http://phx.corporate-ir.net/External.Fi ... 02MDIzNTA=
The supporting material contains a lot of interesting information. In browsing through it, I found this rather startling announcement from the segment of the presentation given by Huw Bower, President of Boston Whaler. A slide said:
55% of 2015 Sales are derived from products released since 2013
(Source: page 97 of supporting materials)
If anyone ever wondered if Boston Whaler was thinking about returning to making c.1980 hulls, this should explain why that won't happen. More than half of their sales in 2015 were boats that did not exist before 2013. That is a lot of sales of new model boats. New boat buyers apparently want to buy new models, not old models. The boats that are new since 2013 are also listed, along with their date of introduction:
--350 Outrage Q1 2013
--Dauntless Models Q2 2013
--345 Conquest Q4 2013
--420 Outrage Q3 2014
--320 Vantage Q1 2015
--330 Outrage Q4 2015
Other than the DAUNTLESS models, these are all very large hulls, 33-feet to 42-feet in length. That is where the sales dollars are coming for Boston Whaler.
I also thought it was impressive that the President of Boston Whaler would be brought to Wall Street to make this pitch. It denotes the importance of Boston Whaler as a brand and as part of Brunswick's business strategy for success. No other individual boat brand executives were presenters yesterday.
During the MERCURY presentation, emphasis was put on increasing sales in the marine re-power market. Mercury described their present share of the re-power market as "mid-20-percent range." They said their "Sales efforts [would be] focused on re-power." And they plan re-power financing and sales incentive programs.
I recommend downloading the investor presentation and reading through it. I am sure there are more nuggets of information that will be interesting. If you see something in the slides, let's hear from you.
Check the Brunswick Investor Relations website to find the webcast replay, when it becomes available.