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Winnebago Cuts Outlook as Tariffs Weigh
Winnebago Industries (NYSE:WGO) reported fiscal 2025 third-quarter results on June 19, 2025, which included net revenue guidance of $2.7 billion–$2.8 billion for FY2025 and sharply reduced adjusted EPS guidance to $1.20–$1.70 per diluted share. Management outlined continued operational inefficiencies in the Winnebago-branded Motorhome segment, counterbalancing improvement in Marine and selective growth in Grand Design and Newmar. This summary focuses on inventory discipline, tariff exposure, and segment leadership as key themes from the call.Management confirmed a target of two times inventory turn (inventory sold and replaced twice per year) as a long-term operational standard, a benchmark that aligns with dealer goals and industry best practice. While taking a measured approach in shipments, Winnebago acknowledged its willingness to forgo short-term share gains for channel health, amid an industry where some larger competitors are accelerating wholesale shipments despite demand softness.Continue reading
Winnebago Industries (NYSE:WGO) reported fiscal 2025 third-quarter results on June 19, 2025, which included net revenue guidance of $2.7 billion–$2.8 billion for FY2025 and sharply reduced adjusted EPS guidance to $1.20–$1.70 per diluted share. Management outlined continued operational inefficiencies in the Winnebago-branded Motorhome segment, counterbalancing improvement in Marine and selective growth in Grand Design and Newmar.
This summary focuses on inventory discipline, tariff exposure, and segment leadership as key themes from the call.
Management confirmed a target of two times inventory turn (inventory sold and replaced twice per year) as a long-term operational standard, a benchmark that aligns with dealer goals and industry best practice. While taking a measured approach in shipments, Winnebago acknowledged its willingness to forgo short-term share gains for channel health, amid an industry where some larger competitors are accelerating wholesale shipments despite demand softness.
