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Exclusive Content from MarketBeat Fresh Air, Fresh Highs: 3 Premium Outdoor Brands with 2026 TailwindsAuthor: Dan Schmidt. Published: 12/27/2025. 
Key Points - 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 a reputation to the contrary, Americans love the great outdoors. We enjoy hiking, biking and traveling across our parks, and outdoor recreation is a major driver of economic growth. Elon Musk's Starlink project is generating major speculation ahead of a potential IPO that some analysts believe could reach a historic $100 billion valuation. According to James Altucher, there may be a smart "backdoor" way for everyday investors to position ahead of that event without needing traditional IPO access — and he says it can be done for under $100. He's also sharing a free ticker tied to this trend for anyone who wants to take a closer look. Click here to learn more As of the end of 2023, outdoor recreation generated more than $1.2 trillion in annual economic output, accounting for more than 2.3% of total U.S. GDP. More than 3% of the nation's workforce is employed in outdoor services — a figure that totaled over 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 that narrative with 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 during the height of COVID-19, when many consumers wanted to take the comforts of home on the road. But since reaching an all-time high in March 2021, the stock fell 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 a range of $2.8 billion to $3 billion. 
Winnebago may be at a point where primarily technical traders have noticed the change 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. The Moving Average Convergence Divergence (MACD) indicator has also flipped, confirming the new uptrend and suggesting this wave of buying has some strength behind it. Yeti Holdings: Premium Demand Helps the Brand Absorb Tariff Pressure The Trump administration's aggressive tariff policy was a significant headwind for Yeti Holdings Inc. (NYSE: YETI), the popular cooler and outdoor drinkware maker behind Tundra, Hopper and Rambler products. Despite those tariff pressures, Yeti has maintained steady sales growth by leaning on premium customers and expanding into categories such as travel mugs, apparel and footwear, and outdoor cookware. The company's Q3 2025 earnings report 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 increased its share-repurchase authorization to $300 million for 2025. 
Technical tailwinds are forming as well. After tracking 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 trade comfortably above the former 50-day SMA support, and the 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 golfing brands Titleist, Pinnacle, KJUS and FootJoy. Unlike the other two names, Acushnet has underperformed the S&P 500 since April. Still, golf participation continues to grow — about 42.7 million people played in 2024 — with strong gains among women and players of color. Companies like Acushnet are also betting on off-course formats such as Topgolf to broaden interest in the sport, and those initiatives are contributing to growth across the portfolio. Acushnet's Q3 2025 earnings report showed growth across all four brands, including 14% YOY expansion in the smaller premium KJUS brand. Management raised full-year 2025 revenue guidance to $2.52 billion–$2.56 billion and now expects to mitigate most of the anticipated $70 million tariff headwind in 2026. 
GOLF shares show strong support at the 50-day SMA, and investors searching for entry points may have one now, as the price has pulled back to that level. The moving averages and RSI point to an uptrend with underlying momentum, so this dip looks more like a buying opportunity than a trend reversal.
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