0834 ET - Demand for RVs appears to be shifting more in favor of lower-priced models than premium offerings, a potentially negative development for Winnebago Industries, D.A. Davidson's Griffin Bryan says in a research note. The analyst, speaking with dealers following mixed results from Winnebago and Thor Industries, found that dealers feel that further destocking of higher-priced units is needed with little intention of restocking for the foreseeable future. "We heard from several dealers that specifically within motorized, consumers are opting for lower contented units within Class A, B, and C. We view this as a negative development for Winnebago, as its products are largely seen as more premium in nature with much higher price tags vs. Thor," says Bryan. (denny.jacob@wsj.com; @pennedbyden)
(END) Dow Jones Newswires
July 01, 2025 08:35 ET (12:35 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。