Winnebago Industries Inc

WGO: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Winnebago Earnings: Timing of Dealer Inventory Restocking Continues to Be Uncertain

David Whiston

Oct 23, 2024

Winnebago finished fiscal 2024 by reporting fourth-quarter results on Oct. 23 that showed recreational vehicle dealers continue to wait on restocking inventory. That continuing problem for RV makers plus consumer affordability concerns led to adjusted diluted earnings per share of $0.28 badly missing the $0.89 LSEG consensus. The EPS miss, along with the company giving fiscal 2025 guidance (a practice it’s never done before) that badly missed LSEG consensus, led to the stock falling over 10% during Oct. 23 trading. We are leaving our fair value estimate unchanged but will reassess all modeling inputs after the 10-K is filed.

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Winnebago Industries Inc

Winnebago Earnings: Timing of Dealer Inventory Restocking Continues to Be Uncertain

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