RV industry hits a bump in the road January 04, 2019, 08:37:47 am Several days ago there was an article in the Wall Street Journal about the RV manufacturing industry. Here is a link RV Stocks May Stay in the Wilderness - WSJOne of the big takeaways was the 75% decline in Camping World stock and 2/3rds for Thor.
Re: RV industry hits a bump in the road Reply #1 – January 04, 2019, 03:41:41 pm Watching that market is a spectator sport. One big problem mentioned was that "Inventory ballooned"For some reason, I don't see that problem happening at the Mothership. I think a issue more likely to affect Lazydaze is if Ford responds to the downturn by cutting back on E450 chassis production. A downturn might mean dislocation, which in turn, would be good for U-Haul etc.Speaking of U-Haul, they just reported their top 2018 destination was Sacramento/Roseville CA
Re: RV industry hits a bump in the road Reply #2 – January 04, 2019, 07:51:49 pm Quote from: joel wiley - January 04, 2019, 03:41:41 pmSpeaking of U-Haul, they just reported their top 2018 destination was Sacramento/Roseville CAInteresting news. I wonder why?