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Special Report 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. Contrary to some assumptions, Americans embrace the outdoors. We hike, bike, and travel across a vast network of parks, and outdoor recreation is a meaningful driver of economic growth. A little-known U.S. law is back in focus as analysts examine how existing presidential authorities could influence markets in 2026 and beyond.
In a new briefing, a former government advisor explains the historical context behind this statute, why it's being discussed again, and how certain policy actions could reshape capital flows during America's upcoming 250th anniversary period. The presentation focuses on preparedness, macro implications, and what investors may want to understand as events develop. See the full briefing here 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, totaling 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 the recent 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 was raging, as consumers sought to bring the comforts of home out into the world. But since making a new all-time high in March 2021, the stock has declined 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 showing revenue growth of more than 12% year-over-year (YOY). Despite tariff threats, Winnebago delivered a nearly 400-basis-point improvement in operating margin and raised full-year 2026 revenue guidance to a range of $2.8 billion to $3 billion.  Winnebago may still be at a stage where primarily technical traders have detected the momentum shift. The stock trades at just 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, with the 50-day simple moving average (SMA) crossing back over the 200-day SMA to form a Golden Cross. The Moving Average Convergence Divergence (MACD) indicator has also reversed, confirming the new uptrend and suggesting this wave of buying has some underlying strength. Yeti Holdings: Premium Demand Helps the Brand Absorb Tariff Pressure The Trump administration's aggressive tariff policy created headwinds for Yeti Holdings Inc. (NYSE: YETI), the popular cooler and outdoor drinkware maker whose Tundra, Hopper, and Rambler products are built for durability and temperature control. Despite those tariff pressures, Yeti has delivered steady sales growth by leaning on higher-end customers and expanding into product 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 signaled confidence by increasing its share-repurchase program to $300 million for 2025.  Technical tailwinds are forming. After trading 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 support level, 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 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, with 42.7 million people playing in 2024 and rising participation among women and people of color. Companies like Acushnet have invested in off-course programs such as Topgolf to broaden the sport's appeal, and those initiatives are supporting growth across segments. Acushnet's Q3 2025 earnings report noted growth in all four of its brands, including 14% YOY growth in the smaller premium KJUS. Management raised its full-year 2025 revenue range to $2.52 billion to $2.56 billion, and now expects to mitigate most of an anticipated $70 million tariff headwind in 2026.  GOLF shares show strong support at the 50-day SMA, and investors seeking an entry point may have one now that the price has returned to that level. The moving averages and RSI indicate an uptrend with underlying momentum, making this pullback look more like a buying opportunity than a trend reversal.
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