Retail RV unit sales trends and dealer inventory levels (measured by RVIA monthly shipment data and dealer floorplan financing)
Interest rate movements affecting RV financing affordability - typical buyer finances $80K-150K over 15-20 years
Consumer discretionary spending strength among affluent households (median RV buyer age 55+, household income $100K+)
Backlog trends and order rates from dealer network, particularly Grand Design brand momentum
high - RVs are highly discretionary big-ticket purchases ($50K-500K) that correlate strongly with consumer confidence, wealth effects from equity/housing markets, and employment stability among pre-retirees and retirees. The industry experiences 30-50% demand swings during recessions as consumers defer purchases. Current weak margins (2.0% operating) reflect cyclical downturn from 2021-2022 peak demand as pandemic-driven buying normalized and rising rates curtailed financing.
Very high sensitivity. RV purchases are typically 80-90% financed over 10-20 year terms. A 200bp rate increase (e.g., from 4% to 6%) adds $150-200/month to payment on a $100K loan, materially impacting affordability for median buyers. Rising rates since 2022 (from near-zero to 5%+ Fed Funds) directly contributed to 30-40% industry volume decline. Additionally, higher rates compress valuation multiples for cyclical manufacturers.
Demographic headwinds as Baby Boomer retirement wave peaks and younger generations show lower RV ownership propensity, preferring experiential travel over asset ownership
Campground availability constraints and rising campsite costs potentially limiting RV utility, particularly in high-demand national parks and coastal areas
Electrification transition risk - limited EV chassis availability for motorhomes and infrastructure challenges for long-distance RV travel with electric powertrains
value - Current 0.4x P/S and 1.0x P/B valuations attract deep value investors betting on cyclical recovery. The 6.9% FCF yield appeals to investors seeking cash-generative businesses trading below intrinsic value. Recent 40%+ three-month return suggests momentum traders entering on early-cycle recovery signals. Not suitable for growth or dividend investors given negative revenue growth and minimal dividend yield.
Trend
-15.9% vs SMA 50 · -12.7% vs SMA 200
Momentum
Volume distribution is neutral or leaning toward distribution. No compelling squeeze setup based on current money flow data.
Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.
Analyst consensus estimates · Actuals replace estimates as reported
| Year | Revenue Est. | Rev Gth | EPS Est. | EPS Gth | Range | Analysts |
|---|---|---|---|---|---|---|
FY2023 | $3.1B $3.1B–$3.2B | — | $3.90 | — | ±3% | High5 |
FY2024 | $3.0B $2.9B–$3.0B | ▼ -5.3% | $3.98 | ▲ +2.0% | ±3% | High10 |
FY2025 | $2.7B $2.7B–$2.8B | ▼ -7.5% | $1.49 | ▼ -62.5% | ±10% | High9 |
Dividend per payment — last 8 periods
New York, New York--(Newsfile Corp. - May 3, 2026) - WHY: Rosen Law Firm, a global investor rights l…
winnebago industries, inc., "the most recognized name in motor homes®," is a leading u.s. manufacturer of recreation vehicles, which are used primarily in leisure travel and outdoor recreation activities. the company builds quality motorhomes, travel trailers, fifth wheel products, and transit buses. winnebago industries has received the quality circle award from the recreation vehicle dealers association every year since the award's inception in 1996. the company's common stock is listed on the new york and chicago stock exchanges and traded under the symbol wgo. options for the company's common stock are traded on the chicago board options exchange. for access to winnebago industries' investor relations material or to add your name to an automatic email list for company news releases, visit http://www.winnebagoind.com/investor.html.
| Symbol | Price | Day % | Mkt Cap↓ | P/E | Rev Grw | Margin | ELO |
|---|---|---|---|---|---|---|---|
WGO◀ | $32.02 | -1.81% | $905M | 21.7 | -589.5% | 91.8% | 1500 |
| $268.26 | +1.21% | $2.9T | 31.7 | +1237.8% | 1083.4% | 1515 | |
| $390.82 | +2.41% | $1.5T | 326.1 | -293.1% | 400.1% | 1490 | |
| $323.88 | -1.50% | $322.6B | 22.7 | +324.0% | 859.6% | 1485 | |
| $286.64 | -2.37% | $203.8B | 23.9 | +372.3% | 3185.0% | 1488 | |
| $156.83 | +0.05% | $174.2B | 32.1 | +711.9% | 910.0% | 1510 | |
| $169.63 | +0.75% | $131.4B | 21.8 | +1338.7% | 2007.7% | 1489 | |
| Sector avg | — | -0.18% | — | 68.6 | +443.2% | 1219.7% | 1497 |