Owner Scorecard


← The groupings the Leisure Products table →

An industry chapter · Leisure Products

Leisure Products

18 members, 7309 to YETI, A to Z by ticker.

Gross profitability
median 33% — gross profit as a share of total assets, each member's median across its readable years; read on 18 of 18 members
Capital intensity
median 2.8% — capital expenditure as a share of revenue, each member's median across its readable years; read on 18 of 18 members
Net cash
5 of the 18 members with a readable debt line hold more cash and short-term investments than total debt

Figures describe the list as a group, from each member's own filed record; they name no member and form no rank. A member missing an input is absent from that median, never counted against the others.

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7309 Shimano

Revenue is Bicycle Components (76%) and Fishing Tackle (24%).

Owner earnings 2016–2025 ¥48.5B¥56.4B¥32.1B¥49.8B¥72.8B¥96.3B¥90.4B¥89.8B¥62.0B¥36.6B

Retained capital Retained ¥318.3B of earnings over 2016–2025; annual owner earnings grew ¥17.1B, ¥0.05 per ¥1 retained.

Balance sheet Net cash, +¥468.8B · dividend paid 10 of 10 yrs, cut at least once

7832 Bandai Namco Holdings

A diversified business; where the profit really comes from, and whether it is earned or bought, is what the segment detail settles.

Owner earnings 2017–2026 ¥54.7B¥31.6B¥69.7B¥26.2B¥44.5B¥102.0B¥70.2B¥64.2B¥153.8B¥128.9B

Retained capital Retained ¥414.1B of earnings over 2017–2026; annual owner earnings grew ¥63.6B, ¥0.15 per ¥1 retained.

Balance sheet Net cash, +¥400.3B · dividend paid 10 of 10 yrs, cut at least once

7951 Yamaha Corporation

A diversified business; where the profit really comes from, and whether it is earned or bought, is what the segment detail settles.

Owner earnings 2017–2026 ¥25.9B¥24.5B¥15.3B¥36.7B¥45.7B¥21.5B(¥35.6B)¥20.9B¥32.3B¥31.6B

Retained capital Retained ¥58.9B of earnings over 2017–2026; annual owner earnings grew ¥6.4B, ¥0.11 per ¥1 retained.

Balance sheet Net cash, +¥92.8B · dividend paid 10 of 10 yrs, never cut

BC Brunswick

Brunswick Corporation is a global leader in marine recreation, delivering innovation that transforms experiences on the water and beyond.

Owner earnings 2016–2025 $331M$313M$213M$296M$616M$396M$355M$444M$264M$396M

Retained capital Paid out $236M more than it earned over 2016–2025; annual owner earnings grew $82M.

Balance sheet Net debt against an operating loss, $1.8B · buybacks at an average near $64.89 · dividend paid 10 of 10 yrs, never cut

CALY Callaway Golf Company

Callaway Golf Company is a leading golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew and OGIO.

Owner earnings 2016–2025 $62M$100M$72M$52M$189M$123M($228M)$315M$333M$302M

Retained capital Paid out $1.3B more than it earned over 2016–2025; annual owner earnings grew $239M.

Balance sheet Heavy net debt, $513M · dividend paid 5 of 10 yrs, cut at least once

DOO BRP Inc.

Revenue is Year Round Products (57%), Seasonal Products (27%) and PA and A OEM Engines and Others (16%).

Owner earnings 2018–2026 C$412MC$384MC$275MC$701MC$496MC$339MC$1.3BC$292MC$915M

Retained capital Retained C$276M of earnings over 2018–2026; annual owner earnings grew C$467M.

Balance sheet Heavy net debt, C$1.9B · dividend paid 9 of 9 yrs, cut at least once

FNKO Funko Inc.

Funko is a leading pop culture consumer products company .

Owner earnings 2016–2025 $28M($10M)$23M$49M$90M$60M($99M)($4M)$91M($38M)

Retained capital Paid out $146M more than it earned over 2016–2025; annual owner earnings grew $2M.

Balance sheet Net debt against an operating loss, $183M

GOLF Acushnet Holdings Corp.

We are the global leader in the design, development, manufacture and distribution of performance driven golf products, and these products are widely recognized for their quality excellence.

Owner earnings 2016–2025 $85M($46M)$131M$101M$240M$277M($109M)$320M$189M$139M

Retained capital Retained $2M of earnings over 2016–2025; annual owner earnings grew $160M.

Balance sheet Meaningful net debt, $893M · buybacks at an average near $52.65 · dividend paid 9 of 10 yrs, never cut

HAS Hasbro Inc.

Hasbro Inc. is a leading game, intellectual property, and toy company whose mission is to create joy and community through the magic of play.

