THOR Investor Day 2022
Long-Term Outlook Favorable, Macro Environment Will Shape
the Balance of Fiscal Year 2022 and Fiscal Year 2023
85
MACRO FACTORS
DEMAND
INFLACTION &
PRICING
LABOR & SUPPLY
CHAIN DISRUPTION
CADENCE
•
Expect demand to be muted by macro factors for the remainder of FY 22 and into the beginning of FY 23, but believe it to
be temporary as the underlying dynamics support sustained and increased demand for the RV lifestyle
•
Expect the underlying demand for the RV lifestyle to remain strong in the long term
•
Expect inflation to temper across FY 23
Expect ASPs to stabilize and begin to recede as supply chain pricing offers relief in FY 23
Expect compression of our consolidated margins in the short term as promotional activity returns
•
Expect easing of labor constraints in and around Elkhart County as production volumes normalize
•
Expect continuation of motorized chassis supply challenges due to the chip shortage and fragmented component supply
issues through the first half of FY 23
THOR Investor Day 2022
THOR
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