Sector Spotlight – Recreational Products: Updates Amid COVID-19 Uncertainty

May 7, 2020

Below is an aggregated list of top recreational product companies that have had any media activity regarding COVID-19 updates. The Clermont Partners team will continue to monitor industry movements; however, we do anticipate the volume of communications, specifically around guidance updates, will increase as companies work on closing out the quarter and better understand the impact this pandemic is likely to have on near-term operations.

***Updated as of 4:15 PM CST on May 7, 2020.

Earnings reports — April 2020/May 2020

Guidance update / earnings releases

March Earnings releases / revisions

Suspending production or store closings

Production restarts

Media commentary

Cost actions / salary reductions

COVID-19 relief efforts


Dividend suspensions or reductions

Employee relief

Furloughing employees

Revolving credit facility updates

Dividend and share repurchase announcements

General statements issued on social media or corporate sites

Monitored companies

  • BRP Inc.
  • Brunswick Corp.
  • Camping World Holdings
  • Harley Davidson
  • LCI Industries
  • Malibu Boats
  • Marine Products Corp.
  • MarineMax
  • MasterCraft
  • OneWater Marine
  • Patrick Industries
  • Polaris Inc.
  • Textron Inc.
  • Thor Industries
  • Winnebago Industries
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