BRP Has Few Levers to Pull to Offset Tariff Headwinds -- Market Talk

Dow Jones

Apr 15

0845 ET - Ski-Doo and Sea-Doo maker BRP is suspending its annual guidance citing new tariffs on certain metals imported into the U.S. TD Cowen analyst Brian Morrison notes that BRP's gross tariff exposure will be greater than $500 million, up from the company's prior forecast of $90 million within its F2027 guidance introduced in late March. "We believe available levers to BRP will not offset a large component of this impact," says Morrison. "This is a major expense headwind, one likely to impact BRP more than peers due to its ORV/Snow production in Mexico/Canada." While pricing and cost mitigation can be used to soften the blow, these may ultimately deter buyers and weigh on market share, Morrison says. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

April 15, 2026 08:45 ET (12:45 GMT)

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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"DOO":"WisdomTree Trust International D","BK4190":"消闲用品"},"translate_title":"BRP几乎没有什么杠杆可以抵消关税不利因素——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DOO":0.9},"content_text":"0845 ET - Ski-Doo and Sea-Doo maker BRP is suspending its annual guidance citing new tariffs on certain metals imported into the U.S. TD Cowen analyst Brian Morrison notes that BRP's gross tariff exposure will be greater than $500 million, up from the company's prior forecast of $90 million within its F2027 guidance introduced in late March. \"We believe available levers to BRP will not offset a large component of this impact,\" says Morrison. \"This is a major expense headwind, one likely to impact BRP more than peers due to its ORV/Snow production in Mexico/Canada.\" While pricing and cost mitigation can be used to soften the blow, these may ultimately deter buyers and weigh on market share, Morrison says. (adriano.marchese@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  April 15, 2026 08:45 ET (12:45 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}