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LAB-430-Indian's CEO Mike Kennedy on Beating Harley, Dominating King of the Baggers & What Riders Need to Hear

LAB-430-Indian's CEO Mike Kennedy on Beating Harley, Dominating King of the Baggers & What Riders Need to Hear

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About this episode

After a quick stop for LED lighting and a convenient fuel transfer pump, the conversation shifts to Indian Motorcycle’s leadership shakeup and Mike Kennedy’s CEO perspective. Kennedy explains the brand’s separation from Polaris, the scale of its dealer network, and why Indian is doubling down on cruisers, baggers, touring, and an upcoming trike push. Racing is a centerpiece: King of the Baggers, Vance & Hines, and Daytona speed that he ties back to production Challengers—plus a clear stance on embracing the aftermarket.

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Technical Too Afraid to Ask
Term

butt buffer seat cushion

"Want to ride longer, tired of a soaring AQS, then fix it with a high quality butt buffer seat cushion."

A butt buffer is basically a thicker or better-shaped cushion for your motorcycle seat. It’s meant to help you feel less sore on longer rides.

Term

Cambus plug and play system compatibility

"Zero Goldstrike are the motorcycle LED lighting innovators for Cambus plug and play system compatibility."

Some motorcycles watch the electrical system and can complain when you swap in LED lights. “Canbus plug and play” means the lights are designed to work with that system without extra complicated wiring.

Term

motorcycle LED lighting

"Zero Goldstrike are the motorcycle LED lighting innovators for Cambus plug and play system compatibility."

LED lights are a type of bulb that uses electronics to make light. Many riders upgrade because they can look better and work more efficiently than older bulb types.

Part

motorcycle ATV fuel transfer pump with auto stop sensor

"This is one that I think you want to take advantage of, it's our motorcycle ATV fuel transfer pump with auto stop sensor."

This is a pump that transfers gas without lifting and pouring heavy fuel containers. The “auto stop” feature turns it off when the tank is full so you don’t overflow it.

Term

single cylinder

"What did, back then, did you start on dirt bikes or was it street bikes? [623.2s] Yeah, it was actually a street, Yamaha Street single cylinder motorcycle that he bought."

“Single cylinder” means the engine has one main combustion chamber. That usually makes the bike simpler and can make it easier to ride smoothly at lower speeds.

Concept

semi-endural

"And we've been riding in the fields because that's the only place you could ride. [633.6s] And so we just sort of like made it work into a kind of a semi-endural. [637.3s] And then, yeah, as soon as I get my motorcycle license, I got it."

They’re describing a kind of riding that’s like endurance riding, but not fully organized. The idea is riding for a long time and staying consistent, often where you can only ride in certain places.

Car

Harley Road King

"[651.0s] And you were late to this. [652.3s] My boss threw me the keys to a police demo bike and said, hey, it was a road king. [658.5s] And said, hey, you want to put some miles on the bike this weekend?"

They were given a Harley Road King, which is a touring-style cruiser built for riding long distances. It’s a common “try it out” bike because it’s representative of Harley’s touring character.

Car

Dodge Challenger

"...dian lineup? So my personal favorite would be the Challenger. I like the Battle of the Class the most."

The Dodge Challenger is a sports car made for strong acceleration and a bold, classic look. People talk about it a lot because it’s one of the best-known “muscle cars.” It may be mentioned as a favorite because it’s built to feel exciting to drive.

Term

Power Plus platform

"Power Plus platform is an incredible engine. Everything that comes on it, the rider, the rear radar, the blind spot indicator,"

“Power Plus platform” is Indian’s name for the engine design they use in certain bikes. Think of it as the main engine family that multiple models are built around.

Term

blind spot indicator

"Everything that comes on it, the rider, the rear radar, the blind spot indicator, [768.1s] then it's a fantastic technology to have."

A blind spot indicator is a warning system that tells you when something is in your “can’t really see it” zone. It’s meant to reduce surprises when changing lanes or merging.

Term

rear radar

"Everything that comes on it, the rider, the rear radar, the blind spot indicator, [768.1s] then it's a fantastic technology to have."

Rear radar is a sensor that “watches” what’s coming up behind you. It helps the bike warn you about cars or motorcycles in your blind area.

Concept

bagger class

"I just love the overall setup of the bagger class. [773.4s] And the Challenger is my go-to product there."

