Aaron Yoder/iStock via Getty Images Winnebago Industries, Inc. (NYSE:WGO) is weathering the post-pandemic storm with the stock price holding steady over the last few years. Despite facing an industry-wide drop in RV sales, the company’s growing market share and a more diversified profile following a string of strategic acquisitions have helped to support overall solid…
LukaTDB/E+ via Getty Images Investors seem to be questioning the sustainability of Winnebago Industries’s (NYSE:WGO) revenue and operating margin gains. Winnebago’s TTM revenues are roughly twice pre-COVID levels, and Winnebago’s operating margins were 4-5% higher than 2017-2019 levels at one point. However, I believe that much of Winnebago’s revenue and operating margin gains are permanent….
Cindy Shebley/iStock Editorial via Getty Images Intro Winnebago Industries, Inc. (NYSE:WGO), based in Minnesota, has been making recreational vehicles since 1958. They generated around $5 billion in revenue as of 2022. In recent years, they expanded into towables, accounting for 83% of their RV unit volume. They also ventured into boating and acquired companies like…