Winnebago’s FY25 selling season may be at risk, says Roth MKM

Roth MKM keeps a Neutral rating and $43 price target on Winnebago (WGO). The company’s FY25 guidance cut reflects slow start to the selling season, and while Winnebago should be among the first OEMs to come out of the RV recession, the firm remains on the sidelines as the FY25 selling season could be at risk, the analyst tells investors in a research note.