Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

Investing Insights

Senior equity analyst Jaime Katz with Morningstar Research Services discusses consumer demand for recreational vehicles and the impact interest rate cuts could have on the industry. She breaks down Morningstar's outlook for Polaris and Malibu Boats, two undervalued manufacturers that have long-term growth potential.
How Consumer Demand in the Recreational Vehicle Industry Has Evolved

What Factors Are Impacting Recreational Vehicle Companies?

How Interest-Rate Cuts Affect Consumer Demand for Recreational Vehicles

Is Recreational Vehicle Demand Correlated with Oil Prices?

How Wealth and Market Activity Impact Consumer Behavior

What’s Behind Polaris and Malibu Boats’ Competitive Advantage?

Polaris Stock Outlook

Malibu Boats Stock Outlook

Read about topics from this episode.

Stalled Boat Demand Leads to Profit Pressure at Malibu Despite Innovative Product Launches

Holiday Visibility Low for Narrow-Moat Bath & Body Works as Consumers Spend With Caution

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Malibu Boats Stock

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Margaret Giles

Jaime Katz

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