THOR Investor Day 2022

Airstream Business Update 60 60 DEMAND D PRODUCTION SUPPLY CHAIN INNOVATION . • Dealer inventories at 23% of optimal 75% of production units retail sold Lead times between 36 and 50 weeks • 725K sq. ft. facility opened 1/2020 675K sq. ft. of manufacturing space, offices, and Heritage Center Motorhomes upgraded as well THOR Investor Day 2022 • • Supply chain - output and logistics Labor - getting it and keeping it Inflationary pressure Pottery Barn Basecamp co-branded • Class B eStream THOR Go Everywhere. Stay Anywhere™

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