After Earnings

Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves


Listen Later

Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode.

$WGO

00:00 START 

01:03 Winnebago's Transformation and Diversification

06:44 The North Star and Target Customer Shift

10:51 Impact of COVID-19 on Outdoor Recreation

15:30 Electrification and Lithium Battery Acquisition

20:13 Economic Challenges and Dealer Relationships

27:29 Dealer's Perspective and Company Revenue Breakdown

28:14 Earnings Call Insights and Resilience Metrics

31:35 Brand Recognition and Market Strategy

34:47 Revenue Portfolio and Future Targets

40:17 Leadership and Entrepreneurial Recognition

44:22 Personal Connection to the Outdoors

47:02 Final Thoughts and Team Acknowledgment



After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com



Follow Us 

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/



Reach Out 

Email: [email protected]

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

After EarningsBy Morning Brew

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

19 ratings


More shows like After Earnings

View all
WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,741 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,179 Listeners

Bloomberg Intelligence by Bloomberg

Bloomberg Intelligence

401 Listeners

Bloomberg Businessweek by Bloomberg

Bloomberg Businessweek

423 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,372 Listeners

WSJ Minute Briefing by The Wall Street Journal

WSJ Minute Briefing

658 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,011 Listeners

Morning Brew Daily by Morning Brew

Morning Brew Daily

2,945 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,765 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,538 Listeners

Founder's Journal by Morning Brew

Founder's Journal

1,101 Listeners

Fresh Invest by Morning Brew Creative Studio

Fresh Invest

86 Listeners

The Money with Katie Show by Morning Brew

The Money with Katie Show

1,435 Listeners

Imposters by Morning Brew

Imposters

147 Listeners

Bloomberg Daybreak: US Edition by Bloomberg

Bloomberg Daybreak: US Edition

50 Listeners

BOSSY by Morning Brew

BOSSY

134 Listeners

Per My Last Email by Morning Brew

Per My Last Email

75 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

957 Listeners