Update shared on31 Jul 2025
Fair value Increased 0.66%Winnebago Industries’ consensus price target remained steady at $37.83 as analysts cut guidance and earnings estimates due to continued macroeconomic uncertainty, weak demand, and operational headwinds, although some see the recent stock selloff as overdone relative to the company’s strong brand and industry resilience.
Analyst Commentary
- Lowered guidance and earnings estimates for FY25-FY27 due to soft seasonal demand, weak consumer confidence, and continued pressure in Winnebago-branded products, with incremental positives from June retail and market share trends.
- Macroeconomic uncertainty, dealer austerity, and tariff headwinds are weighing on near-term outlook, with most analysts highlighting muted dealer ordering and cautious management commentary.
- Operational issues and headwinds in legacy Winnebago motorized operations persist, prompting major guidance and EPS cuts and concern the weakness could extend into FY26.
- Despite in-line or slightly better-than-expected Q3 results, the magnitude of the stock's decline is viewed by some as excessive given Winnebago’s strong brand portfolio, shipment discipline, and resilience in outdoor recreation trends.
- Bullish analysts remain positive on long-term industry demand and Winnebago’s commitment to inventory management and new product momentum, particularly in towables, though near-term uncertainty tempers enthusiasm.
What's in the News
- Winnebago Industries held a management meeting with KeyBanc in Chicago on July 1, 2025 (Periodicals).
- The company updated its fiscal year 2025 earnings guidance, expecting net revenues between $2.7 billion and $2.8 billion and reported EPS between $0.50 and $1.00 (Key Developments).
- For the third quarter ended May 31, 2025, Winnebago expects net revenues of approximately $775 million and EPS in the range of $0.55 to $0.65 (Key Developments).
- Winnebago launched the all-new Thrive™ lightweight travel trailer, featuring innovative design and comfort-focused amenities, with nationwide dealership arrivals starting late May to early June 2025 (Key Developments).
- In partnership with KORE, Robo, and Ericsson, Winnebago unveiled “Winnebago Connect™,” a connected RV platform with intelligent automation, smart energy management, and real-time vehicle tracking (Key Developments).
Valuation Changes
Summary of Valuation Changes for Winnebago Industries
- The Consensus Analyst Price Target remained effectively unchanged, at $37.83.
- The Net Profit Margin for Winnebago Industries remained effectively unchanged, at 6.44%.
- The Consensus Revenue Growth forecasts for Winnebago Industries remained effectively unchanged, at 7.2% per annum.
Disclaimer
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