First Quarter Fiscal 2021 Financial Results
RV Industry Overview
North America
Consumer Confidence vs. RV Retail Registrations
600,000
500,000
400,000
69.4%
300,000
200,000
100,000
2007
2008
2009
2010
2011
2012
2013
2014
2015
1.4%
1.3%
39.4%
7.5%
8.3%
2020
Towable
369,066
42.1%
units
1.1%
1.4%
7.6%
RV Retail Registrations (1)
Note: 2020 represented above includes the trailing twelve months of registrations ended September
0.0%
Calendar Year-to-Date RV Retail Market Share
2016
2017
2018
2019
CCS Index (3)
150
Travel Trailer
125
Fifth Wheel
100
75
Folding Camper
1.5%
50
Truck Camper
0.8%
25
Class A
2.8%
0
Class B
1.6%
Class C
5.0%
2020 Industry Wholesale Shipments by Type
(2)
18.9%
(1)
13.0%
25.0%
50.0%
75.0%
14.3%
7.2%
THOR
2019
Towable
343,723
units
45.6%
Forest River
Winnebago
Grand Design
REV Group
Gulfstream
7.3%
6.9%
20.8%
2020
Motorized
40,595
units
38.5%
19.1%
2019
Motorized
42,144
units
37.4%
37.1%
All Others
THO
LISTED
(1)
NYSE
Source: Statistical Surveys, Inc., U.S. and Canada; CYTD through September 30, 2020 and 2019
(2) Source: Recreation Vehicle Industry Association, CYTD through October 2020
(3) Source: The Conference Board, Consumer Confidence SurveyⓇ, through September 2020
20.4%
22.3%
THOR
Go Everywhere. Stay Anywhere.
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