Malibu Boats, ThredUp shares fall as April CPI pressures consumer discretionary stocks

Malibu Boats (MBUU) and ThredUp (TDUP) traded lower May 15, 2026, as a hotter April inflation report raised concerns that higher household costs could curb discretionary spending. The Bureau of Labor Statistics reported April CPI rose at a 3.8% annual rate, the fastest pace since 2023, with prices up 0.6% from March. Energy costs climbed 3.8%, including a 5.4% increase in gasoline prices, while food and shelter also rose. Malibu Boats recently reported fiscal first-quarter 2026 adjusted earnings of $0.56 a share, 54.5% above estimates, on revenue of $235.7 million, up 3.1% year over year and 10.3% ahead of forecasts. The company guided for full-year revenue of $883 million and EBITDA of $73 million. Shares traded at $28.51, flat year to date and 27.9% below their 52-week high of $39.52 from August 2025.