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RV，休闲车名称称赞温和的通胀数据
2025-07-15 21:00
- Leisure and recreational vehicle stocks caught a bid after June's tame CPI report was seen as giving the Federal Reserve additional ammunition to lower interest rates.
- Interest-rate sensitive categories that have been undermined by high financing rates show signs of life as inflation data hovers near the Fed’s 2.0% target rate, amplifying calls for the Fed to cut rates.
- Winnebago Industries (NYSE:WGO) and Vision Marine (VMAR) are outperforming with gains of 4.6% into Tuesday’s open, while other names have recovered earlier losses to trade unchanged to marginally higher in early trading, including THOR Industries (THO), Polaris (PII), and Harley-Davidson (HOG).
More on Winnebago
- Winnebago Industries, Inc. 2025 Q3 - Results - Earnings Call Presentation
- Winnebago Industries, Inc. (WGO) Q3 2025 Earnings Call Transcript
- Winnebago Industries: Technicals Still Warrant Caution But Improving With Cheap Valuation
- Winnebago Industries lowers FY25 guidance to $2.7B–$2.8B and $1.20–$1.70 EPS amid continued RV demand softness
- Winnebago lowers FY25 profit outlook as demand shifts to more affordable towable RVs
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