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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