BMO Reviews Winnebago Earnings, Notes Market Share Gains
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BMO leisure industry analyst Tristan Thomas-Martin released a review of Winnebago (WGO), noting that despite a challenging macro environment, the company gained market share this quarter driven by new product momentum. Following the analysis, Winnebago shares surged as much as 8.6% in early trading. Winnebago's latest earnings report showed adjusted EPS of approximately 49 cents for the fourth quarter, slightly above analyst expectations of 48 cents, while revenue fell 17% year-over-year to $645.1 million, below market expectations of $659.2 million. Winnebago's FY2027 guidance projects adjusted EPS of $1.65 to $2.25, below the Bloomberg consensus estimate of $2.20; revenue is expected to range from $2.65 billion to $2.8 billion, near market expectations of $2.79 billion. The company also projects North American RV wholesale shipments of 265,000 to 295,000 units in 2027, with retail demand expected to soften amid high interest rates.
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- ZeroHedgeBMO Looks Past Winnebago's Soft RV Outlook, Notes Market Share Gains
BMO leisure analyst Tristan Thomas-Martin noted that despite the tough macro backdrop, Winnebago gained market share this quarter on new product momentum. Winnebago expects FY27 adjusted EPS of $1.65 to $2.25, below the Bloomberg consensus of $2.20. Shares of Winnebago surged as much as 8.6% in early trading on the note.
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