THOR Investor Day 2022
Market Evolution
Market situation is a direct result of difficulties in the supply chains - not a drop in retail demand
350,000
Urban Vehicle
Campervan
Motorhome
Caravan
317,230
300,000
+54.1%
-7.7%
284,520
260,958
25.1%
250,000
236,927
240,750
28.0%
212,216
202,170
30.3%
200,000
190,389
32.1%
169,336
34.5%
38.0%
36.8%
32.4%
150,000
41.6%
29.9%
43.5%
34.8%
100,000
40.3%
30.2%
42.3%
43.1%
41.7%
27.4%
41.7%
27.9%
50,000
22.2%
20.8%
14.8%
16.1%
18.9%
21.5%
27.6%
O
12.7%
14.5%
14.2%
15.1%
2016(¹)
2017 (1)
2018 (1)
2019 (1)
2020 (1)
2021
(1)
FC 2022(2)
FC 2023 (2)
FC 2024 (2)
71
13
(1) Calendar Year Actuals. Source: CIVD Historical Statistics
(2) Management Estimates
THOR Investor Day 2022
THOR
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