“Bagger” is a style of motorcycle built for touring. It usually has big side bags (and often better wind protection) so you can ride farther and carry more.

Car

Buick Rendezvous

"...e. Her and I are actually going to Durango to the rendezvous event in second week in June. And we'll be riding..."

The Buick Rendezvous is a mid-size vehicle that sits between a car and an SUV, meant for everyday driving and carrying people or gear. In the podcast, it’s mentioned because it’s being used for a trip to an event. It’s a practical choice for getting there comfortably.

Company

Harley-Davidson

"So I want to dive in a little bit, Mike, to your Harley background, [801.7s] and then we'll kind of take it from there. [801.7s] So you spent 26 years at Harley-Davidson in various roles, and correct me if I'm"

Harley-Davidson is a well-known American motorcycle brand. Mentioning it here is mainly about the host’s experience working at a big, influential company in motorcycles.

Term

parts and accessories group

"I mean, I worked for Ron Hutchinson who led the parts and accessories group. [851.1s] And he brought me in."

The “parts and accessories” group is the department that sells bike upgrades and replacement pieces. It can include things like touring add-ons and other aftermarket-style improvements, but branded by the manufacturer.

Term

CBO group

"I got to ask, what did those years teach you about the industry as a whole? [823.6s] Yeah, right. It taught me everything, to be honest with you. [827.2s] I mean, I think I have, I might be the luckiest man you've ever met. [831.3s] I really do think that because I worked for people at Harley-Davidson who I think were, [839.0s] I'm going to say this, some of the best people that this industry has seen over the last 50 years. [846.3s] I mean, I worked for Ron Hutchinson who led the parts and accessories group. [851.1s] And he brought me in. [853.1s] And I was sales and marketing for the parts and accessories and the CBO group"

“CBO” is a company acronym for a specific department or business unit. Here it’s grouped with sales and marketing, so it likely relates to how the company sells and organizes those products.

Car

Buick Roadmaster

"And that's why I do it. And I jumped on a Roadmaster, Power Plus, Dallas, went to Daytona Beach back i..."

The Buick Roadmaster is an older, large Buick designed more for comfortable driving than for being a small, sporty car. It’s the kind of vehicle people choose for long trips because it’s built to cruise. The podcast mentions it in connection with a specific ride and a “Power Plus” version.

Concept

king of bagger racing program

"We have a lot of work to do in baggers, and you've probably heard me say publicly that that's going to be our primary focus. It's why I like the king of bagger racing program so much."

“King of the Baggers” is a racing series for big touring motorcycles. It’s a way for manufacturers to show off their bagger bikes and compete in that style of riding.

Concept

trike market

"And we're going to enter the trike market in a speedy way, and we're going to bring a great product to market."

A “trike” is a motorcycle with three wheels instead of two. This usually makes it feel more stable, and the CEO is saying they plan to launch a trike product soon.

Concept

full-size touring bagger

"It seems like what you said is you're focused obviously more on the touring full-size touring bagger. That's kind of where the direction is right now..."

A “full-size touring bagger” is a big long-distance motorcycle with built-in storage (like saddlebags) for trips. The discussion here is about targeting that kind of bike for the market.

Concept

EV bikes

"Not going to mess around with EV bikes. We think that's just nonsense for our riders. Our riders aren't interested in that."

“EV bikes” are electric motorcycles that run on batteries. The CEO is saying their customers aren’t asking for them yet and the technology doesn’t feel ready.

Term

MSRP

"overseas motorcycles. Our scout starts at 99.99 MSRP. That's a great entryway into our brand."

MSRP is the price the manufacturer puts on the sticker as the suggested retail price. It’s used here to talk about where the bike sits in the market.

Car

Indian Scout

"We think the end of motorcycle is a premium brand. And yeah, would I love to have a scout that was $6,900? Sure, I would. But I got news for you, Ryan. You wouldn't like that bike."

The Indian Scout is one of Indian Motorcycle’s main cruiser bikes. Here, the CEO is basically saying it’s their important “starter” model that helps bring new riders into the brand.

Term

cruiser

"And so I'm okay with that, right? And that's our focus going forward. And again, when you look at the upside we have in cruiser, vagaturing, and soon trike..."

A cruiser is a motorcycle type meant for comfortable, easy riding. Here, it’s the category Indian Motorcycle is emphasizing for future sales.

