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Fresh Air, Fresh Highs: 3 Premium Outdoor Brands with 2026 Tailwinds
By Dan Schmidt. Article Posted: 12/27/2025.
What You Need to Know
- Outdoor recreation is an industry that has shown strong growth since the COVID-19 vaccines became available in 2021.
- Companies in this sector typically cater to high-net-worth clients, which is a bonus in the current economic environment.
- Winnebago, Yeti, and Acushnet each have both technical and fundamental tailwinds entering 2026.
The outdoor recreation industry is a larger part of the economy than you might think.
Despite perceptions to the contrary, Americans love the great outdoors. We enjoy hiking, biking and traveling through a vast network of parks, and outdoor recreation is a meaningful driver of economic growth.
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As of the end of 2023, outdoor recreation generated more than $1.2 trillion in annual economic output, accounting for over 2.3% of U.S. GDP. More than 3% of the nation's workforce is employed in outdoor services — a figure that totaled more than 5 million jobs in 2023.
Even when consumer sentiment is gloomy, higher-income households remain the primary customers for companies selling motorhomes, boats, premium coolers, camping gear and sports equipment.
Three outdoor companies have bucked the narrative to produce strong results and outsized stock gains over the last quarter. If you're looking to add non-tech winners to your portfolio, these outdoor brands deserve a closer look.
Winnebago: Earnings Beats and Higher Guidance Fuel a Late-2025 Turnaround
Winnebago Industries Inc. (NYSE: WGO) saw a boom in sales when COVID-19 hit, as consumers took their living spaces outdoors.
But since making a new all-time high in March 2021, the stock has fallen more than 50% as sales slowed and earnings beats became rare.
After bottoming out in 2024, Winnebago is now showing signs of a turnaround. The company has posted three consecutive earnings beats, including an impressive fiscal Q1 2026 report that showed revenue growth of more than 12% year-over-year (YOY).
Despite tariff threats, Winnebago reported a nearly 400-basis-point gain in operating margin and raised full-year 2026 revenue guidance to $2.8 billion–$3.0 billion.
Winnebago may still be in a phase where only technical traders have fully recognized the shift in momentum.
The stock trades at roughly 12x forward earnings and 0.43x sales, and shares are up nearly 30% in the last three months. The trend reversal is visible on the chart: the 50-day simple moving average (SMA) has crossed above the 200-day SMA to form a Golden Cross, and the Moving Average Convergence Divergence (MACD) indicator has also turned positive. Those signals suggest the recent buying momentum has some strength behind it.
Yeti Holdings: Premium Demand Helps the Brand Absorb Tariff Pressure
The Trump administration's aggressive tariff policy posed a headache for Yeti Holdings Inc. (NYSE: YETI), the popular cooler and outdoor drinkware maker known for Tundra, Hopper and Rambler products.
However, Yeti has demonstrated steady sales growth by leaning on higher-end customers and expanding into adjacent categories such as travel mugs, apparel and footwear, and outdoor cookware.
The company's Q3 2025 earnings included EPS and revenue beats despite a 230-basis-point drag to gross margin from tariffs. International sales grew 14% YOY in the quarter, and management boosted its share repurchase program to $300 million for 2025.
Technical tailwinds are forming, too. After trading near the 50-day SMA for most of the year, a Golden Cross formed in September, and the stock followed with a roughly 30% breakout in three months. Shares now sit well above the former 50-day SMA support level, and the relative strength index (RSI) remains below the overbought threshold of 70.
Acushnet Holdings: Don't Bet Against Golfers — and Don't Ignore the Chart
Acushnet Holdings Corp. (NYSE: GOLF) is the parent company of popular golf brands Titleist, Pinnacle, KJUS and FootJoy.
Unlike the other two names here, Acushnet has underperformed the S&P 500 since April. Still, golf participation continues to grow: about 42.7 million people played in 2024, and participation is rising among women and players of color (source). Acushnet has also leaned into off-course programs such as Topgolf to broaden interest in the sport, and those initiatives are contributing to growth across segments.
Acushnet's Q3 2025 earnings report showed growth across all four brands, including 14% YOY growth for the smaller premium brand KJUS. Management raised its full-year 2025 revenue guidance to $2.52 billion–$2.56 billion and now expects to mitigate most of an anticipated $70 million tariff headwind in 2026.
GOLF shares show solid support at the 50-day SMA, and investors seeking entry points may have one now that the price has dipped back to that level. The moving averages and RSI point to an uptrend with underlying momentum, suggesting this pullback looks more like a buying opportunity than a trend reversal.
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