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Customers can buy with confidence with Grand Design RV's Industry First 1-3-5 Year Transferable Warranty Program
GlobeNewswire News Room· 2024-07-11 23:22
MIDDLEBURY, Ind., July 11, 2024 (GLOBE NEWSWIRE) -- Grand Design RV, a wholly owned subsidiary of Winnebago Industries (NYSE: WGO) and one of the fastest-growing RV brands known for its industry-leading recreational vehicles, is proud to announce pioneering enhancements to its warranty program. As an industry first, the company's 3 and 5-year warranties will now be fully transferable to subsequent owners, joining the existing transferable 1-year warranty. Effective immediately, this new policy allows RV own ...
Chris-Craft Introduces New Sportster 25
Newsfilter· 2024-07-02 19:00
SARASOTA, Fla., July 02, 2024 (GLOBE NEWSWIRE) -- Chris-Craft, America's Boatbuilder Since 1874, today announced its newest innovation, the Sportster 25. The brand's latest design combines a modern flair with classic Chris-Craft styling and is competitively priced, starting at $149,950. With ample seating, the Sportster 25 seamlessly merges beautiful styling with function, including a sleek frameless windshield with Chris-Craft logo accents. Expanded gelcoat hull side color offerings allow for true personal ...
Chris-Craft Introduces New Sportster 25
GlobeNewswire News Room· 2024-07-02 19:00
SARASOTA, Fla., July 02, 2024 (GLOBE NEWSWIRE) -- Chris-Craft, America's Boatbuilder Since 1874, today announced its newest innovation, the Sportster 25. The brand's latest design combines a modern flair with classic Chris-Craft styling and is competitively priced, starting at $149,950. The boat has a fuel capacity of 60 gallons and a freshwater capacity of 13 gallons. Power offerings range from 300 to 380 horsepower. Top options include a bimini or a power-folding top controlled at the helm. With ample sea ...
Winnebago (WGO) Hits 52-Week Low: Thinking of Buying the Dip?
ZACKS· 2024-06-27 04:00
Image Source: Zacks Investment Research Recreational vehicles had emerged as a rare travel winner in 2020 and 2021. But the party for this pandemicwinning industry finished in 2022 amid economic uncertainties. Per the RV Industry Association, RV sales have almost halved from their 2021 peak. Motorhomes and towable trailers witnessed their worst year in more than a decade in 2023. Given the macroeconomic softness, elevated interest rates and persistent inflation, industry participants like Winnebago, Thor In ...
Winnebago Industries: No One Wants RVs Anymore
Seeking Alpha· 2024-06-25 18:54
year. VAL Winnebago Industries Inc (WGO) Price % Change SPDR® S&P 500® ETF Trust (SPY) Price % Change -24.88% 14.47% 15.00% Jan '24 Feb '24 Mar "24 Apr "24 May '24 Jun '24 Seeking AlphaQ Jun 24, 2024, 1:48 PM EDT Powered by YC HARTS Data by YCharts Quarterly results Revenues If we break down the results into three segments, namely towable RV, motorhome RV and manine, we can see that the marine segment has had the worst performance compared to the prior year. While revenues in the towable RV segment have rem ...
Winnebago (WGO) Q3 Earnings Miss Expectations, Decline Y/Y
ZACKS· 2024-06-21 21:45
Winnebago Industries (WGO) reported adjusted earnings of $1.13 per share for third-quarter fiscal 2024 (ended May 25, 2024), missing the Zacks Consensus Estimate of $1.30 and falling 46.9% year over year. The recreational vehicle (RV) maker reported revenues of $786 million for the quarter under review, missing the Zacks Consensus Estimate of $800 million. The top line also fell 12.7% year over year. Segmental Performance Towable RV: Revenues in the Towable RV segment rose 0.6% year over year to $386.3 mill ...
Here's What Key Metrics Tell Us About Winnebago (WGO) Q3 Earnings
ZACKS· 2024-06-21 07:01
For the quarter ended May 2024, Winnebago Industries (WGO) reported revenue of $786 million, down 12.7% over the same period last year. EPS came in at $1.13, compared to $2.13 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $800.03 million, representing a surprise of -1.75%. The company delivered an EPS surprise of -13.08%, with the consensus EPS estimate being $1.30. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wa ...
