温尼贝戈因需求低迷发出警告而下跌;其他休闲股也走低

Winnebago (NYSE:WGO) fell in early trading on Friday after the company missed consensus estimates with its FQ1 earnings report.

The company said the RV and marine operating environment remained challenging in the first quarter, marked by subdued consumer demand and a cautious dealer network reluctant to make significant commitments on new orders ahead of the historically slow winter season.

CEO Michael Happer said the company ha a strategic focus on disciplined production, effective cost management and targeted investments in new products and technologies. "These strategies, complemented by our healthy balance sheet, prudent capital spending and robust liquidity, enhance our competitive position for an anticipated market recovery in the second half of fiscal 2025," he noted.

During FQ1, revenue fell 18.0% year-over-year to $625.6 million, driven primarily by lower unit volume and a reduction in average selling price per unit related to product mix. Winnebago's (WGO) gross profit margin decreased 290 basis points during the quarter to 12.3%, reflecting deleverage, higher warranty experience compared to the prior year and product mix, partially offset by operational efficiencies. EPS was reported at -$0.03 vs. $0.20 consensus and $0.95 a year ago.

Looking ahead, Winnebago (WGO) still sees full-year revenue of $2.9 billion to $3.2 billion (midpoint $3.05 billion) vs. $2.99 billion consensus and full-year EPS of $3.10 to $4.40 (midpoint $3.75) vs. a prior view for $3.00 to $4.50 and $3.38 consensus.

Shares of Winnebago (WGO) were down 4.39% in premarket trading to $49.65. THOR Industries (THO) was down 1.83% and LCI Industries (LCII) shed 1.05%. Brunswick (BC), Polaris (PII), and BRP (DOOO) are on watch as stocks that tend to swing in the same direction as Winnebago (WGO) historically.