Owner earnings 2016–2025 $662M$590M$506M$520M$851M$685M$245M$590M$760M$830M

Retained capital Paid out $3.1B more than it earned over 2016–2025; annual owner earnings grew $141M.

Balance sheet Heavy net debt, $2.5B · dividend paid 10 of 10 yrs, never cut

JOUT Johnson Outdoors Inc.

Johnson Outdoors is a leading global manufacturer and marketer of branded seasonal, outdoor recreation products used primarily for fishing from a boat, diving, paddling, hiking and camping.

Owner earnings 2016–2025 $32M$35M$50M$29M$46M$45M($76M)$25M$19M$40M

Retained capital Retained $193M of earnings over 2016–2025; annual owner earnings fell $11M, $-0.06 per $1 retained.

Balance sheet Net cash, debt-free, +$176M · dividend paid 10 of 10 yrs, never cut

KBSX FST Corp.

FST Corp. is a renowned manufacturer and innovator in the golf industry with a growing portfolio of innovative golf products, including acclaimed golf club shafts and other equipment.

Owner earnings 2023–2025 ($13M)($4M)($2M)

Retained capital not read

Balance sheet Net debt against an operating loss, $6M

KMRK K-Tech Solutions Company Limited

A consumer-brand business, where the durable asset is the brand and the pricing power it commands.

Owner earnings 2023–2026 ($321K)($1M)$847K

Retained capital not read

Balance sheet Meaningful net debt, $844K

MAT Mattel

Mattel is a leading global play and family entertainment company and owner of one of the most iconic brand portfolios in the world.

Owner earnings 2016–2025 $454M($157M)($102M)$118M$226M$408M$337M$784M$665M$483M

Retained capital Paid out $953M more than it earned over 2016–2025; annual owner earnings grew $579M.

Balance sheet Modest net debt, $1.1B · dividend paid 2 of 10 yrs, cut at least once

PII Polaris Inc.

We design, engineer, manufacture and market powersports vehicles which include: off-road vehicles, including all-terrain vehicles and side-by-side vehicles; military and commercial ORVs; snowmobiles; moto-roadsters; quadricycles; and boats.

Owner earnings 2016–2025 $380M$401M$252M$404M$814M$77M$276M$667M$7M$558M

Retained capital Paid out $1.2B more than it earned over 2016–2025; annual owner earnings grew $66M.

Balance sheet Net debt against an operating loss, $1.9B · buybacks at an average near $105 · dividend paid 10 of 10 yrs, never cut

PTON Peloton Interactive Inc.

Peloton is a leading global fitness and wellness company that empowers its Members to live fit, strong, long, and happy by providing fitness and wellness products and services they can use anytime, anywhere.

Owner earnings 2018–2026 $43M($130M)$336M($304M)($2.2B)($470M)($86M)$324M$378M

Retained capital not read

Balance sheet Modest net debt, $133M

THO Thor Industries

An automaker, turning heavy plant and development spend into vehicles sold through the cycle.

Owner earnings 2016–2025 $289M$304M$373M$381M$435M$395M$750M$773M$406M$456M

Retained capital Retained $2.9B of earnings over 2016–2025; annual owner earnings grew $223M, $0.08 per $1 retained.

Balance sheet Modest net debt, $336M · buybacks at an average near $86.32 · dividend paid 10 of 10 yrs, never cut

WGO Winnebago Industries

Winnebago Industries, Inc. is a leading North American manufacturer of outdoor lifestyle products under the Winnebago, Grand Design, Chris-Craft, Newmar and Barletta brands, which are used primarily in leisure travel and outdoor recreation activities.

Owner earnings 2016–2025 $47M$83M$64M$110M$238M$205M$347M$248M$99M$90M

Retained capital Retained $640M of earnings over 2016–2025; annual owner earnings grew $81M, $0.13 per $1 retained.

Balance sheet Heavy net debt, $367M · dividend paid 10 of 10 yrs, never cut

YETI YETI Holdings

YETI is a global designer, retailer, and distributor of innovative outdoor products.

Owner earnings 2016–2025 $17M$127M$155M$55M$351M$114M$55M$235M$220M$212M

Retained capital Retained $81M of earnings over 2016–2025; annual owner earnings grew $122M.

Balance sheet Net cash, +$113M · buybacks at an average near $36.50 · dividend paid 4 of 10 yrs, cut at least once

The same shelf as one comparative table, every member a row and every column sortable: the Leisure Products table →

The same four lines for every member, in strict ticker order; a figure that could not be read renders as "not read," never as a mark against the record beside it. The header describes the list and names no member; the entries carry no ranking and form no score. What a chapter cannot carry — understanding of the business, and a price — is yours.