At upwards of 18X price to earnings ratio, Winnebago is the overleveraged American dream.
With a falling interest in mobile homes and trends away from travelling the heartland of the US, will this trend continue?
Since the bottom of the COVID-19 crisis, we've seen a 180% rally in $
WGO
, similarly so in $
CWH
. Overextended?
With a falling interest in mobile homes and trends away from travelling the heartland of the US, will this trend continue?
Since the bottom of the COVID-19 crisis, we've seen a 180% rally in $
WGO
, similarly so in $
CWH
. Overextended?
Pierce Crosby
GM, Americas @ TradingView
GM, Americas @ TradingView