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
- Brunswick Corporation
- Camping World Holdings
- Harley Davidson
- LCI Industries
- Malibu Boats
- Marine Products Corp.
- MarineMax
- MasterCraft
- OneWater Marine
- Patrick Industries
- Polaris
- Textron Inc.
Guidance update / earnings releases
- BRP Inc.
- Harley Davidson
- Malibu Boats
- MarineMax
- MasterCraft Boat Holdings
- OneWater Marine
- Polaris Inc.
- Thor
- Winnebago Industries
March Earnings releases / revisions
Suspending production or store closings
- BRP Inc.
- Brunswick Corp.
- Harley Davidson
- LCI Industries
- Malibu Boats (March 24, 2020)
- Malibu Boats (April 2, 2020)
- Malibu Boats (April 17, 2020)
- Marine Products Corp.
- MarineMax
- MasterCraft Boat Holdings
- Patrick Industries (March 26, 2020)
- Patrick Industries (April 10, 2020)
- Polaris Inc.
- Thor (March 23, 2020)
Production restarts
- LCI Industries
- Malibu Boats
- MasterCraft Boat Holdings
- Thor (April 14, 2020)
- Thor (May 4, 2020)
- Winnebago Industries
- Thor (April 14, 2020)
- Winnebago Industries (March 23, 2020)
- Winnebago Industries (April 8, 2020)
- Winnebago Industries
Media commentary
Cost actions / salary reductions
- BRP Inc.
- Camping World Holdings (March 24, 2020)
- Camping World Holdings (April 16, 2020)
- Harley Davidson
- LCI Industries
- MarineMax
- OneWater Marine
- Patrick Industries
- Polaris Inc.
- Textron
- Thor
- Winnebago Industries (April 3, 2020)
- Winnebago Industries (April 8, 2020)
COVID-19 relief efforts
- BRP Inc.
- Brunswick Corporation (April 9, 2020)
- Brunswick Corporation (April 21, 2020)
- Brunswick Corporation (April 27, 2020)
- Grand Design RV
- LCI Industries
- Marine Products Corp.
- MasterCraft
- Polaris (April 8, 2020)
- Polaris (April 14, 2020)
- Polaris (April 16, 2020)
- Polaris (April 16, 2020)
- Polaris (April 21, 2020)
- Thor
- Winnebago Industries (March 30, 2020)
- Winnebago Industries (April 3, 2020)
Videos
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
- BRP Inc. (March 20, 2020)
- BRP Inc. (March 27, 2020)
- Camping World Holdings (March 16, 2020)
- Camping World Holdings (March 26, 2020)
- LCI Industries
- Malibu Boats
- MarineMax (March 20, 2020)
- MarineMax (March 26, 2020)
- MarineMax (April 6, 2020)
- Polaris
- Textron Inc.
- Winnebago Industries
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
