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Winnebago stock (WGO) not looking so great

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I can’t stop my mind coming up with analogies when I see this and think about the Newmar-Winnebago deal.

Imagine jumping out of a crashing plane ✈️ without a parachute 🪂, only to land on the Titanic 🚢 .
🤦🏻‍♂️
IMG_3541.jpeg
 
Ever been to a race? People camping in RV's by the thousands......

More than most national parks on any given weekend.......
My impression is Newmar (aka CEO) is targeting NASCAR teams, not spectators trying to get lower volume bigger price tag purchases. Thinking the high line Newmar's compare with Prevost, Marathon, etc. that these teams would typically consider, I believe. Instead, some like myself "feel" the better target market is like on their brochures etc. of families/retirees living the dream of the open roads. I think we're seeing today that this marketing target has been an unfortunate miss. Many of us really miss the family feel Newmar once was of a company with this dream in mind of touring the country and taking in the great adventure it has to offer.
 
My impression is Newmar (aka CEO) is targeting NASCAR teams, not spectators trying to get lower volume bigger price tag purchases. Thinking the high line Newmar's compare with Prevost, Marathon, etc. that these teams would typically consider, I believe. Instead, some like myself "feel" the better target market is like on their brochures etc. of families/retirees living the dream of the open roads. I think we're seeing today that this marketing target has been an unfortunate miss. Many of us really miss the family feel Newmar once was of a company with this dream in mind of touring the country and taking in the great adventure it has to offer.
I think they are hunting consumers wherever they find them.
 
I think they are hunting consumers wherever they find them.
should be standard business practices, but the commodification everything has aplified that...especially with off site ownership by little more than a holding company.
Place I worked for was bought and after that, I spent a lot of my time answering dumb questions on computer printouts of transactions rather than actually going and getting new or retaining valuable customers.

Salespeople start companies, accountants run them.

"Numbers Sanctify", Charlie Chaplin
 

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