$WGO Hits a Pothole as RV Boom Fades
$WGO Hits a Pothole as RV Boom Fades
just dropped its earnings look and the vibes are kinda mixed. The company beat expectations on a few fronts, but margins are still feeling the pressure and demand looks a little soft compared to past years. RV spending isn’t exactly booming like it used to, so they’re trying to prove this isn’t just a pandemic-era peak fading away. Travel trends still matter, and Winnebago’s got that classic brand power, people still wanna hit the road. But until they can show consistent margin expansion and steady sales, this feels like a “wait and see” setup more than a breakout story. Do you think $WGO’s just chillin in a seasonal slump, or is the RV hype losing steam?
It definitely feels like the RV boom has cooled down. I'm also in a 'wait and see' mode with for now.
Pandemic road trips are over, wallets are tired. is this just seasonal or something deeper?