Winnebago(WGO) - 2024 Q3 - Quarterly Report
2024-06-21 04:10
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 25, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________________ to _________________ Commission File Number: 001-06403 WINNEBAGO INDUSTRIES, INC. If an emerging growth company, indicate by check mark if the r ...
Winnebago(WGO) - 2024 Q3 - Earnings Call Presentation
2024-06-21 02:23
Forward Looking Statements June 20, 2024 INDUSTRY AND MARKET DATA 2 04 3 • Solid sequential top- and bottom-line improvement, paced by Towable RV and Marine segments • Returned more than $29 million to shareholders through share repurchases and dividends in Q3 4 11.00 North America RV Industry Retail Sales | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------|------------------------------------------- ...
Winnebago(WGO) - 2024 Q3 - Earnings Call Transcript
2024-06-21 02:22
财务数据和关键指标变化 - 第三季度合并净收入为7.86亿美元,同比下降12.7%,但环比第二季度增长11.7% [15] - 调整后每股收益为1.13美元,调整后EBITDA为5800万美元 [15] 各条业务线数据和关键指标变化 - 可拖式RV业务收入增长0.6%,但利润率下降22%,主要受到生产效率挑战的影响 [35][36] - 动力驱动RV业务收入下降20.1%,利润率下降50.2%,主要受到销量下滑和折扣力度加大的影响 [39][40][41] - 船舶业务收入下降31.8%,利润率下降370个基点,主要受到需求疲软和产品组合变化的影响 [42][43] 各个市场数据和关键指标变化 - 拖式RV批发出货量同比增长14.2%,但动力驱动RV批发出货量同比下降19.4% [18] - 公司整体RV市场份额为11.2%,同比下降70个基点,主要由于公司坚持定价纪律 [21][22] - 公司旗下宝莱塔品牌铝制船舶的市场份额已达到8.6%,最近3个月更是达到了低个位数的双位数 [16] 公司战略和发展方向及行业竞争 - 公司将继续专注于保持可持续的利润率,并通过新产品和价格策略来应对行业竞争 [10][22][49][50] - 公司将推出新的Grand Design品牌的Lineage系列C级房车,这是该品牌首次进入动力驱动RV细分市场 [24][25] - 公司将继续加强与经销商的合作关系,提供优质的产品和服务,以应对行业竞争 [49][50][51] 管理层对经营环境和未来前景的评论 - 管理层预计第四季度行业整体销售将继续疲软,公司业绩也将环比第三季度略有下滑 [52][53] - 但长期来看,公司有信心通过新产品、价格策略和渠道合作,在行业复苏时抓住机遇 [55][56][57] 其他重要信息 - 公司已就少数大型Solitude Momentum五轮房车出现框架过度弯曲的问题进行了调查和解决,并扩大了产品质保 [26][27][28] - 公司在第三季度回购了价值2000万美元的股票,并连续40个季度派发现金股利 [45][46] 问答环节重要的提问和回答 问题1 **Tristan Thomas-Martin 提问** 询问第四季度利润率下滑的原因以及公司和行业的库存情况 [61][62][63][64] **Michael Happe 和 Bryan Hughes 回答** 回应第四季度利润率下滑主要是由于市场竞争加剧导致折扣力度加大,以及公司和行业库存水平总体合理,正在努力消化老旧库存 [61][62][63][64][65][66][67] 问题2 **James Hardiman 提问** 询问公司应对框架过度弯曲问题的具体措施和财务影响 [75][76][77][78][79][80] **Michael Happe 和 Bryan Hughes 回答** 表示这个问题影响很小,公司已经采取措施解决,包括延长质保期限,预计不会对财务造成重大影响 [77][78][79][80] 问题3 **Bret Jordan 提问** 询问公司经销商渠道的整体健康状况,尤其是船舶业务 [86][87][88][89][90][91][92] **Michael Happe 和 Bryan Hughes 回答** 表示船舶业务经销商库存水平较高,公司正在帮助经销商消化,但整体来看经销商渠道健康状况良好 [86][87][88][89][90][91][92][145][146][147][148]