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Topic: RV industry hits a bump in the road (Read 241 times) previous topic - next topic
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RV industry hits a bump in the road
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 - WSJ

One of the big takeaways was the 75% decline in  Camping World stock and 2/3rds for Thor.
Charlie Gary
2016 Subaru Forester
Re: RV industry hits a bump in the road
Reply #1 –
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
Joel & Terry Wiley
dog Zeke
2013  31 IB   Orwan   / 2011 CRV Tow'd LWEROVE