WGO earnings coming - short sellers?

[Neal]

THOR just got hammered, is Winnebagomar next? WGO earnings is March 21st.

 

[Jim]

THOR just got hammered, is Winnebagomar next? WGO earnings is March 21st.

Can you expand on "hammered"?

 

[Neal]

Can you expand on "hammered"?

https://rvbusiness.com/thor-industries-announces-second-quarter-fiscal-2024-results/

 

[Rich W.]

20% - yeah that’s a beating. Sales down a bit?

 

[Neal]

Lazy Days appears to be down around 50% this year? If the math serves me right.

https://rvbusiness.com/lazydays-reports-q4-full-year-results-adds-ariz-location/

 

[Jim]

Wow!

Don't the serious investors see this as a "time to buy"?

 

[Neal]

Edited posts above to add the quarterly reports that just came in my email ironically. Links below charts.

 

[Texas Clodhopper]

Thors Y/Y net income is down 73% and net profit is down 71/%. Sales projections are down across the board for all recreational vehicle companies and the trickle-down effect is soon to follow. I don't think they have reached the bottom yet.

 

[DennisT]

Making a trip across central Florida to pick up our new toad was telling for the industry overall.

Every RV lot we passed was packed with all types of them.

Business has definitely slowed down.

 

[AbdRahim]

If they were smart, they would take this time to fix all of the bugs, before people buy them.

A friend of mine had considered buying one, but when he heard my experience with two, which - btw, was quite good , compared to some - and all of the maintenance required, he decided it wasn’t for him.