LCI IndustriesCapri Holdings

LCI Industries vs Capri Holdings

This page compares LCI Industries and Capri Holdings, offering a neutral overview of their business models, financial performance, and market context to help readers understand how each company operat...

Which Baskets Do They Appear In?

Tariff Protected Stocks | Domestic Manufacturing Edge

Tariff Protected Stocks | Domestic Manufacturing Edge

New tariffs on imported pharmaceuticals, trucks, and furnishings create a potential advantage for U.S.-based manufacturers. This theme identifies domestic companies poised to benefit from reduced foreign competition and increased demand for American-made goods.

Published: September 28, 2025

Explore Basket
Domestic Auto Advantage: Navigating U.S. Tariffs

Domestic Auto Advantage: Navigating U.S. Tariffs

Volkswagen's recent profit warning, caused by U.S. import tariffs, highlights a significant challenge for foreign automakers. This creates a competitive advantage for American-based car manufacturers and their parts suppliers who are shielded from these costs.

Published: July 25, 2025

Explore Basket
U.S. Auto's Tariff Shield

U.S. Auto's Tariff Shield

Volkswagen has lowered its financial outlook, citing the heavy impact of U.S. import tariffs. This creates a potential advantage for automakers and parts suppliers with significant manufacturing operations within the United States.

Published: July 25, 2025

Explore Basket
American Manufacturing's $550B Boost

American Manufacturing's $550B Boost

A new trade agreement between the U.S. and Japan establishes a 15% tariff on Japanese imports and secures a $550 billion investment in American industries. This deal creates a growth opportunity for domestic manufacturers and automotive suppliers set to benefit from the major industrial investment.

Published: July 24, 2025

Explore Basket
Driving Home: U.S. Auto Reshoring

Driving Home: U.S. Auto Reshoring

A new U.S.-Japan trade deal lowers tariffs on Japanese auto imports, creating a cost disadvantage for Detroit automakers reliant on North American manufacturing. This theme focuses on U.S. companies poised to benefit as automakers move production back to the U.S. to mitigate these new tariff-related costs.

Published: July 23, 2025

Explore Basket
US Protectionism: Tariffs on EU & Mexico

US Protectionism: Tariffs on EU & Mexico

This carefully selected group of stocks features American companies that could benefit from the upcoming 30% tariff on EU and Mexican imports. Our analysts have identified domestic manufacturers and suppliers that may gain competitive advantages as foreign goods become more expensive.

Published: July 14, 2025

Explore Basket
American Auto Surge

American Auto Surge

Tap into the unexpected strength of America's auto industry. This collection features carefully selected automakers, parts suppliers, and retailers benefiting from Ford's impressive 14.2% sales jump and robust consumer spending on vehicles.

Published: July 2, 2025

Explore Basket
Open Road Portfolio

Open Road Portfolio

Discover a carefully curated collection of stocks that embody personal freedom and independence. Our analysts have selected companies that not only manufacture the vehicles for your adventures but also provide the financial tools to help you chart your own course in life.

Published: June 17, 2025

Explore Basket

Investment Analysis

LCI Industries

Pros

  • LCI Industries has demonstrated strong recent earnings and revenue growth, surpassing analyst expectations in the third quarter of 2025.
  • The company trades at an attractive valuation with a low PEG ratio and a notably high dividend yield, having increased its dividend for eight consecutive years.
  • LCI Industries maintains a solid balance sheet with a debt-to-equity ratio below industry averages and a robust gross margin in its core business segments.

Considerations

  • The company faces ongoing concerns about OEM vertical integration, potential chassis diversification, and affordability headwinds impacting its RV market exposure.
  • Analyst consensus remains cautious, with a majority rating of 'Hold' and a relatively modest price target increase, suggesting limited upside potential.
  • LCI Industries' revenue and earnings are highly sensitive to cyclical trends in the recreational vehicle industry, which can be volatile during economic downturns.
Capri Holdings

Pros

  • Capri Holdings owns a portfolio of globally recognised luxury brands, providing diversified revenue streams across fashion and accessories markets.
  • The company has demonstrated operational resilience, maintaining profitability despite challenging retail conditions and shifting consumer trends.
  • Capri Holdings has a history of strategic acquisitions and brand revitalisation, supporting long-term growth and market share expansion.

Considerations

  • The company's stock price has experienced significant volatility, with a wide 52-week trading range reflecting ongoing investor uncertainty.
  • Capri Holdings faces intense competition from both established luxury brands and emerging direct-to-consumer players, pressuring margins and growth.
  • The business is exposed to macroeconomic risks, including currency fluctuations and changing consumer spending patterns, particularly in key international markets.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

LCI IndustriesThe Cheesecake Factory

LCI Industries vs The Cheesecake Factory

LCI Industries vs The Cheesecake Factory

LCI IndustriesDana

LCI Industries vs Dana

LCI Industries vs Dana

LCI IndustriesSteve Madden

LCI Industries vs Steve Madden

LCI Industries vs Steve Madden

Frequently asked questions