- BRP Inc. and the overall powersports industry has been hot as of the outdoorsman trends launching off of the pandemic.
- Supply chain constraints have been a major issue, including semiconductor, which has caught up to the company this quarter with inventory shortfalls.
- While this quarter saw declines, also due to unfortunate fires at their Mexican facilities, they are fit for a rebound when units shipped for retrofit become recognised as revenue.
- The company continues to perform strongly with respect to the industry, and an asset base in Mexico insulates them from labour shortages and payroll increases.
- While the timing of BRP Inc. is tough to pull off due to supply chain exposures, the company remains attractive.
For further details see:
BRP Inc.: Market Is Hot, Shipping Products For Retrofit Not Included In Revenue Yet