Concept

attract a new generation of riders

"maybe middle weight bikes or whatever, I know that obviously you're fully aware and the industry is fully aware and it's not just Indian. It's not just every motorcycle company. One of the challenges is how do we attract a new generation of riders..."

They’re talking about getting younger people interested in motorcycles. The idea is that the current rider crowd is getting older, so brands need a strategy to attract new riders.

Term

electric bicycles

"There is a theory out there that all of these kids riding these electric bicycles that are pretty competent machines, right?"

Electric bicycles (e-bikes) are pedal-assist bicycles with an electric motor that can make commuting and casual riding easier. The CEO suggests that some kids start on competent e-bikes, which could influence how future riders transition into motorcycles.

Term

pre-owned market

"Also, one thing that we don't talk enough about a great entry into a brand like Indian is the pre-owned market, right? When you walk into one of our dealers or if you shop in the secondhand market..."

The pre-owned market is the used-bike segment where riders buy motorcycles that were previously owned, often through dealers or private sales. Here, it’s presented as a lower-risk “entry” path into Indian Motorcycle because buyers can avoid the fear of scratching a brand-new bike.

Car

Indian chief

"When you walk into one of our dealers or if you shop in the secondhand market, finding a pre-owned scout, pre-owned chief is a great way to enter the market. And quite frankly, when I talk to customers, riders, a lot of them want to enter in the pre-owned market..."

The Indian Chief is a cruiser motorcycle model from Indian Motorcycle. In this discussion, they’re pointing out that used Chiefs can be a good way to start with the brand without stressing about damaging a new purchase.

Term

trikes

"There's one player making trikes today. They need a competitor. Our riders want it. Our dealers want it. The brand is set up for it. So we're going to enter the market, right?"

A trike is like a motorcycle, but with three wheels for more stability. Here, they’re saying Indian Motorcycle wants to build trikes to compete in that space.

Term

ORV

"because a lot of them have spent time on the ORV side of things."

ORV means off-road vehicle. They’re saying their engineers worked on off-road machines before, so they know how to design suspension for rough terrain.

Term

rear independent suspension

"And so they know rear independent suspension extremely well. This is not a foreign concept of them."

Rear independent suspension lets each back wheel react to bumps on its own. That usually helps the bike stay more stable and keep better contact with the road.

Concept

prototype

"But more importantly than that, Mike promises that they're going to be impressed with the product because I've written a prototype already, and I'm super impressed."

A prototype is an early draft of a product that’s built to see if the idea works. They’re saying they already have something built and tested enough to be impressed with it.

Term

CAN-bus

"Zero Goldstrike are the motorcycle LED lighting innovators for Canbus plug and play system compatibility. They pride themselves on great customer service, got a question, get in touch with them."

CAN-bus is the motorcycle’s electronic “messaging network.” When you add accessories like LED lights, they need to be compatible so the bike doesn’t get confused and show warnings or cause flickering.

Topic

King of the Baggers

"With that, I appreciate you answering those questions, because it's just a lot of questions people have. What's going to differentiate and get... We're going to talk a little bit more about that, about getting riders to choose Indian, but let's talk racing. Holy cow, I am a huge King of the Baggers fan."

King of the Baggers is a race series for big touring cruiser motorcycles. It’s where manufacturers and riders compete with heavily modified baggers.

Topic

Daytona

"I want to talk a little bit about this Vance and Heinz deal. I didn't know exactly what to expect, but I will tell you that I was at the races in Daytona, and I was like, Holy shit."

Daytona is a famous race track in Florida. Riders and fans often talk about it because big motorcycle races happen there.

Company

Vance and Heinz

"then dive into the Vance and Heinz partnership, and kind of how that, because last year Vance and Heinz was partnered with Harley, and now they're partnered with Indian... their race shop in Brownsburg, Indiana"

Vance and Heinz is a motorcycle racing team and shop. They work with big bike brands to build and run race programs, and they’ve been doing it for a long time.

Concept

diligence

"so when you look at this business, as you said as the CEO, I'm looking at this business during the diligence, I'm looking at cruisers, baggers, touring"

In a business context, diligence means the structured process of evaluating a deal or partnership before committing. Here, the CEO says he’s looking at categories like cruisers and baggers during diligence, which implies assessing fit, strategy, and likely performance outcomes.

