Vista Outdoor, the parent company of Camp Chef, presented at the Morgan Stanley Global Consumer & Retail Conference today. While they noted some challenges with the consumer environment, they are seeing signals of the business returning to pre-pandemic norms.
From manufacturers down to retailers, a theme amongst the conference calls this cycle is looking at 2019 for business comps rather than during the pandemic. It’s the right way to look at performance and something that we noted in the early summer.