Competitive PressureIncreased competition from Japanese OEMs is a concern for Polaris Industries, as these competitors are providing much better supply than they had been.
Earnings GuidancePII's initial guidance for '25 came in well below expectations, with adjusted EPS expected to be significantly lower than the consensus.
Tariff UncertaintyTariff uncertainty represents an unknowable but sizeable risk factor moving forward, making it hard to recommend these shares.