Most consumer discretionary businesses succeed or fail based on the broader economy. Over the past six months, it seems like demand trends are working against their favor as the industry
has tumbled by 13%. This performance was significantly worse than the S&P 500’s 1.8% fall.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how leisure products stocks fared in Q1, starting with MasterCraft (NASDAQ:MCFT).
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how leisure products stocks fared in Q1, starting with Ruger (NYSE:RGR).
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the leisure products industry, including Clarus (NASDAQ:CLAR) and its peers.
American motorcycle manufacturing company Harley-Davidson (NYSE:HOG) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 23.1% year on year to $1.33 billion. Its non-GAAP profit of $1.07 per share was 38.7% above analysts’ consensus estimates.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Malibu Boats (NASDAQ:MBUU) and the best and worst performers in the leisure products industry.
Most consumer discretionary businesses succeed or fail based on the broader economy. Unfortunately, the industry’s recent performance suggests demand may be fading as
discretionary stocks have pulled back by 7% over the past six months. This drop was worse than the S&P 500’s 2.4% decline.
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges.
However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
Harley-Davidson’s better-than-expected Q1 results and ongoing cost-cutting efforts offered some reassurance to investors despite concerns over weakening U.S. retail sales and long-term demand trends.
Harley-Davidson (NYSE:HOG) stock rose after Q1 FY25 earnings topped estimates. Revenue fell 23% year-over-year to $1.33 billion, but beat expectations. EPS of $1.07 surpassed the $0.79 estimate. Despite a 33% drop in global shipments and 21% decline in retail sales, the company generated $142 million in cash flow.
American motorcycle manufacturing company Harley-Davidson (NYSE:HOG) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 23.2% year on year to $1.33 billion. Its GAAP profit of $1.07 per share was 39.1% above analysts’ consensus estimates.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Smith & Wesson (NASDAQ:SWBI) and its peers.