Concept

performance bagger segment

"[2536.2s] to Indian Motorcycle Company, and this performance bagger segment in the industry [2543.7s] is a real thing, I'm sure you're aware of that, right, you go to the Atona, go to Sturgis, go"

“Bagger” bikes are touring motorcycles with big side bags. The “performance bagger” trend means people modify those touring bikes to be faster and more race-capable, not just comfortable for long rides.

Term

T-bars

"[2548.1s] wherever, and you see people showing up on even pre-owned baggers with the put T-bars on, raise [2555.3s] the rear bags, put a better suspension on it,"

T-bars are a type of motorcycle handlebar. People swap them on baggers to change the riding position and look, especially when building a bike for events.

Term

two into one

"[2555.3s] the rear bags, put a better suspension on it, you know, an all-in suspension, about two into one, [2561.6s] and they're off to, no pun intended, off to the races, right,"

“Two into one” means the exhaust from two sides is combined into one pipe. It’s a common modification when people are trying to improve performance and change the exhaust note.

Company

Polaris

"[2567.3s] and so I was in the due diligence process, and I talked to the guys at Polaris and Goldman [2573.4s] Sachs was the banker,"

Polaris is a big company in the powersports world. Here, it’s mentioned because the speaker was talking to them during business planning.

Company

Goldman Sachs

"[2567.3s] and so I was in the due diligence process, and I talked to the guys at Polaris and Goldman [2573.4s] Sachs was the banker,"

Goldman Sachs is a large finance company that helps with big deals. The speaker is saying Goldman Sachs was the financial advisor/banker for the transaction.

Term

NDAs

"[2584.3s] like to have a shot at going with them, so they, we signed, you know, signed NDAs and stuff when I [2589.8s] called Terry,"

NDAs are legal agreements that keep sensitive information private. The speaker is saying they signed paperwork so details of the discussions wouldn’t be shared.

Topic

New Jersey race

"[2594.1s] they had just finished up the New Jersey race, so it's like late September, I bring one of that [2599.6s] tent, I tell them what's going on,"

The “New Jersey race” is a specific race event in New Jersey. The speaker is using it to say when their conversation took place.

Term

mechanical

"anything could happen, right, I mean, you could have a mechanical, you could have something they just missed because they didn't have the time, and to have the weekend we did, I mean, Ryan, we went 186 miles an hour on the straightaway in Daytona"

“Mechanical” here means something on the motorcycle breaks or doesn’t work right—like an engine or parts not behaving as expected. It’s the sort of problem that can ruin a race even if the team did everything else well.

Term

power plus engine architecture

"it just shows you that power plus engine architecture, it's a modern interpretation of each one, the chassis, you combine that with advanced and high motorsports, it's an incredible weapon"

“Engine architecture” refers to the fundamental design of the engine—how it’s laid out and built (for example, cylinder layout and internal design). When riders say “power plus engine architecture,” they’re usually pointing to how the engine’s design enables strong output and efficient performance under race conditions.

Term

V-Twin

"away from, you know, Indian for a second, how cool that we've got two American V-Twin brands [2828.3s] that are competing at the highest level against each other, right, demonstrating to,"

A V-Twin is a motorcycle engine with two cylinders. They’re arranged in a V shape, and it usually gives the bike strong pull and a unique exhaust sound.

Term

chassis

"what that 186 mile an hour bike that went Daytona, that's the same chassis you can buy as a customer [2905.6s] in a challenge."

A chassis is the bike’s main frame/structure. It’s what everything else mounts to, and it strongly affects how the bike handles.

Car

Indian Motorcycle Challenger

"what that 186 mile an hour bike that went Daytona, that's the same chassis you can buy as a customer [2905.6s] in a challenge. That 186 mile an hour bike in Daytona, that's the same engine architecture you [2912.1s] can buy on a challenger, your local dealership, right?"

The Indian Motorcycle Challenger is a regular bike you can buy from a dealership. In this interview, the CEO says it’s closely related to the Daytona race bike—so racing tech and design show up in the showroom version.

Concept

track-to-showroom linkage

"but the dimension of it is the same. And so that direct physical linkage [2930.3s] from the track to the showroom is, there's, there's no doubt in my mind, there's, there's, [2936.5s] when you look at our challenger product line over the last 90 days, how it is outperforming"

“Track-to-showroom linkage” is the idea that what’s developed and proven in racing directly influences production bikes sold to customers. In this segment, the CEO argues that racing performance feeds into the Challenger lineup and shows up in sales results.

