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This Month's Exclusive Content Fresh Air, Fresh Highs: 3 Premium Outdoor Brands with 2026 TailwindsWritten by Dan Schmidt. Article Published: 12/27/2025. 
Summary - 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 through our vast network of parks, and outdoor recreation is a major driver of economic growth. 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—over 5 million people—worked in outdoor services in 2023. Even when consumer sentiment is weak, 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 sales boom during the COVID-19 years as consumers took their indoor lifestyles outdoors. But since making an all-time high in March 2021, the stock fell more than 50% as sales slowed and earnings beats became uncommon. After bottoming out in 2024, Winnebago is 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 concerns, Winnebago reported an improvement of nearly 400 basis points in operating margin and raised full-year 2026 revenue guidance to $2.8 billion–$3.0 billion.  Winnebago may still be in the early stages of its rebound—one that technical traders have already noticed. The stock trades at about 12x forward earnings and 0.43x sales, and shares are up nearly 30% over the last three months. The chart shows a trend reversal: the 50-day simple moving average (SMA) has crossed back above the 200-day SMA, forming a Golden Cross. The Moving Average Convergence Divergence (MACD) indicator has also turned positive, confirming the uptrend and suggesting this buying momentum 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 maker of coolers and outdoor drinkware best known for its Tundra, Hopper, and Rambler products. Despite those tariff pressures, Yeti has grown sales by relying on premium customers and expanding into new categories such as travel mugs, apparel and footwear, and outdoor cookware. The company's Q3 2025 earnings report contained several positives: EPS and revenue beats despite a 230-basis-point drag to gross margin from tariffs, 14% YOY international sales growth, and an increased share repurchase authorization to $300 million for 2025.  Technical tailwinds are developing. After trending along the 50-day SMA for much of the year, a Golden Cross formed in September, and the stock followed with a roughly 30% breakout in three months. Shares now trade well above the former 50-day SMA support, while 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 popular golf brands including Titleist, Pinnacle, KJUS and FootJoy. Unlike the other two names, Acushnet has underperformed the S&P 500 since April. Still, golf participation keeps growing—42.7 million people played in 2024—and participation has broadened among women and people of color. Acushnet and peers have also benefited from off-course concepts such as TopGolf, which help drive interest in the sport. Acushnet's Q3 2025 earnings report showed growth across all four brands, including 14% YOY growth in the smaller premium KJUS brand. Management raised full-year 2025 revenue guidance to $2.52 billion–$2.56 billion and said it expects to mitigate most of the anticipated $70 million tariff headwind in 2026.  GOLF shares show strong support at the 50-day SMA, and recent pullbacks have returned the price to that level—potentially offering an entry point. The moving averages and RSI indicate an uptrend with underlying momentum, suggesting this pullback is more likely a buying opportunity than a trend reversal.
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