Added to YB: 2025-02-10
Pitch date: 2024-12-26
WGO [bearish]
Winnebago Industries, Inc.
+14.05%
current return
Author Info
No bio for this author
Company Info
Winnebago Industries, Inc. manufactures and sells recreation outdoor lifestyle products primarily for use in leisure travel and outdoor recreation activities.
Market Cap
$946.4M
Pitch Price
$45.66
Price Target
7.57 (-81%)
Dividend
4.17%
EV/EBITDA
10.40
P/E
36.87
EV/Sales
0.49
Sector
Automobiles
Category
N/A
Winnebago Industries, Inc. - $WGO
WGO short: RV market not bottomed, motorhome segment weak. Headwinds: inventory buildup, CWH dealer consolidation, CA diesel ban. Poor management, aggressive guidance. Q1 supports thesis: motorhome share loss, warranty costs up. 11.5% SG&A on low-teens GM. $7.57 price target (-87%). Catalysts: earnings, RVIA data, Fed meetings.
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