Leads a $1B revenue, 3,000-employee marine manufacturer with nine brands. Background in motorcycle and off-road racing. Oversees vertical integration including trailers, engines, and towers.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
The recreational boat market is bifurcating: payment buyers are sidelined by high rates, while cash buyers demand larger, feature-rich boats with autonomous docking and surf-switching tech, driving average selling prices up despite macro headwinds.