Industry Overview - The outdoor industry encompasses recreation, wellness, and lifestyle experiences focused on nature and activities away from home, including outdoor gear, apparel, recreational vehicles, and services for hiking, camping, boating, and off-roading [1] - The industry is experiencing steady demand driven by shifting consumer values towards health, sustainability, and experience-driven living, benefiting various age groups and regions [2] Company Highlights Carnival Corporation & plc (CCL) - Carnival is experiencing resilient travel demand, stronger booking trends, and higher onboard spending, leading to an increase in its full-year 2025 guidance [6][9] - The company is focusing on fleet optimization, new ship launches, and targeted marketing investments to capture rising global demand, with plans for six additional AIDA ships to undergo refurbishment [7] - Carnival's expected revenue and earnings growth rates for the current year are 6% and 42.3%, respectively, with a recent improvement in the Zacks Consensus Estimate for current-year earnings by 0.5% [8] Norwegian Cruise Line Holdings Ltd. (NCLH) - Norwegian Cruise Line is benefiting from strong consumer demand and solid onboard spending, achieving record advance ticket sales of $4 billion [11] - The company is focusing on fleet management and new ship additions, with a new revenue management system expected to be completed by the end of 2025 [12] - NCLH's expected revenue and earnings growth rates for the current year are 6% and 13.2%, respectively, with a recent improvement in the Zacks Consensus Estimate for current-year earnings by 1% [13] Deckers Outdoor Corp. (DECK) - Deckers Outdoor has entered fiscal 2026 with strong momentum, achieving record first-quarter results driven by HOKA and UGG brands, which exceeded expectations [14] - The company anticipates year-over-year increases of 14.6% and 6.7% in net sales for HOKA and UGG, respectively, supported by a balanced channel strategy and solid financial position [15] - DECK's expected revenue and earnings growth rates for the current year are 9% and almost flat, respectively, with a recent improvement in the Zacks Consensus Estimate for current-year earnings by 17.9% [17]

Core Viewpoint - Winnebago Industries, Inc. is set to release its fourth quarter and fiscal 2025 financial results on October 22, 2025, before the New York Stock Exchange opens [1]. Company Overview - Winnebago Industries, Inc. is a prominent North American manufacturer of outdoor recreation products, operating under brands such as Winnebago, Grand Design, Chris-Craft, Newmar, and Barletta [3]. - The company specializes in high-quality motorhomes, travel trailers, fifth-wheel products, outboard and sterndrive powerboats, pontoons, and commercial community outreach vehicles [3]. - Winnebago is committed to sustainable innovation and vertical integration in key component areas, with multiple facilities located in Iowa, Indiana, Minnesota, and Florida [3]. - The company's common stock is traded on the New York Stock Exchange under the symbol WGO [3].

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Core Insights - The outdoor activity participation among women is increasing, with 52% planning to engage more in 2025, a six-point increase from the previous year [2] - The survey indicates that 89% of women will at least maintain their outdoor activity levels in 2025, reflecting a shift in prioritizing time in nature for health benefits [2] Group 1: Survey Findings - The Winnebago Industries Spotlight Survey reveals that 55% of women spend six or more hours outdoors each week [2] - Key motivations for increasing outdoor time include staying active (56%), improving health (54%), reducing stress (52%), and boosting mood (48%) [4] - The survey highlights generational differences, with Baby Boomers focusing on physical health benefits, while Gen Z and Millennials value self-reliance and skill development [4] Group 2: Barriers to Participation - A significant 90% of women report facing at least one obstacle to outdoor participation, with safety concerns being the primary issue [5] - The number of women reducing outdoor time due to family disinterest has doubled since 2022, indicating social dynamics as a barrier [5] - Lack of experience or knowledge is also cited as a persistent hurdle for many women [5] Group 3: Solutions for Increased Participation - The survey suggests that connection and reassurance could encourage more women to participate, with 52% indicating they would be more likely to engage if accompanied by a loved one [6] - Improved safety measures are also essential, as 18% of respondents would spend more time outdoors if they felt safer or had more guidance [6] - The outdoor industry is called to create inclusive spaces to ensure women feel welcome and empowered [7] Group 4: Company Overview - Winnebago Industries is a leading manufacturer of outdoor lifestyle products, including motorhomes, travel trailers, and powerboats, primarily used in leisure travel and outdoor recreation [8] - The company is committed to sustainable innovation and has multiple facilities across the United States [8]