LCI Industries Investor Presentation Deck
RV OEM
Growth Drivers & Trends
Key Drivers
Growth within the outdoor lifestyle continuously
fuels long term outlook
• North American RV OEM revenues down 61% YTD
through June 2023 vs the same period in the prior
year driven by softened demand, partially offset by
increased content
●
Content per Wholesale Unit
• Travel trailer and fifth-wheel RV content of $5,487
for Q2 2023
• Focus on innovation has supported LCI's continued
market share expansion
• Increase of 2% over the comparable prior year
period
Organic Growth Expectations
• Current 2023 forecast of 290 - 310k wholesale
units
$3,200M
$2,400M
$1,600M
$800M
$OM
250,000
200,000
150,000
100,000
50,000
0
Q319
2018
Q419
Q120
Retail
North American RV OEM
N
RV Wholesale/Retail/Inventory Change
Q220
2019
Q320
Q420
Q121
Net Sales
ANDCHAN
Wholesale
2020
Q221
-
Q321
Q421
Q122
2021
Inventory
Q222
G
Q322
Q422
Q123
Q223
2022
Linear (Inventory)
80,000
60,000
40,000
20,000
(20,000)
(40,000)
(60,000)
(80,000)
LCI INDUSTRIES 14View entire presentation