财务数据和关键指标变化 - 公司在2024财年第四季度的运营费用增加，主要由于Chris-Craft报告单位的3030万美元减值费用以及与Grand Design电动业务启动相关的成本 [17][18] - 公司在2024财年产生了3000万美元的自由现金流，并向股东回购了1900万美元的股票和支付了股息，显示出对长期增长前景的信心 [10][18] 各条业务线数据和关键指标变化 - Towable RV部门的收入较去年第四季度下降，主要由于产品组合导致的平均售价下降，部分被单位销量的增加所抵消 [21] - Motorhome RV部门的收入也较去年同期下降，主要由于市场条件导致的单位销量下降，部分被与电动底盘成本相关的价格上涨所抵消 [22] - Marine部门的收入下降，主要由于市场条件和经销商去库存导致的单位销量下降，部分被针对性价格上涨所抵消 [24] 各个市场数据和关键指标变化 - RV行业协会预计2024年批发出货量为约324,000单位，2025年预计在320,000到350,000单位之间 [10][26] - 2024年8月，批发总RV行业出货量同比增长10%，前八个月累计增长14.5% [11] - 在过去12个月中，公司的市场份额为11.1%，较去年同期下降50个基点 [12] 公司战略和发展方向和行业竞争 - 公司计划在未来12到15个月内逐步改善市场状况，预计2025年第二季度将出现更明显的改善 [7][8] - 公司在Winnebago Motorhome和Winnebago Towables业务中进行了重要的领导层变动，以应对运营和财务挑战 [8][14] - 公司致力于通过推出新产品和技术来提升客户体验，并保持资本配置的平衡，以推动股东价值创造 [29] 管理层对经营环境和未来前景的评论 - 管理层对当前零售环境表示挑战，尽管如此，仍对未来市场改善持乐观态度 [6][7] - 管理层认为，随着利率的逐步降低和库存水平的下降，市场条件将在未来几个月内改善 [7][8] 其他重要信息 - 公司在2025财年首次提供了年度财务指导，预计收入将在29亿到32亿美元之间，调整后的每股收益预计增长10% [8][26] - 公司在Marine部门的Chris-Craft品牌在过去五个月中实现了零售同比增长 [63] 问答环节所有提问和回答 问题: 关于财务指导的决定 - 公司决定提供财务指导是经过深思熟虑的，旨在帮助投资者理解未来的业务预期 [31][32] 问题: 当前零售状况 - 当前零售环境仍然疲软，未见显著改善 [38] 问题: Motorhome部门的EBITDA利润率 - 公司对Motorhome部门的长期EBITDA利润率持乐观态度，预计将恢复到双位数范围 [39] 问题: 关于Grand Design业务的销售预期 - Grand Design的电动业务预计在2025财年将实现超过1亿美元的销售 [44][45] 问题: 竞争环境的变化 - 零售市场竞争依然激烈，价格策略趋于激进，但整体仍保持理性 [77][78]

For the quarter ended August 2024, Winnebago Industries (WGO) reported revenue of $720.9 million, down 6.5% over the same period last year. EPS came in at $0.28, compared to $1.59 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $726.04 million, representing a surprise of -0.71%. The company delivered an EPS surprise of -69.23%, with the consensus EPS estimate being $0.91.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

文章核心观点 - 公司第四季度每股收益0.28美元,低于市场预期的0.91美元[1] - 公司第四季度营收为7.209亿美元,低于市场预期[1] - 公司股价今年以来下跌20.4%,而标普500指数上涨22.7%[2] 公司情况总结 - 公司属于房车和房屋制造行业[1] - 公司过去4个季度仅1次超出市场每股收益预期[1] - 公司未来业绩表现将主要取决于管理层在财报电话会议上的评论[2] 行业情况总结 - 公司所属房车和房屋制造行业目前在250多个Zacks行业中排名靠后,在底部12%[5] - 排名靠前的行业相比底部行业的表现要好2倍以上[5] - 同行业公司Champion Homes即将公布第三季度财报,预计每股收益同比下降25.6%,但营收同比增长23.2%[5]

Exhibit 99.1 News Release WINNEBAGO INDUSTRIES REPORTS FOURTH QUARTER AND FULL YEAR FISCAL 2024 RESULTS -- Full Year Operating Cash Flow of $143.9 Million Supports Company's Strategic Growth Investments -- -- $106.8 Million Returned to Shareholders via Repurchases and Dividends in FY 2024, Despite Challenging Market Environment -- -- Leadership Changes at Winnebago Branded Businesses Aimed at Strengthening Market Position -- -- Company Issues Fiscal 2025 Financial Guidance -- EDEN PRAIRIE, MINNESOTA, Octobe ...

-- Full Year Operating Cash Flow of $143.9 Million Supports Company’s Strategic Growth Investments -- -- $106.8 Million Returned to Shareholders via Repurchases and Dividends in FY 2024, Despite Challenging Market Environment -- -- Leadership Changes at Winnebago Branded Businesses Aimed at Strengthening Market Position -- -- Company Issues Fiscal 2025 Financial Guidance -- EDEN PRAIRIE, Minn., Oct. 23, 2024 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading outdoor lifestyle product man ...

NEW YORK, Oct. 18, 2024 (GLOBE NEWSWIRE) -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Winnebago Industries, Inc. (NYSE: WGO) resulting from allegations that Winnebago may have issued materially misleading business information to the investing public. So What: If you purchased Winnebago securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arran ...

EDEN PRAIRIE, Minn., Oct. 14, 2024 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO) today announced that Don Clark, president of Grand Design RV, has been promoted to Group President, Towable RVs, and will now lead the Winnebago brand's towable RV division in addition to the Grand Design RV brand, leveraging the company's significant overall towables expertise and skills in Northern Indiana, effective November 1. "Don is a hall-of-famer with an unmatched track record of success and understanding o ...

EDEN PRAIRIE, Minn., Oct. 01, 2024 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading outdoor recreation product manufacturer, plans to issue its earnings release for its fourth quarter and fiscal 2024 before the market opens on Wednesday, October 23, 2024. The Company will also host a conference call to discuss the financial results for the quarter on October 23, at 9 a.m. CT. All interested parties are invited to listen live via the Company's website, www.winnebagoind.com/investors. The ...

NEW YORK, Sept. 25, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims against Winnebago Industries, Inc. ("Winnebago" or the "Company") (NYSE:WGO) on behalf of Winnebago stockholders. Our investigation concerns whether Winnebago has violated the federal securities laws and/or engaged in other unlawful business practices. Click here to participate in the action. On September 23, 2024, Hunterbrook Media published an art ...

NEW YORK, Sept. 25, 2024 (GLOBE NEWSWIRE) -- Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Winnebago Industries, Inc. (NYSE: WGO) resulting from allegations that Winnebago may have issued materially misleading business information to the investing public. So What: If you purchased Winnebago securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee ...