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Powersports Business • September 2026 • 15
POLARIS
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For dealers, Polaris’ second- quarter results pointed to improving retail performance and healthier inventory levels. North American retail sales increased 4 %, while off- road vehicle( ORV) retail rose 5 %, allowing Polaris to gain ORV market share for the fifth consecutive quarter. The company’ s utility lineup remained the primary growth driver, with Ranger models leading the way.
CEO Mike Speetzen said utility products now account for more than 70 % of Polaris’ powersports business, with retail sales increasing more than 10 %. The recently introduced Ranger 1000 cab models and the value- priced Ranger 500 helped Polaris achieve its highest utility side-by-side market share since 2021.
DEALER INVENTORY The company said dealer inventory declined 8 % from a year ago, while days’ supply remained slightly above 100 days— well below historical levels. Rather than shipping inventory indiscriminately, Polaris said it continues to align production closely with retail demand and tailor inventory levels to individual dealerships.
That strategy has improved dealer sales velocity by 18 % during the first half of the year, helping retailers reduce floorplan costs while maintaining healthier inventory levels.
Polaris expects retail demand to remain relatively flat during the second half of 2026, with utility vehicles continuing to outperform while recreational products remain challenged by higher interest rates and cautious consumer spending. The company plans to unveil
additional new products during its dealer meetings in August, with those models expected to begin arriving in dealerships later this year.
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