Consumer Cos Up as Winnebago Strength Offsets Carnival Weakness — Consumer Roundup

Consumer companies ticked up amid mixed signals from two discretionary-spending bellwethers.

Carnival shares rallied as demand for cruise travel remained high, generating stronger-than-anticipated quarterly earnings for the shipping line.

In a bad sign for discretionary spending, however, shares of recreational-vehicle maker Winnebago Industries slid to a two-year low as a shift in its sales mix towards its budget products drove the iconic RV maker to a surprise quarterly loss.

Write to Rob Curran at rob.curran@dowjones.com