undamentalytics Newsletter

Leisure Products stocks

31 US-listed companies in leisure products, with $37.1bn of combined revenue in their latest fiscal years. Polaris Inc. is the largest ($7.2bn). The fastest grower with at least $100m of revenue in both years is Mastercraft Boat Holdings, Inc., up 22.8%. The median company grew −0.3% with a net margin of −0.1%.

Companies31
Combined revenue$37.1bn
Median revenue growth−0.3%
Median net margin−0.1%
Median return on equity−0.6%
#CompanyRevenueGrowthNet marginROEFiscal year
1 Polaris Inc.PII $7.2bn −0.3% −6.5% −44.0% 2025
2 Brunswick CorpBC $5.4bn 2.4% −2.6% −7.8% 2025
3 Mattel IncMAT $5.3bn −0.6% 7.4% 17.7% 2025
4 HasbroHAS $4.7bn 13.7% −6.9% −36.8% 2025
5 Acushnet Holdings Corp.GOLF $2.6bn 4.1% 7.4% 24.3% 2025
6 Peloton Interactive, Inc.PTON $2.4bn −1.8% 2.6% — 2026
7 Callaway Golf CoCALY $2.1bn −0.8% −19.9% −18.3% 2025
8 Yeti Holdings, Inc.YETI $1.9bn 2.1% 8.9% 23.8% 2025
9 Malibu Boats, Inc.MBUU $915m 13.3% 0.2% 0.3% 2026
10 Funko, Inc.FNKO $908m −13.5% −7.4% −32.2% 2025
11 Cricut, Inc.CRCT $709m −0.5% 10.8% 18.9% 2025
12 Johnson Outdoors IncJOUT $592m −0.1% −5.8% −7.8% 2025
13 Sturm Ruger & Co IncRGR $546m 1.9% −0.8% −1.5% 2025
14 Smith & Wesson Brands, Inc.SWBI $524m 10.4% 3.5% 4.9% 2026
15 Mastercraft Boat Holdings, Inc.MCFT $349m 22.8% −0.5% −0.6% 2026
16 Clarus CorpCLAR $250m −5.2% −18.6% −21.7% 2025
17 Escalade IncESCA $240m −4.5% 5.7% 8.0% 2025
18 American Outdoor Brands, Inc.AOUT $191m −14.3% −4.8% −5.4% 2026
19 Byrna Technologies Inc.BYRN $118m 37.7% 8.2% 16.1% 2025
20 Jakks Pacific IncJAKK $113m −83.6% 8.7% 4.0% 2025
21 Outdoor Holding CoPOWW $51m 3.5% −6.9% −1.5% 2026
22 FST Corp.KBSX $48m 31.4% −3.1% −7.8% 2025
23 Trugolf Holdings, Inc.TRUG $19m −13.6% −80.7% — 2025
24 K-tech Solutions Co LTDKMRK $16m −13.2% 1.1% 3.5% 2026
25 Dogness (international) CorpDOGZ $16m −23.3% −173.9% −32.0% 2026
26 Twin Vee Powercats, Co.VEEE $15m 3.0% −58.1% −52.7% 2025
27 Interactive Strength, Inc.TRNR $12m 114.3% −207.9% — 2025
28 Newton Golf Company, Inc.NWTG $8m 136.1% −74.0% — 2025
29 Gmex Robotics CorpGMEX $5m 16.4% −13.1% −7.5% 2025
30 Wrap Technologies, Inc.WRAP $5m 3.7% −221.2% −176.1% 2025
31 Mkdwell Tech Inc.MKDW $3m 51.6% −84.9% — 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other consumer discretionary industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.