WGO
Winnebago Industries, Inc.
stock NYSE

I'm not deep in the RV sector but feel like there could be potential between the new tax bill & demographics to provide a catalyst to this stock.
Tailwinds:
* Under the new 'Big Beautiful tax Bill' Auto loan interest is deductible up to $10K including recreational vehicles:  Buyers could save **$500–$3,000+ per year** depending on the loan size and their tax bracket.
* Under the new 'Big Beautiful tax Bill' dealers are now able to deduct 100% of their Floor-Plan interest including tow behind campers. Should add a few million to cash flow for dealers.
* Likely rate cuts in late 2025 and 2026. Timing is unclear but eventually we will see lower rates with a new fed chair making large purchases more accessible.
* Baby Boomers are retiring in mass - "Peak 65 Zone" started in 2024 with 4M per year extending through 2027. These 'retired' individuals are still able bodied, wealthy, and ready to travel. From 2024 to 2030, **about 30 million** Boomers will hit age 65. I know a lot and they all love the 'idea' of RV life.
Potential play: Lazy Days RV ticker GORV. In 2021 they traded at \~$25/share. One year ago they were trading at $3.50/share and now they are down to *only $.24*. This thing is a turd.
However, their income statement shows that margins are relatively stable, revenue is decent, and they are still moving over 12K+ RVs annually with 1.1B in revenue across 23 locations.
I don't think this will pop to $25/Share again but their stock is significantly under performing to others in the space. If they can get their operating expenses under control and see a little boost to demand this stock could make up some of the lost ground.
Would love to hear anyone's thoughts on this who follows this company.
Also looking at WGO for a possible play.

I'm not deep in the RV sector but feel like there could be potential between the new tax bill & demographics to provide a catalyst to this stock.
Tailwinds:
* Under the new 'Big Beautiful tax Bill' Auto loan interest is deductible up to $10K including recreational vehicles:  Buyers could save **$500–$3,000+ per year** depending on the loan size and their tax bracket.
* Under the new 'Big Beautiful tax Bill' dealers are now able to deduct 100% of their Floor-Plan interest including tow behind campers. Should add a few million to cash flow for dealers.
* Likely rate cuts in late 2025 and 2026. Timing is unclear but eventually we will see lower rates with a new fed chair making large purchases more accessible.
* Baby Boomers are retiring in mass - "Peak 65 Zone" started in 2024 with 4M per year extending through 2027. These 'retired' individuals are still able bodied, wealthy, and ready to travel. From 2024 to 2030, **about 30 million** Boomers will hit age 65. I know a lot and they all love the 'idea' of RV life.
Potential play: Lazy Days RV ticker GORV. In 2021 they traded at \~$25/share. One year ago they were trading at $3.50/share and now they are down to *only $.24*. This thing is a turd.
However, their income statement shows that margins are relatively stable, revenue is decent, and they are still moving over 12K+ RVs annually with 1.1B in revenue across 23 locations.
I don't think this will pop to $25/Share again but their stock is significantly under performing to others in the space. If they can get their operating expenses under control and see a little boost to demand this stock could make up some of the lost ground.
Would love to hear anyone's thoughts on this who follows this company.
Also looking at WGO for a possible play.