In its most recent quarter, Winnebago (WGO) reported double-digit revenue growth and management indicated it was taking market share from competitors. The company’s dealer inventory exceeded 21,000 units, representing a 30% increase Y/Y and 8% sequentially. Winnebago could be stuffing the sales channel to devour whatever is left of the industry’s remaining demand. Its dealer inventory represents over 55% of total RV shipments for the month of December 2017. That implies shipments for December 2018 could also free fall as the industry continues to work through inventory balances. Read more:



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