Brand

ARO

"Okay. So ARO, that's ARO American Racing Operations on May 27th. Now, the way I understand it's going to be all performance based parts and accessories, and it's kind of going to live under this name."

ARO is a new performance brand being created under Indian Motorcycle. They’re planning to begin with bike upgrades (especially exhaust and intake parts) and later build toward ARO-branded motorcycles.

Car

ML-Class M Class

"...you think about Scamini, you think about AMG, the M class and BMW. This is, this is ARO for us, American Ra..."

The Mercedes-Benz ML-Class is an SUV, meaning it’s built to carry people and handle daily driving with a higher ride position. The podcast mentions it alongside other well-known vehicles, so it’s likely being considered as a serious option. It’s discussed as a premium SUV rather than a small car.

Term

exhaust

"it's going to come out of the gate with products attached to it, exhaust, air intakes, etc."

Here, “exhaust” means the parts that route and release the engine’s gases. People upgrade it mainly to change the sound and sometimes the way the bike feels.

Term

air intakes

"it's going to come out of the gate with products attached to it, exhaust, air intakes, etc."

Air intakes are parts that help the engine breathe by controlling how air gets in. Upgrading them is often done with exhaust upgrades to support better performance.

Term

slip-on mufflers

"people will see it as, you know, slip-on mufflers for a two-in-one system, maybe the race replica exhaust system for their bagger."

Slip-on mufflers are exhaust upgrades that you can add by swapping the muffler part only. People do it to change the sound (and sometimes get a little improvement) without replacing the whole exhaust.

Term

two-in-one system

"people will see it as, you know, slip-on mufflers for a two-in-one system, maybe the race replica exhaust system for their bagger."

A two-in-one exhaust system combines the two exhaust pipes from the engine into a single outlet downstream. This packaging is common on some cruiser/bagger setups and affects how the exhaust is routed and how it sounds.

Topic

Elkhart Lake

"We're going to launch it, you know, in and around Elkhart Lake. I have a bunch of my teammates with me. We're actually riding over from our headquarters in Minneapolis to Elkhart Lake to the event that weekend and hang out with our dealers and riders and certainly the team and root the team on during the race."

Elkhart Lake is where they’re planning the ARO launch event. The CEO says they’ll ride there from their headquarters and support the team during the race.

Term

OEM parts

"since we're talking about, you know, that's OEM parts, obviously, one of the biggest things, [3115.9s] you know, that I tend, I keep, you know, my ear to the ground within the industry"

OEM parts are the “factory” parts made for the motorcycle brand. Aftermarket parts are made by other companies instead.

Term

aftermarket parts

"riders for years have said, I really do like Indian, but there aren't enough [3125.9s] aftermarket parts available. Obviously, I assume you can educate me that you're aware and focused on."

Aftermarket parts are made by other brands, not the motorcycle maker. People use them to customize or because they want more options.

Brand

Arrow

"Now, we know that some customers want to buy product that's branded [3175.2s] Indian, branded Arrow. And we'll have that product offered. And we're going to invest in that."

Arrow is an aftermarket brand that makes motorcycle accessories—often exhaust-related parts. The speaker is saying Indian will offer Arrow-branded products too.

Brand

Krause

"If you've been riding baggers for a while and you're a Reinhardt guy, right? Or you're a [3212.0s] Krause guy, right? You like Krause's bars, you know, their front ends,"

Krause is an aftermarket parts brand. In this segment, it’s mentioned for things like handlebars and front-end parts riders may prefer.

Brand

Reinhardt

"If you've been riding baggers for a while and you're a [3205.6s] Reinhardt guy, right? Or you're a Krause guy, right? You like Krause's bars, you know, their front ends,"

Reinhardt is an aftermarket brand that makes parts for motorcycles, commonly exhaust systems. The point here is that riders may want Reinhardt parts on their bikes.

Topic

Sunday trike

"It's significant in terms of the categories we're talking about, cruiser, bagger, touring and Sunday trike."

A “Sunday trike” is a three-wheeled motorcycle that’s typically more about relaxed, fun riding. The host is using it as another rider category for aftermarket parts.

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