Winnebago Recovery Likely in FY26 or Beyond -- Market Talk

Dow Jones

2025/06/25

0959 ET - Winnebago Industries is focusing on what it can control with uncertainty in the broader macro climate. In a report for Benchmark, Michael Albanese says Winnebago is focused on product refreshes, operational efficiency, and margin recapture while "affordability concerns, soft consumer confidence, and renewed macro and tariff headwinds weigh on demand into peak season." This has resulted in, for example,new, value-oriented RVs to address growing affordability concerns-led by the Grand Design Transcend and Winnebago Thrive in the Towables lineup, while in Motorhomes, Grand Design's Lineage Series and new Newmar models are gaining share. Long-term, Winnebago's strength remains, but recovery may still be a ways off, in "FY26 and beyond." (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

June 25, 2025 09:59 ET (13:59 GMT)

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In a report for Benchmark, Michael Albanese says Winnebago is focused on product refreshes, operational efficiency, and margin recapture while \"affordability concerns, soft consumer confidence, and renewed macro and tariff headwinds weigh on demand into peak season.\" This has resulted in, for example,new, value-oriented RVs to address growing affordability concerns-led by the Grand Design Transcend and Winnebago Thrive in the Towables lineup, while in Motorhomes, Grand Design's <a href=\"https://laohu8.com/S/LINE\">Lineage</a> Series and new Newmar models are gaining share. Long-term, Winnebago's strength remains, but recovery may still be a ways off, in \"FY26 and beyond.\" (adriano.marchese@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 25, 2025 09:59 ET (13:59 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Winnebago Recovery Likely in FY26 or Beyond -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWinnebago Recovery Likely in FY26 or Beyond -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-06-25 21:59</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0959 ET - Winnebago Industries is focusing on what it can control with uncertainty in the broader macro climate. In a report for Benchmark, Michael Albanese says Winnebago is focused on product refreshes, operational efficiency, and margin recapture while \"affordability concerns, soft consumer confidence, and renewed macro and tariff headwinds weigh on demand into peak season.\" This has resulted in, for example,new, value-oriented RVs to address growing affordability concerns-led by the Grand Design Transcend and Winnebago Thrive in the Towables lineup, while in Motorhomes, Grand Design's <a href=\"https://laohu8.com/S/LINE\">Lineage</a> Series and new Newmar models are gaining share. Long-term, Winnebago's strength remains, but recovery may still be a ways off, in \"FY26 and beyond.\" (adriano.marchese@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 25, 2025 09:59 ET (13:59 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2546246349","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546246349","pubTimestamp":1750859940,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0959 ET - Winnebago Industries is focusing on what it can control with uncertainty in the broader macro climate. In a report for Benchmark, Michael Albanese says Winnebago is focused on product refreshes, operational efficiency, and margin recapture while \"affordability concerns, soft consumer confidence, and renewed macro and tariff headwinds weigh on demand into peak season.\" This has resulted in, for example,new, value-oriented RVs to address growing affordability concerns-led by the Grand Design Transcend and Winnebago Thrive in the Towables lineup, while in Motorhomes, Grand Design's Lineage Series and new Newmar models are gaining share. Long-term, Winnebago's strength remains, but recovery may still be a ways off, in \"FY26 and beyond.\" ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4178":"家庭装饰零售","WGO":"温尼巴格实业","BK4099":"汽车制造商"},"translate_title":"温尼贝戈可能在2026财年或以后复苏——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WGO":1},"content_text":"0959 ET - Winnebago Industries is focusing on what it can control with uncertainty in the broader macro climate. In a report for Benchmark, Michael Albanese says Winnebago is focused on product refreshes, operational efficiency, and margin recapture while \"affordability concerns, soft consumer confidence, and renewed macro and tariff headwinds weigh on demand into peak season.\" This has resulted in, for example,new, value-oriented RVs to address growing affordability concerns-led by the Grand Design Transcend and Winnebago Thrive in the Towables lineup, while in Motorhomes, Grand Design's Lineage Series and new Newmar models are gaining share. Long-term, Winnebago's strength remains, but recovery may still be a ways off, in \"FY26 and beyond.\" (adriano.marchese@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 25, 2025 09:59 ET (13:59 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}