HD directly, the Victory brand will probably shift towards sport, sport touring, adventure, electric bikes instead. I wouldn't be surprised to see Victory exit the V-twin market altogether. Not immediately. It will probably take a few years but we'll see the newer, smaller water-cooled V-twin this year, and that will be the start of the shift.

So, for Sturgis, I'm predicting the reveal of a new Indian model (Scout?) and a touring version of the Chieftain, again another signal towards Indian taking the V-twin mantle away from Victory.

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post #6 of 20 (permalink) Old 07-22-2014, 10:58 AM
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It will probably take a few years but we'll see the newer, smaller water-cooled V-twin this year, and that will be the start of the shift.

So, for Sturgis, I'm predicting the reveal of a new Indian model (Scout?) and a touring version of the Chieftain, again another signal towards Indian taking the V-twin mantle away from Victory.
What is the newer, smaller v-twin that you refer to?

And as to your other comment, I had no intention of getting rid of my 900cc Scrambler when I got my Gunner [different bikes for different rides, I figured]. But if/when Indian comes out with a smaller, new Scout? Um yeah, I might have to put some serious thought into abandoning my beloved Triumph.

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post #7 of 20 (permalink) Old 07-22-2014, 11:56 AM
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What is the newer, smaller v-twin that you refer to?
Here you go: http://blog.motorcycle.com/2014/04/2...ooled-victory/

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'10 Cross Country Tour, black, way too much to list now. Some videos are available here: My Youtube Channel Feed - SOLD!!! *sniff*

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post #8 of 20 (permalink) Old 07-22-2014, 12:00 PM
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Thank you, I tried googling but didn't know what I was looking for, lol.

I'm not sure I see where this bike is smaller, though. It's not just another Vic big-twin variant?

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post #9 of 20 (permalink) Old 07-22-2014, 12:12 PM
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Thank you, I tried googling but didn't know what I was looking for, lol.

I'm not sure I see where this bike is smaller, though. It's not just another Vic big-twin variant?
You're right. I saw a spy shot of the bike with someone riding it and it seems to me that either the guy riding it was really large or the bike in question, which looked almost exactly like one in the patent, was a smaller cruiser.

http://www.motorcyclenews.com/upload...es/victory.jpg

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'13 Cadillac ATS, 2.0L Turbo Premium, blue with black interior

'12 Vegas 8 Ball - Arlen Ness HD cafe fairing, MBW LED signals, side-mount plate, factory cruise, heated grips, Corbin heated seat, more...

'10 Cross Country Tour, black, way too much to list now. Some videos are available here: My Youtube Channel Feed - SOLD!!! *sniff*

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post #10 of 20 (permalink) Old 07-22-2014, 01:08 PM
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I don't think Indian is a concern for Victory sales. Polaris barely promoting the brand is a concern for Victory sales. But they haven't started promoting Vic LESS since Indian re-launched.

The two brands are intended to target different tastes. Saying Indian is cannibalizing Victory sales is like saying Cadillac cannibalizes Chevrolet sales. Diff'rent strokes.

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